Our Invest Now product included certain automatic emails sent out at every step of the investment process.  These were generic, one-size-fits-all in nature and remain the default email.  However, you can now customize any and all of these emails with text specific to your account or offering.
Below is a list of variables you can plug into your customized emails.  The variables pull information directly from your offering which creates a more tailored communication with your investors. Copy & paste any of the variables below into any part of the email starting from the first “%%” and ending at the second “%%”.

 

  • %%BROKER_DEALER_EMAIL%% – the email for the broker dealer for the offering (if there is one).
  • %%BROKER_DEALER_NAME%% – the name of the broker dealer for the offering (if there is one).
  • %%ESCROW_AGENT_NAME%% – the name of the escrow agent for the offering.
  • %%FINANCIAL_ADVISOR_EMAIL%% – the email of the financial advisor associated with the investment (if there is one).
  • %%FINANCIAL_ADVISOR_NAME%% – the name of the financial advisor associated with the investment (if there is one).
  • %%HOLDING_ISSUED_DATE%% – the date the holding (usually shares or units) was issued to the particular investor. This event occurs when you “invest” the investor either manually or through a disbursement.
  • %%INVESTMENT_AMOUNT%% – the dollar amount (in USD) that the investment is for.
  • %%INVESTMENT_AMOUNT_RECEIVED%% – the total amount of money that has been received by the escrow agent for a particular investor.
  • %%INVESTMENT_FUNDING_INSTRUCTIONS%% – the instructions for sending funds. This includes the wire information for investors to send wires and the check instructions for investors mailing in checks.
  • %%INVESTMENT_MISSING_SIGNATURE_NAMES%% – the names of the investors whose signatures are missing on the subscription agreement.
  • %%INVESTMENT_PAYMENT_AMOUNT%% – the amount the escrow agent has just received for an investor.
  • %%INVESTOR_ADDRESS_BLOCK%% – the street address, city, zip code for an investor.
  • %%INVESTOR_CITY%% – the city the investor inputed as their address
  • %%INVESTOR_CONTACT_NAME%% – the contact name for the investor. If the investor is a trust of a company, this is the contact name for the entity.
  • %%INVESTOR_CONTACT_OR_NAME%% – this is the contact name if the investor is an entity or the name of the investor if the investor is a person.
  • %%INVESTOR_EMAIL%% – the email address for the investor.
  • %%INVESTOR_NAME%% – the name of the investor. This is the name of the investing entity of the investor is not a person.
  • %%INVESTOR_POSTAL_CODE%% – the postal code for the investor’s address.
  • %%INVESTOR_REGION%% – the region for the investor’s address.
  • %%INVESTOR_STREET_ADDRESS_1%% – the street address for the investor.
  • %%INVESTOR_STREET_ADDRESS_2%% – the second line of the street address for the investor. This is often an apartment number or a suite number.
  • %%ISSUER_CITY%% – the city for the issuer’s address.
  • %%ISSUER_CONTACT_NAME%% – the name of the contact person for the issuer.
  • %%ISSUER_EMAIL%% – the email for the contact person for the issuer.
  • %%ISSUER_NAME%% – the name of the issuer.
  • %%ISSUER_POSTAL_CODE%% – the postal code for the issuer’s address.
  • %%ISSUER_REGION%% – the region for the issuer’s address.
  • %%ISSUER_STREET_ADDRESS_1%% – the street address for the issuer.
  • %%ISSUER_STREET_ADDRESS_2%% – the second line of the street address for the issuer. This is often a suite number.
  • %%OFFERING_FUNDS_COMMITED%% – the total amount of money (in USD) that has been committed for the offering.
  • %%OFFERING_LINK%% – a link to the offering.
  • %%OFFERING_LOGO%% – the logo for the offering.
  • %%OFFERING_NAME%% – the name of the offering.
  • %%OFFERING_NOTICE_EMAIL%% – the email address used to email investors about this offering.
  • %%SECURITY_TYPE%% – the type of security being offered in this offering.
  • %%TODAY%% – today’s date.