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Our Services

We design, build and manage funding portals for broker/dealers, self-issuers and commercial real estate
developers to post curated deals that connect companies seeking funding with investors.

Regulatory Compliance

Full audit tracking using single integration of SalesForce, DocuSign and other leading industry providers.

– Accredited investor verification
– Online document signing including PPMs
– Subscription agreements, W-9 forms and others
– Works with your third party escrow service
– Works with payments via wire, ACH, or check
– Full reporting of complete deal flow on all investors

Product Development

CrowdFund Connect offers a full range of superior process-driven product development services.

– Product Development Services
– Conduct focus groups and surveys
– Usability testing
– Document product requirements
– Develop wireframes and prototypes
– Develop interaction designs

Web Design Services

We can build pretty much anything you need to the highest quality and at a competitive price.

– Web and graphic design
– Custom coding html/css/php/mysql
– Corporate identity and branding services
– Develop marketing collateral
– SEO services (Search Engine Optimization)
– Email newsletter design services

Marketing Services

We are a quality solution to your design, branding, marketing, social media, web and all things marketing.

– Integration with webinars and event registration
– Low cost CAN SPAM compliant email services
– Less than 1/4 cent per email
– Enhanced analytics support campaign tracking
– Perform A/B testing to optimize conversion rates

Operations Support

We have a commitment to our customers to provide quality support services at competitive prices.

– Host and administer your site
– Technical support
– Define systems and processes for customer service
– Develop management reports
– Train staff

Engineering Services

We provide an extensive range of turnkey, à la carte, and third party integration and engineering services.

– Development to customize and enhance core platform
– Third-party integration
– Perform system administration and maintenance