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MANTLE / CHANGELOG
LATEST UPDATES
2026
July 2026
Account admins can manage team access
Portal
Feature
Expanded bank support for Jefferies, Itaú, and Citibank
Portal
Feature
Auto-applied preferences
Portal
Feature
Mantle Portal now listed in the Claude Connectors Directory
Portal
Feature
Mantle now available in the Rippling App Shop
Equity
Feature
Mantle Clerk now available in GA (Starter, Essentials, Growth)
Equity
Feature
Bulk reissue, sign, or cancel signing docs
Equity
Enhancement
June 2026
May 2026
April 2026
March 2026
February 2026
AI Assist for vesting schedules
Equity
Feature
New Mantle Help Center for documentation
Equity
Design
Capital allocation transparency for family members and trusts
Portal
Feature
Assign custom investment names
Portal
Feature
Track multiple commitments to the same fund
Portal
Feature
Keep custodian tax documents organized alongside private fund docs
Portal
Feature
January 2026
Sheet View for bulk option drafting
Equity
Feature
Website 2.0
Equity
Design
Auto-extract custodian statement data
Portal
Feature
Custom views for focused reconciliation
Portal
Feature
PDF tools that fit your workflow
Portal
Feature
Track missing documents
Portal
Feature
Resolve naming conflicts once
Portal
Feature
Seamless export with persistent mapping
Portal
Feature
2025
November 2025
October 2025
Mantle and Dream Payments partnership
Equity
News
Streamlined signatory management
Equity
Enhancement
Enhanced round calculation features
Equity
Enhancement
Share class and series enhancements
Equity
Enhancement
New: asset allocation reports
Portal
Feature
Flexible investment tagging for deeper portfolio insights
Portal
Feature
Expanded custodian support for public investments
Portal
Feature
September 2025
August 2025
July 2025
June 2025
May 2025
April 2025
February 2025
January 2025
Nasdaq Private Market integration
Equity
Feature
Enhanced share class management
Equity
Enhancement
Historical valuation tracking
Equity
Feature
Stakeholder view improvements
Equity
Design
Enhanced data extraction for law firms
Equity
Feature
Deeper data extraction for enhanced analysis
Portal
Feature
Automatic total sum verification for reports
Portal
Feature
Customizable data columns for personalized views
Portal
Feature
Flexible data report exports
Portal
Feature
2024
