Invite Investors
Coastal Ridge Real Estate Income Fund - Offering
Investment Opportunity: Coastal Ridge Real Estate Income Fund
Invite Investors
Add investor details and build your invitation list before sending.
Bulk import (CSV / Excel)
Upload a .csv, .xls, or .xlsx file with columns
Email (required), First Name, Last Name, Custom Message.
Parsed rows are added to the invitation queue below; nothing is sent until you click Send Invitations.
Choose a template for the invitation email or use the default
Create a custom email template to personalize your invitations.
This message will be added to the email, regardless of template selected
The email will begin with "Hello [Investor Name]," then your custom message
/1000 characters
Control how long invitation links remain valid
Already Invited
The following investors have already been invited to this proposal. They will be automatically skipped if you try to invite them again.
- yuki.tanaka@sandbox.invalid
- elowen.pryce@sandbox.invalid
- anjali.rao@sandbox.invalid
- priya.chandran@sandbox.invalid
- declan.farrow@sandbox.invalid
- katarina.novak@sandbox.invalid
- lucia.barreto@sandbox.invalid
- leilani.kahale@sandbox.invalid
- owen.macallister@sandbox.invalid
- grigor.petrosyan@sandbox.invalid
- freya.halloran@sandbox.invalid
How Invitations Work
- Investors will receive an email notification with details about your investment proposal.
- They can review the opportunity and accept or decline the invitation.
- You can track the status of all invitations on the proposal details page.
- Duplicate invitations are automatically prevented - each email can only be invited once per proposal.