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This release brings four major updates to help you organize documents, manage LP workflows, understand platform activity, and access practical guidance on fund formation.

1. Document Drive

Keep your documents organized and easier to find across Taghash.

Document Drive gives you a structured way to manage files linked to deals, portfolio companies, funds, contacts, and organizations.

You can now:

• Create folders and sub-folders
• Upload individual files or complete folders from your local system
• Move and organize files based on the record or workflow they belong to
• Sort, filter, and search for documents
• Hide files when you do not need them in your current view

You can keep documents closer to the deals, funds, portfolio companies, contacts, and organizations they support.

This helps you maintain more structured records and spend less time searching for files during reviews, reporting, and day-to-day fund work.

2. LP Management

Manage LP records, capital activity, reporting workflows, and investor access in one connected workspace.

Taghash LP Management helps you maintain investor information and coordinate ongoing LP workflows with the right context.

You can manage capital calls, drawdown notices, distributions, NAV updates, documents, communications, and periodic reporting within Taghash.

Your LPs can also get a branded, self-service experience. They can access relevant fund updates, portfolio performance, capital account history, documents, and reporting information when needed.

This reduces repetitive follow-ups and gives your team better visibility into investor activity, records, and reporting context.

Learn More: LP Management Module

3. Smarter Notifications and System Updates

Understand platform notifications and performance-related updates more quickly.

Notifications in the top-right corner of Taghash now use distinct visual cues for different types of messages.

Semantic colors help you identify success messages, errors, warnings, and other system updates at a glance.

You may also receive notifications when platform performance needs attention. This can happen when you have too many tabs open or the system is under increased load.

Taghash can then inform you about actions such as reloading the workspace or closing unused tabs.

These updates give you better visibility into platform activity and help you understand when action may be needed.

4. Fund Formation - A Primer

Build a stronger understanding of the fund formation process in India.

Setting up a fund involves decisions around structure, documentation, regulation, and operations. The process can be difficult to navigate without the right context.

Taghash’s Fund Formation - A Primer brings the fundamentals together in one practical guide.

It is designed for practising CAs, investment bankers, experienced investors, family offices, and others exploring the idea of launching a fund in India.

The guide helps you understand the broader process and prepare for more detailed legal, tax, regulatory, and operational discussions.

Download Fund Formation - A Primer here: Access the guide

Note: Please enter your email address to access the guide.

Team Note

Our team rolled out these updates to help you keep more of your day-to-day work connected inside Taghash. We hope they save you time, reduce manual effort, and help you move work forward faster.

Log in to Taghash, explore the latest updates, and tell us what you would like us to improve next.

- The Taghash Team

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