July 2021 Release - Overview Video
See all release updates in individual posts below.
Don't forget, we have knowledge base articles that are updated with every release and can be found here: Knowledge Base.
New updates and improvements to Groundbreaker.
See all release updates in individual posts below.
Don't forget, we have knowledge base articles that are updated with every release and can be found here: Knowledge Base.
Now your investors can get a quick and complete view of their investments. We've added a new graphic to view contributions and distributions allocated by investments. Investors can also sort their list of investments by the values in any of the columns when they click on the column header name.
Now your investors can easily navigate between investments. Each investment has an overview page with the amount committed, contributions and distributions, the ownership percentage, and the return multiple displayed in numbers and graphics.
The right side of the page displays investor details. In addition to the investor account name and owner, investors can see and even update their distribution payment instructions.
The Documents Section gives investors access to all documents related to the investment and has been updated with a search bar, bulk selections, preview button, category filter, easy download, and sort capability.
The Transactions Section contains a contributions and distributions graphic and financial details for the investment. By selecting either Contributions or Distributions, the investor can view all transactions for that payment type with the option to sort the list by date or amount.
See more about it on Where can I find investment details?
On the Settings page of your admin portal, you’re now able to fully manage notifications. You can configure your default email configuration and customize email notifications sent to investors and your team members.
When you edit the default email configuration page, you can change the from name, reply to, and email signature while previewing it live. You can choose to use a valid email address of your choice instead of the Groundbreaker default.
Email notifications, whether to investors or your staff, can be customized from this page. The templates for each notification are listed along with the actions that trigger them. What you’ll love about this feature is that you can revise the email subject and body and include variables to select data from the CRM database to personalize the message for each investor. You can see how your new message will appear in an email when you select preview. The most common variables are displayed in the box on the right side of the page.
After you finish one template, you can easily navigate to another or revert the changes back to the default.
See how to configure your email address and notifications from the Settings Menu.
Our subscription process now allows your subscribers to download, sign outside the portal, then upload agreements.
See detailed instructions on our Knowledge Base in the article for subscribers "How do I sign the subscription documents outside the Investor Portal?"
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The functionality to upload signed agreements is also available on the manager side.
Take note that when a subscriber uses the upload functionality to submit a signed document, the sponsor will be able to countersign only by download, sign, and upload.
The electronic signature experience has been updated to reload the page upon signature in order to improve the continuity of the investment process.
See detailed instructions on our Knowledge Base in the article "Investment Process Overview."
See detailed instructions on our Knowledge Base in the article "Investment Process Overview."
🙆 As a GP user, you will now be able to reset the subscription process for an LP investor as long as the LP has not submitted their funding yet.
See detailed instructions on our Knowledge Base in the article "Can I reset a prospect's subscription?"
In this release, we’ve given investors greater control over finding, viewing, selecting, and downloading their documents. Investors are now able to:
We continue to fine-tune and upgrade the user experience for your investors and prospects. This month we made some changes to our Portal UI to: