All notifications feature the Sponsor’s logo at the top of the email.


Activation Email

Notification sent for users who are imported into the white-label portal in order for them to set up their account.

Subject: Activate your investor portal account

Confirm Email Address

Notification sent after initial registration for user to confirm their email address.

Subject: Confirm your email address

Capital Pledge Investor Notification

Notification confirming an initial capital pledge, providing a link back to the portal for the investor.

Subject: Thank you for your capital pledge!

Contribution Investor Notification - Optional

Notification confirming receipt of funds.

Subject: Funds Received for

New Statement Notification - Optional

Notification sent when a new Statement of Account is available to download.

Subject: Your statement for is ready

Distribution Complete Notification – Reinvest - Optional

Notification sent when a new distribution is complete, which is being reinvested into the offering.

Subject: New Distribution for

Distribution Complete Notification – Income – Optional

Notification sent when a new distribution is complete, which is being paid out to the investor.

Subject: New Distribution for

New Document Notification– Optional

Notification sent when a new document is available for download (e.g. asset updates, K-1s, etc).

Subject: Document for is available

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