a week ago
Dashboard Investor Filters Now Carry Into Batch Countersign
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