Novedades
Nuevas funciones, mejoras y correcciones, de lo más reciente a lo más antiguo.
- 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