Release Note: Enhanced Transparency for Connection Requests

Dear User

Based on feedback from our fund manager community, we added a new feature to improve the transparency of Connection Requests. Requests do now show more information about the qualified investor that raised the request. This allows a fund manager to better assess a request and decide if it should be accepted. Accepting the request will then make further fund data and documents available to the qualified investor.

requestIn addition to the company name and personal information of the requester such as phone number and email address, we added:

  • Investor type
  • Domicile and address
  • Company website
  • Accreditation/Qualification

If you have any questions regarding this changes or any other components, please get in touch with us immediately (support@fundbase.com). We’re more than happy to answer your questions and learn from your experience!

Visit us at fundbase.com

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