LPs should be able to access notifications settings in order to turn on email notifications for content their GP shares with them (transactions/updates).
When a user clicks into an update, group profile, or portfolio, selecting the back button the browser or in the app reloads the previous page. It would improve the user experience if hitting the ...
It'd be helpful if there was a way to flag another user in a note and have that trigger a notification to that user. For instance, if I could type "@alex, let's talk about how to follow up" and then...
Portfolio names that have text extending beyond the box at the top of the Investments screen should have pop ups that come up if you hover over the portfolio that show the full portfolio name.
The ability to hide legacy investments that have either been fully exited or fully liquidated from portfolio views. They would still factor into aggregate portfolio calculations, but would no longer...
Clicking "Add Holding" in the investment holdings table currently requires the user to then click into the text field to start typing for the search of the company you wish to add.
Clicking add...
Clicking the Add Holding button within a portfolio should give the user the option to add a holding to Universe that does not already exist.
I believe the only way to do this currently is via the...