Happy Investors Invest More and Remain Loyal Customers for Years to Come
Most people now bank, view their stocks, and manage other investments online – your investors are no different. The bar has been raised for managing and investing online. Your investors expect you to provide them with a great online experience and commercial real estate sponsors need to keep up with new technology to recruit new investors – and retain their existing investor base.
Create an experience they will want to come back to.
Provide your investors with a great online experience that is more than just a nice website. Allow your investors to self-serve with user-friendly tools to track their investments and they will return again and again. And they need to know that their data is safe with you. CrowdStreet’s platform has institutional-level security to protect their confidential information.
Share Private Offerings
Invite past investors, friends and family to privately view offerings and securely access offering documents in your own branded portal.
Each investor has a personal dashboard that shows investment positions and diversity across your offerings – all in one place.
With a branded portal integrated directly into your website, investors can securely view current offerings, manage offers and view investments.
Investors can run investment reports and securely access past documentation and communication, anytime they need, cutting down on service calls.
Simplify and automate the transaction process with online subscription agreements and payment processing for investor transparency.
Store all of your investor’s important K1 tax and legal documents in one, secure place with access whenever and wherever they want.
Explore More Investment Software Features