Acquire & Manage Investors with Ease

The Only All-in-One Investment Platform

Transform your back-office with our automated & secure investor management software solution

Scale your high-net worth investor network
Launch your own white-labeled investor portal
Modernize your investor experience
Organize all your investor documents in one place

Join a select group of sponsors who manage over 100,000 investors on the CrowdStreet platform

Investment Management Software

Built to manage the complete investment lifecycle.

Communication Tools
Investor Portal
Investor Records
Investor Reporting
Manage Offerings

Email Marketing
Engage investors with professional emails and campaigns in a few simple clicks.
Investor Communication
Built-in tools for easy investor communication from sharing an offering to providing post-funding documents.

<img src="https://www.crowdstreet.com/wp-content/uploads/2018/03/email-marketing.png" alt="" />

<img src="https://www.crowdstreet.com/wp-content/uploads/2018/03/activity-3.jpg" alt="" />

Email Marketing
Engage investors with professional emails and campaigns in a few simple clicks.
Investor Communication
Built-in tools for easy investor communication from sharing an offering to providing post-funding documents.

Investment Dashboard
Invite investors to view investment positions, run reports and access other self-service tools in the investor tool.
View Offerings
Investors can find the offerings that most interest them with enhanced filters options to sort on a variety of fields.

<img src="https://www.crowdstreet.com/wp-content/uploads/2018/03/investment-dashboard.png" alt="" />

<img src="https://www.crowdstreet.com/wp-content/uploads/2018/03/current-offerings.png" alt="" />

Investment Dashboard
Invite investors to view investment positions, run reports and access other self-service tools in the investor tool.
View Offerings
Investors can find the offerings that most interest them with enhanced filters options to sort on a variety of fields.

Customer Relationship Management
Create an organized, central database of investor information and related investments
Investor Activity
Monitor when your investors make moves that affect you directly.

<img src="https://www.crowdstreet.com/wp-content/uploads/2018/03/New-Screen-Shot.png" alt="Investor Profile" />

<img src="https://www.crowdstreet.com/wp-content/uploads/2018/03/investor-activity.png" alt="" />

Customer Relationship Management
Create an organized, central database of investor information and related investments
Investor Activity
Monitor when your investors make moves that affect you directly.

Centralize Documents
Securely store all tax and legal documents in one place.
Automate Reporting
Report distribution and capital account management by asset and fund.

<img src="https://www.crowdstreet.com/wp-content/uploads/2018/03/centralize-documents.png" alt="" />

<img src="https://www.crowdstreet.com/wp-content/uploads/2018/03/automated-reporting.png" alt="" />

Centralize Documents
Securely store all tax and legal documents in one place.
Automate Reporting
Report distribution and capital account management by asset and fund.

Share & Accept Offers
Sharing offering details and accepting offers is made simple with online tools.
Transaction Automation
Automated process for transactions from online subscription agreements to payment processing.

<img src="https://www.crowdstreet.com/wp-content/uploads/2018/03/manage-offerings.png" alt="" />

<img src="https://www.crowdstreet.com/wp-content/uploads/2018/03/transaction-center.png" alt="" />

Share & Accept Offers
Sharing offering details and accepting offers is made simple with online tools.
Transaction Automation
Automated process for transactions from online subscription agreements to payment processing.

An Experienced Partner

With over 100 years of collective commercial real estate and private equity experience, CrowdStreet understands CRE firms.

We work directly with your team to make sure our investment software helps you scale your business.

Reach out today and start building wealth with CrowdStreet