Overview
This document is an overview of the features and bug fixes to be released in FundPanel Version 12. In Progress features, Up Next features, and Ideas for future features can be found in the FundPanel Roadmap - In Progress & Up Next.
TABLE OF CONTENTS
New Features
Investor Portal
- Enhancements made to Document Preview Window
- Preview Only option added to PDF documents to prohibit printing or downloading by certain Investment Vehicles or contacts
- Watermark now available to add to Preview Only PDF documents
- Updated user interface with current Aduro color scheme
- Org Admins now can see the "Download PDF Statement" buttons in the Capital Call, Distribution, and Capital Account Tabs
Investor Relations
- Improved Fund Communication creation wizard
- Improved Client Communication creation wizard
- Deduplication of Client Communication recipients
- Contact role: Do Not Email added to exclude contacts with this role from any communications
- Delete Documents button now available in the Capital Commitments section on the Fund to search and delete all commitment related documents within a fund
- New In-Kind Distribution options for both Stock Distribution and Crypto Coin Distribution with up to 6 Tranches of Stock or Coin available to distribute
- NOTE: If you have previously requested to have Stock Distributions added to your Org, contact Support to help migrate you to the New In-Kind Distribution Feature
- Upgraded SOI Report now includes the option for a Realized Gain/Loss Column as well as MOIC
- AutoMatch & Upload now supports uploading multiple documents per commitment
- This is useful for on-boarding historical funds that have many documents per commitment
Portfolio
- Management Fee, Other Income/Loss, and Realized Gain/Loss Transaction types added for Fund-of-Fund transactions
- Pro Rata Valuation type added
- Discounted Valuation to show a Fair Value along with a Discounted Fair Value now available
Validation Rules & Bug Fixes
Validation Rules
- Contact creation has been updated to select only an Investor or Advisor in the Account field
Bug Fixes
- Updated the Lighting Experience user interface to include any button that was missing
- TVPI/DPI graph in the Fund Details tab now presents correctly to match the TVPI and DPI graphs for that Fund displayed on the Funds tab
- Document types will now create correctly when there is a custom Fund communication type created
- Any affected documents have been corrected
- All Orgs created in August 2022 or later have been updated to display all columns in the Communication Recipients related list, instead of only the Name column
- Performance of Capital Call, Distributions, and Capital Account creation wizards improved to support larger funds
- The process status will now display as the records are being created
- Send Test Communication for Client Communications fixed to enable selection of an Investment Vehicle or contact to preview in the test email