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Archived compliance snapshot from 2 Jun 2026. This page preserves the organization docs as they existed on that date. For the latest editable materials, see the current docs.
Version: 2 Jun 2026

Investor Correspondence

  • Welcome Mailing

  • Physical Material Prep (elementary)

    • Get welcome letter ready to print
    • Design personal goal check
    • Determine any other items you want to include for investors in package
    • Get N2N ready to mail (needs feedback, but appreciated so far)
    • Get envelopes to mail materials in
    • Get welcome letter / check automation done
    • Set up way to print check and letter together efficiently
    • Configure postage purchasing platform
    • Figure out where to drop off mail
    • Set up efficient label printing