Notifications & Action Centre
Collect everything that needs an investor's attention — across transactions, documents, wallet setup, missing data, insights, and draw prep — into one prioritized action centre, so reviews get completed and risks get resolved instead of sitting unnoticed in individual screens. Per PRD §7.12, this is a core Must-have: t
Flows
Action Inbox to Resolution
Take an investor from an open, prioritized list of outstanding actions to each action being resolved, snoozed, or dismissed — with a durable record of what happened.
Portfolio-Wide Actions
Let an investor with multiple projects see everything needing attention across the whole portfolio, not just one project at a time.