Learn how you can send Updates to the investors in your Fundraising Pipelines.
Over the course of a fundraise, you might want to send an Update to potential investors in your pipeline. For example, if an investor passes because your company is too early, you may want to nurture them with your monthly investor Updates to keep them engaged.
Learn how to share an Update with investors in your Fundraising pipeline below:
To get started, navigate to the Update you'd like to send to your potential investors. Click Send in the top right corner as shown below:
Select your Update recipients in the To field. From here, you will see any individual, contact lists, and stages for your Fundraising pipeline. Find the respective list or stages you'd like to send your Update to as shown below:
For this example, we'll be sending our Update to anyone in the Keep in touch stage of our Fundraising pipeline. After you select your stage, you will be able to see the individuals set to receive your Update as shown below:
Please let me know if you have any additional questions!