Automate Communication

Improve Investor Communication & Transparency


 

Features

Creating, editing, and sending emails is as simple as a few clicks.

Unlike Outlook, MailChimp or other independent systems, our integrated email tools make attaching investment documents, bulk emailing to targeted investors, and viewing investor email history simple and easy. All of your communication, all in one place.

 

Built-in Email Composer

With a built-in email composer, attaching secure documents, personalizing and sending emails is straightforward.
 

Support for Bulk Emailing

Easily send an email to a list of prospects who have shown interest in a specific offering, or generate an email to a group of existing investors.
 

Beautiful Email Templates

Create and save media rich HTML email templates. Our editor makes adding pictures, graphs, and formatting easy by anyone on your staff.

Tasks

Our platform automatically creates tasks from investor questions or comments to remind you to follow up, and tracks what you’ve responded to.

Performance Tracking

All emails are tracked to monitor for bounces, opens, clicks and more. Following up with investors who opened an email is fast and simple.

Communication History

Each email is tracked and saved to an investor’s record which helps you provide better customer service and increases investor transparency.

Investment Management Software Datasheet

Get On The Marketplace

Raise funds online and grow your network of high-net-worth investors by publishing an offer on our direct-to-investor marketplace.

Privately Raise Capital

Powered by CrowdStreet and branded for you, our white label portal enables you to raise funds with your private network of investors.