CrowdStreet Platform Features

  • Product Platform

    Create high-quality digital investment offering pages that can be published to either your existing website, the CrowdStreet Marketplace, or both locations simultaneously — ensuring excellent presentation and maximum investor visibility for your investment offering

  • Lead Nurturing

    Observe where investors are in the offer decision-making process and select actions designed to guide them to successful investment.

  • Transaction Center

    Speed time-to-funding dramatically with our electronic document-management system enables the investor funding process to be completed in just minutes, compared to the days or even weeks seen with offine processes.

Aquire New Investors

Direct-to-Investor Marketplace

Don’t just raise funds for current development - acquire long-term investors for the business. CrowdStreet is unique among online investor marketplaces in that investors to invest directly with sponsors, NOT through a special purpose vehicle (SPV) as with other major marketplaces. CrowdStreet investors create relationships with sponsors that often extend into repeat investments. SPV investments mask the identities of individual investors, limiting investor value to a one-time infusion of cash to the sponsor.

Secure Investor Rooms

Create high-quality digital investment offering pages that can be published to either your existing website

  • Investment Performance Charts

    Track performance of their investment (actual vs. projected)

  • Updates & Communications

    Receive real-time updates from sponsor staff as well as review archived versions of previously sent communications

  • Archived Investment Documents

    Review archived versions of investment documents including investment memorandums, PPMs, closing docs.

  • Downloadable K-1s

    Download digital K-1 tax documents to streamline annual tax preparation

Management Portal

Track and manage every aspect of the investor lifecycle from a single powerful interface, whether the investor is an existing one or newly acquired, online-sourced or imported from an offine record.

Unified Offer Management

Track and manage all investment offers (online and offine) from a single interface as they progress through the offer management process.

Manage Investing Entities

Communicate directly with investors, either individually or as a group, using the secure email capabilities integrated directly into the platform. A complete record of all communications with each investor is kept on file, enabling full audit capabilities of any exchange.

Bulk K-1 Uploading

Make tax season a breeze with bulk K-1 uploading and investor self-service K-1 downloads.

Import Existing Investors

Import existing investor records (online and offline) into the platform using our bulk import tool. Automatically sends invitations to tour the new platform features via investor email. The system monitors and tracks investor engagement and notifies staff of any investors who may need encouragement or guidance in using the new platform.

Centralized Investor Communications

Communicate directly with investors, either individually or as a group, using the secure email capabilities integrated directly into the platform. A complete record of all communications with each investor is kept on file, enabling full audit capabilities of any exchange.

Distribution Management

Manage distributions for your entire network of investors from a single interface. Import investor records using our bulk import tool, review and edit past and current distribution data, and notify investors of new distributions using the integrated email functionality.

  • CRE
  • Farran
  • Mainstreet Investments
  • TwinRock
  • Olympus Property
  • Denholtz
  • Keystone
  • Bancroft
  • UDP
  • Everwest Real Estate Partners
  • CCI
  • Encore