✨ 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

Anduin Investor Portal allows you to customize your email sender details and/or configure your own SMTP settings directly in the app. This gives firms greater control over how investor communications are sent, without needing external setup or coordination.

👥 Who can use this feature?

All firm admins using the Investor Portal can configure these settings.

💡Why it matters

Email sender details and email server play a critical role in how firms communicate with investors.

This feature is especially valuable for firms that:

• Want investor emails sent via Anduin to clearly reflect the firm’s own branding, including sender name and email address; or
• Prefer to manage their own email domains or servers, while keeping all configuration details internal to the organization.

Key benefits

• Improved trust with LPs: Emails are sent under your firm’s name or through your own email server, creating a more branded and professional experience.
• In-app management: All email settings can be managed directly in the app—no external tools or support required.
• Flexible server options: Choose between Anduin’s email service or your own SMTP server based on your firm’s preferences.

⚙️ How It Works

Where to find it

In the Investor Portal app, go to the Settings tab → Email server sub-tab.

Option 1: Standard Email Customization

This option allows your firm to customize sender details while emails continue to be sent via Anduin’s email servers. You can customize:

• Sender name
• Sender email name (for example, portal@yourfirm.com)

This option is suitable for firms that want a branded sender identity without managing their own email server.

Option 2: Custom SMTP Server

This option allows your firm to send investor emails directly from your own email server and domain. You can:

• Configure SMTP host, port, and authentication
• Define the sender name and sender email address
• Send a test email to verify the setup before using it for investor communications

⚡ Notes:

• Only one option can be enabled at a time; enabling one will disable the other
• Turning off all configurations will default back to Anduin’s default email service

🔍 What’s New?

Fund managers can now add custom onboarding instructions directly to the LP subscription experience. These instructions appear on the main subscription page, helping LPs understand next steps and complete subscriptions with greater confidence.

When enabled, instructions remain visible to LPs until they are turned off by the fund manager.

🚀 Why It Matters

Clear guidance reduces friction during onboarding. By surfacing fund-specific instructions at the right moment, LPs can move through the subscription process more smoothly—minimizing confusion, delays, and follow-up questions.

🛠 How It Works

• Fund managers can enable a customizable instruction section on the LP subscription page.
• Instruction content—including the call-to-action button, title, and body text—can be fully customized and previewed before publishing.
• Updates are reflected immediately for LPs and can be adjusted or disabled at any time.

🔍 What’s New?

Advanced white-labeling is now available for outgoing emails in the Fundsub environment for firms that enable this feature. It allows deeper customization of email branding to better reflect your firm’s identity and deliver a more consistent, professional experience for investors.

🚀 Why It Matters

When enabled, your emails look and feel like they come directly from your firm—strengthening brand recognition, building trust, and creating a more cohesive communication experience across every touchpoint.

🛠 How It Works

Header & Footer

• Personalize branding elements such as headers, footers, clickable icons, and images.
• Align email communications more closely with your firm’s brand guidelines.

Email Body

• Supports global styling settings only (e.g. fonts, colors, sizing, background, CTA text and button colors).
• Body customization is intentionally limited to preserve the integrity of dynamic content generated by Anduin.

To explore availability and learn how to enable advanced white-label email customization for your firm, please reach out to our Customer Success team (support@anduintransact.com).

✨ 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.