🔍 What’s new

• Introduced fund tags so fund admins can group and label funds using your internal structure.
• Tags are shared across the firm, giving all team members the same organized view in the Fund Dashboard and Sidebar Navigation.

🚀 Why it matters

Firms with large fund lists get a simpler, more structured workspace:

✓ Faster navigation with less scrolling

✓ Admin-controlled tags for firm-wide consistency

✓ Flexible categories that mirror your internal workflows (Standard Fund, LP Transfer, AGM rounds, and more)

To learn more about advanced workflow category setup for your firm, reach out to our Customer Success team.