Welcome to this quarter’s highlights. These updates are designed to give you more control, smoother workflows, and clearer insights.

Deal Stage Age on Kanban

Quickly spot bottlenecks with “days in stage” indicators directly on your Deal Kanban cards.

• Faster cycle time analysis

• Built-in history tracking

• Optional live refresh with CDC

This is your new x-ray vision for pipeline efficiency.

Investor & Partner Visibility

Recent Distributions by Partner or Direct Ownership

Partners can now see allocations for their clients with a new “Which Investments” filter: Direct, Partner, or Both.

Charts & Reporting

Cash Flow with NAV Chart

A new chart overlays NAV on top of cash flows for richer portfolio insights. Users can click the legend to toggle datasets on or off.

Customizable Chart Titles

Rename portal chart titles using labels such as ChartTitleCashFlow to match your organization’s preferred language.

Compliance Enhancements

Smart Visibility

The “Adheres to SEC 506(c) rules” option now appears only for funds classified as 506(c) or Custom, reducing misconfigurations.

Onboarding Flow Checks

Automatic validation questions ensure investments comply with 506(c) financing rules, blocking disallowed financed commitments.

Portal Experience Improvements

Save Confirmation Message

A discreet “Progress saved” banner now appears when users click Next in intake flows.

Phone Number Validation

Smarter rules now handle “+” for country codes, spaces, and a single “x” for extensions, automatically cleaning up formatting issues.

More Fund Tabs

Expand from 8 to 15 tabs in fund detail pages, with automatic collapse into sections for smaller screens or long tab names.

Fund Search & Open-Only Filter

Users can now filter funds by Open only and search within larger lists (automatically enabled when more than four items exist).

Investor Communications

Multiple Letter Templates

Capital Call and Distribution letters can now be generated from multiple templates (e.g., Welcome Letter, Final Distribution Letter).

For administrators: Add templates via Visualforce pages and select them when generating letters.

Integrations & Infrastructure

Enhanced SFTP Proxy

Our AWS HTTPS-to-SFTP proxy now supports three commands:

• PUT (upload)

• LS (list files)

• GET (download files)

This enhancement enables full remote file management through a single integration point, eliminating manual SFTP steps, supporting automation workflows, and improving transparency around file handling operations.

Bug Fixes and Feature Enhancements

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