With upcoming SEC regulations (coming in August) requiring more investor votes, we’re introducing a new LP Voting workflow to streamline the process for funds.

You can manage the investor voting process with this new workflow, record votes in custom columns, and export them later for offline analysis.

Why it matters

• Compliance: Meet SEC regulations with ease.
• Efficiency: Simplify and customize the voting process, and analyze data effectively.
• Record & export: Track votes in custom columns and export data as needed.

To learn more about this feature and set up your LP Voting workflow, reach out to our customer service team.