New Features
Investor Portal
- Folders can now be added to the Fundraising tab. Information on enabling folders and using the Fundraising tab as a data room is available here.
- The Help button within an organization’s Investor Portal now gives the option to request help from the Fund Admin team or technical support from the FundPanel support team. Requests for help from the Fund Admin team will go to the client alias inbox.
FundPanel Advisor
- Client-wide document uploading is now available to eliminate duplicate documents being posted for LPs committed to multiple funds.
- The following improvements to the SOI Report:
- The SOI Report run from the Fund will now pull in rounds with a $0 Current Cost if the Share Amount is greater than Zero. This eliminates the need to add a $0.01 investment in order for Rounds with $0 Current Cost but positive shares to pull into the SOI.
- Rounds with Amount Sold, Proceeds, Escrow, or Shares Sold greater than Zero will now pull in when Realized Rounds are selected on the SOI Report.
- Capital Call Communications can now be generated for all Calls regardless of payment status.
- Historical Capital Call PDFs can now be generated and posted to the Investor Portal.
User Experience and Performance Improvements
UX Improvements
- Updated all tables so rows now have alternate colors
- A link to the Parent Object will now display on the Capital Call, Distribution, and Capital Account Success screen
- Added an alert to warn that Fund type documents can be seen by all LP’s in a fund
Performance Improvements
- Large file download for Fund-wide and client-wide documents has been improved to a maximum of 40mb.
Bug Fixes
- Fixed Issue with UTF-8 Characters in the Imported CSV for Wizards to enable additional characters to appear in CSV files that can be uploaded for Capital Calls, Distributions, and Capital Accounts.
- Fixed Issue with "Change Email" button error message to provide details on what field is causing an error.