🚀 1. Release Notes

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[FundSub] Ability to Update Custom column field via API

• Summary: Enable updating custom column values via Public API. This entails:
  • Querying custom column IDs via API
  • Updating custom column values for an order via:
    • Invitation API, Bulk Invitation API
    • Update Order API
• Area of impact: Fund Subscription APIs
  • Invite Investor API
  • Bulk Invite Investor API
  • Update Order API
  • Get Fund Info API
• Released date: Jan 27th 2026

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[IDM] New API: Transaction

• Summary: Add a new API that supports retrieving, create, update, delete transactions.
• Area of impact: Fund Subscription APIs
  • Get transaction
  • Create transaction
  • Update transaction
  • Delete transaction
  • List transactions by investment
  • Import transactions
  • Export transactions
• Released date: Jan 6th 2026

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[IDM] New Webhook Events: Investment and Transaction

• Summary: This new webhook event allows a client's endpoint to be notified whenever a new Investment/Transaction is created or an existing Investment/Transaction is updated/deleted within a registered firm.
• Area of impact: New events for IDM webhook:
  • funddata.investment.created
  • funddata.investment.updated
  • funddata.investment.deleted
  • funddata.transaction.created
  • funddata.transaction.updated
  • funddata.transaction.deleted
• Released date: Jan 6th 2026

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[IDM] New API: Portal Document Distribution - Group share

• Summary: Add a new API that supports retrieving, create, update, delete and distribute Package (Group share).
• Area of impact: Investor Data Management APIs
  • List packages
  • Create draft package
  • Get package
  • Delete package
  • Update package
  • Distribute package
• Released date: Jan 6th 2026

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[IDM] New API: Delete Fund Fee

• Summary: Add a new API that supports delete Fund Fee.
• Area of impact: Investor Data Management APIs
  • Delete fund fee
• Released date: Jan 20th 2026

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[IDM] New API: Portal Document Management

• Summary: Add a new API that supports retrieving, update, delete Portal Documents.
• Area of impact: Investor Data Management APIs
  • Get portal document
  • Update portal document
  • Delete portal document
  • Get portal document download url
  • List portal documents
• Released date: Jan 27th 2026

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[IDM] New API: Grant/Revoke Landing Page access

• Summary: Add a new API that supports retrieving landing pages and grant/revoke access of contact to landing page.
• Area of impact: Investor Data Management APIs
  • Get landing pages
  • Grant access to landing pages
  • Revoke access from landing pages
• Released date: Jan 20th 2026

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[IDM] New Webhook Events: Communication Matrices

• Summary: This new webhook event allows a client's endpoint to be notified whenever a Communication Matrix is assigned/updated or an existing Communication Matrix is unassigned within a registered firm.
• Area of impact: New events for IDM webhook:
  • funddata.communication_matrices.assigned
  • funddata.communication_matrices.unassigned
• Released date: Jan 13th, 2026

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[IDM] Enhancement: Support filter by status for List Packages API

• Summary: Add a new API that supports retrieving, create, update, delete transactions.
• Area of impact: Investor Data Management APIs
  • List packages
• Released date: Feb 3rd, 2026

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🛠️ 2. Planned Items

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[Dataroom] Enforce Document and Folder Count limits

• Summary: Enforce limits on related Document and Folder actions. Request resulted in exceeding Dataroom Document and Folder limits will return error messages.
  • API requests are limited to 100 items per call. Click here to learn more about Dataroom limits
• Area of impact: DR public APIs 400 response
• ETA: Feb 24th, 2026

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[Dataroom] Three new webhook for participant activities in dataroom

• Summary: Customers can now listen to more participant activities to stay alerted regarding participant’s engagement during a fundraise
  • A participant view document
    • Event: dataroom.document.viewed
    • Payload:
      • DataroomID: string
      • Email: String
      • Group IDs: Seq String
      • Document IDs: Seq String
  • A participant download document
    • Event: dataroom.document.downloaded
    • Payload:
      • DataroomID: string
      • Email: String
      • Group IDs: Seq String
      • Document IDs: Seq String
  • Reminder sent to participant
    • Event: dataroom.user.invitation_reminded
    • Payload:
      • DataroomID: string
      • Emails: Seq String
• Area of impact: DR webhook events
• ETA: Feb, 2026