Γνωρίστε τον Neo, τον Co-GP σας με τεχνητή νοημοσύνη.
Τι νέο υπάρχει
Νέες δυνατότητες, βελτιώσεις και διορθώσεις, με τις πιο πρόσφατες πρώτες.
- ΔιορθώθηκεGP
A bank account you add to a holding now shows on that holding's Banking tab and overview
- ΔιορθώθηκεGPΕπενδυτές
Sign in with Google and land right where you were headed
- ΔιορθώθηκεΕπενδυτές
Repeat payments from a linked bank account go through
- ΒελτιωμένοΕπενδυτές
The people you add to an investing entity now get an email inviting them in
- ΝέοGPΕπενδυτές
See performance in USD across a multi-currency portfolio
- ΒελτιωμένοGP
Review your report one partner at a time — and jump straight to any of them
- ΒελτιωμένοGPΕπενδυτές
Distribution emails show investors their own amounts
- ΒελτιωμένοGP
See exactly what an import will create or update before anything is written
- ΝέοGP
Choose which opportunity custom fields your investors can see
- ΒελτιωμένοGP
Bank account balances now show up front on your holding page
- ΒελτιωμένοGP
Emails now sync to your CRM automatically
- ΝέοGP
Add bulk-invited investors to your pipeline in one step
- ΔιορθώθηκεGPΕπενδυτές
Prospects can now see their finalized subscription agreement before an investing entity exists
- ΔιορθώθηκεGP
Delete tasks you no longer need
- ΔιορθώθηκεGP
NDA templates in active use are protected from accidental deletion
- ΔιορθώθηκεGP
Cleaner communication emails
- ΒελτιωμένοΕπενδυτές
Your "Continue your investment" email now shows the deal's cover image
- ΝέοGP
Store an Accounting ID on each investing entity
- ΒελτιωμένοGP
Pick the right bank account faster when raising capital
- ΔιορθώθηκεGP
One pending invitation per teammate — no more duplicate team invites
- ΝέοGPΕπενδυτές
Investors manage their bank accounts, with every change approved by the GP
- ΒελτιωμένοGP
Add a branded hero image to your investor sign-in page
- ΒελτιωμένοGP
Reports now live under their holding, with a cross-holding view for discovery
- ΒελτιωμένοGP
See remaining and uncalled capital on the holding Overview
- ΔιορθώθηκεGP
More accurate ownership percentages for non-unitized holdings
- ΒελτιωμένοΕπενδυτές
Clearer bank transfer details when you fund your investment
- ΒελτιωμένοGPΕπενδυτές
Richer cash-flow views: capital account balances, a distribution breakdown chart, and a stacked-area default
- ΒελτιωμένοGP
Choose how each investor gets paid when finalizing a distribution
- ΝέοGP
Track check payments in a dedicated Check Tracking view
- ΝέοGP
Publish rich, holding-specific updates right on the investor portal
- ΒελτιωμένοGPΕπενδυτές
Clearer distribution emails, plus finalize and send LP payouts in one step
- ΒελτιωμένοGP
See everything about a capital call in one place: status, lifecycle progress, and payment link
- ΒελτιωμένοGP
See your sender account balance while setting up a distribution
- ΝέοGPΕπενδυτές
Add a self-accreditation gate to your 506(b) fundraise landing page