September 2023 Release Notes
New ShareSecure Feature Updates Easily Create New Users with ‘Clone Access From Existing User’ Feature Now, you can seamlessly set up new users by using the “Clone Access from Existing User” option from the Create User screen. Once selected, the “Clone Access from Existing User” option populates a dropdown with search functionality, which enables you […]
August 2023 Release Notes
New ShareSecure Updates New Quick Action Filter: “Shared On” & “Shared in the Last 30 Days” In the spirit of enhancing your investors’ experience, we’ve added a ‘Shared On’ column to the investor/LP interface. The ‘Shared On’ column allows LPs to quickly filter the date on which a document was shared with them (either via […]
July 2023 Release Notes
New AIM CRM Updates Clone Investor Contacts & Preferences from Existing Contact Records Now, you are able to clone your Investor Contacts and their related preferences from existing contact records with a new action button on the Contact Record. The process begins on the desired contact record that you want to clone records to. Once […]
[Webinar] Steps to Become the Firm of the Future
Learn more about how you can become your firm’s leader and build a technology stack that grows with your firm.
May 2023 Release Notes
New ShareSecure Updates Existing Users: Two-Factor Authentication Device Additions To ensure the safety of your ShareSecure account, you will now be prompted with a notification modal to add a two-factor authentication device as a method of security when logging into ShareSecure. While you can disregard the notification modal to add a device, the prompt will […]
April 2023 Release Notes
New Correspond Investor Edition Updates Pro-active Warning Notification for Exceeding Size Limits This new product feature calls attention to users that documents being loaded in the batch process may prevent successful delivery of the emails. Direct Emails sent via Investor Correspondence cannot include any number of attachments that exceed 10mb total. Now, a proactive warning […]
[Webinar] Show Love to Your LPs: Enhance Your Relationships with Technology
Industry panelists discuss the role of data and technology in helping empower their firms to strengthen their vital relationships with LPs.
February 2023 Release Notes
New AIM Updates Track Your Fundraising Pipeline History in Greater Detail The new Fundraising Reporting object automatically tracks stage progression for Fundraising records within AIM. As a Fundraising record moves through the pipeline, the Fundraising Reporting object will capture the Enter Date and Exit Date of each specific stage for a single record. This enables […]
[Webinar] Today’s Differentiated GP: Modern Data & Technology Strategies
We sat down with Kelli Fontaine, Partner at Cendana Capital, for a conversation about how her team is harnessing the power of their technology to make data-driven decisions and stand out to their LPs.
[Webinar] Future Proof Your Private Equity or Venture Capital Firm
Technology is a mostly underexploited lever in the industry and it’s proving to be a core source of competitive advantage for firms that are open to challenging the status quo.
