Release 2025.01.06: New Left Nav+
New Left Nav: Streamlined Simplicity
- Re-design of the left navigation
- Better placement of buttons
- Quick access bar remembers your favorites
AI Toolkit Virtual Advisor [BETA]: Your Intelligent Copilot
- Strategic feedback on key needs
- Actionable weekly plans
- Specific next steps to build a world-class fund
Email: Clarity in Communication
- Sender selection improvement
- From field validates proper credentials
- Smart templates adjust to your entity
Fair Market Value: Portfolio Valuation Enhancements
- Automated value calculations follow your rules
- Historical tracking shows value progression
- Bulk updates speed up review process
Base Email: Stay Connected
- Quick replies work right from notifications
- Smart grouping reduces notification noise
- Custom rules filter your priority items
Back Office: Core Improvements
- Capital calls process with fewer steps
- Journal entries support more categorization
- First close handling prevents date conflicts
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