Previously, filters applied on the investor dashboard were lost when entering the Batch Countersign flow — all eligible LPs appeared regardless of your selection, making it difficult to countersign by partnership or investor group.

Now, a confirmation modal previews your selected LP list before you enter the batch flow, so you can verify exactly who's included and catch ineligible investors before committing.

What's new:

• Dashboard filter selections (by partnership, form data, or any column) carry into Batch Countersign
• New confirmation modal shows the full selected LP list before you proceed
• Ineligible LPs are flagged with a red ✕ for easy identification
• A built-in tip links back to the dashboard for more advanced filtering options

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.

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.

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?

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).

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.