Email templates
Copy the subject, copy the body, paste into your email system, fill the {brackets}. Each one is written for your industry’s rules.
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Investor relations check-in (no offering language)
Subject: A quick note from the team
Relationship maintenance — send between raises. Zero offering language on purpose.
Read the email
Hello {first name},
No ask in this one — just a note to say the quarterly update is coming, and if anything about your investment or our reporting isn't clear, reply here and a real person will answer.
Thank you for investing alongside us.
Best,
Educational content only — not investment advice or an offer to invest.Education series email
Subject: How to read a deal like an operator
Swap the link for any published education piece — the format repeats forever.
Read the email
Hello {first name},
Most investors read the projected returns first. Operators read the assumptions first — rent growth, exit pricing, interest rates — because projections are opinions with math.
This week's read: {link to education article}.
Questions welcome, always.
Best,
Educational content only — not investment advice or an offer to invest. Investments involve risk.Referral / refer-a-friend
Subject: Know someone who'd want our education emails?
Read the email
Hello {first name},
If you have a friend or colleague who'd get value from the kind of education we send — how deals are structured, what questions to ask, how markets are chosen — forward this along. They can join the list here: {signup link}.
No pitch. Just the education, the same as you get.
Best,
Educational content only — not investment advice or an offer to invest.Need one written for you?
Marketing AI writes emails in your voice, and the compliance gate reads them first.