Features

GENERAL OVERVIEW

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General Overview

CrowdFund Connect is the leading white label crowdfunding platform for investors,
broker/dealers, nonprofits, businesses and everyone in between.

Security & Compliance

We help you with complete security and a system that complies with the strictest SEC and FINRA requirments.

100% WHITELABELED

Your own look and feel powered with our enterprise ready crowdfunding platform with your corporate identity.

UPTIME & RELIABILITY

We use dedicated servers for enhanced security and up-time located in secure data centers in the U.S.

MANAGED TECHNOLOGY

We manage the technology that tracks and manages all transactions allowing you to do what you do best.

RESPONSIVE DESIGN

Our platform is 100% responsive, each and every element including our awesome premium sliders are fully responsive and work on tablets and smart phones.

STATISTICS & ANALYTICS

Our built-in analytics tracks the growth of your website. Get precise data about what pages are popular and how often people visit your site.

INVESTMENTS

PLATFORM FEATURES

Invest Now System

Collects investor data and requires sign-off of accredited investor status. Fully integrated with the leading Salesforce.com for managing workflows and audits.

Deal Widgets

We customize the data and appearance of your deal widgets to meet your needs, while also keeping you fully compliant with federal and state securities law.

Customization

With our easy to use drag and drop lay-out editor you can create high quality pages that allow you to add content to engage the investment community.

Document System

You can post both public and private documents for investors. We integrate with either Docusign or Echosign for signature and document tracking.

Dashboard

Your funding page dashboard provides you with ability to manage and track your funding page including reporting on daily visitors.

Private Dealrooms

Our built-in analytics tracks the growth of your website. Get precise data about what pages are popular and how often people visit your site.

COMPLIANCE

PLATFORM FEATURES

Investor Verification

Whether you use the new general solicitation rules under REG D 506 (c) or file under other SEC exemptions for accredited investors we’ve got you covered.

Funding Documents

We have integrated SalesForce and DocuSign to control your entire workflow and document signing process in one easy to use, auditable system.

Identity Verification

Combining SalesForce and DocuSign provides security, risk and compliance management solutions and ensure strong signer authentication for your issue

FINCEN Audit System

A real-time Web service, checks names against federal watch lists, including OFAC, BIS and others – all captured in SalesForce for full regulatory compliance.

Programmatic Security

Our state-of-the-art platform has multiply security features to ensure all company data and shareholder information are safeguarded at all times.

Anti-spam Features

With built-in anti-spam features keeping your platform free of spam helps to keep your members’ social experience enjoyable and clutter-free.

Networking

PLATFORM FEATURES

Member Profiles

The member profile page gives each member a home for their content, activity, likes, interests and personal info. We make data mining simple and effective.

Activity Feeds

Activity feeds are streams of posts made by members mixed with notifications about what’s happening on your website.

Social DNA

Our sites connect you with your issuers and investors across the internet with full connections to popular networks like LinkedIn, Twitter and Facebook.

Network Structure

Our platform gives you lots of options for deciding how people will join, interact, and use your website. Groups, forums and blogs are easily added and managed.

Social Engagement

See higher engagement rates in your niche social network, with a range of features relevant to video, mobile, social sharing, activity feeds, search and monetization.

Membership Levels

Create multiple levels of membership on your platform to give some members access to special content or extra privileges.

MANAGEMENT

PLATFORM FEATURES

SUPPORT TICKET SYSTEM

Tracks all client communication. Our system is used by hundreds of thousands of sites and server hosting companies with customers in over 130 countries.

UPTIME GAURANTEE

Your business depends on reliable uptime. Our dedicated servers are built for solid reliability and backed with our Network Uptime Guarantee.

SOFTWARE SUPPORT

Our fully licensed software powers thousands of networks including Fortune 100 companies and top brands like Mastercard, Shell Oil and NASA.

ISSUES SUPPORTED

We will assist with general and technical questions as well as any technical errors you encounter. We provide custom application development to our clients.

Member Profiles

The member profile page gives each member a home for their content, investments, interests, activity, and personal information, all of which is customizable.

Social Media Integration

Your members can sign-in instantly with their existing social accounts. They can also publish their posts and comments back to their own social channels.