✨ 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.

✨ What’s new

We are excited to introduce Contact lists — a new feature in IDM that helps firms organize, manage, and reuse contact lists across workflows. This enhancement makes communication management easier, faster, and more consistent across your firm.

👥 Who can use it

All IDM firm members can create and manage Contact lists.

💡 Why it matters

Managing communication and data across large volumes of contacts can be repetitive and time-consuming. Contact Lists streamline this process by letting users:

• Build dynamic contact lists based on flexible filters for different purposes — for example, by communication type (recipients of investor updates, quarterly reports, or capital call notices), investor profiles, engagement level, fund association, or internal operations.
• Reuse these lists across multiple workflows — such as fund onboarding, AML/KYC management, document distribution, or announcements — without manually reselecting contacts each time.

This release is the first step in building a scalable list management system that will later expand to support Clients and Investment entities management.

⚙️ How it works

Where to find it

Inside the Clients tab in IDM, you’ll now find the new All lists section, where all firm-wide contact lists are displayed in a table view.

Managing lists

• Create a list: Give it a unique name, add an optional description, use filters to assign relevant contacts, and link it to a fund or communication type.
• Manage a list: Edit the name, description, contact associations, or retire the list anytime.

Working with contacts

• In an individual contact view, see all the lists that the contact belongs to.
• In the All contacts view, filter contacts by list for quick categorization and review.

🚀 What’s next

• Contact lists will soon integrate with document sharing and management, landing page invitations, and custom email communications with LPs.
• Client lists and Investment Entity lists will follow in upcoming releases.

🔍 What’s New?

Introducing our new Color Editor for your Anduin tools. Now Anduin’s default blue is no longer your only option.

You can now apply your own brand color across your environment - including LP Landing Pages, Smart Forms, Shareable Link Landing Pages, and Data Room.

🚀 Why It Matters?

• Brand Consistency - Align every page with your firm’s identity, from Subscription Main View, Smart Form to Data Room.
• Enhanced Investor Experience - A cohesive, professional look builds investor trust and credibility.

✨ Note: Color customization currently applies to Fund Subscription and Data Room pages only. IDM/Portal will be supported in a future release.

🎨 Bring Your Brand to Life

Reach out to our Customer Success team to learn more about Advanced White Labeling capabilities that can be added to your subscription

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?

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.

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.