After publishing your deal and adding investors to your CRM, you are ready to reach out to investors and share your deal link.
To send an email, first make sure your email is connected to your account. For a step-by-step guide, click here.
Next, confirm the investor's email is included in the Investor CRM "Email" column. For a step-by-step guide on how to add investor emails to your CRM, click here.
Finally, verify your deal is assigned to the prospect. For a step-by-step guide, click here.
How to Send a Single Email to Investors
Navigate to the Investor CRM and click the envelope button on the on the contact profile.
Choose a template or draft an email in the window.
