Easily Manage All Your Documents
With individual investors comes a lot of investor documents, offering documents, K1 tax statements, quarterly reports and more. But how do you make sure all your investors have access to their documents all the time? File hosting companies like Dropbox or Google Drive may make it easier to host files online but it doesn’t relieve the burden of ensuring the right investors get the right documents.
Reduce overhead and easily manage investor documents.
CrowdStreet has specifically built its investment software to allow CRE firms to securely host documents online and distribute those documents to the right investors with a few simple clicks. Investors can access those documents 24/7 from their own private portal, cutting down on service requests. Spend less time managing your files and more time building your business.
Assign specific documents to specific investors. Investors can securely access the documents that have been assigned to them through their investor rooms.
Upload and distribute documents to thousands of people at once. No more need to individually email investors attachments.
Enable automatic watermarking on offering documents to add a watermark with a unique identifier that links the document to the user.
Bulk upload documents and utilize auto-matching to associate each document with an individual investor.
No more searching around for documents with a centralized location to store all tax and legal documents.
Upload, view and assign investor documents with simple drag and drop functionality to save you time.
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