Updates that come from the fund.
Investor updates should arrive from your fund, not from a marketing tool with someone else's footer. Campaigns are composed in the portal, sent from your fund's name and sending domain, and tracked against the same investor records you manage everywhere else.
The list is already the right list.
Campaigns are addressed from the CRM you already keep, so there is no exporting a segment to another product and no second copy of your investor list to keep current.
Emails carry your fund's branding, and can be sent from a sending domain you own, so the message an investor receives matches the portal they sign in to.
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Sent as your fundYour name in the from line and, when you connect a domain, your own sending domain behind it.
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Addressed from the CRMChoose recipients from the records you already maintain instead of syncing a list to another tool.
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Delivery and engagementSee what was delivered and what was opened, recorded against the investor rather than in a separate dashboard.
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Branded templatesEmails inherit your brand colour and logo, so a notification and a campaign look like they came from the same fund.
One voice, one list.
No exported segments
The audience is the CRM. Nothing is copied to a second system that immediately starts drifting.
Transactional and campaign, aligned
Sign-in links, notifications and investor updates all come from the same branded sender.
Engagement in context
Opens sit on the investor record next to their documents and status, where they are actually useful.
Email questions.
Can email come from our own domain?
Yes. A sending domain can be configured for your fund and verified with DNS records, after which portal email and campaigns are sent from your domain rather than a shared one.
Do you track opens?
Delivery status and opens are recorded against the campaign and the investor record, so you can see whether an update actually reached someone.
Is this a replacement for a marketing platform?
It is built for investor communication rather than large-scale marketing: updates, notices and outreach to the people already in your CRM. It is not a general-purpose newsletter or drip-campaign tool.
Read more onthis.
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Read moreData room permissions that hold up under scrutiny
Folder-level access is the default and it leaks. What per-investor permissioning requires, and how to answer "who saw this" a year later.
Read morePublishing wire instructions without getting defrauded
Emailing wire instructions is how funds lose investor money. What a safer release process looks like, and why the gate matters more than the encryption.
Read moreReach investors as the fund.
Campaigns run on the same investor records as everything else in the portal.