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