Introducing highlight inactive threads, our new enhancement within the comments feature.

With this new enhancement, important comments from investors will be highlighted if there’s no response after a set time.

Why Does It Matter?

In the day-to-day, fund admins need a quick way to identify important conversations they might missed without having to scan through all comment threads manually.

This new enhancement will help save their time, and at the same time ensure no important comments from investors slip through the cracks.

How It Works:

Threads initiated by LPs that have been inactive (without a GP reply) for a set number of days will be marked with an exclamation point and highlighted.

• Inbox UI and Comment Panel Updates: Inactive threads are highlighted and pinned at the top, making them easier to spot.
• Customizable Settings: GPs can enable or disable the nudging feature and customize the inactivity period before threads are flagged for follow-up.

Now fund managers can mark subscription workflows as complete without requiring a fully signed document.

This improvement will allow more flexibility to reflect the true status of your subscriptions more accurately.

Key Benefits:

• Customizable Workflow Completion: End workflows at any stage to better match your specific use cases, whether it’s IOI distribution, wire instruction collection, or AML/KYC workflows.
• Improved Progress Tracking: Keep investors informed and track subscription progress with more precision.
• Enhanced Communication Options: Decide whether or not to notify investors at each stage, reducing unnecessary communications.

Introducing new type filtering when you’re downloading documents in bulk. 

Now you can select your desired document types before downloading, ensuring a faster and more efficient process.

Why it matters

• Previously, GPs had to download all document types in bulk, which often included irrelevant and unnecessary files.
• Now, GPs can filter and select only the specific document types they need, making downloads faster and more efficient.

How it works

• GPs can choose document types while exporting investor documents:
  • Subscription Documents
  • AML/KYC & Other Supporting Documents
  • Reference Documents
• Only the selected document types will be downloaded for all chosen LPs.

August 2024 marks a major milestone—Anduin's 10th anniversary of reshaping the investor onboarding experience. We couldn't have achieved this without the trust and support of our incredible customers.

To celebrate, we're sharing some of the key highlights from our journey over the past decade:

• Enhanced Fund Subscription: Introduced powerful new features for smarter management and greater flexibility.
• Investor Data Management: Revolutionized LP data handling with automation and streamlined processes.
• Data Extraction: Transformed all LP data into digital, actionable formats.
• Investor Access: Simplified investor profiles with automated notifications.
• Seamless Integrations: Connect with top CRMs and cloud services.
• And more!

Read the full blog

Fund Managers can now create and manage customizable email templates for investor invites, reminders, and document distributions.

Benefits:

• Targeted Messaging: Customize emails for specific investors.
• Improve efficiency: Save time with reusable templates.
• Consistent branding: Maintain a unified branding across all emails

Go to Settings > Email Templates to learn more on this feature. Create your first email template and start optimizing your communication today!

Introducing our new custom export templates. Admins and users with custom roles can now create and manage their own export templates. This feature will provide more flexibility and control over your data exports.

Who can use this feature?

• Admins
• Custom roles with dashboard and form data access

What can you do?

• Create custom export templates: Customize export formats to fit your needs
• Edit existing templates: Update existing templates according to your specific needs

Custom export templates will be available for all users. You will be able to use this feature on all data accessible to you, based on your access permissions.

Start customizing your exports using custom templates today!

Introducing our enhanced comment notifications to improve your fund management experience   

Notifications are now categorized into Mentions, Assignments, and Thread-related types with a unified notification badge.

Why it matters

• Categorization: Allows users to efficiently search, respond to, and prioritize notifications.
• Unified badge: Consolidates notifications into a single badge, ensuring you never miss an important update.

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

Introducing our new batch approval feature for multiple AML/KYC documents across LPs streamlines your review process.

In addition to the ability to quickly approve multiple AML/KYC documents for a single LP, now you can select and approve multiple documents across multiple LPs.

Why it matters

• Save time: Bulk approvals reduce the time spent on managing AML/KYC documents, especially when dealing with numerous LPs.
• Streamline workflows: Manage large volumes of documents more efficiently without the need to review each one individually.

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

Introducing 8 powerful new permissions for GP custom groups, offering the most precise control yet for fund admins.

Now you can seamlessly replicate real-life GP functions, ensuring that platform capabilities align with your on-the-ground operations.

Who this affects

• Fund managers, admins, and GP team members who require precise control over document visibility, actions, and investor interactions.

Why it matters

• Control: Tailor permissions to match your team's roles, ensuring data security and optimized workflows.

How it works

• Subscription doc permissions: Control specific permissions such as visibility, sending reminders, uploading on behalf of investors, and managing executed documents.

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

Introducing our enhanced display of commitment amounts for investments across multiple funds and currencies 💱 

Commitment amounts from multiple currencies or funds are now displayed on the Master Dashboard, at the Batch Countersign step, and in the Reporting tab.

Why it matters

• Clarity: View and track varying commitment amounts more effectively.
• Comprehensive reporting: Enhanced visibility across different stages of the fundraising process.

How it works:

1. Contact us: Reach out to configure your fund to handle multiple currencies or funds.
2. Track and display: Commitment amounts are shown throughout the dashboard and reporting sections.

To learn more about this feature, contact our customer service team.