To streamline deal closings, Roundtable ensures that investors receive timely email notifications at key stages of their investment process. Here's an overview of the notifications sent:
Deal status update
To know more about the different deal statuses, you can refer to this article.
Investors are notified when the deal moves:
Open to Pre-Closing: investors who haven't completed their KYC (Know Your Customer) or KYB (Know Your Business) processes are notified to do so.
Pre-Closing to Contracting: investors receive instructions to sign the SPV documentation and wire funds.
Contracting to Invested: investors are informed once the deal is finalized and funds have been invested into the target.
Investment process
Following their commitments, investors will be notified when you review it:
Commitment accepted;
Commitment updated;
Commitment rejected.
Other notifications
Investors will also be notified for additional key events:
Vote required: investors are notified when their vote is required for new resolutions.
New Messages: notifications are sent when a new message is posted in the chat of a deal or community the investor has joined.
Automated reminders
For critical actions, we will send reminders to make sure the information is brought to the attention of investors:
KYC/KYB reminders: follow-ups for investors to complete their KYC/KYB after making a commitment;
Document signatures & Funds wiring reminders: during the deal closing phase to ensure timely completion of these actions;
Vote reminders notifications to participate in ongoing votes.
Good to know
📨 Preferences
All Roundtable users can manage their notifications preferences through the preference center.
🌐 Engage with your investors
In addition to our emails, you can also interact with your investors through different channels: learn more.