✨ What’s new

File Insights is now available for documents shared through the Investor Portal. Fund admins can monitor investor engagement with shared documents and send targeted reminder emails to recipients who have not yet accessed them - all within the platform.

👥 Who can use it

File Insights is available to all IDM admins and can be accessed from any document view, including:

• The Portal global Documents tab
• A Portal instance's Documents tab
• The Package Details view

💡 Why it matters

When sharing important investor documents, visibility into investor engagement can support compliance, audit readiness, and investor follow-up efforts.

File Insights helps firms:

• Understand which shared documents have been accessed and which remain unreviewed
• Follow up with non-engaged recipients directly from the platform, without relying on manual tracking or external email loops
• Maintain a complete record of investor interactions across document versions

⚙️ How it works

File Insights introduces three key capabilities after a document has been shared:

1. Engagement Status Tracking:

Quickly see whether a shared document has been accessed by any recipient directly from the document dashboard.

2. Reminder Emails:

Send reminder emails to recipients who have not yet engaged with a document, either individually or in bulk across multiple documents.

3. Detailed Engagement Insights:

Access a dedicated insights view for each document, including:

• Engagement metrics and visual summaries
• Recipient-level view and download activity
• A complete recipient activity log
• Version-level insights for documents with multiple versions

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.

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

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.