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:
- After an investor registers to access a Manager's portal. titled Thank you for registering!
- The Transaction is signed by the Investor and is being reviewed titled New Signup for CLIENT NAME
- All parties have signed the subscription document for FUND NAME. (After the GP/Manager has signed them) titled Subscription document: All parties signed
- When a Transaction is canceled by the Fund Administrator titled Transaction: Cancelled
- 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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