Investment Management Software:
Manage Investors & Investments
Spend Your Time Growing Your Business – Not Managing Investors
Capture, Track and Organize All Your Investor Data in One Place
Are you currently using one system for emails, a different system for tracking investor data and another for storing documents? Gone are the days of disparate systems that don’t integrate and aren’t built for commercial real estate. CrowdStreet’s investment management tools are built specifically for managing all of your investors and their investments through their entire investment period.
Features
Centralize and simplify investment management.
Our powerful tools are integrated to help your investor relations team scale, provide a better customer experience, lower overhead and accelerate your growth by increasing deal flow.
Investor CRM
Capture and track your investor’s data across all their investments, creating a central, organized, easy-to-use database of record.
Centralized Documents
Keep all your investment documents – like K1s and PPMs – in one place and allow your investors to access their important documents securely.
Distribution Tools
Create and track investment distributions with capital solution tools from funds accepted to investment realized.
Capital Transactions
Create and manage capital transactions with tools for tracking committed and received capital to make future transactions simple.
Advisor Tools
Create specific Registered Investment Advisor/Broker Dealer accounts and give them the tools to invite and educate their own investors.
Employee Permissions
Easily control what employees can edit within your portal and protect confidential information with roles-based permissions for employees.
Investment Management Software Overview
Explore More Investment Software Features
