Improve Investor Communication & Transparency

Delight your investors with simple tools that improve communications
and increase transparency.

Communication is the cornerstone of trust and investor communication is no different. In a recent survey to CrowdStreet investors, communication overwhelmingly ranked #1 in what investors look for in a good Sponsor.

The CrowdStreet platform has built-in tools to make it easy for you to communicate with your investors. From sharing an offering, to providing post-funding documents, good communication improves investor transparency.

Creating, editing, and sending emails directly from the platform is as simple as a few clicks. And unlike Outlook, MailChimp or other independent systems, our integrated email tools make attaching investment documents, bulk emailing to targeted investors, and viewing investor email history simple and easy. All your communication, all in one place.

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Built-in Email Composer
With a built-in email composer, attaching secure documents, personalization and sending emails is straightforward.

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Support for Bulk Emailing
We make it easy to send an email to a list of prospects who have shown interest in a specific offering, or generate an email to a group of existing investors.

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Beautiful Email Templates
Create and save media rich HTML email templates. With our editor, adding pictures, graphs, and formatting can easily be managed by anyone.

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Tasks
Our platform automatically creates tasks from investor questions or comments to remind you to follow up and tracks the inquiries you’ve responded to.

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Email Performance Tracking
All emails are tracked to monitor for bounces, opens, clicks and more. Following up with investors who opened an email is fast and simple.

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Communication History
Each email is tracked and saved to an investor’s record which helps you provide better customer service and increases investor transparency.

The Encore Investors Relations team envisioned a more automated approach to communicating with investors and distributing the K1 tax documents, read their story.

Getting Started is Easy!
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