FundPanel Release Notes

Welcome to FundPanel Release Notes! This page keeps you informed on new features, performance enhancements, and updates as they're released.

Use this resource to:

Stay Informed: Access detailed notes on new features, performance enhancements, and bug fixes as they are released.

Enhance Your Work: Discover how the latest updates can improve your daily experience and workflow on the platform.

See Your Impact: Track the evolution of FundPanel and see how your feedback is shaping its future.

☀️ Summer 2026

✨ Highlights

• Investor Portal Redesign Launch: A full visual refresh across the LP Portal and all public-facing pages, plus custom branding support.
• Upgraded Wire Details Form: A redesigned, more accurate wire collection experience launching Wednesday, September 9.
• Paid Notification Settings by Fund: Configure automatic paid notices and CC lists per Fund instead of organization-wide.
• Accuracy and reliability fixes: Corrected capital call calculations, capital call due dates, and data sync failures.

New Features & Updates

>Upgraded Wire Details FormLaunching for all limited partners by Wednesday, September 9, 2026

What Changed:

• New sectioned layout: The form is now divided into clear sections for a more guided completion experience.
• Clearer required fields: Fields show exactly what's required and keep formatting consistent.
• New stale flag: A flag now appears if wire details haven't been confirmed or updated within the last 6 months.
• Automatic data migration: All existing wire details were automatically translated into the new format. No manual re-entry needed.
• Legacy data preserved: The original format is still stored and can be retrieved if ever needed.
• New review reports: New reports make it easier to review wire details and validate the data translation.
• LP confirmation banner: LPs will see a banner on the Wire Details page confirming their data was retained and prompting them to review and confirm.

Why It Matters:

• Stronger compliance posture: Aligns wire data capture with US Treasury best practices and major banking standards.
• Fewer errors, faster reviews: Reduces entry errors and speeds up security review and wire issuance.
• Automation ready: Supports direct wire details sync to Conduit for automated wire setup.

>Paid Notification Settings by Fund Launching for all Client Orgs Friday, September 4, 2026

What Changed:

• Per-Fund configuration: Paid notification settings for capital calls can now be configured at the Fund level instead of only organization-wide. Any prior configurations (automatic notices, CC emails) will need to be reconfigured at the Fund level.
• Automatic sending control: Choose whether paid notices are sent automatically for each individual Fund.
• Fund-specific CC lists: Set CC addresses to include on sent notices for each Fund.

Why It Matters:

• More granular control: Tailor notification behavior instead of relying on a single organization-wide setting.
• Reduced miscommunication risk: Lowers the chance of incorrect or missed notifications on funds with different needs.

>Investor Portal Redesign Launch

What Changed:

• Full visual redesign: The LP Portal has been redesigned across every major section, including Overview, Funds, Capital Commitments, Documents, and Fundraising, for both desktop and mobile.
• Custom branding: Apply your own logo, brand colors, and favicon across the portal experience.
• Refreshed charts: The Committed Capital, Combined Fund Performance, and Commitment Summary charts now use an updated color palette with clearer labels.
• Expanded fund support: The fund overview chart now supports up to 20 funds, up from 12.
• First-login welcome modal: A configurable welcome message now appears the first time a user logs in.
• Clearer access messaging: Users without organization access now see a clear, helpful message instead of a broken screen.
• Redesigned public pages: Login, forgot password, contact us, consent/license agreement, and authentication screens have all been updated to match the new look, with clearer error messaging and a printable consent page.
• General polish: Alphabetical document folder sorting, corrected filter behavior, a faster-loading Document Activity tab, clearer phone validation errors, and consistent date formatting throughout.

Why It Matters:

• Modern, consistent experience: LPs get a cohesive, updated look across every page they touch, from login to reporting.
• Brand consistency: Custom branding lets your organization present the portal as an extension of your own brand.
• Scales with larger fund structures: Expanded chart support and cleaner filters make the portal easier to use for more complex fund lineups.

Additional Enhancements & Fixes

• Capital Calls: The "Past Due" label now appears only when a call is genuinely overdue, fixing false flags caused by timezone differences, on both desktop and mobile.
• Documents & Fundraising Tabs: Now load all available rows and sort by most recent date automatically.
• Investment Vehicle Filters: Vehicles with identical names now display distinguishing details in filter dropdowns.
• Capital Account Accuracy: "Amount Paid" values and contributed capital totals now calculate correctly, including for partially paid commitments.
• Data Sync Reliability: Scheduled data syncs no longer fail silently.
• Permissions: Fixed a sharing and permissions issue affecting record access.
• Investment Import: Redesigned download template for clearer, more structured data uploads, plus support for an additional import method.
• Xero Integration: Fixed a validation issue that was blocking certain cost center and distribution entries from saving.
• Connection Reliability: Improved the reliability of secure connections to external services.
• Wire Instructions (Ops): A full wire instructions form is now available for payment processing, consolidating required fields in one place.
• Admin Cleanup: Removed the legacy Wire Details option from the admin section now that it has been replaced.

See Prior Releases

Spring 2026

✨ Highlights

• Manage Visibility for Fund Activities + Documents: A centralized way to hide or unhide Fund Activities (Capital Calls, Distributions, Capital Accounts) and Documents.
• Faster onboarding: Quickly unhide objects en masse across multiple funds when it's time to activate portal content for new clients.
• Simpler K-1 releases: Mass-unhide K-1 documents right before sending communications, then re-hide or adjust visibility just as easily.

New Features & Updates

>Manage Valuations (Edit valuations directly in FundPanel)

What Changed:

• New Manage Valuations button: A Manage Valuations button is now available above the Valuation section on the Round Detail page.
• Edit instead of rebuild: You can now directly edit existing valuations, including valuation dates, valuation types, and valuation values.
• No more delete + recreate: This removes the need to delete and recreate valuations to make updates.

Why It Matters:

• Faster cleanup + corrections: Make quick updates when valuation inputs change without re-entering records from scratch.
• Reduced errors: Editing in place lowers the risk of losing context or introducing inconsistencies during re-creation.
• Smoother workflow: Keeps the Round Detail experience self-contained for valuation maintenance.

>Stock Distribution Email Template Addition

What Changed:

• New communication template: A new Stock Distribution email template is now available and can be selected when sending a communication related to a Stock Distribution.
• Updated subject line: The template includes an updated subject line that clearly calls out that the distribution is a Stock Distribution, making it easier for LPs and their contacts to identify.

Why It Matters:

• Faster recognition + action: LPs who receive a high volume of emails can quickly spot the keyword Stock Distribution in the subject line and take action sooner.
• Fewer manual errors: No need to manually update templates and subject lines, reducing the risk of inconsistencies or mistakes.

>Analytics Dashboard Updates

What Changed:

• Date Filters on Details Tabs: A date picker was added to the Fund and Investment detail tabs. Toggle between the current date or select specific as-of dates to roll back the Fund Details and Investment Details data.
• New SOI Metrics: The Schedule of Investments report now includes additional columns: MOIC, Gross IRR, Pre-money Valuation, Post-money Valuation, Escrow, Share count, Country, Sector.
• Fund Info on Investor Tab: The Investor Details tab now displays the specific Fund Information and Metrics associated with that investor.

Why It Matters:

• Better Historical Analysis: Compare performance quarter-over-quarter directly in the platform without needing to reference old static reports.
• Reduced Manual Calculation: Adding MOIC, IRR, and valuation figures directly to the SOI report removes the need to export data to Excel to calculate or merge these standard metrics manually.
• Consolidated View: Fund Information on the Investor Details tab means you no longer have to cross-reference multiple tabs to see which fund an investor belongs to.

>Manage Visibility (Hide/Unhide Fund Activities + Documents)

A new Manage Visibility experience lets you control what appears in the portal at scale, without needing to open and update each item individually.

What's new:

• Hide or unhide Capital Calls, Distributions, and Capital Accounts in bulk.
• Hide or unhide Documents in bulk, particularly helpful for un-hiding K-1s.
• Designed to support cross-fund updates when you need to make many items visible at once.

Why it matters:

• Reduces manual work and missed items during onboarding.
• Makes time-sensitive document releases (like K-1s) easier and less error-prone.

Winter 2026

✨ Highlights

• White Labeling: Deliver a cohesive, branded portal, reinforcing your firm's identity and building investor confidence.
• Centralized Investor Dashboard: A new, consolidated dashboard gives Limited Partners a complete view of all their Aduro-managed investments, including documents, capital calls, and distributions in one place.
• Enhanced LP Self-Service: LPs can manage outstanding capital calls and access documents across all funds, reducing routine inquiries.

New Features & Updates

>Enhanced Conversion Tools (Note to Equity, Equity to Equity, and Stock Split Tools)

We've updated the Note to Equity, Equity to Equity, and Stock Split tools to streamline how teams book conversions in FundPanel. These enhancements eliminate the need for workarounds or breaking up multiple conversions into separate entries, making the booking process faster and more intuitive.

What's new:

• Support for booking multiple conversions in a single workflow, with enhanced optionality to create new rounds and companies directly in the UI, and control settings to apply transactions to specific rounds.
• Improved data integrity for converted transactions.
• Better reporting and tracking capabilities across all conversion types.

These updates reduce manual effort and ensure your conversion data is captured accurately for portfolio reporting.

>Streamlined Document Type and Subtype Settings

• What's new: You can now assign the Document Subtype (Subfolder name) on Capital Call, Distribution, and Capital Account communications directly when sending the communication. Upon sending a subsequent communication, FundPanel will remember the settings from the previous send.
• Why it matters: More streamlined subfolder settings and elimination of retroactively needing to update subfolder names.

>Investor Dashboard Capital Calls Outstanding CSV Export

• What's new: A new Export All button is now available at the bottom-left of the Capital Calls Due pop-up.
• Why it matters: Limited Partners can now view all outstanding capital calls across their FundPanel-hosted investments, reducing one-off requests. Admin users can pull an outstanding capital call summary from the Investor Dashboard, making it easier to track payment status.

>Updated Cash and In-Kind Distribution Breakout

Distributions are now broken into distinct fields based on record type: Total Cash Distributions, Total In-Kind Distribution, and Total Distributions (combined sum).

• On Commitments & Funds: You will now see three separate roll-up fields: Total Cash Distributions, Total In-Kind Distribution, Total Distributions.
• In Capital Accounts: This new segmentation flows directly into your capital account statements. You'll now see separate lines for Cash Distributions and In-Kind Distributions, and still see the cumulative Total Distributions. This breakdown applies to both period-specific activity as well as YTD and ITD summaries, and is visible on both individual and parent-level capital accounts.

What This Means for You:

• Enhanced Clarity: Automated tracking of in-kind vs. cash distributions.
• More Detailed Capital Account Statements: Granular reporting optionality if you want these totals broken out in PCAPs.
• No Workflow Disruption: Total Distribution continues to show the consolidated sum.

>Investor Dashboard

The Investor Dashboard is a centralized dashboard that gives Limited Partners a complete view of all their Aduro-managed investments at once. It consolidates their most critical information and tasks, including:

• A combined view of all capital calls and distributions.
• Consolidated visualization and management of outstanding Capital Calls.
• A highlight panel of all recent documents from every fund.

What this means:

• For Limited Partners: Provides oversight across their Aduro-managed commitments and quick access to key tasks such as paying Capital Calls and downloading documents.
• For You: Improves your LPs' ability to self-serve on common data and document inquiries, meaning fewer emails and calls, so you can dedicate more time to higher-value work.