Winter Release Recap: What’s New in Deal Management

This Winter Release delivers new Deal Management enhancements designed to improve clarity and reduce reconciliation efforts. These updates help lenders and private credit firms manage deal activity more accurately while maintaining clean, consistent data across portfolios.

Simplify portfolio reporting with flexible exports

More flexible exporting from the Portfolio Deals page allows teams to export their current grid view to Excel, CSV, or PDF. Custom column names can be applied per saved view, making it easier to align reports to internal terminology, reduce manual cleanup, and deliver clearer outputs to stakeholders.

Align deal status reporting to your workflow

Configurable deal status sorting allows teams to define the order in which deal statuses appear within portfolio views. Status order can be set per saved view, ensuring reports and dashboards reflect how your team actually manages deals.

Get clearer deal context without digging for details

Enhanced widgets on the Deal Overview page surface key context directly on the dashboard, including improved property details, narrative summaries, and deal status history. These updates reduce the need to navigate across tabs and make it easier to understand deal state at a glance.

Learn more about all the Deal Management new features here.