Easily Edit Commitments, Manage Investor Comments, and Track Documents
August 2023 Product Update
What's new on the Anduin platform this month? Convenient in-line edits of commitment amounts, as well as searching and sorting of investors' comments. By surfacing the investor name in the subject line of email notifications for document review, Fund Managers can easily identify which investors' documents require their attention. Read on for more...
In-line Edits, Investor Comment Sorting, and Enhanced Email Notifications
Convenient edits for commitment amount
This subtle enhancement will significantly enhance the commitment amount update experience. You, as a fund manager, can now seamlessly make inline edits to both the estimated and accepted commitment amounts, ensuring a smoother workflow.
Sort and search investors' comments
When dealing with a lengthy list of conversations involving multiple investors, locating specific conversations can be challenging. With our latest update, you can easily search for conversations using the search bar.
Additionally, we've introduced sorting options such as unread, latest activity, and alphabetical order, providing flexibility in how you present the conversation list to align with your preferences.
Surface investor name in email notifications
We have added the investor's name to the subject line of the email notification for unsigned and signed documents that are ready for review. This will make it easier for you to quickly identify which investors' document needs your attention.
Published by Andrew Smith -
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