What changed in 1.1. Portal-access check moved later in the flow — now sits after the commitment is created and just before document signing, so investors aren't routed through the old self-serve "Invest Now" path before a DocuSign is waiting (June 8 review). DocuSign signing fields reassigned from Sender to Investor so investors prefill their own details (resolves the blank-fields issue). Accreditation references updated to ACCREDD with the 90-day (new) / 5-year (legacy) distinction. Email copy finalized per team edits.
This manual is the operational reference for the Investor Experience team when processing new investor commitments through HubSpot and InvestNext. It covers the full end-to-end flow from the moment a closer submits a commitment form through to the investor's funds being received and accreditation confirmed.
The white glove principle: closers focus on selling, the IE team handles administrative orchestration in InvestNext, and the investor's experience stays smooth from commitment to funding. Either the IE team or the closer can drive the InvestNext steps depending on urgency.
The process has four actors: the closer (who initiates by submitting the HubSpot commitment form), the IE team (who orchestrates everything in InvestNext), the system (HubSpot and InvestNext, which fire emails and create records), and the investor (who signs documents and funds inside the InvestNext portal).
The IE team's work happens primarily between two events: the closer's form submission, and the investor's funds arriving. The closer can step in to drive the IE team's steps if timing demands it (see urgent path).
Flowchart
2. The trigger: what happens when a commitment is submitted
The IE team's work begins the moment a closer submits the commitment form in HubSpot. When that happens, three things occur automatically:
A commitment record is created in HubSpot. It captures the investor name, entity, fund, amount, share class, type (Legacy Investor or Current Fund), funding method, split, responsible party phone, setter, and closer.
Three emails are sent from HubSpot:
One to the investor: a friendly confirmation that documents are coming and they should watch for an InvestNext email.
One to the IE team (James and Ariana): the working notification with the full checklist of next steps.
One to the closer: a confirmation copy so the closer knows the commitment landed and can step in if timing demands it.
The HubSpot deal is associated with the commitment. Reporting and dashboards will reflect the new commitment in real time.
Backup rolesThe IE team owns the workflow. The closer is copied on every internal notification so they can step in for urgent deals — an investor wanting to fund within 24 hours, for example, or a late-night signing push.
3. Step 1 — Verify the contact in InvestNext
Once you receive the HubSpot notification, log into InvestNext and confirm the investor has a contact record. The HubSpot-to-InvestNext automation should have created or matched the contact already, but verify before proceeding.
If the contact exists:
Move on to Step 2.
If the contact does not exist:
Create it manually in InvestNext. Use the same email address as the HubSpot commitment record — this is critical for matching across systems and for the investor's portal registration later.
Email matching mattersThe investor will be invited to the portal using the email on their InvestNext contact. If that email differs from what was on the HubSpot form, downstream automation may misroute or fail silently.
4. Step 2 — Create the opportunity
From the contact record, click into the capital raise (Fund 5) and create a new opportunity.
Fund: Pull from the HubSpot commitment record.
Amount: Pull from the HubSpot commitment record.
The contact will attach to the opportunity automatically once you create it. The opportunity is the structural container for the commitment — you can't create a commitment until the opportunity exists.
5. Step 3 — Create or select the account GATE
Before you can create a commitment, an account must exist for the investor. This is a hard sequencing requirement — InvestNext will not let you create the commitment without an account to attach it to.
If the investor is new and has no entity in InvestNext:
Create the account. Use the entity name from the HubSpot commitment form. Set the legal account type appropriately (Individual, LLC, Trust, IRA, etc.) and add the primary contact.
If the investor is existing and has multiple accounts:
Select the right one based on what the closer entered on the HubSpot form. This is where mistakes are most likely — the wrong account selection won't error out, but the commitment will land in the wrong place and surface later as a reporting problem.
Critical gateDouble-check the account is the correct entity before creating the commitment. A commitment attached to the wrong account is harder to fix than it is to get right the first time.
6. Step 4 — Create the commitment
With the account in place, create the commitment from inside the opportunity:
Open the opportunity.
Click + in the commitments section.
Select Manually record commitment.
Set the share class from the HubSpot commitment record.
Set the account to the one you created or selected in Step 3.
Verify the amount. If it differs from the opportunity, the commitment value will win and the opportunity will auto-update.
Click Record commitment.
Safety netIf the investor revises their commitment between the decision call and signing, the commitment amount will override the opportunity amount automatically. You don't need to manually update the opportunity.
Once the commitment is recorded in InvestNext, the HubSpot integration automatically moves the associated deal to the InvestNext Committed stage. No manual action needed.
7. Step 5 — Check portal access status
With the commitment in place, you're now ready to bring the investor into the portal. Open the contact record in InvestNext and look at the Investor Portal Access section. The investor will be in one of three states. Take the action that matches.
Why portal access happens here, not earlierPortal access is granted at this point in the flow — after the commitment is created — rather than right after the soft commit. Inviting the investor any earlier lets them reach the portal's self-serve "Invest Now" path and start the old process on their own. Holding the invite until a DocuSign is waiting keeps every investor on the guided flow. Note this is effectively a two-step sequence: the investor first confirms their account (registration + 2FA), then signs their documents.
Screenshot placeholderThree portal access states: "Contact does not have investor portal access," "Invite sent," and "Registered." James to insert.
State 1: "Contact does not have investor portal access"
Click Invite to investor portal.
This sends the investor the initial registration email. They'll create an account, set up two-factor authentication, and sign in. Once registered, they'll see their commitment card on the dashboard.
State 2: "Invite sent"
Click Re-send invitation email.
An invite has already gone out but the investor hasn't acted on it yet. Re-sending gives them a fresh email to act on. This is the most common state if the investor has gotten distracted between commitment and signing.
State 3: "Registered"
No action needed.
The investor already has a username and password. They can sign into the portal whenever the next step requires them. The Send Reset Password Link button is available if they later have trouble logging in.
8. Step 6 — Send the reminder to trigger document signing
Open the commitment record. At the top, you'll see Send Reminder. Click it.
This is the action that sends the investor the "Complete my investment" email from InvestNext. The email contains a link that brings the investor into the portal and presents their subscription documents for e-signature (via HelloSign).
Screenshot placeholderCommitment record with the "Send Reminder" button. James to insert.
What the investor experiences after this click:
If they're already registered: The link signs them in (or asks them to sign in), then drops them at the next required action — usually the document signing.
If they're not yet registered: The link prompts them to register, set up 2FA, and then lands them at the document signing step.
Customizable messageTyler confirmed the InvestNext "Complete my investment" email body can be customized. See section 12 for the approved language.
9. Step 7 — Countersign documents RULE
After the investor signs their subscription documents, you (or Kelvin) will receive a notification from InvestNext that the document is ready to countersign. Open the document and review.
Critical: countersign as BrianThe default signer field will be populated with "Sunrise Capital Investors." This is incorrect. Always change it to Brian's name before signing. This is a legal accuracy issue.
Once countersigned:
The investor receives the "Fund your investment" email from InvestNext automatically.
The funding flow becomes available in their portal dashboard.
You can now wait for funds to arrive.
10. Step 8 — Receive funds
The investor will fund inside the portal — they'll enter their banking information, EIN or SSN, choose between wire and ACH, and either send funds directly or follow the wire instructions provided by InvestNext.
You don't see the funds arrive in real time. When you confirm with the bank or via Sunrise's finance check that the funds have landed, return to the commitment record in InvestNext:
Open the commitment.
Click Receive funds.
Enter the amount and date received.
Optionally uncheck the funding confirmation template (Sunrise sends its own via HubSpot).
Click Record.
This action marks the commitment as funded in InvestNext and triggers the HubSpot integration to move the associated deal to the Investor Sent Money stage. (The deal had already moved to the InvestNext Committed stage automatically when the commitment was first created in InvestNext.) The deal stays at Investor Sent Money until accreditation is confirmed and someone manually moves it to closed-won.
11. Step 9 — Handle accreditation
Accreditation is required, but it does not block funding. The team has decided to disable the pre-funding accreditation requirement in InvestNext and handle accreditation after funds are received.
For new investors:
Once funds are received, open the commitment record and expand the accreditation section. Click Send Request. This sends an email to the investor with three options:
Self-certify through ACCREDD (InvestNext's integrated verification partner — handles its own validation flow).
Upload an accreditation letter dated within the last 90 days (the rule for a new verification).
Request a verification letter from a CPA, attorney, or other qualified third party.
When the investor submits, you'll be notified to review and approve.
For legacy investors:
If the investor has an existing accreditation letter dated within the last 5 years, you can upload it directly to InvestNext on the back end. The investor never sees the accreditation step and skips the request email entirely. This is the preferred path for existing investors. If their letter is older than 5 years, they'll need to re-accredit through the standard flow above.
The two accreditation-letter rulesNew verification letters must be dated within the last 90 days. A legacy investor's previously provided letter can be reused if it's dated within the last 5 years; older than that requires re-accreditation. This is the same language reflected on the public Verification is Easy page.
Why post-fundingThis decision was made in the May 19 huddle to improve investor experience. Pre-funding accreditation was creating friction (including a notable case where a legacy investor's manually uploaded letter was overridden by the system's self-certification flow). The team prefers to get the capital in first and resolve accreditation cleanly afterward.
Capital call gateCapital cannot be called down until accreditation is on file. While funding can happen first, the investor's accreditation must be confirmed before Sunrise can deploy the capital.
12. All emails in the workflow
Six emails are part of this workflow. Four go to the investor, two go to the internal team. The HubSpot emails are fully ours to write. The InvestNext emails have a fixed structure but the message body inside is customizable.
Email 1 — From HubSpot to the investor
Investor-facing · Trigger: HubSpot commitment created
From: [Closer name], Sunrise Capital Investors
To: [Investor]
Subject: Your Fund 5 commitment — next steps
Hi [First Name],
Congratulations on taking your first steps to joining us here at Sunrise with your commitment to invest in Fund 5.
Over the next few minutes, you'll receive one or two emails directly from InvestNext — that's our investor portal.
• If this is your first time using the portal, you'll get an invitation to register. Set up your account (you'll be asked to enable two-factor authentication), then sign in.
• If you've already registered with us using this email address, you won't need to register again — just sign in when prompted.
• You'll also receive a "Complete my investment" email. There will be a link in that email which will get your subscription documents in front of you for e-signature.
A few things to know before you get started:
• You'll be moving back and forth between email and InvestNext as you go. This is normal — each step triggers the next email.
• Please register and sign in using this same email address. If you use a different one, the system won't recognize you and we'll have to start over.
• Once your documents are signed, our team will countersign on our end.
After that, you'll receive a final email from InvestNext with funding instructions. If anything needs adjusting or you have questions along the way, just reply to this email or call me directly.
Looking forward to officially welcoming you to the fund!
[Closer name]
Sunrise Capital Investors
Email 2 — From InvestNext to the investor
Investor-facing · Trigger: IE team clicks "Send Reminder" on the commitment
From: InvestNext (on behalf of Sunrise Capital Investors)
To: [Investor]
Subject: Complete your Fund 5 investment
Hi [First Name],
Your Fund 5 investment is ready for the next step. Click the button below to review and sign your subscription documents inside the InvestNext portal.
If this is your first time using the portal, you'll be prompted to register and set up two-factor authentication. Please use the same email address to which this message was sent — otherwise the system won't connect you to your investment.
Once your documents are signed, our team will countersign on our end, and you'll receive a follow-up email with funding instructions.
[Complete my investment]
Questions? Reach out to the Investor Relations team at ir@scinvestors.com.
Sunrise Capital Investors
Email 3 — From InvestNext to the investor
Investor-facing · Trigger: IE team countersigns the documents
From: InvestNext (on behalf of Sunrise Capital Investors)
To: [Investor]
Subject: Your Fund 5 investment is ready to fund
Hi [First Name],
Your subscription documents are fully executed. You're cleared to complete the final step — funding your investment.
Click the button below to log into the InvestNext portal. Once you're in, you'll see your Fund 5 commitment card on your dashboard. Click it to:
• Enter your banking information
• Provide your EIN or SSN
• Choose how you'd like to fund — wire or ACH
• Send your funds using the instructions provided
Once your funds arrive, your investment is official. You'll see it reflected on your portal dashboard, and you'll use the same portal going forward to track distributions, access tax documents, and review performance.
[Fund my investment]
Questions? Reach out to the Investor Relations team at ir@scinvestors.com.
Sunrise Capital Investors
Email 4 — From InvestNext to the investor
Investor-facing · Trigger: IE team clicks "Send Request" on the accreditation section after funds are received
From: InvestNext (on behalf of Sunrise Capital Investors)
To: [Investor]
Subject: One last step — verify your accreditation
Hi [First Name],
Your Fund 5 investment has been funded! There's one final step to wrap things up: confirming your accredited investor status.
Click the button below to log into the InvestNext portal and submit your accreditation. You'll have several options:
• Self-certify through ACCREDD, our integrated verification partner
• Upload an accreditation letter — dated within the last 90 days if it's a new letter, or within the last 5 years if it's one we already have on file for you
• Request a verification letter from your CPA, attorney, or other qualified third party
[Submit my accreditation]
Once submitted, our team will review and approve. You don't need to do anything else after that.
Questions? Reach out to the Investor Relations team at ir@scinvestors.com.
Sunrise Capital Investors
Email 5 — From HubSpot to the IE team and closer
Internal · Trigger: HubSpot commitment created (same trigger as Email 1)
From: HubSpot (Sunrise Capital Investors)
To: James, Ariana (IE team) · Cc: [Closer name]
Subject: New Fund 5 commitment — [Investor name] — [Amount]
A new commitment has been submitted in HubSpot.
ENTITY & INVESTOR
Entity Name: [Entity Name]
Email: [Email]
Responsible Party: [Responsible Party]
Responsible Party Phone: [Responsible Party Phone]
State: [State]
INVESTMENT DETAILS
Investment Amount: [Investment Amount]
Fund Invested: [Fund Invested]
Class: [Class]
Type of Investment: [Type of Investment]
Funding Method: [Funding Method]
Side Car / Split Terms: [Side Car / Split Terms]
TEAM
Closer: [Closer]
Setter: [Setter]
Next steps in InvestNext:
1. Verify the contact exists. If missing, create manually.
2. Create the opportunity (fund + amount).
3. Create or select the account.
4. Create the commitment (share class + account).
5. Check the contact's Investor Portal Access status and invite if needed:
• Not invited → Click "Invite to investor portal"
• Invite sent → Click "Re-send invitation email"
• Registered → No action needed
6. Click "Send Reminder" on the commitment to trigger the investor's "Complete my investment" email.
[Open InvestNext]
The closer has been copied on this email. For urgent needs (e.g., investor wants to fund within 24 hours), the closer or IE team can walk the investor through the InvestNext flow live on a call.
A confirmation email has also been sent to the investor letting them know documents are coming.
Subject: Documents ready for countersignature — [Investor name]
[Investor name] has completed their subscription documents for Fund 5. Click below to review and countersign.
[Review and countersign]
REMINDER: Always change the signer field from "Sunrise Capital Investors" to "Brian" before signing.
Note: Email 6 is a standard InvestNext system notification. The "countersign as Brian" reminder cannot be added inside the InvestNext email itself — it lives in this manual and in IE team training.
13. Urgent path (24-hour funding)
When an investor needs to fund within 24 hours — a quarter-end deadline, an investor with strong intent who doesn't want to lose momentum, an end-of-fund-raise crunch — the closer or IE team can walk the investor through the InvestNext flow live on a call rather than waiting for the self-serve email cadence.
The mechanics are identical to the standard path. What changes is that someone is on the line guiding the investor through each step:
Registration and 2FA setup
Finding the commitment card on the dashboard
Reviewing and signing the subscription documents
Entering banking, EIN, and SSN
Choosing wire or ACH and following the funding instructions
The closer is copied on all internal notifications precisely so they can step in for these situations without needing to chase down the IE team first.
14. Known issues and InvestNext limitations
These were surfaced during James's end-to-end testing. James is reporting open items to Tyler at InvestNext.
RESOLVEDSubscription agreement fields rendered blank for the investorIn early testing the document opened with no fields for the investor to complete. Root cause: the e-signature fields were assigned to the Sender (the IE team) rather than the Investor. James reassigned the fields to the Investor, so investors now prefill their own details (address, etc.) during signing — which also removes the manual data-entry the IE team was doing afterward. One-time note: legacy investors using the old "Invest Now" path will self-populate their details once per entity; after that it's stored.
Countersign confirmation shows stale status for ~1 minuteAfter countersigning, the document may still appear "pending signature" for up to a minute. Cosmetic, but confusing. Wait a minute and refresh before assuming something failed.
"Verify bank account" button is invisible on the funding confirmation pageAfter the investor uploads ID and enters banking info, the bank verification step doesn't surface a visible button. James had to navigate to the dashboard manually to find it. Walk investors through this step on a call until InvestNext fixes the UI.
Accreditation request didn't notify IE team in James's first testWhen accreditation was submitted by the test investor, the expected notification email to the IE team did not arrive. Re-verify now that pre-funding accreditation has been disabled — this may have been related to that earlier configuration.
Platform limitations (not bugs)
No deep links to InvestNext account pages. When the workflow says "select the account," there's no shortcut URL — you navigate manually from the contact.
Document viewer is slow. The HelloSign-powered document viewer inside InvestNext can take time to load large PPMs. This is a HelloSign limitation, not something Sunrise or InvestNext can control.
InvestNext has no public API for account creation. Contact creation can be automated via Zapier, but accounts must be created manually in InvestNext.
15. Quick reference checklist
This is the IE team's single-page workflow once a HubSpot commitment is submitted. Use it as a working checklist on every commitment.
From commitment to signing
☐Open InvestNext and verify the contact exists. Create manually if missing. Use the same email as the HubSpot commitment record.
☐Create the opportunity (fund + amount from HubSpot). Contact attaches automatically.
☐Create or select the account. Must exist before commitment. Double-check entity is correct for existing investors with multiple accounts.
☐Create the commitment (share class + account). If amount differs from opportunity, commitment value wins.
☐Check the contact's Investor Portal Access status and invite if needed. Not invited → Invite. Invite sent → Re-send. Registered → No action. (Hold the invite until now so investors don't self-serve early.)
☐Click "Send Reminder" on the commitment. Triggers the "Complete my investment" email to the investor.
From signing to funded
☐Wait for the InvestNext countersign notification email. Arrives after the investor finishes signing.
☐Open the document and countersign AS BRIAN, not Sunrise Capital Investors. The default signer field is wrong. Change it manually every time.
☐Wait for the investor to fund inside the portal. "Fund your investment" email fires automatically after countersigning.
☐When funds arrive, open the commitment and click "Receive funds." Enter amount and date. Uncheck the funding confirmation template (we send our own).
Accreditation
☐For new investors: open the commitment, expand accreditation, click "Send Request." Investor receives email with three options (ACCREDD self-certify, upload a letter, or third-party letter). New letters: within 90 days.
☐For legacy investors: upload existing letter (within last 5 years) on the back end. Investor skips the accreditation step entirely. Older than 5 years → re-accredit.
☐Review and approve accreditation when investor submits. Capital cannot be called down until accreditation is on file.
Always remember
☐Countersign as Brian, never as Sunrise Capital Investors.