✨ 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

Until now, adding participants to a data room meant pasting a list of emails into one group, then repeating the process for every other permission group — turning a typical fund close with 50+ groups into hours of repetitive clicks.

Admins can now invite all participants across every permission group in a single guided workflow—using the spreadsheets they already maintain.

What's new:

• Upload one spreadsheet to invite participants across every permission group in a single action
• Map columns from any source (CRM exports, internal HR lists, fund-specific lists) — no need to reformat files to match an Anduin template
• Configurable header row lets non- Anduin spreadsheets work out of the box
• Set per-user config (Can Invite Users, Term of Access) at the same time as the invite—no second pass
• Review a confirmation summary (new participants, existing participants added to new groups, merged rows) before invites go out
• Async batch processing with a downloadable Full Report — navigate away while the import runs

You can now start conversations at the order level — no need to tie every comment to a specific document or form field.

Whether it’s eligibility questions, structural discussions, or general follow-ups, everything now has a clear place inside Anduin.

What’s new

• New General comment type
• One internal and one shared thread per order
• Included in email digests and comment export sheet

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

Uploading new documents to your data room just got a lot more personal. You can now customize the notification email investors receive when you share new files. So your update lands like a thoughtful note, not a system alert.

What's new:

• Permission-scoped links, automatically. Every link in the email respects each recipient's existing access — no manual check, no accidental exposure.
• Pick exactly who gets notified. Choose specific investors or groups per upload, so the right people get the right files.
  
• Write your own subject and message. Use the rich text editor to explain what's inside, highlight what matters, and set the right tone—whether it's a formal quarterly update or a quick heads-up, it's your call.
• Add a custom call-to-action. Replace the generic "View documents" button with whatever fits "Review Q4 financials." "See the updated LPA," or "Open the data room."
  
• One guided 3-step flow. Upload → Select recipients → Prepare message. Done in under a minute.

Why it matters: 

Generic notification emails got ignored — or worse, made investors second-guess whether an upload was legitimate. Custom messages drive faster document review, fewer "did you see this?" follow-ups, and a more professional relationship with your LPs.

Now available in Anduin Data Room for all admins for you to try!

What's New

Managing investor documents just got smarter. File and folder names in the File System can now be automatically generated using data from investor form submissions — no more manual renaming after every download.

This applies to both Dataroom file access and direct FS UI downloads, giving your team consistent, meaningful file names without any extra effort.

What this means for you

• File names can automatically reflect investor-specific data such as fund name, share class, or entity type - for example: Offer Letter_FundX_Offshore.pdf
• Works across both your Dataroom and investor document downloads
• Eliminates the need to manually rename files after each download
• Ensures consistent, structured file naming at scale

To explore availability and learn how to enable file naming conventions for your fund, please reach out to our Customer Success team at support@anduintransact.com.

✨ What's new

Fund managers can now create and manage a Terms of Access (ToA) directly within the Investor Portal — giving firms a built-in, legally enforceable way to obtain explicit investor consent before granting access to any portal content.

👥 Who can use it

Fund managers on the Portal or Engagement Hub package can configure and manage Terms of Access in the IDM app → Portal tab → Terms of Access.

💡 Why it matters

Investor portals contain highly confidential fund information. Most GPs are required — by legal, compliance, or internal policy — to obtain explicit consent from investors before they can view any portal content. Without a built-in workflow, firms had to rely on external tools or manual processes, creating legal exposure and audit gaps.

With Terms of Access Management, GPs get a fully auditable, version-controlled consent mechanism built directly into the portal — no external tooling required.

⚙️ How it works

Create and customize your Terms of Access

From the ToA Management tab, fund managers can create a ToA with full control over the content:

• Set a display title, body text, and the accept button copy
• Optionally require investors to scroll through the full terms before they can accept
• Preview exactly how the ToA modal will appear to investors before activating it

Edit with version control

Terms of Access can be updated at any time. The system distinguishes between two types of edits:

• Minor edits (name, title, button copy) — updated in place with no impact on existing acceptances
• Content changes that affect previously accepted agreements — saved as a new version, keeping your audit trail intact

When publishing a new version, fund managers can choose to:

• Require all investors to re-accept the updated terms, or
• Skip re-acceptance for investors who have already accepted a prior version

What investors see

When an active ToA is in place, investors are presented with an acceptance modal the first time they access the portal. They must accept the terms before they can view any portal page — including all current and future custom and system pages. The experience is seamless: once accepted, investors proceed directly into the portal without interruption.

What’s new?

The Microsoft Dynamics 365 - Data Retrieval integration is now live via Integration Hub. Subscription data from Anduin Fund Subscription is automatically synced to Dynamics 365 every time a subscription reaches a configured status — no manual data entry needed.

Why it matters?

Enable automated CRM sync and a trusted source of truth as Dynamics 365 gets updated automatically every time a subscription reaches a configured status. IR, Compliance, and Accounting teams can rely on CRM records that always reflect the final, signed subscription agreement.

Who can use this feature?

• Any FundSub customer using Microsoft Dynamics 365 Sales as their CRM.
• Especially useful for firms managing high volumes of subscription data across multiple funds.

How It Works?

• Automatically pushes subscription data from Anduin Fund Subscription into a dedicated Dynamics 365 custom table
• Supports multi-fund configuration with flexible data template options
• Data is pushed every time a subscription reaches the configured trigger status

To learn more about this feature visit our help center or reach out to our customer service team.

We're excited to introduce Phone OTP as a new recipient authentication method for DocuSign — giving your signers a faster, more secure way to verify their identity.

What's new? Recipients can now authenticate via a one-time passcode sent directly to their phone number before accessing and signing documents.

Why it matters:

• Enhanced security — adds an extra layer of identity verification
• Familiar & frictionless — most users are already comfortable with SMS/phone OTPs
• Flexible authentication — use alongside or instead of existing methods

Who is this for? Teams and workflows that require stronger signer identity verification before document access.

How to get started: Simply select Phone OTP as the authentication method when configuring your DocuSign envelope recipients.

What’s new?

The DealCloud (Data Room Insights) integration is now live via Integration Hub. Investor engagement activity from your Anduin Data Rooms is now automatically synced to DealCloud in real time — no manual logging needed.

Why it matters?

Every time an investor is invited, joins, views, or downloads a document in your data room, DealCloud gets updated automatically. Teams can choose which investor activities to capture, so your CRM only receives the signals that matter.

Who can use this feature?

• Any Anduin Data Room customer using DealCloud as their CRM.
• Especially helpful for firms with high investor activity and multiple data room participants.

How It Works?

• Automatically pushes investor engagement activity from Anduin Data Rooms into a dedicated DealCloud object
• Supports event filtering across invites, joins, views, and downloads
• Includes a one-time historical backfill on installation to populate past activity

To learn more about this feature visit our help center or reach out to our customer service team.