You can now view files directly in FundFrame One. Open a PDF from the GP, fund, or portfolio record you are looking at and read it in a clean file viewer, without leaving the platform.
The file stays with the work
PDFs sit at the center of how institutional investment teams work. Quarterly reports, private placement memoranda, capital call notices, and IC materials are the source behind screening, monitoring, and the discussion that follows. Reading them used to mean leaving the record: downloading a file, switching tools, and picking the context back up afterwards.
File Viewer keeps that work in one place. Open a file from the record it belongs to, read it in a focused viewer, and return to the GP, fund, or portfolio context without breaking stride.
In Investment CRM and Monitoring
File Viewer is available in both Investment CRM and Monitoring. In Investment CRM, open the documents attached to the managers and funds you are tracking. In Monitoring, read the files that sit alongside portfolio performance. Wherever the file lives in FundFrame One, you can now view it there.
File Viewer is also a foundation. We are looking at a broader set of files capabilities for the platform, including work powered by AI on the documents your team already keeps in FundFrame One. More on that soon.