Automated Notifications Sent to Investors During the Investment Process

This article will go through the automated notifications that are sent to investors throughout the portal experience

From the moment an investor registers to access a Manager's portal all the way to the full execution of the subscription documents, investors will receive some automated emails throughout the process. 

Here is a list of automated email notifications that may come in for investors: 

  1. After an investor registers to access a Manager's portal. titled Thank you for registering!
  2. The Transaction is signed by the Investor and is being reviewed titled New Signup for CLIENT NAME
  3. All parties have signed the subscription document for FUND NAME. (After the GP/Manager has signed them) titled Subscription document: All parties signed
  4. When a Transaction is canceled by the Fund Administrator titled Transaction: Cancelled
  5. When an investor submits a request to change Investor Name, Bank Account, or Address for an investment that has already been Accepted titled Transaction submitted: Change to an investor name, bank account, or address (depending on what the investor has requested to update) 

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