What’s The Process?
Our team is with you for the life of your project. From publishing your latest offerings, raising and accepting funds, to delivering investor tax documentation and distributions, the CrowdStreet platform digitizes each step, saving you time and money.
Publishing your project.
Once your deal is approved, CrowdStreet builds all the elements needed for a comprehensive campaign. Combining information gleaned during both the deal screening and our independent research, we’ll create an offering detail page that tells the story of your project. We pair this with a dedicated digital marketing campaign to officially launch your project to our investor network and reach new investors across the U.S.
Raise and accept funds.
The investing window opens with a live webinar, co-hosted by CrowdStreet and your team. This is your chance for you to introduce your team and pitch your deal to our investor network. Plus, it gives our investors the chance to ask you more questions about your project. As we receive offers, our team will respond to inquiries and help move potential investors from submitting an offer to a receipt of funds.
Ongoing investor management.
Designed for scale and efficiency, our team works 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.