Previously, investors registering for a new offering received a generic error message stating that their “username was already in use” in the portal. This led some investors to being confused, not realizing that they just needed to login. We’ve updated this process to be more intuitive in two ways: We’ve changed the error message to … Read more
A much requested feature, deal sponsors now have the ability to easily copy a team registration URL from their Offering page. Just navigate to your Offering, click “Edit” -> “Access” and then click the “Copy Registration URL” button to copy that teams url to your clipboard.
When an investor wants to update a legal entity in an investment, as the sponsor, you need to know about it and have the ability to see and approve the changes. And the investor needs to know that their change is being reviewed by the sponsor. We’ve updated the investor’s profile section to show that updates … Read more
A lot of our sponsors have been curious to know which of their investors have been logging into the portal and how often. At their request, we’ve added a new column to the Users page which shows each investors Last Login date. You can quickly sort by this field by clicking the column heading and … Read more
The Investor Deal Room bulk upload tool allows sponsors to quickly upload dozens or more documents by dragging and dropping them onto the page and selecting which document belongs to which investor. This alone can save sponsors precious hours during tax time, when LPs are putting the pressure on to make sure they can file … Read more