Send welcome and sharing emails for new active deals

Your active deal entries lack consistent onboarding, leaving founders unsure and investor sharing delayed. Send staged internal alerts and founder emails to prompt sharing and engagement within 48h.

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Overview

When a deal becomes Active, founders and deal managers need a consistent onboarding cadence so sharing happens quickly. This flow sends an immediate internal notice and a staged two-step email sequence to founders, prompting sharing and engagement within 48 hours.