We’ve redesigned the investor landing experience to make the subscription process clearer, more intuitive, and easier to navigate. The new layout highlights key information, shows real-time progress, and helps LPs understand what’s next and stay confident along the way.

🚀 Why It Matters?

• Prioritized layout: Highlights key details investors need first.
• Clear task visibility: Shows progress and next steps at a glance.
• Reduced friction: Active tasks stand out, while unavailable ones fade into the background.

🔍 What’s New?

• Simpler task flow – Every task now displays what it is, why it matters, and exactly what to do next. Buttons are grayed out when actions aren't available yet.
• Clearer progress tracking – A visual summary shows where they are in the subscription process, plus detailed status for document uploads and compliance checks.
• Easier entity management – LPs investing through multiple entities (trusts, LLCs, etc.) now have a dedicated menu and a clear button to add new entities.
• Faster communication – LPs can see the latest comments and flagged items in a quick-view panel without opening every form or document.

If you have any questions, please email support@anduintransact.com.

🔍 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

🔍 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.