Meet Neo, your AI-powered Co-GP.
By the end of this guide you'll know how to review your investor communications on the Communications page, filter the feed to find what you need, and save reusable message templates so your fundraise outreach is faster and more consistent.
Note
You need access to the GP workspace to use these features. If you can't see the Communications page or the template options, ask a workspace admin to grant you access.
Review your communications
The Communications page gives you a focused view of your investor-facing communications — emails, calls, meetings, and notes — separate from the broader Activity feed of record changes. Open it from the Communications entry in the GP sidebar's CRM section, just above Activity.
- Select Communications in the sidebar to open the page.
- Browse the feed of logged emails, calls, meetings, and notes. Each item appears as a card you can expand to see more detail.
- Read the one-line preview of an email to see its content as plain, readable text — formatting markup is stripped out, so you never see raw HTML tags.
- Expand an email row to read the full body rendered with its original formatting.
- Select Load more at the bottom of the feed to bring in older communications.
Tip
An email you send through the message composer appears as a single row on the Communications page, even after your connected mailbox syncs the same sent message. You won't see duplicate entries for the same send.