Communications — Create Email

Communications — Create Email keeps your firm’s email records.

• What’s recorded: Send to, Fund (if one fund), Investor (if one investor), Subject, Message, Send on (for scheduled emails), Sent to
• Steps: Draft → Scheduled / Sent; Scheduled → Draft / Sent. The database only allows these moves.
• Draft investor letter with AI — writes a quarterly letter from the fund’s own figures and your notes into a draft email you review before sending (it never invents numbers or predicts returns).
• Use + New to add one, click a row to open it, and Export CSV to download. Every change is in the Audit trail.