The Email Template Library
Where every transactional email lives — what's sent, when, and to whom.
Creating and Versioning an Email Template
How to author a new template, version an existing one, and preview the rendered output before activation.
Sending a Deal Launch Email
Composing and sending the deal-launch announcement to your full investor list — with template substitution and test sends.
Where to Check If an Investor Received an Email
Tracing whether a specific email was sent, delivered, opened, or bounced for a given investor.