LP Communication Automation
Streamline investor communications with AI-powered updates
What This Automation Does
How It Works
Communication Trigger
Quarterly update, capital call, or distribution event
AI Content Generation
Generate personalized LP update
LP Tier Check
Route to appropriate template by LP tier
Send LP Update
Deliver personalized update via secure email
Track Engagement
Monitor open rates and response patterns
Pricing
Integration availability depends on your platform's compatibility and API access. Schedule a call with our team to confirm.
Monthly Subscription
$199/mo
Standard plan
- 3 automations included at no setup cost
- GHL sub-account with full configuration
- Ongoing platform access & support
One-Time Setup Fee
$1,499
per automation (with integration)
- Sub-account provisioning & snapshot
- Workflow configuration & testing
- Deployment & integration with your platform
No payment required — our team will finalize scope and pricing during the call.
Compliance & Security
Communications comply with SEC reporting requirements for private funds.
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