We’ve been working hard over the past few months toward the completion of a major rehaul of the IDR capital raise process as well as improvements to onboarding, document management, and more.
We hosted a live webinar on Wednesday, April 15 to go over the current and upcoming changes to the Investor Deal Room platform. View the replay here or download the slides here.
Q1 Updates
- Ability to send notification when bulk uploading documents / K1s
- Added a pending status for investors who have requested a legal entity update
- Ability for admins to manage all Legal Entity Update Requests from one location
- Added last login column to Admin -> Users page
- Improved registration process for returning investors
- When a returning investor tries to register for a deal, they will now be redirected to the login page with a message stating “This email has already been registered for the portal. Please login into your existing account to continue.”
- Made the “Add Legal Entity” button bigger and more visible for investors who have not yet added a legal entity
- Add ability for sponsor to copy team registration links
- Added “tax status” to investments export
- Add ability to save links to dashboard welcome message
- Add ability to enable a public registration page
- Improved ability to track manually uploaded documents during capital raises
- Implemented major changes to improve portal email delivery
- Security updates
- Added some tests to prevent bugs when releasing new updates
Bug Fixes
- Fixed a bug preventing investors on IOS devices from signing subscription documents
- Fixed a bug causing reports to return incomplete results for some admins
- Fixed a bug allowing a spouse signer to use same name and email as the primary signer
- Fixed a bug causing investment tracker to load slow with more than 50 leads
Coming Soon
- Improvements to investor experience when e-signing on mobile / IOS devices
- Huge update to e-signing
- Ability for admins to re-send a single document
- Ability to pre-fill subscription document with content collected from portal
- Ability to collect ALL investor content from portal and merge into subscription documents before signing
- Ability to add multiple managers to sign after investor
- Design improvements to new deal creation process
- Ability to capture SSN as well as EIN during deal creation process
- Much more