Feature Overview

Our white-label platform has all of the features you need to raise capital, manage investors, and grow your business online.

White Label

100% Branded

Launch a sophisticated investor portal quickly and affordably using your domain, your emails, your everything. We also offer a front-end source code option and API access.

Close More Deals

Investor CRM

Our solution is fully integrated with popular CRMs like HubSpot, Salesforce and others. Track website activity in your CRM to increase sales. We can help you set up custom marketing funnels and much more.

EARNINGS & DISTRIBUTIONS

Reporting

Built in dashboards, earnings reports, email notifications, and ACH distributions make it easy to manage 100 or 1000 investors.

CrowdEngine Investor Dashboard
PDF
DOCUMENTS

Document Manager

Bulk upload investor specific documents, K-1s, statements, earnings and more that investors can review and download anytime.

SEC & FINRA READY

Compliance

We support all major US regulations including Reg. D, Reg. A, Reg. CF, Reg. S, most state crowdfunding laws, and international regulations including the UK, Sweden, and Australia. Contact us to see if your country is supported.

Investor Management and Business Automation
Templating System

Offering Templates

Easily build and and display the perfect offering landing page with deal rooms - using videos, images, text, charts, and tables.​ Offer private or public deal rooms and more.

APIS

Integrations

Everything you need to stay compliant, manage documents, integrate marketing, and more.

Business Process Automation

Automate Your Business

Execute recurring tasks or processes and replace time consuming manual tasks. Minimize costs, increase efficiency, and streamline processes with CrowdEngine.

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