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

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My profile

Set how your name appears to recipients when you send emails.

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: —

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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Overview

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Total emails sent

—

Sent today

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Total logins

—

Users

Recent email sends

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Recent logins