We're excited to introduce a powerful new capability that puts you in full control of your email experience: Self-Service SMTP Configuration.

🌟 What’s New:

• Set up your custom SMTP server directly in FundSub’s Email Settings - no need to share credentials or go through manual setup with our team.
• Discover the new "Outgoing Email Server" section next to "Email Templates."
• Use the built-in "Send Test Email" feature to instantly verify your configuration.
  

❓ Why It Matters:

• Enhanced Security: Your SMTP credentials stay private - no need to hand them off to anyone.
• Full Autonomy: Configure and manage your outgoing email settings independently, end-to-end.

No matter how sophisticated your tech stack is, manual work like copying, pasting, and moving files can slow you down if your systems don’t communicate seamlessly.

Now, you can connect Anduin to your existing tools and automate tedious tasks, giving you more time to focus on what truly matters.

What Can You Expect?

👉 No more copy and pasting - Investor records automatically sync to your CRM.

👉 No more drag and dropping - Documents flow straight to your drive.

👉 No more chasing updates - Tailored investor activity alerts keep you informed.

With its plug-and-play setup, your integration will be ready in just a few clicks. Ready to streamline your workflow? 

In Fund Subscription, navigate to your top right corner and click “Connected apps”.

Or, click here to go to our website 

Learn more

Unlock unparalleled flexibility in investor management!  We've supercharged how custom fund manager teams handle investor group access, making your workflows faster, smoother, and more efficient than ever before!

🔍 What’s Changing?

Previously, custom GP groups were limited to a single investor group, restricting flexibility for fund administrators. This often led to inefficient workarounds.

With this update, custom GP groups can now access multiple investor groups, enabling more dynamic workflows and stronger compliance processes.

✨ Why It Matters?

✅ Diverse Personas, Better Collaboration: Fund administrators can now invite and manage a wider range of investor personas, ensuring precise access control for different roles.

✅ Smoother Workflows: Reduce manual access management and improve operational efficiency.

✅ Faster Decision-Making: Empower key personas with the right data at the right time for more agile fund management.

🚀 Key Enhancements:

✔ Expanded GP Group Access: Custom GP groups can now access multiple LP groups.

✔ New Investor Group Column: Added to the Master Dashboard for better visibility.

✔ Enhanced Export & Filtering: Investor group tags now included in dashboard exports.

✔ Improved Invitation Workflow: Custom GP groups with multiple LP groups now see investor groups in a selection format for streamlined management.

🚀 This update is LIVE! Start using these features today to optimize your fund administration.

💡 Have questions? Our support team is here to help!

Introducing our new One Envelope feature to simplify and speed up your signature process.

With One Envelope, all necessary documents are bundled into a single package, making it easier to review, sign, and stay compliant—in just one step.

Why One Envelope?

✅ Single-signature simplicity – Sign all required documents one time only

✅ Integrated compliance – Ensure regulatory requirements are met without extra steps

✅ Fast, secure, and efficient – Speed up your subscription process and avoid delays

For Document Preparers:

• Effortless document collection – Gather all required forms digitally
• Built-in review checks – Ensure compliance before sending
• One-click bundling – Compile everything into a single, easy-to-manage package

For Signers:

• One-step signing – Sign once instead of multiple times
• Clear guidance – Reduce confusion with step-by-step instructions
• Reassign with ease – Quickly delegate signing when needed

One Envelope makes signing faster, smoother, and smarter so you can focus on what matters.

Ready to simplify your signing experience? Try One Envelope today.

Ready to Transform How You Manage Advisors on Fundsub?

Between tracking subscriptions, organizing paperwork, and coordinating communications, advisor management steals focus from strategic growth. Our new Advisor Workflow streamlines these processes, giving you back hours to focus on what matters most.

What’s New?

For Fund Managers - Take control of your advisor relationships with a purpose-built collaboration hub

• Invite and onboard advisors in minutes
• Monitor all advisor subscriptions in real-time from a centralized dashboard
• Manage all invited advisors efficiently in one place

For Investment Advisors - Experience a reimagined subscription management workflow

• Access all fund opportunities and client subscriptions through a single, intuitive interface
• Oversee multiple client subscriptions with our optimized portfolio view
• Create and manage advisor entities seamlessly for enhanced organizational control

Who Benefits?

This update is designed for:

• Fund Managers collaborating with investment advisor firms, including Registered Investment Advisors and Wealth Management firms
• Advisors managing multiple client subscriptions across different funds

Why It Matters?

Scale your advisor relationships without scaling complexity:

• Onboard and manage advisors efficiently at scale
• Track advisor contributions in real-time
• Collaborate more effectively with your advisor network
• Deliver a premium experience that keeps advisors coming back

How to enable?

Ready to transform your advisor relationships? The new Advisor Group and Advisor Advantage are available for activation in your fund environment. Contact our team via support@anduintransact.com to enable these powerful capabilities and take your fundraising process to the next level.

Introducing our improved countersignature feature to help you automate key steps and reduce manual input.

Increase your efficiency with our new prefill fields feature, private signing views,  and batch preparation for multiple countersignature requests.

Who can use this feature?

Fund managers and team members handling subscription agreements and obtaining countersignatures from designated signatories.

What can you do?

• Simplify and streamline the countersignature process for subscription documents.
• Allow final signatories to apply their e-signature without additional manual input, as fields like dates and capital amounts are prefilled.
• Enable batch preparation for countersignature requests, improving efficiency for large-scale document management.
• Provide private signing views for countersigners, removing the need to add them as fund admins.

Dear Valued Customer,

We are notifying you of a scheduled database maintenance on Tuesday, 24th December from 22:00 EST to 23:00 EST.

During this time, the Anduin platform will be temporarily unavailable, including:

• Web application
• API services
• Integration hub

To avoid any disruptions:

• Please complete any in-progress work before the maintenance window.
• Pause any integrations using our public API or integration hub and resume them after the maintenance is complete.

This maintenance is critical to enhance our system's performance, security, and reliability. Your data will remain secure and unaffected throughout this process.

We appreciate your patience as we work to improve our services. Our team will minimize the duration and impact of the maintenance.

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,

With Anduin's Data Extraction Service, everything your LPs submit - even handwritten documents - is extracted and seamlessly integrated into the Anduin platform. 

Why Anduin’s Data Extraction Service?

• Extract LP data live during fundraising to speed up closings and reduce errors
• Extract and validate data from various supporting documents - MFNs, tax forms, AML/KYC, and more
• Keep LP data at your fingertips for future investment onboarding and post-close operations
• Utilize our Investor Data Management to create a comprehensive, reliable LP database

Plus, you have flexible storage options: data can stay on the Anduin platform or in a fully customizable spreadsheet.

Ready to see it in action? Reach out to your Customer Success Manager or send a demo request to support@anduintransact.com to experience Anduin's Data Extraction Service firsthand!

Objective

Investor transfer is the transfer of ownership or interest in the fund from one investor to another. This process is initiated due to various reasons, such as liquidity needs, portfolio rebalancing, or estate planning.

Transfers can be conducted between 2 investors in the same fund, 2 entities of the same investor or by selling to a new investor.

Identified problems

• Tracking transfer workflow: Most funds have to manually track this workflow through Excel spreadsheet and emails
• Back and forth with investors: Funds have to reach out to investors to ensure transfer agreements and fulfill submissions
• Manage stakeholders: The transfer process can involve different stakeholders, which makes it difficult to ensure alignment across the boar.d

Key Benefits

Streamlined and accelerated investor transfer process

Transferors and transferees can initiate the process independently via a shareable link provided by the fund manager. This allows the transfer process to begin as soon as the transferor is ready, eliminating the need for fund managers to be directly involved at the start.

Centralized experiences

• Unified Investor Experience

  Investors can manage all their fund-related activities in one place, from indication of interest, transferring shares, voting, and more—providing a seamless, one-stop-shop experience.

• Simplified Fund Manager Operations

  Fund managers can move away from relying on spreadsheets and disjointed systems. Anduin Fund Subscription serves as a single source of truth for managing all investor transfers, ensuring easier tracking and oversight of every transaction.

Enhanced transparency

Both transferors and transferees can monitor the transfer's progress in real-time using Anduin’s investor view. They can track how the transfer form moves through each step, including completion, signing, and submission for fund manager review.

Fund managers receive daily notifications when new transfers are initiated and can easily track every transfer’s status through the comprehensive transfer dashboard.

Effective communication

The platform facilitates direct communication between the transfer parties and fund managers, allowing in-context discussions that streamline the entire process and improve collaboration among all stakeholders.

Onboarding conversion

The Investor Transfer workflow can introduce new investors to the fund, as shares may be transferred to individuals not previously involved. This presents fund managers with valuable opportunities to cultivate new investor leads, potentially driving participation in both current and future fundraises.

How It Works

1. PDF Submission: The fund submits a PDF containing the captured transfers.
2. Digitization & Onboarding: Anduin digitizes the document and integrates it into the transfer workflow, allowing the fund manager to manage the process.

3. Invite the transfer parties: Fund managers can invite transfer parties directly or provide the transferor with a shareable link to self-initiate the transfer.

   

   
   

Investor Experience (sub - page)

1. Investor(s) receive email invitation to join transfer fund or access transfer fund using a shareable link
2. Investor access the Transfer funds
3. Buying investor request signatures from selling investor
4. Signature request that selling investor receive from buying investor
5. Selling investor complete signing request on Transfer Form
6. Investor’s view when complete Transfer flow

Fund Manager Experience

1. Fund manager invite buying investors to Transfer Fund
2. Fund manager can also setup shareable link to help buying and selling investors gain access to transfer fund
3. Fund manager manage transfers on dashboard
4. Fund manager monitor transfer progress in reporting tab

Touchpoints & Communication

• Effortless initiation: Transferors can begin the transfer process independently using a simple shareable link, reducing fund manager involvement.
• Real-time transparency: Transfer parties can track the status of the transfer at every stage, ensuring clarity and peace of mind throughout.
• Centralized management: Fund managers can oversee all transfers in one place, eliminating the need for spreadsheets and multiple systems.
• Enhanced communication: Direct, in-platform messaging enables transferors, transferees, and fund managers to easily collaborate and resolve issues.
• New investor opportunities: Transfers to new investors can help fund managers identify fresh leads, driving participation in future fundraising efforts.

Objective

The Investor Voting Workflow simplifies fund decision-making by automating vote collection, tracking, and reporting. This reduces manual effort, ensures real-time accuracy, and minimizes errors. Fund managers can confidently manage the entire voting process, with compliance, reporting, and vote aggregation handled at scale. It's especially valuable when needing consents or voting in events like Annual General Meetings and Extraordinary General Meetings, where shareholders vote on critical corporate matters.

Key Participants

In the investor voting process, fund managers and investors play key roles, each with specific responsibilities and challenges.

Fund Managers

1. Set up and manage the voting process and communicate with investors.
   • Controlling Access to Votes: Fund managers must ensure only authorized investors can vote on resolutions, which may vary based on share type, fund role, or agreements.
   • Communication Management: Responding to investor queries promptly while keeping the process on schedule can be challenging. Funds managers want a quick way to blast communication instead of manual, time-intensive follow ups.
2. Track real-time progress and reporting on a timely basis.
   • Recording Off-Platform Votes: Managing votes collected outside the platform creates difficulties for fund teams seeking a centralized tracking and reporting solution.
   • Data Accuracy and Reporting Efficiency: Without proper document logic rules, the risk of errors rises, leading to time-consuming corrections and delays in building rollup reports.

Investors

Responsibilities and Challenges

1. Review proposals and cast informed votes through Anduin’s interface.
2. Access all relevant documents and stay updated on voting matters.
   • Track their voting history in one centralized location.

Key Benefits

Managing votes at scale: accurate and flexible set up

Fund managers can easily send voting requests and track responses from investors, even when dealing with a large number of participants across multiple investors and funds.

• Scalability: Anduin supports bulk communication features, allowing fund managers to send voting invitations at scale and follow up on outstanding votes automatically.
• Customizable templates: Fund managers can create various invitation templates tailored to different investor groups, making communication easier and more personalized.
• Customized logic: Anduin offers flexible voting logic to ensure that only eligible investors can vote on certain resolutions, which may vary based on share type, fund role, or specific agreements.
  • Shareholder Voting: Ensures that only qualified shareholders vote on key decisions.
  • Class Voting: Tailors voting permissions based on share class, allowing only relevant investors to participate in specific resolutions.
  • Investor Advisory Voting: Restricts votes to advisory investors, automatically excluding those without advisory rights.
  • Cumulative Voting: Allows for strategic vote allocation among board candidates, with rules in place to ensure only eligible investors participate.
  • Institutional Voting: Enables custom voting rules for large institutional investors, providing flexibility and compliance control for complex resolutions.

Enhanced communication and reporting

• Automated Rules and Calculations: On the dashboard, fund managers can set rules to do simple calculations and track progress, which reduces manual work and fast-track reporting.
• Accurate Reporting: Our document logic rules and restrictions ensure data accuracy and significantly reduce the time needed to generate rollup reports.

Centralizing offline votes to a single environment

• Custom dashboard allows fund teams to build new columns to record and centralize all off-platform votes in a single dashboard, ensuring that Anduin remains the single source of truth.
• Data Capture & Integration: Once voting is completed, all relevant data is captured during the process and integrated into a single, verified PDF for long-term record-keeping.

Unified, seamless voting experience for investors

• Centralized Investor Experience

  Investors benefit from having all their interactions consolidated in one platform, as they are already using Anduin for other fund-related activities.

• Enhanced e-Forms

  Our e-form solution offers a superior experience compared to traditional pen-and-paper methods. It provides a faster, more user-friendly way for investors to complete and submit documents, reducing friction and improving overall satisfaction.

How It Works

1. PDF Submission: The fund submits a PDF containing the captured votes.
2. Digitization & Onboarding: Anduin digitizes the document and integrates it into the voting workflow, allowing the fund manager to manage the process.
3. Data Import: The fund imports investor lists and pre-filled data to streamline the voting process.

4. Invitations & Tracking: Voting invitations are sent at scale, and the fund manager can track voting progress in real time, with automated follow-ups for incomplete votes.

   
   

Use case example

An example of how the AGM voting process works with Anduin

Investor Experience (sub - page)

1. Investor(s) receive email invitations to cast their votes. You can alternatively send them a direct link to the workflow.
2. Investors access the vote
3. Investors can review the full terms and acknowledge reviewing it by checking a confirmation box.
4. Investors can cast their votes. They can cast any number of votes.
5. Signature requirements can be set up for the investor and any additional representatives.
6. Once all signatures are collected, the vote is considered complete.

Fund Manager Experience

1. Fund managers invite investors to participate in the voting process.
2. Fund managers can view vote details either in the form or in the completed PDF.

3. Fund managers can monitor the progress of vote-casting via the dashboard.

   

   
   

Touchpoints & Communication

• Bulk Communication Features: Anduin enables fund managers to send large volumes of communication and follow-up messages effortlessly, significantly reducing manual work.
• Predefined Templates: Fund managers can create various invitation templates tailored to different investor groups, making communication easier and more personalized.
• Real-Time Tracking & Reporting: The dashboard tracks voting progress and calculates results automatically, helping reduce manual oversight and increasing efficiency.
• Centralized Interactions: Investors can manage all interactions, including voting, from within the Anduin platform, keeping everything organized in one place.