🔍 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.