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...
