Category: Platform Updates

August 31, 2026 · Platform Updates Here’s a look at what shipped in this release. Enhanced Payment Experience Paying for an investment is now smoother and clearer. Investors see expanded payment details throughout the flow and can retry directly after a declined payment — no need to start over. Improvements All changes are live — […]

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.