✨ What's new

Investors can now update their own profile information, AML/KYC documents, and contact details and preferences directly in the Investor Portal. Every change is reviewed by fund admins before it reaches IDM, so firms keep full control over what goes into the investor record.

👥 Who can use it

• GPs managing investor data in IDM, who can request reviews from investors and approve or decline the changes investors submit
• LPs with Edit-level Profile Access, who can update their information for each investment entity they are associated with, from the Investor Portal > Profiles tab

💡 Why it matters

Investor data changes over time, from new addresses and updated tax forms to changes in authorized contacts. Keeping these records current has traditionally relied on the fund admin team, with manual follow-ups and email exchanges that grow with the investor base.

Investor Data Self-Service brings:

• Fewer manual updates: Investors submit changes themselves, so fund admins no longer need to collect and enter each update by hand
• Confidence in data quality: Every investor change is reviewed field by field before it is applied to IDM
• Proactive data refresh: Firms can ask investors to review and confirm their data ahead of key moments, such as fund onboarding or periodic AML/KYC refreshes
• One place to track it all: GP-led review requests and investor-initiated updates appear together in a single task view, where fund admins can monitor progress and send reminders across many investors at once

⚙️ How it works

Set up investor access

In the Communication Matrix, fund admins choose each contact's Profile Access level:

• View: The contact can see the investment entity's data in the Portal
• Edit: The contact can also propose updates.
• Access can be set at the entity level, the investment level, or both, to match each contact's role

For LPs

Investors with Edit access can manage their own data directly in the Portal, at their own pace:

• Update anytime: Change profile details, upload new documents, and manage contacts for each investment entity whenever something changes, without contacting the firm
• Respond in one place: Confirm current information or submit changes in response to a firm's review request, all from the same Profiles tab
• Stay in the loop: See which updates are still under review, so there is no need to follow up by email

For GPs

• Review investor updates: Each investor submission appears as a task, where fund admins can choose the final value for each changed field: Update to investor's value applies the change to IDM, or Keep current value keeps the existing data
• Request a review when needed: Fund admins can ask investors to confirm their data:
  • Before key milestones, such as a closing or an AML/KYC refresh
  • When an investor needs a direct link to update their information in the Portal
  • Fund admins can follow up on pending requests with Send reminder

→ Email notifications keep investors and fund admins in sync at every step, from the first review request or investor update to the final review.

Dear Valued Customer,

We are notifying you of a scheduled comment data migration for Fund Subscription on Wednesday, 30 September and Thursday, 1 October, each running from 12:00 AM to 6:00 AM ET.

Funds are migrated one at a time, and each fund takes up to about five minutes. During those few minutes:

• Commenting on that fund becomes view only. You can read existing comments, but cannot post a new comment or reply.
• Your other funds, and everything else in Anduin, continue to work normally.

No action is required from you. This is not a service outage, and the Anduin platform remains available throughout both windows.

This migration makes the comment inbox faster and more reliable, and gives us a more resilient foundation for the commenting capabilities we are building next. Your data will remain secure and unaffected throughout this process.

For questions or support, please contact your account manager or the Anduin Customer Success team at support@anduintransact.com.

Thank you for your understanding and support.

Best regards,

Prepare & Send Executed Documents is now available in Fund Subscription. Fund managers can assemble every investor's closing package in one place - documents, collaborators, CC recipients and the closing email - and release them together, without sending one email per investor.

The flow follows the closing itself: select the subscriptions to close out, attach anything an individual investor needs, confirm who receives what, then send. Nothing is distributed until that final step.

Who this is for

Prepare & Send Executed Documents is built for fund managers who close out a subscription by adding documents to the executed packages in one batch action, then sending them in another - where anything an individual investor needs has to be worked around.

Until now, distributing countersigned documents took two separate steps that did not know about each other. The add-documents batch applied the same files to everyone in the selection, so a package that needed to differ for one investor fell outside it. There was no way to add collaborators or copy anyone in, and no way to stop halfway and come back.

Both steps now live in one place. Fund managers prepare every investor's package on a single screen - documents, collaborators, CC recipients and the closing email - and release them when the closing is ready.

This helps firms handle a closing where investors need different documents - a side letter here, a certificate there - in the same pass as everything else. Progress is saved as work continues, so a closing can be prepared across several sittings rather than in a single run.

How it works

1. Find it on the dashboard

Fund managers can reach the flow in two ways, depending on the current selection. With nothing selected, a banner sits at the top of the subscription dashboard with a count and a button: Prepare and send executed documents.

Select any subscription and the banner clears, because the action now applies to that selection rather than to all of them. The same action is then in the Batch menu, under Subscription documents.

2. See everything ready to distribute

The flow opens on a table of every subscription eligible for this closing - one row per investor, with the documents already in their package, the documents added so far, and who is set to receive them.

This is the working screen for the whole flow: return to it at any point, change one package, and leave the rest alone.

3. Add documents

Attach side letters, certificates or anything else the investor needs alongside the subscription booklet. The same file can go to several packages at once, and added files appear in the Added documents column.

4. Add recipients

Add the people who should receive the closing email. Collaborators get access to the subscription in their investor dashboard; CC recipients are copied on the email only, with no documents or links. Both columns accept a spreadsheet import for longer lists.

5. Review a package

The eye icon on any row opens that investor's package. Check the accepted capital amount, download or remove a document, adjust recipients, and edit the closing email - subject, message and the button the investor clicks. Save stays disabled until something changes.

6. Send

Select the packages ready for release and choose Send executed documents. Each investor receives their own email with their own documents. Anything not ready stays where it is.

Good to know

Three things worth knowing before the first closing.

* Collaborators can do everything the main investor can: Adding someone as a collaborator grants them the same access to the subscription package as the main investor. The main investor and existing collaborators are locked here - removing them happens in the subscription itself. If someone only needs to be kept informed, add them as a CC recipient instead.

* Deleting a document is permanent: Removing a file from a package deletes it - restoring it means uploading it again. This applies to the subscription booklet too, so download a copy before replacing it with a revised version.

* Funds with more than one currency: If the fund accepts capital in more than one currency, the package shows one amount field per fund currency. Enter the amount for the currency the investor committed in.

If an amount exceeds the commitment for that currency, the field flags it - only the currency that exceeds is marked.

Fund managers can now shape the reporting experience their investors see 📊 — define your data once, connect it to the charts you choose, and let every investor see only the numbers they're entitled to.

What's new

Reporting on your branded landing page is now built on datasets you create and manage yourself. Each dataset carries its own access rules, so when you connect it to a chart, that chart renders dynamically for each investor based on what they're allowed to see. One page, one setup — personalized for every investor who opens it.

Why it matters

• Build the reporting view once instead of maintaining a separate page or file for each investor.
• Access rules live with the data, so no investor ever sees another investor's position.
• Update the dataset and every chart connected to it refreshes — no rebuilding the page each reporting cycle.
• Investors get their figures at a glance, without opening a document.

Who it's for

• Fund managers publishing performance and portfolio data to investors through their branded landing page.
• Investors who want a clear, visual view of their own position without digging through reports.

How it works

• Create and manage your datasets, setting who can see which records. Permissions are part of the dataset, not something you configure per chart.
• Add reporting widgets to the page: data value cards for headline figures, line charts for trends over time, bar charts for period comparisons, and pie or donut charts for breakdowns.
• Connect each widget to a dataset, then choose the metrics and time range it displays.
• Arrange the widgets — resize them, place them side by side or full width — until the layout tells the story you want.
• Publish once. Each investor opens the same page and sees it rendered against their own permitted data.

Learn more

Have questions or want a walkthrough? Reach out to our customer service team to learn more.

Subscription Management: Save & resume in batch countersign

Until now, batch countersigning had to be finished in one session—exiting midway meant re-entering signers and commitment amounts.

Now your progress saves automatically from the add-signers step onward, and any team member can resume a saved preparation.

✨ What's new:

• Save and close at any point from the signer's step, with auto-save in the background
• Resume saved preparations — each shows who created it, the latest preparer, and the step it was saved at
• See when a subscription is already in another preparation—only the first countersign request sent is valid

Tag your data room participants by investor entity, region, or any label you choose — completely separate from permissions — and see how each segment is engaging.

No more stretching permission groups to do a job they weren't built for.

What's new:

• Create and assign multiple tags to any participant, including those you've invited but who haven't joined yet
• Filter Insights by tag and view per-tag engagement—visits, views, downloads, access %, and time spent—in a new Tags view
• Include tags in participant exports and activity-log reports
• Filter recipients by tag when sending file-upload notifications

You're now fully in control of your side letters: remove one yourself in seconds — even when it holds a single document — with no support ticket and no waiting on a manual fix.

What's new

You can delete a side letter section directly, including its last or only document. Deleting the final file removes the whole side letter, so a document added by mistake is resolved on the spot.

Why it matters

• Move faster — fix a side letter mistake yourself instead of raising a request and waiting
• Stay in control — the investor no longer sees a side letter once you remove it
• Keep a clean record — every deletion is confirmed and logged for audit

Who it's for

• Fund teams managing side letters in Fund Subscription

How it works

• Deleting the last document in a side letter removes the whole section
• You confirm in a modal before it's removed, and the action is recorded in the audit log

Learn more

Have questions? Reach out to our customer service team at support@anduintransact.com to learn more.

You can now choose exactly which document types to include when bulk exporting investor documents — no more downloading everything just to get what you need.

Whether it's W-9s, government IDs, side letters, or signed certificates, you're in control of what gets exported.

What's new

• Subscription documents — choose to include or exclude signed certificates from the export
• AML/KYC documents — select specific document types (W-9, government ID, evidence of authority, and more)
• Side letter documents — bulk download side letters in one click
• Other documents — include investor- or FM-uploaded documents as needed

This feature is now available for everyone — give it a try.

✨ What’s new

File Insights is now available for documents shared through the Investor Portal. Fund admins can monitor investor engagement with shared documents and send targeted reminder emails to recipients who have not yet accessed them - all within the platform.

👥 Who can use it

File Insights is available to all IDM admins and can be accessed from any document view, including:

• The Portal global Documents tab
• A Portal instance's Documents tab
• The Package Details view

💡 Why it matters

When sharing important investor documents, visibility into investor engagement can support compliance, audit readiness, and investor follow-up efforts.

File Insights helps firms:

• Understand which shared documents have been accessed and which remain unreviewed
• Follow up with non-engaged recipients directly from the platform, without relying on manual tracking or external email loops
• Maintain a complete record of investor interactions across document versions

⚙️ How it works

File Insights introduces three key capabilities after a document has been shared:

1. Engagement Status Tracking:

Quickly see whether a shared document has been accessed by any recipient directly from the document dashboard.

2. Reminder Emails:

Send reminder emails to recipients who have not yet engaged with a document, either individually or in bulk across multiple documents.

3. Detailed Engagement Insights:

Access a dedicated insights view for each document, including:

• Engagement metrics and visual summaries
• Recipient-level view and download activity
• A complete recipient activity log
• Version-level insights for documents with multiple versions

Previously, filters applied on the investor dashboard were lost when entering the Batch Countersign flow — all eligible LPs appeared regardless of your selection, making it difficult to countersign by partnership or investor group.

Now, a confirmation modal previews your selected LP list before you enter the batch flow, so you can verify exactly who's included and catch ineligible investors before committing.

What's new:

• Dashboard filter selections (by partnership, form data, or any column) carry into Batch Countersign
• New confirmation modal shows the full selected LP list before you proceed
• Ineligible LPs are flagged with a red ✕ for easy identification
• A built-in tip links back to the dashboard for more advanced filtering options