EnvoyBefore you begin
Have your iConnections account and the fund you want to raise for ready. A current deck, teaser, or tear sheet helps Envoy prepare your fund profile and brief, but you can skip documents and fill in facts yourself.
Sign in to Envoy using the email on your iConnections account and the one-time code sent to it. If you see Waiting for approval, your account needs individual approval before you can enter. Use Check access to check again.
If you are prompted to add a card, a workspace owner or admin must complete Add card with Stripe. If you cannot manage billing, ask an owner or admin to complete that step.
Set up your first raise
Open first-time setup. The wizard takes you through six steps.
Import your fund
Choose the fund you want to raise for from the records under your firm, then select Import this fund. Envoy brings in the existing fund information and creates a draft raise if one does not already exist.
If no eligible fund appears, add or update the fund on iConnections, then select Check again. If the firm shown is wrong, sign out and use the account associated with the correct firm.
Select your documents
Review the documents already attached to your profile. Select the ones that apply to this fund, or use Choose a file to add a newer deck, teaser, or tear sheet. The upload control accepts PDF and PowerPoint files up to 25 MB each.
Select Read documents to let Envoy extract the fund facts. If you do not have suitable materials yet, choose Skip for now and enter the information in the next step.
Review what Envoy found
Check the proposed fund profile and current raise details against your materials. Review the source references where available, correct inaccurate values, and fill in missing information.
If a document cannot be read, try a different file or enter the facts yourself. You can approve the available information and fill in the remaining fields later.
Define your investor segment
Review the suggested audience and edit it for this raise. Set the investor types, strategies, sectors, geographies, and exclusions that matter to you.
Hard matching fields exclude investors; preferences change the order of the investors who remain. Check the updated investor count as you make changes. If the audience is too small, revisit the restrictions before continuing.
Edit your brief
Review how Envoy describes your fund. The brief is drafted from your reviewed facts and can be reused across campaigns for this raise. Edit it so the positioning and claims are accurate before continuing.
If drafting fails, use Try again. Check the underlying profile if the brief is missing information you want to include.
Prepare outreach for review
Review the setup summary. Choose Prepare outreach for review to create a campaign and move into message preparation. If you are not ready, choose Finish for now to return to Vault.
After setup
Use Vault to maintain your fund information, Audiences to refine who you want to reach, and Campaigns to prepare and launch outreach. Read replies and continue conversations in Inbox.
For help with a blocked step, see the onboarding FAQs.