Provide a Great Investor Experience

Happy investors invest more money, invest more often, and remain loyal customers for years to come.

Most people now bank, view their stocks, and manage other investments online – your investors are no different. The bar has been raised for managing and making investments online. Your investors are expecting you to provide them with a great online experience and commercial real estate sponsors need to keep up with new technology to recruit new, and retain their existing investor base.

Providing your investors with a great online experience is more than just a pretty website. Creating an experience they will want to come back to by allowing them to self-serve with user-friendly tools to track their investments will make them return again and again. And they need to know that their data is safe with you. CrowdStreet’s platform has institutional-level security to protect their confidential information. Happy and safe investors equates to long-term investors.

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Share Your Private Offerings
Invite past investors, friends and family to privately view offerings and securely access offering documents in your own branded portal.

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Online Investor Dashboard
Each investor has a personal dashboard that shows all their positions across your offerings – all in one place.

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Private Portal
With a branded, private portal integrated directly into your website, investors can log in, view current offerings, manage offers & view existing investments.

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Self-Service Tools
Investors can securely access K1 tax and legal documents and other communication, anytime they need, cutting down on service calls.

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Automated Transaction Process
Simplify and automate the transaction process while creating transparency for your investors.

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Secure, Centralized Documents
Store all of your investor’s important documents in one, secure place and with access whenever and wherever they want.

See how CrowdStreet Sponsor Direct transformed one Sponsors investor communications (and cut workload by over 40%) – download our case study: “Denholtz Associates and CrowdStreet…”.

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