Feature Overview
Our white-label platform has all of the features you need to raise capital, manage investors, and grow your business online.
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.
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.
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.
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)
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.
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.
Integrations
Everything you need to stay compliant, manage documents, integrate marketing, and more.
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.