Template Library

Hi {{investor_first_name}},

I wanted to share a new {{asset_type}} opportunity that may fit your investment interests.

Project: {{project_name}}
Location: {{project_location}}
Capital needed: {{capital_needed}}
Minimum investment: {{minimum_investment}}

We are currently gauging investor interest before the presentation. If this fits your goals, please choose one of the options below:

Yes, I'm interested and want to attend the investor presentation:
{{cta_interest_link}}

Not this one, but keep me in mind for the next project:
{{cta_next_project_link}}

Thank you,
{{sponsor_name}}

Hi {{investor_first_name}}, {{sponsor_name}} here. Gauging interest for a new {{asset_type}} project: {{project_name}}. Capital needed: {{capital_needed}}. Minimum: {{minimum_investment}}. Interested in attending the investor presentation? {{cta_interest_link}} — Not this one but want the next project? {{cta_next_project_link}}

Hi {{investor_first_name}},

Following up on the {{asset_type}} opportunity, {{project_name}}. We are finalizing the investor list ahead of {{presentation_date}}.

If you would like to review the materials and attend the presentation, let me know with one of the options below:

Yes, I'm interested and want to attend the investor presentation:
{{cta_interest_link}}

Not this one, but keep me in mind for the next project:
{{cta_next_project_link}}

Happy to answer any questions.

{{sponsor_name}}

Hi {{investor_first_name}}, following up on {{project_name}} ({{asset_type}}). Interested in attending the investor presentation? {{cta_interest_link}} — Not this one but want the next project? {{cta_next_project_link}}

Hi {{investor_first_name}},

You are invited to an investor presentation for {{project_name}}, a {{asset_type}} opportunity in {{project_location}}.

Presentation: {{presentation_date}}
Details / RSVP: {{presentation_link}}
Capital needed: {{capital_needed}}
Minimum investment: {{minimum_investment}}
Target close: {{target_close_date}}

Please indicate your interest below so we can send presentation details:

Yes, I'm interested and want to attend the investor presentation:
{{cta_interest_link}}

Not this one, but keep me in mind for the next project:
{{cta_next_project_link}}

Looking forward to it,
{{sponsor_name}}

Hi {{investor_first_name}}, you are invited to the {{project_name}} investor presentation on {{presentation_date}}. Interested in attending the investor presentation? {{cta_interest_link}} — Not this one but want the next project? {{cta_next_project_link}}

Hi {{investor_first_name}},

As requested, here is a summary of the {{project_name}} {{asset_type}} opportunity in {{project_location}}.

Capital needed: {{capital_needed}}
Minimum investment: {{minimum_investment}}
Target close: {{target_close_date}}

The full materials are projected, not guaranteed — please review them carefully. If you would like to attend the presentation, choose an option below:

Yes, I'm interested and want to attend the investor presentation:
{{cta_interest_link}}

Not this one, but keep me in mind for the next project:
{{cta_next_project_link}}

Best,
{{sponsor_name}}

Hi {{investor_first_name}}, sent the {{project_name}} summary. Min investment {{minimum_investment}}. Interested in attending the investor presentation? {{cta_interest_link}} — Not this one but want the next project? {{cta_next_project_link}}

Hi {{investor_first_name}},

Thank you for your interest in {{project_name}}. To hold your spot ahead of {{target_close_date}}, please confirm you would like to move forward and attend the presentation:

Yes, I'm interested and want to attend the investor presentation:
{{cta_interest_link}}

Not this one, but keep me in mind for the next project:
{{cta_next_project_link}}

If the timing is not right, let me know and I will keep you posted on the next opportunity.

{{sponsor_name}}

Hi {{investor_first_name}}, confirming next steps on {{project_name}} ahead of {{target_close_date}}. Interested in attending the investor presentation? {{cta_interest_link}} — Not this one but want the next project? {{cta_next_project_link}}

Hi {{investor_first_name}},

A quick final note — {{project_name}} ({{asset_type}}, {{project_location}}) is approaching its target close of {{target_close_date}}.

If you would like to review the materials and attend the presentation before then, please choose an option below:

Yes, I'm interested and want to attend the investor presentation:
{{cta_interest_link}}

Not this one, but keep me in mind for the next project:
{{cta_next_project_link}}

Thank you,
{{sponsor_name}}

Hi {{investor_first_name}}, final call on {{project_name}} — target close {{target_close_date}}. Interested in attending the investor presentation? {{cta_interest_link}} — Not this one but want the next project? {{cta_next_project_link}}

Hi {{investor_first_name}},

A reminder that the {{project_name}} investor presentation is on {{presentation_date}} at {{presentation_time}} {{timezone}}.

Join link: {{meeting_link}}
Registration: {{registration_link}}

If you have not yet confirmed, please choose an option below:

Yes, I'm interested and want to attend the investor presentation:
{{cta_interest_link}}

Not this one, but keep me in mind for the next project:
{{cta_next_project_link}}

See you there,
{{sponsor_name}}

Reminder {{investor_first_name}}: {{project_name}} presentation tomorrow at {{presentation_time}} {{timezone}}. Join: {{meeting_link}} Interested in attending the investor presentation? {{cta_interest_link}} — Not this one but want the next project? {{cta_next_project_link}}

Hi {{investor_first_name}},

The {{project_name}} investor presentation starts in about an hour, at {{presentation_time}} {{timezone}}.

Join link: {{meeting_link}}

Looking forward to it,
{{sponsor_name}}

{{project_name}} presentation starts in ~1 hour ({{presentation_time}} {{timezone}}). Join: {{meeting_link}}

Hi {{investor_first_name}},

Thank you for your interest in {{project_name}}. In case you missed it, here is the presentation replay:
{{replay_link}}

If this fits your investment goals, please choose an option below:

Yes, I'm interested and want to attend the investor presentation:
{{cta_interest_link}}

Not this one, but keep me in mind for the next project:
{{cta_next_project_link}}

Thank you,
{{sponsor_name}}

Hi {{investor_first_name}}, replay of the {{project_name}} presentation: {{replay_link}} Interested in attending the investor presentation? {{cta_interest_link}} — Not this one but want the next project? {{cta_next_project_link}}

Hi {{investor_first_name}},

Thank you for attending the {{project_name}} presentation. If you would like to move forward ahead of {{target_close_date}}, please confirm your interest and we will share next steps:

Yes, I'm interested and want to attend the investor presentation:
{{cta_interest_link}}

Not this one, but keep me in mind for the next project:
{{cta_next_project_link}}

Happy to answer any questions.

{{sponsor_name}}

Hi {{investor_first_name}}, thanks for attending the {{project_name}} presentation. Want next steps before {{target_close_date}}? Interested in attending the investor presentation? {{cta_interest_link}} — Not this one but want the next project? {{cta_next_project_link}}

Hi {{investor_first_name}},

Thank you for confirming your interest in {{project_name}}. We will follow up with the investor presentation details for {{presentation_date}} shortly.

Please review all materials carefully before making any investment decision.

{{sponsor_name}}

Thanks {{investor_first_name}} — got your interest in {{project_name}}. Presentation details to follow.

Hi {{investor_first_name}},

Understood on {{project_name}} — I will keep you in mind for the next {{asset_type}} opportunity that fits your goals.

If anything changes, just reply and let me know.

{{sponsor_name}}

Thanks {{investor_first_name}} — will keep you in mind for the next opportunity.