Investor communications built for compliance, not generic broadcast.
Operators send updates that matter — quarterly distributions, capital calls, deal closings — to LP audiences scoped by deal and accreditation. Mownt's communications hub gives you a rich-text composer, audience segmentation, reusable templates, and Resend-powered delivery with a per-recipient audit row on every send.
Generic email tools don't know which LPs hold which deals — and don't write to your compliance log. Operators either blast every contact (cross-solicitation risk) or maintain parallel lists in Mailchimp that drift from the source of truth.
Compose once, segment by deal or saved audience, preview before send, then dispatch through Resend. Every recipient writes to the outreach log automatically — the same log your 506(b) audit trail reads from.
Compose updates with formatting, links, attachments, and merge tokens like {{investor.first_name}}. Preview the rendered email before send. Test-send to yourself first.
Pick recipients by deal, by saved segment, or all investors. Live recipient count updates as filters change — no surprise blast to the wrong audience.
Save quarterly-update and capital-call templates with audience presets. Every send through Resend writes one outreach_log row per recipient with the email id and event type — the audit trail is automatic.
- Every send writes to the same compliance log your 506(b) audit reads from.
- Operators stop maintaining a parallel investor list in Mailchimp that drifts from the CRM.
- Audience segmentation by deal prevents accidental cross-solicitation to the wrong LPs.
See also: Investor CRM·Compliance·Pricing
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