Statements vs. Fund Updates vs. Newsletters

Sensr Portal supports different communication tools to easily relay information to your investors. You have the added benefit of flexibility and control over what information is shared and who has access to it. For example, you can send communications to specific user groups with tags or send and publish updates for a specific property to users with access to the property on Sensr Portal.   Whether you want to share statements, property updates, or send email communications, one of these options should be able to meet your needs. 

• Statements
• Property Updates
• Newsletters

Statements

Statements are typically used when you want to inform investors about fund details.  Depending on how you have the fund page set up, this includes information such as Estimated IRR, Capital Invested, Capital Outstanding, funding date, etc as well as a summary of distributions to date. Statement templates are available in the portal with the provided stationary. Or you can upload your own letterhead stationary and create your own templates as well. A couple of examples of the default templates are listed below.

1. Detailed view - a statement containing the user's name and address, statement description, detailed view of their current investment details (as seen when an investor views the property on their account), and distributions for a date range specified.
2. Summary view - a statement containing the user's name, statement description, summarized view of their current investment details (as seen when an investor views their investment tile on the Investments tab), and distributions for a date range specified.

Click the link for more information on how to Generate and Publish Statements

Fund/Property Updates

Fund/Property Updates are a great way to keep investors informed and allow all users who have access to the fund/property on the software to view the related update. These updates can be launched from the Email Wizard workflow to send emails as well as publish emails as a fund update, as needed.

Newsletters

Newsletters are useful in various situations such as company updates to send to all users, or multiple fund updates to send to relevant user groups in one comprehensive newsletter.  In addition, you can control which contacts will receive the newsletter and have access to it when they are signed in.  This can include general update newsletters to be sent to all or only some users, or a simple newsletter.

In the case of many investor owners, Newsletters follow the same workflow and logic as property updates listed above. The list of recipients is narrowed down by two groupings:

• All users who are owners of entities that are associated with the entities that have investments in the property.
• All Alt. Email addresses for all the users who are owners of the entities.

For more information on Newsletters, refer to the links below

• Create and Distribute a Newsletter
• Configurable Fields Supported in Newsletters, Updates, Invite Emails, Statements, and Action