Now, the Document Generation & Distribution tool offers the ability to send follow-up emails directly from the delivery report of a given delivered batch. This functionality provides GPs with a streamlined communication workflow to investors. GPs will have access to relevant contacts and email addresses for any given investor as well as access to the previous email body for all the context needed for a follow-up email to an investor.
This product enhancement:
- Streamlines the GP/LP communication workflow to quickly follow-up with investors.
- Allows you to reply on top of original emails sent within Doc Gen & Distribution (IC).
- Saves you time going through Doc Gen & Distribution to find communications.
- Allows you to provide a high-touch investor experience.
