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.
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.
The audience is the CRM. Nothing is copied to a second system that immediately starts drifting.
Sign-in links, notifications and investor updates all come from the same branded sender.
Opens sit on the investor record next to their documents and status, where they are actually useful.
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.
Delivery status and opens are recorded against the campaign and the investor record, so you can see whether an update actually reached someone.
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.
Campaigns run on the same investor records as everything else in the portal.