Fall into new features! š As we move into October, weāre excited to unveil a lineup of powerful updates to streamline your workflows, enhance transparency, and simplify investor onboarding in Vestlane.
Letās dive into the details! š¤æ
Gain a clear overview of investors involved in each closing with our closing tag and filter in the subscriptions dashboard.
This feature allows you to tag investors with a closing tag, so you can quickly filter and distinguish the investors involved in each closing of a fund. You will also be able to filter by the closing tag and manage investors more efficiently.
No more searching for the right contact! Now, you can generate a shareable link to invite investors directly through your usual email or messaging tool.
This is especially helpful if youāre unsure who should receive the invitationājust send the link, and investors can easily join.
Keep sensitive discussions within your team! The new internal-only comments feature allows you to leave notes that are visible solely to your organization. You can even tag the relevant user also within your organization.
This feature supports efficient, private collaboration, ensuring that only your internal team sees certain comments and insights.