Sending Investor Updates

Keep your Limited Partners informed with professional, templated email updates.

Sending a Deal Update

1. Open Deal Dashboard Navigate to the specific deal you want to update.

2. Go to 'Email' Tab Click on the Email tab in the deal navigation menu.

3. Compose New Email Click + New Email or select a template.

   • Template: Choose "Investor Update" for a pre-formatted layout.
   • Recipients: The system defaults to all investors committed to this deal (Current Investors). You can also select All Contacts or specific tags.

4. Write Content Enter your subject line (e.g., "Q3 2024 Performance Update"). Use the rich text editor to add photos, tables, or generic text.

5. Review & Send Send a Test Email to yourself to preview the formatting. capturing. Once satisfied, click Send Now.

Tracking Engagement

After sending, you can track who opened the email.

• Sent: Email was delivered.
• Opened: Investor viewed the email.
• Clicked: Investor clicked a link (e.g., to the document portal).