What’s new
Short answer: v2.8 — every screen on its own records with its own workflow; capital calls, distributions, statements, K-1s, tax forms, two-person approvals, investor emails v2.7 — sign up and pay inside the app v2.6 — investment preferences and deal alerts, AI deal analyst, AI memo drafts, portfolio…
- v2.8 — every screen on its own records with its own workflow; capital calls, distributions, statements, K-1s, tax forms, two-person approvals, investor emails
- v2.7 — sign up and pay inside the app
- v2.6 — investment preferences and deal alerts, AI deal analyst, AI memo drafts, portfolio intelligence, audit trail, consented contact updates
- v2.5 — deal flow across every firm on INVESTOR PORTAL PRO
- v2.4 — INVESTOR PORTAL PRO review and $799 per deal; KYC/AML records
- v2.3 — investors pay the lead directly
- v2.2 — deal updates, K-1s and documents, deal emails, escrow and accreditation connections
- v2.0 — INVESTOR PORTAL PRO Deals: syndicated offerings from raise to distributions
- v1.9 — the platform is now INVESTOR PORTAL PRO
- v1.8 — blank workspaces, every table editable, the CRM inside, every button working
- v1.7 — teams, investors and usage billing
- v1.4 — ten professional palettes; Docent answers from live data and can act for you; the CRM now receives INVESTOR PORTAL PRO’s LPs; this manual refreshed
- v1.3 — the INVESTOR PORTAL PRO Graphite design system across the whole demo
- v1.2 — the AI-first CRM built in
- v1.1 — appearance options; touch-friendly menu
- v1.0 — 500 reports with stored metrics, 500 preferences, object favorites and recents
Try it in the free demoTalk to us