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New featureIDMINVESTOR PORTAL
a month ago

✨ Introducing the Communications Hub: A Centralized Space for GP–LP Email Management

✨ What’s new

We are excited to introduce the Communications Hub — a new centralized space in the Investor Portal that connects General Partners (GPs) and Limited Partners (LPs) in one streamlined experience.

This hub brings all investment-related communications into one place, helping both sides stay informed and organized throughout the investment lifecycle.

👥 Who can use it

  • GPs can track, manage, and send emails to investors directly from their hub.
  • LPs can view all fund announcements and investment updates from their dedicated hub.

💡 Why it matters

Investor communication is at the heart of every GP–LP relationship. However, managing scattered inboxes and tracking what was sent, to whom, and in which context can be challenging.

The Communications Hub simplifies this by providing:

  • Simplified email management — all emails are organized and grouped by workflow, giving fund managers a clear, contextual view of every communication. Whether reviewing emails sent for a new update or confirming that notifications reached the intended investors, everything can now be managed effortlessly in one place.
  • Faster, more personalized outreach — GPs can quickly prepare and send investor emails leveraging a reusable library of email templates. Each message can also be personalized with dynamic placeholders, enabling tailored communication for multiple investors — all within a single workflow only.
  • A unified space for investors — LPs can view all investment-related emails from a GP in one centralized hub, eliminating the need to search through scattered inboxes and making it easier to stay informed.

⚙️ How it works

For GPs:

  • Access the Communications Hub inside the Investor Portal to see a full history of investor emails sent from the firm.
  • Messages are automatically grouped by workflow — whether they’re landing page invitations, document update requests, or new document notifications — allowing GP members to easily track and review all investor communications across different touchpoints in one organized view.
  • Use filters to search by sender, subject, or time range, and quickly preview each message to find the right email anytime
  • Compose new messages directly from the hub, attach files, and send them to multiple investors at once — with dynamic placeholders that automatically fill in details like investor names or information, keeping each email personalized and relevant.

For LPs:

  • View all fund announcements, updates, and attached documents in one centralized dashboard.
  • Use filters such as date range, sender, or attachment type to quickly find relevant updates.
  • Stay organized with clear read/unread indicators that help LPs easily categorize received information.
Avatar of authorAnduin Admin