Private Equity Investor Management Software

Automate the investment lifecycle and delight your investors.

Make Investors Happy

Giving investors the ability to make and manage their investments online is no longer optional. Dashboards, charts, documents, tax forms, earning reports, messaging, and more. We can even build custom reports for your specific needs.

CrowdEngine Investor Dashboard

Automate Your Business

From investor onboarding to back office management, our software can help you reduce risk, save time, and ensure compliance.

More Flexibilty

We can customize our software for your specific business needs or optionally license our front-end source code for and use your own front-end developer. We also offer an API for building custom apps or integrating reports in your legacy applications.

regulation crowdfunding

Streamline your private equity business with the most powerful funding platform on the market

Private Fundraising

  • Reg. D 506(b)
  • Private Deals
  • Accredited Investors Only
  • Investor Requests Access

Public Fundraising

  • Reg. D 506(c), Reg. S, Reg. A+
  • General Solicitation
  • Accredited & Non-Accredited
  • International

Our private equity asset management solution can be used for capital raises of all kinds including traditional DPO's, REITs, Opportunity Zones, syndication, and more.

Key CRE Features

We have 100's of customizable features, but here are a few top features for Private Equity.

Investor Portal
Deal Rooms
Document Management
Online Payments

Ready to upgrade to state-of the art?