100% Branded
Launch an online offering with a sophisticated investor portal quickly and affordably using your domain and branding. Offer a seamless transition from your existing website with our branding package option.
- Your custom domain and branding
- Seamless integration with existing website
- Complete design customization
- White-label investor experience
- Professional branding package included
Works with Popular CRMs
Our solution is fully integrated with popular CRMs like HubSpot, Salesforce and others. Track investor activity in your CRM and automate outreaches to increase sales. We can help you set up custom marketing funnels and much more.
- HubSpot integration
- Salesforce integration
- Track investor activity in your CRM
- Automate outreach campaigns
- Custom marketing funnel setup
- Increase conversion rates
Reporting Dashboards
Built in dashboards, earnings reports, email notifications, and ACH distributions make it easy to manage 100 or 10,000 investors. We can even build custom reports for your specific use case.
- Built-in investor dashboards
- Earnings reports and statements
- Automated email notifications
- ACH distribution processing
- Manage 100 to 10,000+ investors
- Custom reports for your use case
Document Manager
Bulk upload investor specific documents, K-1s, statements, earning reports and more so investors can review online, and download anytime with our drag and drop interface (or bulk uploader).
- Bulk document upload
- K-1 tax document distribution
- Investor statements and reports
- Earning reports management
- Drag and drop interface
- Investors review and download anytime
Built-In Compliance
Our compliance system supports all major US regulations including Reg. D, Reg. A, Reg. CF, Reg. S, most state crowdfunding laws, Investor Accreditation, Escrow, Online Payments, KYC, AML, and more.
- Reg. D (506b, 506c)
- Reg. A (Tier 1, Tier 2)
- Reg. CF (Regulation Crowdfunding)
- Reg. S (International offerings)
- State crowdfunding laws
- Investor Accreditation verification
- Escrow management
- Online payment processing
- KYC (Know Your Customer)
- AML (Anti-Money Laundering)
Flexible
Launch multiple offering types and customize each landing page with your custom data. Add tracking scripts, or pick from many 3rd party APIs. Offer public, private, or NDA deal rooms. Customize the front end with our front-end source code package or build your own App with our API. The options are virtually limitless.
- Launch multiple offering types
- Customize landing pages with custom data
- Add tracking scripts
- Integrate 3rd party APIs
- Public, private, or NDA deal rooms
- Front-end source code package
- Build your own app with our API
- Virtually limitless customization
Integrations
Everything you need to stay compliant, manage documents, integrate marketing, and more.
- DocuSign e-signature integration
- Adobe Sign integration
- Plaid bank verification
- Stripe payment processing
- HubSpot CRM integration
- Salesforce CRM integration
- Accreditation verification services
- KYC/AML verification providers
- Custom API integrations
Automate Your Business
Save precious time executing recurring tasks or processes online and eliminate time consuming manual tasks. Reduce costs, increase efficiency, and streamline your business processes with CrowdEngine.
- Automate recurring tasks
- Execute processes online
- Eliminate manual data entry
- Reduce operational costs
- Increase team efficiency
- Streamline business workflows
- Automated investor onboarding
- Automated compliance checks
- Automated reporting and distributions
Common Questions
Get answers to the most frequently asked questions about CrowdEngine.
Yes, CrowdEngine is fully optimized for Reg A+ Tier 1 and Tier 2 offerings, including support for "test the waters" campaigns, audit trails, and SEC compliance reporting.
Absolutely. The investor dashboard is white-label ready, allowing you to apply your own branding, logo, colors, and custom domain. You can also configure which widgets and data points are visible to investors.
We support a wide range of payment methods including ACH (bank transfers), domestic and international wires, credit cards, and even self-directed IRA integrations.
Security is our top priority. CrowdEngine is SOC 2 Type II compliant, uses bank-grade encryption for data in transit and at rest, and includes built-in fraud detection mechanisms.
Built for Developers
Extensible architecture that fits into your existing stack.
See It In Action
Watch how CrowdEngine powers the complete investment lifecycle, from investor onboarding to capital deployment.
Video Chapters
6 sectionsSee the platform in action
Get a personalized walkthrough of the features that matter most to your business.
- Live product demonstration
- Q&A with a product expert
- Custom pricing proposal