Release 3.15

June 25, 2024

Product Features

Deals

• Deals can now be imported in bulk, allowing efficient entry of past or current Deals. To import Deals, go to the main Deals navigation area, click the Import Deals button, which will provide the file layout and downloadable import template for importing and creating Deals at scale. 
  
  
  
  
• The user experience for Unassigned Deals has been greatly improved, with a dedicated section under the My Alerts tab of the Home area that displays Deals which have not yet been assigned to an entity by the recipient.
  
  An "Unassigned Deal" is a Deal that has been shared with a recipient Deal Member, but does not have an exact name mach for that recipient.
  
  For example, if a Deal Member already has a Verivend account under "Aaron Able" and is sent a Deal to "Aaron Investments," the platform will not automatically assign the Deal to the existing "Aaron Able" account since the recipient names do not match.
  
  The Deal will need to be assigned to an existing Verivend account or have a new Verivend account created by the recipient by going to the Deal and making a section from the Confirm Account modal. The Unassigned Deal can be assigned by the recipient Deal Member at any time from the Home area under the My Alerts tab.
  
  
  
  
• Ownership Management has been added to the Commitments tab of a Deal, which automatically calculates the exact ownership percentage for each Investor/LP.
  
  

Rooms

• Email notifications for new Announcements & Documents added to a Room now automatically log the recipient of the notification into the platform.

OpenHost API

• Added endpoint for setting the status of transactions during API testing.
• Added endpoint to allow users from the same Organization as the API user to be added to other API user accounts.

Additional Enhancements & Bug Fixes

• Updated text for VeriPays from external bank accounts to make the source/destination of the funds clearer.
• Fixed issue with Deal Owner unable to load messages from a Deal Member.
• Fixed Onboarding status "Revision Requested" in the "Filter By" dropdown menu.
• Improved status and tracking for "Committed" payments when the payer chooses to pay via Wire Transfer or ACH push.