Do you have a sample transaction email for Reg CF?

Emails sent to investors when new transactions are created in your platform can be customized, to add details required by FINRA.

To edit the content of transaction emails:

1. Select Engagement from the left menu
2. Click Email
3. Choose Platform Emails
4. Click Transactions
5. Select Transaction Created
6. Edit the content of the email sent to the investor
7. Click Save
   
   

We have an example transaction email that has been pre-vetted by FINRA here for you:

Transaction Created

Investor Name: {{name}}

Investment Amount: {{trnx_amount}}

Type of Security: Common Shares

Share Price: {{trnx_unit_price}}

Share Count: {{trnx_units}}

Shares Sold to Date: {{trnx_total_units}}

Total Raised: {{trnx_total_raised}}

Filing Type: {{offer_filing_type}}

Currently {{offer_name}} has raised {{trnx_total_raised}} in completed investments.

Please note that you may cancel your investment up to 48 hours before the end date of the campaign, {{trnx_last_cancel_date}}.

{{link}}

Thank you!

The {{platform_name}} Team

The email sent to the investor will look like this: