All notifications feature the Managers’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
