How Do I Add an Email Account for Investor Matching?

What is the process for setting up email in Investor Matching? How do I configure SMTP, Microsoft 365, or Gmail for Investor Matching?

Before you can send emails to investors through Investor Matching, you’ll need to set up your email account within the platform. The setup process connects Investor Matching to your existing email service, allowing you to send messages directly from your own address while keeping everything synced with your regular inbox.


Step 1: Access Email Account Settings

  1. Go to any of your existing fundraises in Investor Matching.

  2. Click on Email & Settings.

  3. Select Email Account from the menu.


Step 2: Fill Out the Email Account Form

If you haven’t connected an email account yet, you’ll see a setup form.
Here’s what you’ll need to complete:

  • Sender Full Name – This is the name recipients will see when they receive your email.

  • Sender Email Address – Enter your active email address for sending and receiving investor communications.


Step 3: Choose a Connection Method

Based on your email provider, select one of the following options:

  • SMTP / IMAP – Use if you have custom email settings or your provider is not listed below.

  • Login via Microsoft 365, Outlook – Recommended for Microsoft-based email accounts.

  • Login via Gmail, Google Workspace – Recommended for Google-based email accounts.


Step 4: Complete the Email Setup

If you chose SMTP / IMAP:

  1. After clicking Add Account, you’ll be redirected to a detailed email setup page.

  2. Select your Email Provider from the dropdown menu and click Apply. This will automatically fill in the SMTP and IMAP server and port settings.

  3. Enter your username and password for both SMTP – Outbound Connection and IMAP – Inbound Connection.

  4. Click Test Connection (or Test Delivery for sending).

  5. When the status shows Connected, click Save to finalize your setup.

If you chose Microsoft 365/Outlook or Gmail/Google Workspace:

  1. After clicking Add Account, you’ll be redirected to the account connection page.

  2. Click Authorize Access with Google or Authorize Access with Microsoft (depending on your selection).

  3. Follow the prompts to log in and grant the necessary permissions.

  4. Once authorization is complete, your account will show as Connected.


Additional Notes

  • For SMTP/IMAP connections, you don’t have to manually enter server and port details — the system detects your email provider and fills these automatically when you click Apply.

  • Microsoft and Google accounts are even faster to set up, requiring only account authorization.

  • If you’re unsure which connection type to choose, check with your email provider or IT admin.