Portal User Experience & Mobile Enhancements

Improved Fund Detail Navigation

• Large screens now use tabs for easier navigation, while mobile and medium screens use expandable sections (accordion).

• Videos now pause automatically when switching tabs or closing sections, avoiding multiple videos playing at once.

Mobile Layout Improvements

• Document titles now wrap fully and are visible on smaller devices.

• Buttons on the Documents component are now icon-only on mobile to prevent overlap with titles.

• A confirmation modal has been added for the “Download All” button to prevent accidental downloads.

• Logout now only appears in the top-right menu across all screen sizes.

Fund Detail Page Video Autoplay Fix

• Videos no longer automatically play when a page loads; they only play when the relevant section is opened.

Configured Data Card Component

• A new LWC component allows displaying configured parent record fields (e.g., bank account details) alongside child record tables, giving users more context within the portal.

Portal Feature Enhancements

Enhanced Recent Distributions Dashboard

• Distributions for inactive (closed) investments can now be optionally displayed, making post-exit distributions (escrow, tax refunds) visible.

Secondary Reporter for Deals and Fund Assets

• Added a Secondary Reporter field to Deals and Fund Assets, enabling multiple users to upload documents and financials.

Fund & Investment Table Sorting Restored

• Table views now load with the correct sorting order applied (previously broken in certain views, e.g., Admission Date sorting).

Waterfall & Distributions Enhancements

New Fund Asset Distribution Options

Waterfall calculations now support:

• Allocated Fund strategy (using specific allocations per investment).

• Pooled Fund strategy (investments included only if their admission date is before the Fund Asset admission date).

Waterfall UI & Usability Improvements

• Added better number formatting, spinners, confirmation modals, and clearer field names.

• Zero-amount distributions are no longer created automatically.

• Improved messaging, including clearer pluralization and error handling via toasts.

Usability Improvement for Fund Asset Distributions

• Links to related Funds and created Distributions are now clickable.

• Number formatting now shows two decimal places consistently.

Investor Communication & Capital Calls

Capital Call Notification Preview & Editing

• General Partners can now preview Capital Call letters before sending, with customizable opening and closing paragraphs.

• Preview uses live data when available or dummy data if no allocations exist.

Visualforce Capital Call Template Update

• Updated to include bilingual content (English and Portuguese), personalized greetings, and improved formatting.

Transaction & Investment Enhancements

Purchase Price Per Unit (PWG)

• Added editable Purchase Price per Unit field and an auto-calculated Number of Units field on transactions.

• Transactions now default to the most recent fund-level purchase price if not specified.

• New Ownership Units summary field added to investments.

• Contribution – Reinvestment of Distributions is now recognized as a contribution type.

Transaction Type Configuration Updates

• New standardized transaction type mappings for contributions and distributions.

Bug Fixes and Feature Enhancements

Various product improvements are driven by customer feedback and technology advancements.