What it is
Each investor record in CRM now includes a Documents tab showing every Fund Admin communication sent to that LP. It covers five categories: capital call notices, distribution notices, consolidated statements, financial packages, and tax documents, each with the document type, sent date, document date, and associated fund.
Why it matters
Fund managers can review all LP document history directly from the investor record before a call or meeting. The Viewed column shows whether the LP opened each document, so you know if an investor has seen the latest materials before you reach out.
