❄️ Winter 2025
✨ Highlights
New Cash vs. In-Kind Distribution Breakout: Distributions are now automatically segmented into
Total Cash Distributions,Total In-Kind Distribution, andTotal Distributionson commitments, funds, and capital account statements for more granular, automated reporting.Centralized Investor Dashboard: A new, consolidated dashboard provides Limited Partners (LPs) a complete view of all their investments across all funds on the platform.
Enhanced LP Self-Service: The new dashboard allows LPs to manage outstanding capital calls and access documents across all their funds, significantly reducing routine inquiries for General Partners and Fund Administrators.
? New Features & Updates
? Updated Cash and In-Kind Distribution Breakout This update provides a more granular breakdown of distributions, separating cash and in-kind amounts for enhanced clarity and reporting.
What's new: Distributions are now broken into three distinct roll-up fields on Commitments and Funds:
Total Cash Distributions
Total In-Kind Distribution
Total Distributions (the combined sum) This new segmentation flows directly into Capital Account statements, showing separate lines for Cash and In-Kind Distributions. This breakdown applies to period-specific activity as well as YTD (Year-to-Date) and ITD (Inception-to-Date) summaries and works seamlessly with the "Recalculate Capital Accounts" function.
Why it matters: This change provides enhanced clarity through automated tracking of in-kind vs. cash distributions. It enables more detailed capital account statements for LPs who want this data broken out, all without disrupting existing workflows, as
Total Distributionscontinues to show the consolidated sum.
? Investor Dashboard We are launching the Investor Dashboard, a centralized hub that gives Limited Partners a complete view of all their investments managed on the FundPanel platform.
What's new: The dashboard consolidates critical information and tasks for LPs, 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.
Why it matters: This dashboard empowers LPs with greater oversight and self-service capabilities for key tasks (like paying calls or downloading documents).