Category: Press Releases

Here’s a look at what shipped in this release. Clearer Payment Tracking We’ve expanded our payment processing to track charge statuses in greater detail, giving investors better visibility into the state of each payment. When a transaction doesn’t go through, investors now see clearer messaging explaining what happened and what to do next. Improvements Bug […]

August 6, 2026 · Platform Updates Here’s a look at what shipped in this release. Investor Vault The new Investor Vault is now available in production, giving investors and issuer editors a single home for everything tied to an investment. From the vault, users can review their investments, complete KYC and accreditation, access and download […]

Here’s a look at what shipped in this release. Saved Investment Profiles Investors can now save, manage, and reuse profile information to accelerate future investments — less re-entry, faster subscriptions. Improvements All changes are live — no action required on your end.

Here’s a look at what shipped in this release. Google Analytics in the Investor Portal We’ve rolled out Google Analytics tracking across the Investor Portal, giving us visibility into how investors move through the subscription, KYC, and payment steps. The data feeds back into our own platform analytics, so we can pair behavioral signals with […]