Power Your Fund Management

CrowdEngine delivers institutional-grade LP reporting: • Quarterly performance reports with IRR, MOIC, and DPI calculations • Capital account statements showing contributions, distributions, and current balance • Portfolio company updates and valuations • Fee calculations and management fee statements • K-1 tax document generation and distribution • Customizable dashboards with real-time fund performance • Document library for all fund communications • Mobile-responsive LP portal for on-the-go access All reports are automatically generated and can be white-labeled with your fund's branding. LPs receive email notifications when new reports are available.

Yes, CrowdEngine supports complex multi-fund structures: • Manage multiple funds from a single platform • Different fee structures per fund (2/20, 1.5/15, etc.) • Separate waterfall calculations and carry distributions • Cross-fund LP tracking and consolidated reporting • Fund-of-funds structures with underlying investments • Co-investment vehicles and SPVs • Different compliance requirements per fund (Reg D, 3(c)(1), 3(c)(7)) Each fund operates independently while sharing the same LP database, allowing you to easily identify LPs who participate in multiple funds and streamline communications.

CrowdEngine's distribution engine handles complex waterfall structures: • European vs. American waterfall calculations • Preferred return (hurdle rate) tracking • GP catch-up provisions • Carried interest calculations with clawback provisions • Multiple tier waterfalls (8%, 12%, 15% hurdles) • Deal-by-deal vs. whole-fund carry • Tax distributions and true-ups • Distribution notices and payment processing The system automatically calculates each LP's distribution amount based on their capital account balance, preferred return accrual, and the fund's waterfall structure. GPs can model different distribution scenarios before executing payments.

CrowdEngine helps RIAs maintain SEC compliance: • Form ADV Part 2 disclosure tracking • Accredited investor verification and documentation • Annual compliance questionnaires for LPs • Conflict of interest disclosures • Political contribution tracking (Pay-to-Play rules) • Custody rule compliance (surprise audits, statements) • Marketing rule compliance (performance advertising) • Recordkeeping and document retention (7-year archive) • Audit trail for all platform activities The platform generates compliance reports for your CCO and maintains all required records in a secure, searchable archive. Integration with compliance software like ACA Compliance Group is available.

CrowdEngine is 100% white-label and fully customizable: • Custom domain (investors.yourfund.com) • Your logo, colors, and fonts throughout • Custom email templates for all communications • Branded PDF reports and documents • Custom navigation and page layouts • Personalized welcome messages and content • Integration with your existing website • Custom fields for LP data collection The platform is designed to feel like your proprietary technology, not a third-party tool. LPs will never see CrowdEngine branding unless you choose to include it. Most funds are fully customized and live within 2-3 weeks.

CrowdEngine integrates with leading fund administration platforms: • Juniper Square (data sync and reporting) • Allvue Systems (capital calls and distributions) • Investran (portfolio company data) • SS&C Advent (Geneva, APX integration) • API access for custom integrations • CSV/Excel import/export for manual workflows • QuickBooks integration for smaller funds Integrations eliminate double data entry and ensure your LP portal always reflects the latest information from your fund administrator. Real-time sync keeps capital account balances, distributions, and performance metrics up-to-date automatically.