Modernize Investor Relations

Deliver the User-Friendly Experience Your Investors Expect


 

Features

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.

Online Dashboard

Each investor has a personal dashboard that shows investment positions and diversity across your offerings – all in one place.

Private Portal

With a branded portal integrated directly into your website, investors can securely view current offerings, manage offers and view investments.

Self-Service Tools

Investors can run investment reports and securely access past documentation and communication, anytime they need, cutting down on service calls.

Automated Transactions

Simplify and automate the transaction process with online subscription agreements and payment processing for investor transparency.
 

Secure Documents

Store all of your investor’s important K1 tax and legal documents in one, secure place with access whenever and wherever they want.
 

Investment Management Software Overview

Get On The Marketplace

Raise funds online and grow your network of high-net-worth investors by publishing an offer on our direct-to-investor marketplace.