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.
How It Works
Our Investor Management & Business Automation solutions can be used for Commercial Real Estate capital raises of all kinds including traditional portfolios, REITs, Opportunity Zones, syndication, and more. See our most common product types below:
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
CrowdEngine has aided us in institutionalizing all our platforms and continue to partner us on key initiatives as they arise in a professional, super friendly and timely manner. Their quick response and turnover of deliverables far exceeded our expectations.
Frequently Asked Questions
Here are some common questions we receive about our Real Estate Investor Management & Automation solutions.
Many types of Real Estate investment companies benefit from our solution. Whether you simply need real estate investment management for small syndications or you're looking for enterprise-level Business Automation, we've got a solution for you.
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 vs. the traditional time-consuming processes for raising capital. We're known as industry leaders in real estate investor management & automation.
Since we build the real estate investment management portal custom for you, it's hard for us to estimate how much your solution will cost. First of all, 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+.