Send welcome email and notify team about investor

Your investor registrations arrive without onboarding context, leaving program coordinators scrambling for next steps. Get a welcome email and team alert so onboarding can occur same day.

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Overview

When an invited investor appears in your system, your team needs context immediately to engage effectively. This flow delivers a branded welcome to the investor and pings your program coordinators so onboarding can proceed within minutes and follow-ups occur same day.