Send emails to your investors to generate engagement and keep them updated on your offerings.
You can send email updates to your investors in two ways. This allows you to craft your message and include attachments. These updates will be stored on the platform for you and your investors for historical reference.
Option 1 - Portfolio Page > Offerings Tab
Option 2 - Offering Page > Updates Tab
Additional Options
Email Update to Investors
Checking this box will send the update via email to all investors associated with this offering.
Include Account Statement
Checking this box will include the investor's account statement as an attachment to the email.
Send Test Email
Toggling this option will allow you to send yourself (or a different recipient) a test email. This is good to do before sending it to all investors to ensure proper formatting.
👤 For questions or help with the process, email us at success@sponsorcloud.io or Schedule a meeting. An experienced Customer Success Manager will reach out to assist you.