New Issuer Portal Feature: Communication Log

We’re thrilled to share an exciting update from the issuer portal – our brand-new Communication Log is officially live!

This new feature gives you full visibility into all the interactions and outreach efforts with each investor in your campaign, all in one place. Whether you're managing a handful of investors or scaling up to dozens, staying on top of your investor communications just got a whole lot easier.

🔍 What You Can Track:

With the Communication Log, you’ll be able to see a comprehensive timeline of:

• Direct communications: Emails or phone calls made by our Investor Relations (IR) lead.
• Campaign updates: Messages sent to investors, with open tracking so you’ll know if they viewed them.
• Automated platform emails: These include reminders sent to investors based on where they left off in the funnel—such as document signing requests and more. 

🚀 Ready to Try Our New Feature?

Log in to the issuer portal and head to the Analytics tab.

From there, select the Investor List tab.

Once you're there, simply click on the applicable individual investor to view their personalized Communication Log.

🎯 Why This Matters:

Understanding your investors' engagement helps you tailor follow-ups, identify who's most responsive, and ultimately, build stronger relationships. Whether you're checking if a key investor saw your latest update or confirming they received a signature reminder, the Communication Log keeps everything transparent and easy to access.

We built this tool to save you time, reduce uncertainty, and bring more clarity to your investor interactions. It’s just one more way we’re helping you run a more efficient and informed campaign.

In addition, the Communication Log gives your team more visibility into our outreach and follow-up efforts, helping you coordinate communications and avoid overwhelming investors with too many emails. For example, if you're wondering whether we've already followed up with an investor who's in suitability, you can simply check our notes in the log to stay in the loop.

Want to see it in action? Log in to your issuer portal and head to the Investor List section to start exploring your Communication Log today.

As always, we’re here to help if you have any questions or feedback!

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