10

Total Templates

9

Active

1

Draft

7

Categories

Template Name Subject Category Last Edited Status Actions
Investor Welcome

Sent to new investors after account activation.

 Welcome to Redoubt Capital, {{investor_name}}! Onboarding 2026-01-15 active
Project Update

Monthly project status update sent to project investors.

 {{project_name}} — Progress Update Projects 2026-01-20 active
Milestone Reached

Triggered when a project milestone is marked complete.

 {{project_name}} — {{milestone_name}} Complete! Projects 2025-12-10 active
Invite Sent

Referral invitation email sent to prospective investors.

 {{inviter_name}} invites you to Redoubt Capital Invites 2026-02-01 active
Document Available

Notification when a new document is uploaded to the vault.

 New document available: {{document_name}} Documents 2025-11-05 active
K-1 Ready

Annual notification when K-1 tax documents are available.

 Your {{tax_year}} K-1 is ready for download Financial 2026-01-30 active
Password Reset

Password reset link email.

 Reset your Redoubt Capital password Security 2025-08-20 active
Partner Invoice Received

Admin notification when a partner submits an invoice.

 Invoice {{invoice_id}} received from {{partner_name}} Partners 2025-10-15 active
Project Completion

Sent to investors when a project property is sold.

 Congratulations! {{project_name}} has sold! Projects 2025-09-10 active
Distribution Notice

Notification of upcoming profit distribution with details.

 Profit distribution for {{project_name}} Financial 2025-09-12 draft
Consultation Confirmed

Sent when a consultation is scheduled and confirmed.

 Your consultation is confirmed for {{scheduled_date}} Consultations 2026-02-08 active
Consultation Reminder (24hr)

Automated reminder sent 24 hours before a scheduled consultation.

 Reminder: Your consultation is tomorrow at {{scheduled_time}} Consultations 2026-02-08 active
Drip 1 — Welcome Series

First email in the 7-part drip nurture series for new leads.

 Welcome to Redoubt Capital — Here's What to Expect Drip Nurture 2026-02-08 active
Drip 2 — How It Works

Second drip email explaining the investment model and process.

 How Redoubt Capital Works for You Drip Nurture 2026-02-08 active
Drip 3 — Meet the Team

Third drip email introducing the leadership team and R² Remodeling.

 Meet the Redoubt Capital Team Drip Nurture 2026-02-08 active
Drip 4 — Investor Spotlight

Fourth drip email featuring investor testimonials and success stories.

 See What Our Investors Are Saying Drip Nurture 2026-02-08 active
Drip 5 — Understanding Fees

Fifth drip email explaining the fee structure (onboarding, capital, profit share).

 Transparent Fees — No Surprises Drip Nurture 2026-02-08 active
Drip 6 — Your Protections

Sixth drip email covering LLC structure, insurance, contingency reserves, and risk mitigation.

 How Your Investment Is Protected Drip Nurture 2026-02-08 active
Drip 7 — Schedule a Call

Final drip email with a call-to-action to book an introductory consultation.

 Ready to Talk? Schedule Your Consultation Drip Nurture 2026-02-08 active
Referral Bonus Notification

Sent to referring partners when a referred investor funds a project and the bonus is triggered.

 You've earned a referral bonus! Referrals 2026-02-08 active
Referral Invite (Partner)

Referral invitation sent on behalf of a partner to a prospective investor.

 {{partner_name}} thinks you'd be a great fit for Redoubt Capital Referrals 2026-02-08 active
Partner Welcome

Sent to new partners after their account is activated.

 Welcome to the Redoubt Capital Partner Network, {{partner_name}}! Partners 2026-02-08 active
Partner Invoice Approved

Sent to partners when their submitted invoice is approved for payment.

 Invoice {{invoice_id}} has been approved Partners 2026-02-08 active
STR Monthly Report

Monthly report for STR property owners covering occupancy, revenue, and expenses.

 {{property_name}} — STR Performance Report for {{month}} Financial 2026-02-08 active
Quarterly Financial Summary

Quarterly summary of all active project financials sent to investors.

 Your Q{{quarter}} {{year}} Financial Summary Financial 2026-02-08 active
SMS — Project Milestone

SMS notification sent when a project milestone is completed.

 {{project_name}}: {{milestone_name}} complete SMS 2026-02-08 active
SMS — Invoice Status

SMS notification sent to partners when an invoice status changes.

 Invoice {{invoice_id}} status: {{status}} SMS 2026-02-08 active

Showing 27 templates