Delight Your Investors With Simple Tools That Improve Communication
Communication is the cornerstone of trust and investor communication is no different. In a recent survey to CrowdStreet investors, communication overwhelmingly ranked #1 in what investors look for in a good Sponsor. The CrowdStreet platform has built-in tools to make it easy for you to communicate with your investors. From sharing an offering, to providing post-funding documents, good communication improves investor transparency.
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.
Our platform automatically creates tasks from investor questions or comments to remind you to follow up, and tracks what you’ve responded to.
All emails are tracked to monitor for bounces, opens, clicks and more. Following up with investors who opened an email is fast and simple.
Each email is tracked and saved to an investor’s record which helps you provide better customer service and increases investor transparency.