# Investor Update Software with Open Tracking

> Write investor updates with embedded KPIs and an optional AI draft, send to the right groups, and track opens and clicks. Free for your first 100 contacts.

URL: https://raziel.co/platform/investor-updates

Investor Updates

# Investor updates people *actually read*

Write, send, and track clean, consistent updates. Embed your live metrics, send to the right groups, and see who opened, who clicked, and who needs a nudge.

[Get started free](https://app.raziel.co/sign-up) [Book a demo](https://raziel.co/contact)

Compose

## Write the update once, with your numbers in it

Start from a blank page or an AI draft, format it the way you like, and embed metrics straight from your KPI dashboard. Drafts save automatically as you write.

- Optional AI draft to get you started
- Embedded metrics with the latest value and trend
- Autosaved drafts and a preview before sending

Recipients

## Send to the right people, now or later

Pick whole groups such as investors and prospects, add individuals, and schedule the send for the right moment. Send a test to yourself first.

- Send to groups or individual contacts
- Schedule for later
- Test send to yourself

Analytics

## See who read it

Every update shows delivered, opened, and clicked, with opens over time and a recipient list you can filter. Open counts also appear on each investor’s contact record.

- Delivered, opened, and clicked rates
- Opens over time
- Per-recipient status

Resend

## Follow up without starting over

Resend the same update with a fresh subject line to people who did not open it, to contacts added since you sent it, or to anyone you pick.

- Resend to people who did not open
- Catch contacts added since sending
- Edit the subject line for the resend

How it works

## A monthly update in minutes

1. 01
  ### Draft
  Write it yourself or start from an AI draft, then add highlights and asks.
2. 02
  ### Embed metrics
  Pull in KPIs from your dashboard so the numbers are always current.
3. 03
  ### Send or schedule
  Choose groups and individuals, send a test, and send now or later.
4. 04
  ### Track and resend
  Watch opens and clicks, then resend to anyone who missed it.

## Explore more of the platform

[Platform overview](https://raziel.co/products)

- [KPI Dashboard Track the metrics that matter and share them. Learn more](https://raziel.co/platform/kpi-dashboard)
- [Investor CRM & Pipeline Run your raise on a Kanban pipeline. Learn more](https://raziel.co/platform/investor-crm)
- [Contacts & Groups Every investor, advisor, and friend, organized. Learn more](https://raziel.co/platform/contacts)

## Frequently asked questions

Common questions about Investor Updates in Raziel.

### Can I include charts and metrics in an update?

Yes. Metrics you track in Raziel can be embedded in an update with their latest value and trend, so you do not have to paste screenshots.

### What does the AI draft do?

It gives you a starting draft for your update that you can edit freely. It is optional, and you stay in control of what is sent.

### What analytics do I get?

Delivered, opened, and clicked counts and rates for each update, opens over time, and a status for every recipient. You can resend to people who did not open it.

### How much do investor updates cost?

The Founder plan is free for your first 100 contacts, then $29 a month.

Investor Updates

## Send your best update yet

Start free and send clean, consistent updates your investors actually read.

- [Download on theApp Store](https://apps.apple.com/us/app/raziel-portfolio-management/id6761929486)
- [Get it onGoogle Play](https://play.google.com/store/apps/details?id=com.raziel.android)