Private Equity Investor Management Software

Used for Private Equity capital raises world-wide

From funding medical innovations to enabling startups to raise otherwise unavailable funds - our private equity investment software can be used to raise capital, and streamline day to day processes.

Invest Online

Increase investors, raise more capital, and scale your business

From payment processing to KYC/AML, our services can help you raise capital with reduced risk, less expense, and a better process. Naturally saving time for both you and your investors.

All the features you need to raise capital and more

Streamline the most common day-to-day tasks. Onboard new users, accept investments, easily manage investors, send documents and K1s, distributions, and more.

Investor Management and Business Automation

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

How It Works

Our private equity investment software helps increase investors & automate processes for many types of private equity capital raises. We service clients many kinds of industries including Biotech, Agtech, Software, and more. See our most common use cases below:


Single Raise

Raise capital on your own site with your own domain, and keep your data and traffic exclusive.


Multiple Raise

For ongoing capital raises, investor management, and business automation.


Funding Portal

Allow outside issuers to apply and raise capital using your funding portal while you make a percentage.


We'll work with you to understand what we need to build, what regulations to support, and what design assets you'll require.


We'll build a portal customized with your company branding and designed to accommodate the regulations you need.


We'll help you to successfully launch your portal for investments.


Our team becomes an extension of yours. We'll be your tech team while you grow your business, scale investors, increase cash flow

The Benefits of CrowdEngine

There are many benefits to using our private equity investment software to count, here are just a few...



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.

Ready to take the next steps?

Frequently Asked Questions

Many types of Private Equity investment companies benefit from our solution. Whether you simply need investment management for a single capital raise, or you fund multiple deals per year, our investment software could greatly help you upgrade your business.

Research shows that there will be $478 billion to $502 billion of investment volume in 2020. As this occurs we know there will be more mass adoption for online investments using investment software like CrowdEngine vs. the traditional time-consuming processes for raising capital. 

Since we build a solution custom for you, it's hard for us to estimate how much your upfront or monthly cost will be. To begin, our sales team can help to qualify you and identify if we are a good fit. At that time we'll come up with an estimated setup and monthly cost.

While our investor management solution allows for the integration of many CRMs, we also provide a lite CRM dashboard that you can easily use to manage investments. Contact our sales team to learn more.

Our investor management & automation platform is used for investments in both private (non-crowdfunding), and public (crowdfunding) offerings. While technically any Reg. D 506(c) is crowdfunding, we consider Real Estate Crowdfunding to be more commonly done under Reg. A+.