How to share Offering Updates to Investors through SponsorCloud

Drive investor engagement and foster transparency among your investors through consistent email updates on your offerings.

Product Feature Summary 

Our platform’s sophisticated email system enables you to efficiently share critical Offering updates with your investors, using pre-built or custom email templates, including account statements.

Whether it’s project progress, financial reports, or investment insights, this guide will walk you through the steps to communicate these updates seamlessly.

Not only can you email your investors directly, but our system also stores all your historical updates and reports for future reference.

🚀 Spotlight Feature: Investment Overview Smart Card

We’re excited to introduce a powerful new feature that transforms the way Sponsors report Investment performance to investors.

The Investment Overview Smart Card takes investor reporting to the next level by allowing Sponsors to seamlessly embed real-time performance metrics directly within email templates.

With just a simple drag-and-drop, you can create dynamic and personalized emails that highlight key investment details and performance metrics, such as:

Investment Information:

• Investment Amount

• Investment Date

• Total Distributions

• Return of Capital

• Investment Balance

Investment Performance Metrics:

• Net Asset Value (NAV)

• Estimated Internal Rate of Return (IRR)

• Accrued Preferred Return

• Equity Multiple

• Annualized Cash-on-Cash (CoC) Return

You can also handpick and display the metrics that matter most to your investors — ensuring each update delivers maximum impact.

Step-by-Step Guide to Create and Send New Updates.

 

• Go to Portfolio from the left panel and Click on the Offering for which you would like to email an update.

• Navigate to the last tab labeled “Updates” and click on Add update to Open the email campaign creator. 

This Email Creation Process Consists of Three Core sections

---

Section 1: Details

Fill in all mandatory fields:

• • Subject of the Email: Enter a clear and concise subject for your Update.

  • Select Investor Classes: Choose the investor classes to automatically include all approved investors from those classes as recipients.

  • Date: Set the date for the email to be sent.

  • From Email: This will be the email address from which the email is sent.

  • From Name: The name that will appear as the sender of the email.

  • Reply-To Email Address: Specify the email address where replies will be directed.

By default, our system will use our System email address for sending updates. However, we recommend using your own email domain for better recognition and professionalism. To set this up, you will need to verify your domain. You can follow the verification steps here.

---

Section 2: Content

This section allows you to create a new email template from scratch using our easy drag-and-drop email template creator, or you can choose from one of our default "Offering Update" template and modify it with your logo, contact and images for your branding.

Personalizing Investor Emails with Merge Tags and Smart Cards

 

Although the update is sent as a bulk email, each investor receives a fully personalized message that includes their name and specific investment details, ensuring a more engaging experience.

You can enhance this personalization by using merge tags (e.g., investor name, amount invested, offering name) and adding the Investment Performance Smart Card. This card displays Dynamic key metrics specific to Investments like NAV, Estimated IRR, Accrued Preferred Return, and Equity Multiple, helping your email stand out with relevant insights that are clear and valuable to your investors.

Section 3: Attachments

You can attach project progress updates, financial reports, or other offering-specific documents for investors to access directly within the email or platform. These attachments help provide transparency and keep your investors informed with the latest information related to the offering.

Final Step:

Once the core sections are completed, select the additional options that apply and click Publish to finalize the process and send the emails to investors.

---

Additional Options:

• Email Update to Investors
  Checking this box will send the update via email to all investors associated with this offering.
  Unchecking this box will save the update for investors to access when logged in, but emails will not be sent. This option is typically used when migrating historical updates.

• Include Account Statement
  Checking this box will attach the investor’s account statement to the email.

• Send Test Email
  Toggling this option allows you to send a test email to yourself or another recipient to ensure proper formatting before sending it to all investors.

---