Tracking Investor Progress in FundSub

1. Purpose

Enable automatic email notifications so Fund Managers can receive real-time updates about key investor events in FundSub - such as investor invitations, subscription status changes, and document uploads.

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2. Key Benefits & Features

• Real-time alerts for important events
• Supports multiple recipients
• No technical setup or credentials required

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3. Target Personas

• Likely valuable for all FundSub customers, especially since it’s free and requires no technical setup
• Particularly useful when customers want to closely monitor high-priority investors

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4. Prerequisites

4.1 Third party app requirements

• None

4.2 Anduin app requirements

The user must either:

• Have admin access to the intended funds, or
• Know a team member with admin access who can grant the necessary permissions during setup

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5. Pre-Setup Checklist

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6. Step-By-Step Setup Guide

6.1 Grant access to the Integration Hub

• Customers need to contact their Implementation manager to ensure they have access to the Integration Hub

6.2 Locate the solution

• In the Browse tab of the Integration Hub, the customer can locate the Email (Investor Progress) solution

  

6.3 Install the solution

• Step 1: Click Install to begin setup

  

• Step 2: Name the Integration

  • Recommend a clear name (e.g., “Email integration by [User Name]” or include the fund name)
  • Click Next: Link to Anduin objects

• Step 3: Grant integration permission to customer’s intended objects (funds)

  • Step 3.1: A list of accessible Anduin objects (e.g., Funds) will appear
  • Step 3.2: Click Open next to the relevant fund
  
  • Step 3.3: In the permission module, find the integration name and click Add
  
  • Step 3.4: Return to the Integration Hub - the fund should now show a “Linked” tag
  

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If the target fund is not listed, there are 2 options

1. Customer needs to be added with admin role for that fund, then return to the step 3.2. Customer should be able to see the target fund there
2. Customer requests their team member who has admin role in that fund to perform step 3.3 using Settings > Integrations in the FundSub app and they can continue with step 3.4

6.4 Configure the solution

• The customer may rename the integration or proceed as-is

  

• A brief description of the integration is provided

  

• Final step:

  • Select the connected funds
  • Choose the events to trigger notifications
  • Specify the email recipients
  

6.5 Validate the solution

To test the configuration, perform one of the selected actions (e.g., invite an investor, change a subscription status, or upload a document) in the connected fund. A notification should be sent to the designated recipients.