Until now, adding participants to a data room meant pasting a list of emails into one group, then repeating the process for every other permission group — turning a typical fund close with 50+ groups into hours of repetitive clicks.

Admins can now invite all participants across every permission group in a single guided workflow—using the spreadsheets they already maintain.

What's new:

• Upload one spreadsheet to invite participants across every permission group in a single action
• Map columns from any source (CRM exports, internal HR lists, fund-specific lists) — no need to reformat files to match an Anduin template
• Configurable header row lets non- Anduin spreadsheets work out of the box
• Set per-user config (Can Invite Users, Term of Access) at the same time as the invite—no second pass
• Review a confirmation summary (new participants, existing participants added to new groups, merged rows) before invites go out
• Async batch processing with a downloadable Full Report — navigate away while the import runs

Uploading new documents to your data room just got a lot more personal. You can now customize the notification email investors receive when you share new files. So your update lands like a thoughtful note, not a system alert.

What's new:

• Permission-scoped links, automatically. Every link in the email respects each recipient's existing access — no manual check, no accidental exposure.
• Pick exactly who gets notified. Choose specific investors or groups per upload, so the right people get the right files.
  
• Write your own subject and message. Use the rich text editor to explain what's inside, highlight what matters, and set the right tone—whether it's a formal quarterly update or a quick heads-up, it's your call.
• Add a custom call-to-action. Replace the generic "View documents" button with whatever fits "Review Q4 financials." "See the updated LPA," or "Open the data room."
  
• One guided 3-step flow. Upload → Select recipients → Prepare message. Done in under a minute.

Why it matters: 

Generic notification emails got ignored — or worse, made investors second-guess whether an upload was legitimate. Custom messages drive faster document review, fewer "did you see this?" follow-ups, and a more professional relationship with your LPs.

Now available in Anduin Data Room for all admins for you to try!

Finding information in your data room is now faster and easier.
Instead of opening individual files to locate details, you can use keyword search to look inside file content and view snippets showing where your keywords appear.

Who this affect:
This feature is available to all users in Data room

Key benefits:

• No file name required: Keywords guide you directly to the right content.
• Time savings: Snippets immediately indicate whether a file contains relevant information.
• Built-in security: Search results respect existing file permissions, ensuring users only see content they are authorized to access.

How Does It Work:
In your Data Room, enter a keyword in the search bar, press Enter, and select Content to view matching results.

🔍 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

Fund managers can now assign a single user to as many groups as needed. Permissions are automatically combined across all assigned groups, so access is flexible, dynamic, and tailored to every participants. No more creating different permutations to create a desired permission setup

Why It Matters

• Effortlessly mirror users’ real-world roles as they evolve.
• Mix and match group permissions without creating extra groups.
• Cut down on admin work and keep your Data Room organized.

How Does It Work:

• No more shuffling users from one group to another—simply select all the groups you want a user to belong to.
• During the invitation flow, assign users to multiple groups at once.
• When creating an invitation link, you can include as many groups as needed with a single click.

Where Can I Learn More:

Refer to the following links to get started

• Help doc: How to invite one users to multiple groups? (https://anduin.helpjuice.com/en_US/how-to-dataroom/how-to-send-invites-to-data-rooms)
• Help doc: How to create invitation links that include multiple groups? (https://anduin.helpjuice.com/en_US/how-to-dataroom/create-custom-invitation-link)