Updates

Changelog

A chronological log of new features, improvements, fixes, and security updates.

v1.0.0FeatureFebruary 2026

Public Launch

  • Public website and marketing pages launched
  • Interactive demo dashboard with 3 role views
  • Starter, Professional, and Enterprise pricing plans
  • Self-service registration with 14-day free trial
v0.9.0FeatureJanuary 2026

Investor Portal & Document Engine

  • Branded investor portal with real-time MOIC and IRR
  • Confirmation letter generation with auto-calculated financials
  • Annual report generation with portfolio summary
  • Document preview and PDF download
v0.8.0FeatureDecember 2025

Commission Tracking

  • Entry fee commission auto-calculation per partner
  • Carry fee retrocession tracking
  • Multi-tier partner commission support
  • Commission audit trail with full history
v0.7.0ImprovementNovember 2025

Multi-Currency & Export

  • 8 currency support: USD, EUR, GBP, CHF, CAD, SGD, HKD, AUD
  • CSV and Excel export for all collections
  • Bulk import from spreadsheets
  • Improved portfolio value calculations
v0.6.0SecurityOctober 2025

Security Enhancements

  • Two-factor authentication (TOTP) for all users
  • Rate limiting on API endpoints via Upstash Redis
  • CSRF protection with domain whitelist
  • Security headers (CSP, HSTS, X-Frame-Options)
v0.5.0FeatureSeptember 2025

SPV Structuring & Fee Engine

  • 1-tier and 2-tier SPV structure support
  • Entry fee, carry, and cost allocation auto-calculations
  • All-in PPS computation per investor
  • Pro-rata SPV cost distribution
v0.4.0FeatureAugust 2025

Admin Dashboard

  • 28+ data collections with full CRUD operations
  • Role-based access control (8 permission levels)
  • Workspace isolation with invite-only access
  • Full audit logging with payload-auditor
v0.3.0ImprovementJuly 2025

Performance Improvements

  • Database query optimization for portfolio views
  • Lazy loading for large investor lists
  • Improved API response times (P95 < 200ms)
v0.2.0FixJune 2025

Bug Fixes

  • Fixed MOIC calculation rounding for small investments
  • Corrected currency display in multi-currency portfolios
  • Fixed email notification delivery timing
v0.1.0FeatureMay 2025

Alpha Release

  • Initial platform with companies, deals, investors, and investments
  • Basic portfolio view with commitment tracking
  • Email notification system
  • User authentication with JWT