Launching to Investors

  • Launch Checklist
    This guide gives you the best practices that you will want to review prior to inviting investors to the platform. Review the following: Portal Notification Templates: Automated messaging from the platform. These e-Portal Notifications are custom...
  • User Invitation Template
    Dear [INVESTOR NAME],  We’d like to introduce you to our new web-based investor platform.  It’s designed to improve communication and engagement with you, our capital partners.  In fact, your current investments with us have already been loaded t...