As part of the Anduin ecosystem, Engagement Hub centralizes every investor interaction — from initial marketing touchpoints to post-close relationship management.

With Engagement Hub, GPs can:

• Guide and engage LPs from first interest to post-close 
• Deliver a cohesive, branded investor journey tailored to specific LP groups
• Replace fragmented workflows with a single, secure hub for subscriptions, documents, and communications
• Maintain engagement through direct communication between LPs and GPs

Ready to see it in action? Reach out to your Customer Success Manager or email support@anduintransact.com to schedule a walkthrough.

What’s New:

Say goodbye to emails and spreadsheet communication. Now, advisor tags let fund managers add custom notes or context directly to subscriptions. These tags appear instantly on the advisor’s dashboard, eliminating the need for email threads or offline updates.

Who this Affects:

Fund managers using Advisor Management, advisors using Advisor Advantage

Why It Matters:

• Real-time collaboration: Updates and context are shared instantly, keeping everyone on the same page.
• Clarity and transparency: Custom tags make it easy for advisors to track the latest details for each subscription.
• Streamlined workflow: No more chasing status updates or searching through emails.

How Does It Work:

• This feature available for users who are already using Advisor Management. Reach out to our Customer Success team to enable this feature
• This tag can be added, edited and managed like the existing tags on Fund Sub. You will see a note that this tag column is external communcation (because it is visible on Advisor’s Dashboard)

Where Can I Learn More:

Reach out to our Customer Success team to learn more and request to enable this features. 

Fund managers can now assign a single user to as many groups as needed. Permissions are automatically combined across all assigned groups, so access is flexible, dynamic, and tailored to every participants. No more creating different permutations to create a desired permission setup

Why It Matters

• Effortlessly mirror users’ real-world roles as they evolve.
• Mix and match group permissions without creating extra groups.
• Cut down on admin work and keep your Data Room organized.

How Does It Work:

• No more shuffling users from one group to another—simply select all the groups you want a user to belong to.
• During the invitation flow, assign users to multiple groups at once.
• When creating an invitation link, you can include as many groups as needed with a single click.

Where Can I Learn More:

Refer to the following links to get started

• Help doc: How to invite one users to multiple groups? (https://anduin.helpjuice.com/en_US/how-to-dataroom/how-to-send-invites-to-data-rooms)
• Help doc: How to create invitation links that include multiple groups? (https://anduin.helpjuice.com/en_US/how-to-dataroom/create-custom-invitation-link)

🔍 What’s New?

Introducing our new changes to AML/KYC document visibility for new investors. Now investors can view and start submitting their AML/KYC documents immediately after they begin filling up the subscription form, without needing to complete every required field.

🚀 Key Enhancements:

• Early Visibility: The list of required AML/KYC documents is now visible as soon as the investor starts filling up the form, even if not fully completed.
• Fund-Level Configuration: You can enable or disable this easily in your fund’s settings, making it fully customizable based on your workflow.
• Real-Time Webhook: A webhook notifies your team the moment a document is uploaded, giving fund managers and legal teams immediate visibility.

✨ Why It Matters?

• ✅ Faster Compliance Onboarding: Investors can start the KYC process earlier, reducing turnaround time.
• ✅ Improved Transparency: Teams are notified the moment documents are uploaded - no more waiting in the dark.
• ✅ Flexible Workflows: Tailor the experience to fit your fund’s compliance approach.

Introducing our new Side Letter Exchange feature to streamline the agreement management for both both GPs and LPs. Say goodbye to scattered emails and manual tracking for side letters!

Why use Side Letter Exchange on Fund Subscription?

✅ Seamless Sharing & Execution: Easily share, review, revise, and sign side letters directly within Fund Subscription – no more off-platform hassle.

✅ Centralized Tracking: Keep all versions, communications, and executed documents organized and secure in one place per investor.

✅ Better Collaboration & Transparency: Speed up negotiations with clear status tracking and version history visible to relevant parties.

For GPs:

• A dedicated space to store and manage side letter documents
• Version tracking to maintain change history & access previous versions
• Dashboard view to monitor side letter progress at a glance
• Multiple workflow statuses for clear alignment with LPs

For LPs:

• Email alerts when a GP shares or finalizes a side letter
• Ability to review and upload revisions directly in FundSub

➡️ Learn More in Our Detailed Guide

Need help or want a walkthrough? Reach out to our Support Team for a personalized demo or to enable this feature.

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.