Infrastructure for Scale
Everything you need to operate a regulated investment marketplace from day one.
Automated checks for Reg CF, Reg A+, and Reg D offerings. Built-in Bad Actor checks, KYC/AML, and accreditation verification.
- FINRA-ready workflows
- Form C generation
- Escrow integration
Sophisticated tools to onboard issuers, manage due diligence, and syndicate deals across your network.
- Issuer onboarding portal
- Data room management
- Multi-stage approval workflows
Build a completely custom frontend experience while leveraging our robust backend for transactions and compliance.
- RESTful API access
- Webhooks & events
- White-label UI components
Why build from scratch?
Building a compliant investment portal from scratch takes 12–18 months and costs $500k+. With CrowdEngine, you can launch in weeks at a fraction of the cost.
Custom Development
High risk, long timeline, maintenance nightmare.
CrowdEngine Platform
Proven infrastructure, regular updates, compliance included.
Portal Operator FAQs
Common questions from businesses building investment marketplaces with CrowdEngine.
Most portals go live within 4–8 weeks. That includes branding configuration, compliance setup, and investor onboarding flows. Building the same infrastructure from scratch typically takes 12–18 months and costs $500k or more.
CrowdEngine supports Regulation CF (Title III), Regulation A+ (Tier 1 and Tier 2), Regulation D 506(b) and 506(c), and Regulation S for international offerings. The compliance engine handles Bad Actor checks, KYC/AML, accreditation verification, and Form C generation automatically.
Yes. CrowdEngine is 100% white-label. You can apply your own domain, logo, color scheme, and email templates. Investors interact entirely within your branded experience — CrowdEngine is invisible to them.
It depends on the offering type. Reg CF portals require FINRA registration as a funding portal. Reg D and Reg A+ portals have different requirements. CrowdEngine's compliance team can guide you through the registration process and ensure your portal meets all applicable FINRA and SEC requirements.
Yes. The platform includes a full issuer onboarding portal, data room management, multi-stage approval workflows, and deal syndication tools. You can manage hundreds of simultaneous offerings across different regulation types from a single dashboard.
Yes. CrowdEngine provides a full RESTful API with webhooks and event notifications. You can build a completely custom frontend while the platform handles all compliance, transaction processing, and investor management on the backend. White-label UI components are also available for faster development.
CrowdEngine integrates with leading escrow providers to hold investor funds until offering conditions are met. For Reg CF offerings, escrow is required by law and is handled automatically. For Reg D and Reg A+ offerings, escrow is optional and configurable per deal.
All plans include access to a dedicated onboarding team, compliance documentation, and technical support. Enterprise plans include a named account manager, priority support SLAs, and access to CrowdEngine's legal and compliance advisory team for complex offering structures.