Sending a Pledge Notification

This article goes over how to send an investor a pledge notification from the manager dashboard.

Updated over a week ago

To send a pledge notification to investors from the manager dashboard, follow these steps:

  1. Click on investments

  2. Locate the investor

  3. Click Send Pledge Notification

    The investor will then receive an email with the subject "Thank you for your capital pledge!" along with a link to sign into their account and complete their investment.

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