Custom Private Transaction Platforms
Focus on building relationships - not software.
We can customize CrowdEngine to your firm's specific needs so you can focus on doing more deals with our streamlined workflows and built-in compliance.
Scale your business and delight investors
From Deal Rooms to payment processing and KYC/AML, our services can help you scale with less risk, while giving investors the reports they love.
Advanced Technology
Streamline the most common day-to-day tasks. onboard new users, manage deals and investors, distribute documents and K1s, distributions, and more.
CrowdEngine Features
There are many benefits to using our private equity investment software, here are just a few...
Resources
Regulations At-A-Glance
Questions about regulations? Download our Regulations at a Glance guide for free.
CrowdEngine - Compliance Capabilities
Learn how our industry-leading technology can help you maintain compliance in nearly every major jurisdiction.
Build vs. Buy Guide
Thinking about building your own funding portal? Learn about the pros and cons of building your own vs. buying through us.