Powered by best-in-class technology and designed for scale and efficiency, our Investor Relations and Sponsor Relations teams work alongside your employees to streamline the investor management process. Whether it’s 40 or 400 investors, our investor management services will help you and your firm successfully manage your new investors for the lifecycle of their investment.
Your Partner in Investor Management
CrowdStreet’s investor management service is designed to help streamline and modernize the commercial real estate investment process. From publishing your latest offerings, raising and accepting funds, and delivering investor tax documentation and distributions, our system digitizes each step, saving you time and money. With the support of our Sponsor Relations team, CrowdStreet is an extension of your office and helps you create a better investor experience.
Our system simplifies the capital raise process with a modern digital experience, creating more transparency between your team and your investors. Let CrowdStreet reduce the burden on your staff and help investors move from submitting an offer to a receipt of funds within days, rather than weeks or months.
Centralized record keeping.
Capture and track your investors’ data across all their investments, including transactions and distributions, creating a central, organized, easy-to-use database of record.
Create, edit, and send emails to your entire investor base with just a few clicks. Our integrated email tools make attaching investment documents, bulk emailing to targeted investors, and viewing investor email history simple.
Help investors self-serve with user-friendly tools. From their personalized dashboard, your investors can easily track their investments, create reports, view documents, submit offers, and view communications and distributions, all within our secure online portal.