Transaction Center Overview

Learn more about the Transaction CEnter

Collecting offers and closing documents doesn’t have to be a painful and time -consuming process. The CrowdStreet Transaction Center automates much of the investment process; from recording investment offers and sending closing docs, to registering investor verifications and electronic fund transfers.

Learn more about how our transaction center helps automating:

  • Offer Acceptance
  • Document Submission
  • Investor Verification
  • Funding Completion

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For more information about the platform features check out:

Management Portal

The CrowdStreet Management Portal is the sponsor’s unified command center. From here sponsor staff can track and nurture investor prospects, oversee the investment transaction process, and directly manage investor communications and requests.

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Investor Rooms:

The Investor Room is each investor’s personal control panel. Investors can securely log-in and view current performance of their investment, review updates from sponsors, access current and previous years K1’s, review all messages from sponsors, and much more.

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Transaction Center:

Collecting offers and closing documents doesn’t have to be a painful and time -consuming process. The CrowdStreet Transaction Center automates much of the investment process; from recording investment offers and sending closing docs, to registering investor verifications and electronic fund transfers.

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Publishing Platform:

When raising capital in a digital environment, having a high-quality and highly-visible investment offering page is essential. Through its expertise in running the CrowdStreet Marketplace over the past two years, CrowdStreet has gained extensive knowledge and best practices, and has applied them towards developing the most robust cross-platform publishing system in the industry.

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