Distribution Alerts

New distribution

Entity

Total amount ($)

Date

Note (optional)

Entities

0

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Create new template

Name

Body

Variables: {{first_name}} {{partner_name}} {{amount}} {{entity}} {{date}} {{note}} {{percentage}}
Subject auto-generates as: Entity Distribution — Month DD, YYYY

Templates

0

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Add investor

Full name / LLC

Type

Email addresses

Investor profiles

0

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My profile

Used when sending multi-entity distributions — emails come from your name or company instead of a single entity.

Full name

Company name

From email

Send as company name

When checked, emails will show your company name instead of your personal name

Emails will appear from: —

Pending requests

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Invite new user

They'll receive an email invite to set their password.

Email

Display name

From email

Role

All users

0

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Multi-entity distribution

Select multiple entities and amounts. Each investor gets one combined email. Emails come from your profile name.

Date

Note (optional)

Select entities & amounts

Admin Dashboard

Select user to manage

View and manage entities and investors for any user account.

Database Investors 0

Add investor to database

Name / LLC

Type

Email addresses

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Overview

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Total emails sent

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Sent today

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Total logins

—

Users

Recent email sends

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Recent logins

Distribution Alerts

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Distribution Alerts