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
Portal Contact Email
Contacts who are added to either a new or existing investment account will receive a notification similar to the one provided below.
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
Please note that when investors click on "View Document," they will be directed to the documents center where they will see a list of all available documents. To quickly locate the document for which they received an email notification, investors should copy the file name and enter it into the search bar located in the documents center.