Read-only demo — nothing here can be changed.
2

Send Message

Communicate with your investors

Message Details

Configure your message to investors

1. Select Recipients

Use this when you want to message one investor directly. Leave blank to use group / fund above.

Will send to 0 recipients

2. Delivery Channels

3. Message Content

Create new template

After creating a template in the new tab, refresh this page to see it in the dropdown.

Use , , for personalization.

Advanced Options

Leave empty to send immediately (times are in your local timezone)

Cancel

Quick Info

Templates: 0
Groups: 0
Funds: 4

Best Practices

  • Use groups for recurring communications
  • Enable email for important updates
  • Schedule non-urgent notifications
  • Test with a small group first