✨ What’s new

File Insights is now available for documents shared through the Investor Portal. Fund admins can monitor investor engagement with shared documents and send targeted reminder emails to recipients who have not yet accessed them - all within the platform.

👥 Who can use it

File Insights is available to all IDM admins and can be accessed from any document view, including:

• The Portal global Documents tab
• A Portal instance's Documents tab
• The Package Details view

💡 Why it matters

When sharing important investor documents, visibility into investor engagement can support compliance, audit readiness, and investor follow-up efforts.

File Insights helps firms:

• Understand which shared documents have been accessed and which remain unreviewed
• Follow up with non-engaged recipients directly from the platform, without relying on manual tracking or external email loops
• Maintain a complete record of investor interactions across document versions

⚙️ How it works

File Insights introduces three key capabilities after a document has been shared:

1. Engagement Status Tracking:

Quickly see whether a shared document has been accessed by any recipient directly from the document dashboard.

2. Reminder Emails:

Send reminder emails to recipients who have not yet engaged with a document, either individually or in bulk across multiple documents.

3. Detailed Engagement Insights:

Access a dedicated insights view for each document, including:

• Engagement metrics and visual summaries
• Recipient-level view and download activity
• A complete recipient activity log
• Version-level insights for documents with multiple versions

✨ What's new

Fund managers can now create and manage a Terms of Access (ToA) directly within the Investor Portal — giving firms a built-in, legally enforceable way to obtain explicit investor consent before granting access to any portal content.

👥 Who can use it

Fund managers on the Portal or Engagement Hub package can configure and manage Terms of Access in the IDM app → Portal tab → Terms of Access.

💡 Why it matters

Investor portals contain highly confidential fund information. Most GPs are required — by legal, compliance, or internal policy — to obtain explicit consent from investors before they can view any portal content. Without a built-in workflow, firms had to rely on external tools or manual processes, creating legal exposure and audit gaps.

With Terms of Access Management, GPs get a fully auditable, version-controlled consent mechanism built directly into the portal — no external tooling required.

⚙️ How it works

Create and customize your Terms of Access

From the ToA Management tab, fund managers can create a ToA with full control over the content:

• Set a display title, body text, and the accept button copy
• Optionally require investors to scroll through the full terms before they can accept
• Preview exactly how the ToA modal will appear to investors before activating it

Edit with version control

Terms of Access can be updated at any time. The system distinguishes between two types of edits:

• Minor edits (name, title, button copy) — updated in place with no impact on existing acceptances
• Content changes that affect previously accepted agreements — saved as a new version, keeping your audit trail intact

When publishing a new version, fund managers can choose to:

• Require all investors to re-accept the updated terms, or
• Skip re-acceptance for investors who have already accepted a prior version

What investors see

When an active ToA is in place, investors are presented with an acceptance modal the first time they access the portal. They must accept the terms before they can view any portal page — including all current and future custom and system pages. The experience is seamless: once accepted, investors proceed directly into the portal without interruption.

✨ 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.