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Share Updates with Co-Sponsors (Investors)
Share Updates with Co-Sponsors (Investors)

Send updates to investors associated with co-sponsors of your capital raises/projects.

Tycarrian Godfrey avatar
Written by Tycarrian Godfrey
Updated over 2 years ago

As a lead sponsor, you have the ability to share updates with investors who are brought into a capital raise through one of your co-sponsors. Updates can help you and your team keep constant, fluid communication between you and your participating investors on updates with the projects, distributions, the status of your capital raise, etc.


Steps to share updates with your co-sponsors:

Step 1. Navigate to the Communication section of your portal.

Step 2. From there, Select the update you want to share with your co-sponsor's investors. Please note that the selected update must be in a published status as well as have an investor(s) associated with a co-sponsor participating in the associated raise:

Step 3. After you have selected the published update that you want to share, now you will scroll to the bottom of the Update page and click "Share":

Step 4. Lastly, you will confirm the investor(s) you want to be included in the update share. Once the investor(s) is confirm, click "Share Update":


*IMPORTANT*: Once shared, the Update will be available on each selected Co-Sponsor site in Draft status, so the co-sponsor admins can add any specific material for their investors before publishing.


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