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.

We are pleased to announce a significant enhancement to the Anduin platform: granular review status tracking across multiple vendor teams for AML/KYC and Tax document reviews.

What's changing

Previously, the dashboard displayed a single unified review status per subscription, making it difficult to monitor progress when multiple vendor teams — such as Legal, Tax, and Compliance — were reviewing different document groups simultaneously. With this update, each reviewer group now has its own dedicated status column, giving you a clear, real-time view of where each review stands.

Key benefits

• Clear visibility by vendor — Track the review status of Legal, Tax, and Compliance teams independently, directly from your dashboard.
• Faster bottleneck identification — Instantly see which document groups are pending, in progress, or complete across reviewer groups.
• Improved operational efficiency — Reduce manual follow-ups and improve coordination between teams.
• More accurate fund reporting — Subscription progress is now reflected with greater precision.

How it works

To activate this feature, Fund Administrators can configure a review workflow per document group by enabling "Use document groups to review investor" in the Review Workflow settings, then assigning the appropriate reviewer groups (e.g., Legal, Tax, Compliance). Once configured, separate status columns will appear in your dashboard with color-coded indicators and filtering options by reviewer group.

Vendors assigned to each document group will receive automated email notifications when investor documents are ready for their review, with one-click access directly to the relevant subscription.

Important notes

• This update has no impact on the investor-facing experience. Investors will not see internal review status columns or workflow steps.
• Existing funds with AML/KYC review workflows already configured per document group will have the new status columns available automatically.
• Review workflow configurations can be duplicated across funds. Please contact your Anduin Customer Success representative for assistance.

✨ What’s new

Advanced white-labeling is now available for Investor Portal emails. It allows deeper customization of email branding to better reflect the firm’s identity and deliver a more consistent, professional experience for investors.

👥 Who can use it

All fund admins can create, manage, and apply email design presets for each supported email type in the Settings tab > Email templates sub-tab

💡 Why it matters

Email notifications are often the most visible touchpoint between a firm and its LPs. A consistent, well-designed email experience helps present information clearly and supports a professional brand presence to investors.

With this new feature, firms can:

• Apply advanced white-labeled designs to Portal emails to align with firm branding
• Create and reuse design presets tailored to different email types and workflows
• Test the full email appearance and content template before sending

⚙️ How it works

Choose an email type

Start by selecting the email type you want to configure. Design presets are supported for:

• Document request notifications
• Landing page invitations
• Document distribution notifications
• Custom emails

Create and select a design preset

For each email type, you manage its design in the Design preset section:

• By default, the Anduin Preset is applied, using your firm’s existing logo and color settings
• You can select an existing preset or create a new one
• Creating or editing a preset opens the email builder, where you can customize headers and footers using prebuilt templates or build them from scratch with modular components such as text, images, buttons, and layout blocks
• Once saved, the design becomes a reusable preset for dedicated for your workflow (e.g., document sharing, invitation to landing pages,… etc.)

Preview the email

Before sending, you can send a test email to preview the full email layout together with the selected content, so you know exactly how it will appear to recipients.

What’s New?

Fund managers now have flexibilities in how to invite advisors. You’d have option to create advisor entity for your advisors or let them create the entity themselves. If you work with some advisors before, you’d have option to reconnect with them

Who this Affects?

Fund managers and Advisors using Fund Subscriptions and Advisor Advantage

Why It Matters?

• Faster and more flexible advisor onboarding
• Clearer control over advisor access and fund participation
• Reduced back-and-forth during setup and follow-ups
• This update helps streamline advisor onboarding while maintaining the permission structure fund managers rely on.

How Does It Work?

For fund managers, please refer to this help document to learn about different method of inviting your advisors: Helpjuice link

If the invited advisors need helps, please share with them this guide: Helpjuice link