✨ What’s new

Advanced white-labeling is now available for Investor Portal emails. It allows deeper customization of email branding to better reflect the firm’s identity and deliver a more consistent, professional experience for investors.

👥 Who can use it

All fund admins can create, manage, and apply email design presets for each supported email type in the Settings tab > Email templates sub-tab

💡 Why it matters

Email notifications are often the most visible touchpoint between a firm and its LPs. A consistent, well-designed email experience helps present information clearly and supports a professional brand presence to investors.

With this new feature, firms can:

• Apply advanced white-labeled designs to Portal emails to align with firm branding
• Create and reuse design presets tailored to different email types and workflows
• Test the full email appearance and content template before sending

⚙️ How it works

Choose an email type

Start by selecting the email type you want to configure. Design presets are supported for:

• Document request notifications
• Landing page invitations
• Document distribution notifications
• Custom emails

Create and select a design preset

For each email type, you manage its design in the Design preset section:

• By default, the Anduin Preset is applied, using your firm’s existing logo and color settings
• You can select an existing preset or create a new one
• Creating or editing a preset opens the email builder, where you can customize headers and footers using prebuilt templates or build them from scratch with modular components such as text, images, buttons, and layout blocks
• Once saved, the design becomes a reusable preset for dedicated for your workflow (e.g., document sharing, invitation to landing pages,… etc.)

Preview the email

Before sending, you can send a test email to preview the full email layout together with the selected content, so you know exactly how it will appear to recipients.

✨ 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

We are excited to introduce the Communications Hub — a new centralized space in the Investor Portal that connects General Partners (GPs) and Limited Partners (LPs) in one streamlined experience.

This hub brings all investment-related communications into one place, helping both sides stay informed and organized throughout the investment lifecycle.

👥 Who can use it

• GPs can track, manage, and send emails to investors directly from their hub.
• LPs can view all fund announcements and investment updates from their dedicated hub.

💡 Why it matters

Investor communication is at the heart of every GP–LP relationship. However, managing scattered inboxes and tracking what was sent, to whom, and in which context can be challenging.

The Communications Hub simplifies this by providing:

• Simplified email management — all emails are organized and grouped by workflow, giving fund managers a clear, contextual view of every communication. Whether reviewing emails sent for a new update or confirming that notifications reached the intended investors, everything can now be managed effortlessly in one place.
• Faster, more personalized outreach — GPs can quickly prepare and send investor emails leveraging a reusable library of email templates. Each message can also be personalized with dynamic placeholders, enabling tailored communication for multiple investors — all within a single workflow only.
• A unified space for investors — LPs can view all investment-related emails from a GP in one centralized hub, eliminating the need to search through scattered inboxes and making it easier to stay informed.

⚙️ How it works

For GPs:

• Access the Communications Hub inside the Investor Portal to see a full history of investor emails sent from the firm.
• Messages are automatically grouped by workflow — whether they’re landing page invitations, document update requests, or new document notifications — allowing GP members to easily track and review all investor communications across different touchpoints in one organized view.
• Use filters to search by sender, subject, or time range, and quickly preview each message to find the right email anytime

• Compose new messages directly from the hub, attach files, and send them to multiple investors at once — with dynamic placeholders that automatically fill in details like investor names or information, keeping each email personalized and relevant.

For LPs:

• View all fund announcements, updates, and attached documents in one centralized dashboard.
• Use filters such as date range, sender, or attachment type to quickly find relevant updates.
• Stay organized with clear read/unread indicators that help LPs easily categorize received information.