Added

Workflows and Automation

A new builder for Managers to automate repetitive capital formation and IR tasks based on specific allocator behaviours.

• Triggers: Set automations based on web activity, meetings, and inbound emails.

• Actions: Auto-generate follow-ups, reminders, and internal tasks.

• Customization: Build distinct workflows defined by allocator segment or relationship type.

  
  

Share Fund Profile & Data Room (No Login Required)

Managers can now generate a single link for profiles and data rooms so allocators can review materials without creating an Orthrus account.

• Access: One link for performance, materials, updates, and due diligence.

• Security: Maintains full permissioned sharing and version control.

Third-Party Integrations

Orthrus now connects more deeply into tools teams already use day-to-day.

• CRMs: HubSpot and Salesforce sync for contacts, companies, notes, and activity.

• Productivity: Deeper Google Workspace and Microsoft 365 support for email, calendar, and notes.

• Logic: Granular activity logging and workflow triggers based on external platform events.

Multi-Structure Profiles

Support for complex hierarchies to manage reporting and performance across multiple funds and strategies.

Hierarchy: Full Manager > Fund > Strategy hierarchy support.

Reporting: Performance updates at the fund level or strategy level.

Improved

User Interface Upgrades

A series of UI enhancements to improve navigation and data management efficiency, including updated dashboard layouts.