Platform Capabilities List

Complete exportable list of all features and capabilities — updates automatically

174 Total Features

173 Active

22 Modules

174 Recent Updates

Module	Feature	Description	Date	Status
AI & Automation	Sentiment Reading	AI reads the tone of investor communications to flag anything that needs attention	2026-02-01	Active
AI & Automation	Duplicate Detection	Fuzzy matching to detect when the same investor is being added twice under different names	2026-03-13	Active
AI & Automation	Smart Workflow Decisions	AI routes cases, flags blockers, and escalates to humans when needed inside workflows	2026-02-01	Active
AI & Automation	Investor Insights	AI surfaces risks, recommendations, and predictions for each investor	2026-02-01	Active
AI & Automation	Tax Entity Classification	Automatic determination of tax treatment based on W-8/W-9 forms and investor profile	2026-03-13	Active
AI & Automation	ERISA 25% Test Tracking	Automatic calculation and monitoring of benefit plan percentage to ensure compliance	2026-03-13	Active
AI & Automation	Encyclopedia Module	Interactive glossary with 50+ industry and platform-specific terminology with searchable definitions	2026-02-15	Active
AI & Automation	Document Reading	AI reads uploaded PDFs and documents and pulls out the data you need automatically	2026-02-01	Active
AI & Automation	Accreditation Validation	AI validates investor accreditation status based on net worth, income, and institutional criteria	2026-03-13	Active
AI & Automation	OFAC/SDN Screening	Automated screening against sanctions lists and PEP databases	2026-03-13	Active
AI & Automation	Email Writing	AI drafts professional emails based on the investor's current situation	2026-02-01	Active
Agents	AI Agent Suite	8 specialized agents for KYC validation, eligibility checks, compliance, and pre-close acceleration	2026-01-15	Active
Agents	ELM Workflow Trigger Menu	Integrated dropdown menu for selecting and executing ELM automation agents directly from top bar	2026-03-10	Active
Agents	Workflow Management	Create, edit, or delete workflows and set them to active, paused, or draft	2026-01-10	Active
Agents	Workflow Templates	Pre-built templates for onboarding, KYC, document collection, subscriptions, and more	2026-01-10	Active
Agents	WorkflowExecution Engine	Full workflow orchestration with phase tracking, human review queues, and completion analytics	2026-01-25	Active
Agents	Visual Workflow Builder	Build workflows by dragging and connecting steps on a canvas — no coding needed	2026-01-10	Active
Agents	ELM Workflow Engine	AI-powered validation orchestrator with step-by-step categorization and rule-based decision logic	2026-01-20	Active
Agents	Workflow Automation Triggers	Event-driven workflow execution on investor creation, status changes, and document uploads	2026-01-25	Active
Agents	AI Workflow Engine	AI makes decisions inside workflows — routing cases, flagging issues, and drafting emails automatically	2026-01-10	Active
Agents	Custom Prompt Dialog	Interface to configure and execute custom ELM workflows with real-time progress tracking	2026-01-20	Active
Agents	58-Step Onboarding Workflow	Comprehensive checklist covering Identity, Economics, Eligibility, KYC/AML, Documents, Fund Constraints, and Audit	2026-03-13	Active
Agents	Trigger Settings	Set workflows to start when a new investor is added, a document is uploaded, on a schedule, or manually	2026-01-10	Active
Agents	View All Agents Navigation	The 'View All Agents →' link in the top-bar ELM dropdown now navigates directly to the Agents page, providing a single destination for all agent management	2026-03-17	Active
Agents	ELM Fund-Wide Validation	Run ELM validation workflows across all investors in a fund simultaneously, with per-investor progress tracking and aggregate reporting	2026-03-16	Active
Agents	ELM Agents Panel on Agents Page	All 8 ELM AI agents (Full Onboarding Validation, KYC & Compliance, Eligibility & Suitability, Document Completeness, Economics & Terms, Tax & Identity, ERISA 25% Test Monitor, Pre-Close Acceleration) are now displayed as clickable cards directly on the Agents page sidebar item	2026-03-17	Active
Agents	ELM Compliance Scanning	Automatically scan investor onboarding steps for compliance issues and flag anything that needs attention	2026-01-15	Active
Agents	Human-in-the-Loop Queue	Automatic escalation of blocked steps requiring human review with approval/rejection workflow	2026-03-13	Active
Agents	Run History	See a log of every time a workflow ran and what the outcome was	2026-01-10	Active
Analytics	Custom Reports	Export data and filter by date range for custom reporting	2026-01-10	Active
Analytics	Summary Metrics	Total investors, active deals, pipeline value, and completion rates in one view	2026-01-10	Active
Analytics	Real-Time Analytics Dashboard	Live metrics, conversion funnels, performance charts, and custom report builder	2026-01-15	Active
Analytics	Charts & Graphs	Visual breakdown of investor status, onboarding phases, and trends over time	2026-01-10	Active
Audit Log	Search & Filter	Search the log by action type, entity, user, or date	2026-01-10	Active
Audit Log	User Tracking	See which user made each change, including their IP address and timestamp	2026-01-10	Active
Audit Log	Compliance Logging	Immutable ledger of all actions, changes, and approvals for regulatory accountability	2026-01-15	Active
Audit Log	Compliance-Ready Records	Immutable, tamper-proof log to support regulatory requirements	2026-01-10	Active
Audit Log	Full Activity Log	Every action taken in the platform is recorded — who did it, when, and what changed	2026-01-10	Active
Batch Processing	Platform Connections	Connect directly to Juniper Square or iCapital to pull in investor data automatically	2026-01-15	Active
Batch Processing	Manual Review Queue	Any record that could not be matched automatically is queued for a team member to review	2026-01-15	Active
Batch Processing	Error Flagging	Automatically categorizes why a record failed — missing data, duplicate, API issue, etc.	2026-01-15	Active
Batch Processing	Record Matching	Automatically matches imported records to existing investors with a confidence score	2026-01-15	Active
Batch Processing	Batch Import & Reconciliation	CSV/Excel/API bulk import with error detection and automated reconciliation workflows	2026-01-15	Active
Batch Processing	Batch Run Tracker	See how many records were processed, succeeded, or failed in each import run	2026-01-15	Active
Batch Processing	BatchRecord Status Tracking	Enhanced match scoring, review status workflows, and processing state management	2026-02-08	Active
Batch Processing	Bulk File Import	Upload a spreadsheet (CSV or Excel) to bring in many investors at once	2026-01-15	Active
Batch Processing	Error Handling & Validation	Improved error handling and validation with detailed error categorization and assignment workflows	2026-02-08	Active
Calendar	Priority Levels	Mark events as Low, Medium, High, or Critical so nothing slips through	2026-02-01	Active
Calendar	Event Status	Track whether events are Upcoming, Completed, or Cancelled	2026-02-01	Active
Calendar	Reminders	Set how many days before an event you want to be reminded	2026-02-01	Active
Calendar	Team & Investor Linking	Assign events to team members and link them to specific investors	2026-02-01	Active
Calendar	Event Scheduling	Create events like capital call deadlines, distributions, compliance filings, and investor meetings	2026-02-01	Active
Capabilities	Capability Catalog System	Expanded Capability entity with 40+ tracked features across R360, Onboard, and Agents modules	2026-02-28	Active
Communication Hub	Follow-Up Suggestions	The AI suggests when and how to follow up based on investor activity	2026-01-25	Active
Communication Hub	Sent / Received Tracking	See whether each communication was sent by you or received from the investor	2026-01-25	Active
Communication Hub	Tagging	Add tags to communications to keep things organized	2026-01-25	Active
Communication Hub	Email Templates	Pre-built email templates for onboarding updates, welcome messages, and document status	2026-01-25	Active
Communication Hub	File Attachments	Attach documents to any communication record	2026-01-25	Active
Communication Hub	AI Email Drafting	The AI writes a draft email based on what is happening with the investor — just review and send	2026-01-25	Active
Communication Hub	SMS Sending	Send text messages to investors directly from the platform	2026-01-25	Active
Communication Hub	Communication Log	Keep a record of every email, call, meeting, SMS, or message with each investor	2026-01-25	Active
Communication Hub	Communication Hub Integration	Centralized tracking of email, SMS, calls, and portal messages across all investor channels	2026-01-15	Active
Competitive Analysis	Vendor Landscape Matrix	Searchable matrix with 20+ competitors categorized by vertical players, point solutions, and enterprise platforms	2026-03-15	Active
Competitive Analysis	Head-to-Head Comparison	Compare ISM platform against industry competitors with detailed methodology and cost-efficiency analysis	2026-03-15	Active
Competitive Matrix	Vendor Landscape View	See all major competitors organized by category with their strengths noted	2026-03-01	Active
Competitive Matrix	Augment Differentiators	Side-by-side view of what makes Augment better than each competitor	2026-03-01	Active
Competitive Matrix	CSV Export	Export the full competitive matrix to a spreadsheet for presentations or analysis	2026-03-01	Active
Competitive Matrix	Search & Filter	Search by vendor name, category, or keyword to find what you need quickly	2026-03-01	Active
Contacts	Contact Records	Store names, emails, phone numbers, and job titles for key contacts	2026-01-25	Active
Contacts	Investor Linking	Connect contacts to the investors they represent or work with	2026-01-25	Active
Contacts	LinkedIn & Notes	Save LinkedIn profile links and add notes to each contact	2026-01-25	Active
Contacts	Primary Contact Flag	Mark one contact as the main point of contact for each investor	2026-01-25	Active
Deal Room	Capital Call History	Track all capital calls sent to an investor and their responses	2026-01-10	Active
Deal Room	Investor Deal Rooms	Each investor gets their own secure area with documents, performance, and fund info	2026-01-10	Active
Deal Room	Performance Charts	Show investors their returns and fund performance in easy-to-read charts	2026-01-10	Active
Deal Room	Distribution History	Full record of all distributions made to an investor	2026-01-10	Active
Deal Room	Performance Chart Updates	Added interactive fund performance visualizations with drill-down capability by asset class	2026-03-01	Active
Deal Room	Investor Portal	Secure portal with document access, performance data, capital calls, and distribution tracking	2026-01-15	Active
Deal Room	Document Access	Store and share fund documents with investors in one organized place	2026-01-10	Active
Document Management	Document Type Labeling	Tag each document as a Subscription Agreement, KYC doc, Tax Form, Banking Info, or ID	2026-01-20	Active
Document Management	Cross-Document Validation	AI cross-references data across multiple documents (sub agreement, W-9, banking forms) for consistency	2026-03-13	Active
Document Management	Large PDF Processing	Process 300-500 page subscription agreements with full data extraction	2026-03-13	Active
Document Management	Drag & Drop Upload	Drop files directly onto the page to upload — no extra steps	2026-01-20	Active
Document Management	Good Order Verification	Automated checks for signatures, missing pages, redactions, and simultaneous tax form submission	2026-03-13	Active
Document Management	Issue Flagging	AI highlights anything that looks wrong or incomplete in a document	2026-01-20	Active
Document Management	Auto Email Summary	Generate a ready-to-send email summarizing the document status for an investor	2026-01-20	Active
Document Management	AI-Powered Document Processing	OCR extraction, entity recognition, and multi-format support (PDF, images, Excel)	2026-01-15	Active
Document Management	Confidence Scoring	Each extracted field gets a confidence score (99%, 75%, etc.) for quality assurance	2026-03-13	Active
Document Management	Document Status	Track where each document is in the review process: Processing, Reviewed, Approved, Rejected, or Pending	2026-01-20	Active
Document Management	AI Data Extraction	The AI reads uploaded documents and pulls out key information automatically	2026-01-20	Active
Document Management	Required Document Checklist	See which documents have been received and which are still missing for each investor	2026-01-20	Active
Integrations	File Storage	Upload and store files securely — both public and private	2026-01-10	Active
Integrations	Email Sending	Send emails directly from the platform using the built-in email service	2026-01-10	Active
Integrations	Juniper Square	Sync investor data with Juniper Square automatically	2026-01-10	Active
Integrations	iCapital	Connect to iCapital for investor data and distribution management	2026-01-10	Active
Integrations	HubSpot	Push investor and contact data into HubSpot for CRM tracking	2026-01-10	Active
Integrations	SMS (Twilio)	Send SMS messages to investors via Twilio	2026-01-10	Active
Investor Dashboard	Next Steps Panel	Surfaced top 5 pending/in-progress onboarding steps per investor with role, process area, and step type	2026-03-16	Active
Investor Dashboard	Message Detail View	Click any communication entry to open a detail dialog showing the full message content, direction, type, contact, timestamp, and tags	2026-03-16	Active
Investor Dashboard	Compose Communication	Inline Email and SMS compose dialog directly from the investor dashboard communications panel	2026-03-16	Active
Investor Dashboard	Relationship Health Score	5-dimension SVG gauge scoring Documentation, Compliance, Progress, Engagement, and Timeline per investor	2026-03-16	Active
Investor Dashboard	Investor Dashboard Page	Dedicated per-investor dashboard with onboarding progress, health score, next steps, blocked items, and communications panel	2026-03-16	Active
Investor Dashboard	Segmented Onboarding Progress Bar	Color-coded progress bar showing completed (green), in-progress (blue), blocked (red), and pending (gray) step segments with animated transitions	2026-03-16	Active
Investor Dashboard	Communications Panel	Click-to-expand communications history showing sent vs received with direction indicators, contact person, date, and type badges	2026-03-16	Active
Investor Management	Multi-Section Form	Investor forms are split into Basic, Contact, Financial, and Compliance sections for easy data entry	2026-01-15	Active
Investor Management	AI Document Auto-Fill	Upload a subscription document and the AI will fill in the investor form for you	2026-01-15	Active
Investor Management	Investor Logo / Photo	Upload and display a logo or photo for each investor	2026-01-15	Active
Investor Management	Side Letter Tracking	Automated tracking and linking of side letter provisions to investor profiles	2026-03-13	Active
Investor Management	Close Date Tracking	Track expected close dates with visual timeline and automatic status updates	2026-03-13	Active
Investor Management	Add / Edit / Remove Investors	Create new investor profiles, update their information, or remove them from the system	2026-01-15	Active
Investor Management	Verification Checklist	AI generates a checklist of things to verify for each investor based on their profile	2026-01-15	Active
Investor Management	Investor Portal Access	Investors can log in to their own secure view of deals, documents, and performance	2026-01-15	Active
Investor Management	Force Close Capability	Lock investor roster and close fund with confidence using intelligent close recommendations	2026-03-13	Active
Investor Management	Investor Detail Page	Full profile view with progress, documents, communications, and tasks all in one place	2026-01-15	Active
Investor Management	Platform Sync Setup	Connect an investor to their record in Juniper Square or iCapital for two-way data sync	2026-01-15	Active
Investor Management	Banking Validation	Real-time validation of routing numbers, account numbers, and wire method compatibility	2026-03-13	Active
Investors	Date Columns on Investors Table	Added Date (creation date) and Close Date columns to the investors data table, providing visibility into investor timeline and onboarding closure expectations. Removed Country column for improved table density.	2026-03-17	Active
Next Steps	Task List	See all open tasks, filter by priority, status, or due date	2026-01-10	Active
Next Steps	Blocked Items Alert	Dedicated section showing all blocked items requiring human review	2026-03-13	Active
Next Steps	Onboarding Step Tracker	See every incomplete onboarding step across all investors in one place	2026-01-10	Active
Next Steps	Step-Through Queue	Work through tasks one at a time with a card-based swipe interface — skip or mark complete	2026-01-10	Active
Next Steps	Task Status Tracking	Move tasks through To Do, In Progress, Blocked, and Completed	2026-01-10	Active
Next Steps	Overdue Task Tracking	Automatic detection and flagging of overdue tasks and steps	2026-03-13	Active
Next Steps	Role-Based Filtering	Filter tasks by role — IR, Fund Admin, AML/KYC Team, Service Team, Wirehouse Ops — to see only what is relevant to you	2026-03-13	Active
Next Steps	Phase Progress Cards	Visual cards showing completion % and pending/blocked counts for each of the 5 onboarding phases	2026-03-13	Active
Onboard	Terms Extraction Agent	AI-powered extraction of subscription economics: commitment amount, management fee, carried interest, preferred return, and subscription agreement version	2026-03-16	Active
Onboard	OnboardingStep Data Model	Added 25+ new fields for ERISA, tax entity type, comfort letters, and qualification basis tracking	2026-02-01	Active
Onboard	ELM Agent Auto-Start	Engagement Lifecycle Management agent begins 58-step validation workflow on investor creation	2026-03-13	Active
Onboard	Auto Workflow Creation	When you add a new investor, their full 58-step onboarding checklist is created automatically	2026-01-10	Active
Onboard	AI Form Visualizer	Upload a 300-500 page PDF subscription agreement and AI extracts all data automatically	2026-03-13	Active
Onboard	Good Order Verification	Automated check that subscription documents, tax forms (W-8/W-9), and ERISA compliance are all received simultaneously and in good order	2026-03-16	Active
Onboard	Bulk CSV/Excel Import	Import multiple investors at once via spreadsheet upload	2026-01-10	Active
Onboard	Automated Onboarding Workflow	58-step orchestrated workflow with compliance checks, document routing, and human approvals	2026-01-15	Active
Onboard	New Investor Form	Add a new investor quickly with a simple, clean form	2026-01-10	Active
Onboard	Batch Run History	Track all batch import runs with success/failure counts	2026-01-10	Active
Onboard	Compliance Validation Fields	Integrated 25% Test for benefit plan constraints and side letter provision tracking	2026-02-01	Active
R360 Dashboard	Tab Views	Switch between All Investors, Deal Room, and Deals with live counts on each tab	2026-01-10	Active
R360 Dashboard	Status Filter Dialog	Clickable KPI cards (Total / Closed / Pending Items) drill into filtered investor lists with one-click navigation to investor detail	2026-03-31	Active
R360 Dashboard	Close Dates Widget	Track expected close dates for investors in the funding pipeline	2026-03-13	Active
R360 Dashboard	5-Phase Workflow View	Visual overview of where each investor sits across the 5 onboarding phases	2026-01-10	Active
R360 Dashboard	Investor Status Overview	Quick count of how many investors are fully onboarded, in progress, or have issues	2026-02-23	Active
R360 Dashboard	Investor Metrics Detail Dialog	Total onboarded count, avg commitment, avg check size, and per-investor commitment breakdown with avatars	2026-03-31	Active
R360 Dashboard	Code Performance Cleanup	Removed 9 unused icons, 3 redundant queries, 7 computed values; 15% faster page loads	2026-02-23	Active
R360 Dashboard	Activity Monitor	See what happened in the last hour, day, or week across all investor workflows	2026-01-10	Active
R360 Dashboard	Onboarded Dates Widget	Visual calendar showing when investors were successfully onboarded	2026-03-13	Active
R360 Dashboard	Close Timeline Analysis Dialog	Investor breakdown with avg estimated/actual close dates, days-early tracking per investor with color-coded performance indicators	2026-03-31	Active
R360 Dashboard	Investor Health Score	Each investor gets a health score across 5 areas: coverage, eligibility, urgency, documents, and sentiment	2026-01-10	Active
R360 Dashboard	Phase Cards	Click any phase to see exactly which steps are done and which are still pending	2026-01-10	Active
R360 Dashboard	JSX Structure Stability Fix	Fixed unterminated JSX content causing build failures; corrected root container nesting across the Overview page	2026-03-31	Active
R360 Dashboard	Commitment Pipeline	Track total dollars committed, what has cleared, and what is still pending	2026-01-10	Active
R360 Dashboard	Funding Progress Dialog	Fund target vs raised progress bar, investor commitment breakdown ranked by size with individual progress indicators	2026-03-31	Active
R360 Dashboard	Pre-Close Acceleration	Run a fund-wide compliance scan to find and flag blockers before close	2026-01-10	Active
R360 Dashboard	Mobile Settings Dropdown Fix	Fixed z-index layering for Settings and Roles dropdowns on mobile devices for proper overlay behavior	2026-03-15	Active
R360 Dashboard	GlobalTopBar Dropdown Menus	Converted static action buttons to functional dropdown menus for HubSpot sync and team alerts	2026-03-10	Active
R360 Dashboard	Investor Status Overview	Widget displaying onboarded/pending/error counts with improved real-time visualization	2026-02-23	Active
R360 Dashboard	Mobile Responsive Improvements	Enhanced layout responsiveness across all dashboard views for tablet and mobile devices	2026-03-01	Active
R360 Dashboard	Relationship Pulse Risk	Deprecated feature removed for streamlined UI and reduced clutter	2026-02-23	Removed
R360 Dashboard	Role-Based Access Control	8 distinct role views (Admin, IR, Fund Admin, AML/KYC, Service, Wirehouse, Investor) with tailored UX	2026-01-15	Active
R360 Dashboard	Fund Metrics Dashboard	See all your funds at a glance — how many are open, closed, or pending	2026-01-10	Active
R360 Dashboard	Colored Borders & Shadows	Visual enhancements with colored borders, shadow effects, and hover animations for better UX	2026-02-23	Active
R360 Dashboard	Dashboard Visual Enhancements	Improved visual hierarchy with performance metrics, capital call tracking, and distribution summaries	2026-03-01	Active
R360 Dashboard	Investor Table	View, sort, and filter all investors with their health scores and current status	2026-01-10	Active
R360 Dashboard	Quick Action Menu	Edit an investor, delete them, upload documents, or send an email — all from one button	2026-01-10	Active
R360 Dashboard	Team Alert Notifications	Real-time notification panel for active onboarding blockers with role-based filtering	2026-03-10	Active
R360 Dashboard	RBAC View Modes	Switch between 7 role-based views: Global, Administrator, IR, Fund Admin, AML/KYC Team, Service Team, Wirehouse Ops, and Investor	2026-03-13	Active
R360 Dashboard	Core 360 View	Complete investor relationship 360 view with 5-phase workflow tracking and real-time status	2026-01-15	Active
Release Notes	Excel-Style Table Format	Redesigned release notes with Excel-style table showing What Was Done, Value/Impact, and Date columns	2026-03-15	Active
Settings	Platform Integrations	Connect and manage external platforms like Juniper Square, iCapital, and HubSpot	2026-02-01	Active
Settings	Capabilities List Page	New page displaying active, coming soon, and deprecated features with release dates and descriptions	2026-02-28	Active
Settings	View Modes	Switch the sidebar between 6 different views: Global, Admin, IR, Sales, Investor, and Outside Org	2026-02-01	Active
Settings	User Management	View all users, invite new ones, and assign their roles	2026-02-01	Active
Settings	Role-Based Access	Control what each user can see and do based on their role	2026-02-01	Active
Settings	Dark / Light Mode	Toggle between a dark and light theme	2026-02-01	Active
Settings	Demo Library	10 demonstration scenarios covering onboarding, compliance, and exception handling workflows	2026-02-15	Active

Showing 174 of 174 capabilities