Improve investor communication with Crowdfund Builder’s Document Management & Message System.

Link to: Get Started

Document Management System

  • Internet based document management system for providing project and investor specific documents (Quarterly Reports, Cash on Cash, XIRR, Memos, ACH, K-1, XIRR Investment Updates)
  • Documents available to investors in their investor portal.
  • Investors can be notified via email when new documents are available.
  • Automated report uploaded and report builder

Message System

  • Send emails to investors
  • Build investor hotlists
  • Track email with saved copies and open history
  • Save email to investor dashboards
  • Embed secure download links for Information Memorandum and Summary of Changes
  • Run Mail Merges
  • Attach downloads
  • Resend and CC features

Click Here To Start Managing Your Investors >

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Crowdfund Builder allows you to manage more investors with less human capital!

Link to: Manage Current Investors

Manage Current Investors

Link to: Qualify & Register New Investors

Qualify & Register New Investors

Link to: Raise Equity Faster

Raise Equity Faster

Link to: Investor Dashboard

Investor Dashboard

Link to: Document Management & Message System

Document Management & Message System

Link to: Deal Room

Deal Room