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. Offer a seamless transition from your existing website with our customization options.

Investor Management and Business Automation
Close More Deals

Works with Popular CRMs

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

EARNINGS & DISTRIBUTIONS

Reporting Dashboards

Built in dashboards, earnings reports, email notifications, and ACH distributions make it easy to manage 100 or 10,000 investors. We can even build custom reports for your specific use case.

CrowdEngine Investor Dashboard
PDF
DOCUMENTS

Document Manager

Bulk upload investor specific documents, K-1s, statements, earning reports and more so investors can review online, and download anytime with our drag and drop interface (or bulk uploader)

SEC & FINRA READY

Built-In Compliance Engine

Our Compliance Engine supports all major US regulations including Reg. D, Reg. A, Reg. CF, Reg. S, most state crowdfunding laws, Investor Accreditation, Escrow, Online Payments, KYC, AML, and more.

API Connectivity

Flexible

Launch multiple offering types and customize each landing page with your custom data. Add tracking scripts, or pick from many 3rd party APIs. Offer public, private, or NDA deal rooms. Customize the front end with our front-end source code package or build your own App with our API. The options are virtually limitless.

APIS

Integrations

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

Business Process Automation

Automate Your Business

Save precious time executing recurring tasks or processes online and eliminate time consuming manual tasks. Reduce costs, increase efficiency, and streamline your business processes with CrowdEngine.

Ready for a demo?