🚀 1. Release Notes

[FundSub] Webhook notification when a GP user is added to a fund

• Summary: Introduce new webhook notification whenever a GP user is added to a fund. This notification also includes information about which group the user was.
• Area of impact: New webhook event
• Released date: Mar 17th, 2026

[IDM] Support new Investment target for portal document distribution APIs

• Summary: Add a new target “Investment” for doc distribution..
• Area of impact: Investor Data Management APIs
  • Create draft package
• Released date: Mar 17th, 2026

[IDM] Updated API: Upload Investment Entity Document – Support Dataroom File ID

• Summary: The Upload Investment Entity Document API now supports referencing an existing Dataroom file via a new dataroomFileId field, eliminating the need to re-upload documents already stored in the Dataroom. Either fileId or dataroomFileId must be provided (not both).
• Area of impact: Investor Data Management APIs
  • Upload document
• Released date: Mar 17th, 2026

[IDM] Updated API: Import Dataset Records – Support Create and Update Operations

• Summary: The Import Dataset Records API now supports both create and update (upsert) operations in a single request, allowing API users to insert new records or update existing ones without having to separate the calls.
• Area of impact: Investor Data Management APIs
  • Import dataset records
• Released date: Mar 24th, 2026