New Deals Module
Release 4.2 delivers a major upgrade to the Deals module, including a full front-end re-write and a range of new workflows. The goal: make it faster and easier to market deals, manage investors, and run capital formation end-to-end. Below we summarize what’s new and how it improves your day-to-day workflow.
Modern Deal Workspace & Grids
What’s new
Clean, modern, mobile-optimized interface across the Deals module
New responsive grids that are:
Fully sortable and filterable
Non‑paginated for easier scanning
Consistent patterns for “Export all / Export selected”
Improved visual design:
Collapsible hero banners and modern card layouts
Clear status badges and visual indicators
Better hierarchy to guide attention on key deal information
Value
Faster navigation and less clicking around
A more professional, branded presentation for your investors
A consistent grid experience that will roll out across other parts of the app over time
Members Tab & Engagement Analytics
Members Tab
What’s new
Faster, streamlined invite workflow
Tag‑based filtering to quickly segment investors (e.g., by strategy, tier, region)
Re‑send invitations at any time
Foundation for bulk actions on members (rolling out progressively)
Value
Quickly identify who to follow up with
Less manual searching and filtering
Easier management of large investor lists
Engagement Analytics
What’s new
Funnel progression analytics to understand conversion from invitations through to commitments
Longitudinal view of activity within a deal - how engagement changes over time during fundraising
Visibility into which investors are most active or engaged
Insight into how announcements and other communications affect traffic
Continued ability to drill into the data room for artifact‑level activity:
Views and downloads by document
Who engaged, when, and how often
Value
Identify “hot” vs. “cold” investors based on real engagement
Time outreach and follow‑ups around actual behavior
Understand which materials and communications are driving interest
Commitments & Capital Calls
What’s new
New commitment workflow:
GPs can enter commitments directly, without requiring an LP to act first and decreasing unnecessary email notification chatter.
Supports offline / omnichannel indications of interest
Seamless progression from initial indication to finalized commitment
Clear status transitions and alerts to investors upon finalization
Ergonomic bulk actions:
Finalize batches of commitments
Initiate onboarding for multiple investors at once
Generate and send capital calls in bulk
Export commitments and capital call data
Value
Faster move from interest to committed capital
Reduced manual data entry and fewer repetitive steps
Better support for real‑world workflows where commitments start offline
Data Room & Announcements
What’s new
Announcements are now more clearly spotlighted and visually separated from the data room
Cleaner, more intuitive layout for both data room content and announcements
Direct tie‑in with engagement analytics:
Understand how announcements impact visits, views, and downloads over time
Value
Make key updates more visible to investors
Clearly track whether announcements are driving the engagement you expect
Keep materials organized while still surfacing time‑sensitive information
Onboarding Experience
What’s new
Upgraded onboarding grid:
Sortable, responsive layout
More columns to show detailed state progression (more detail coming in future releases)
Veriform‑compatible design to support rich, configurable onboarding flows
Foundation for bulk actions and faster review workflows
Value
Clearer visibility into where each investor stands in onboarding
Less time spent drilling into individual records
Better alignment with your existing compliance and document processes