Centralize & Simplify Investment Management

Spend less time managing your investors and investments,
and spend more time growing your business.

Are you currently using one system for emails, a different system for tracking investor data and another for storing documents? Mailchimp with Excel? Salesforce with Outlook? We’ve seen it all. Gone are the days of disparate systems that weren’t built for commercial real estate and don’t integrate with each other.

CrowdStreet’s investment management tools were built specifically for managing all your investors and their investments through their entire investment period. Easy to install and simple to use, our powerful tools are all integrated to help your investor relations team scale, provide better customer experience, lower overhead and accelerate your growth by increasing deal flow.

Our team will set you up for success by providing you with support during implementation and throughout your investment periods.  In addition, keeping your information secure and compliant is our priority, that’s why our technology has institutional-grade security and procedures to ensure SEC-compliance.

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Investor CRM
Capture and track your investor’s data across all their investments, creating a central, organized, easy-to-use database of record.

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Centralized Documents
Keep all your investment documents – like K1s and PPMs – in one place and allow your investors to access their important documents securely.

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Distribution Tools
Calculate and track investment distributions automatically, creating a complete capital solution from funds accepted to investment realized.

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Capital Transactions
Automatically create and manage capital transactions with tools for tracking committed and received capital to make future transactions simple.

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Advisor Tools
Create specific RIA/Broker Dealer accounts and give them the tools to invite and educate their own investors.

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Employee Permissions
Easily control what employees can edit within your portal and protect confidential information with roles-based permissions for employee and investor accounts.

Investment Management (IM) Software is a relatively new type of technology solution for the commercial real estate investment industry, download our “Investment Management Software Buyers Guide” for assistance when comparing different software solutions.

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