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. We also offer a front-end source code option and API access.
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.
Reporting
Built in dashboards, earnings reports, email notifications, and ACH distributions make it easy to manage 100 or 1000 investors.
Document Manager
Bulk upload investor specific documents, K-1s, statements, earnings and more that investors can review and download anytime.
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.
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.
Integrations
Everything you need to stay compliant, manage documents, integrate marketing, and more.
Automate Your Business
Execute recurring tasks or processes and replace time consuming manual tasks. Minimize costs, increase efficiency, and streamline processes with CrowdEngine.