Send investor reporting email from selected table record
Send investor reporting email from selected table record
Your LP reporting rows often need a manual send step, delaying fund statements and K-1 distribution to investors. Send the prepared investor update instantly so LPs receive materials the same day.
Overview
Manual send steps are a slow point for small VC firms—marketing ops and investor relations need reliable distribution. This flow turns a table button into an immediate email send so LPs get statements and tax notices the same day.