Streamline Your Real Estate Syndications & Funds

CrowdEngine automates the entire accreditation verification process: • Self-certification questionnaires for 506(b) offerings • Integration with third-party verification services (VerifyInvestor, Parallel Markets) for 506(c) • Income and net worth documentation upload and review • CPA/attorney letter acceptance • Automatic expiration tracking and re-verification reminders • Audit trail for SEC compliance The platform stores all verification documents securely and generates compliance reports for your records.

Yes, CrowdEngine supports multi-property and multi-fund management on a single platform. You can: • Create separate investment opportunities for each property or fund • Allow investors to view and invest in multiple deals from one account • Track investor participation across different offerings • Generate consolidated reporting and K-1s • Manage different fee structures and waterfall calculations per deal • Maintain separate investor communications for each property This is ideal for sponsors managing multiple syndications, opportunity zone funds, or a portfolio of properties.

CrowdEngine automates the entire distribution workflow: • Calculate distributions based on ownership percentages, preferred returns, and waterfall structures • Support for complex structures including promote splits, hurdle rates, and catch-up provisions • Automated ACH payment processing to investor bank accounts • Generate distribution statements and tax documents (K-1s, 1099s) • Track cumulative returns, IRR, and cash-on-cash returns per investor • Quarterly and annual reporting dashboards • Investor portal access to view distribution history The system handles both recurring distributions (monthly/quarterly rents) and one-time distributions (refinance proceeds, sale proceeds).

CrowdEngine automates generation of all key real estate syndication documents: • Subscription Agreements with investor-specific details • Private Placement Memorandums (PPMs) with property information • Operating Agreements for LLC structures • Investor Questionnaires for accreditation • Form D filings for SEC compliance • K-1 tax documents (via integration with tax software) • Distribution statements and investor reports • Quarterly performance updates All documents support e-signature integration (DocuSign, HelloSign) for seamless digital execution. You can customize templates to match your specific deal structures and legal requirements.

Yes, CrowdEngine is fully equipped to handle Opportunity Zone (OZ) fund requirements: • Track investor capital contributions and 180-day investment deadlines • Monitor substantial improvement requirements (doubling of basis) • Calculate and report on 10-year holding period benefits • Manage OZ-specific compliance documentation • Generate investor reports showing tax benefit projections • Support for both Reg D and Reg A+ OZ fund structures • Integration with QOF certification tracking Many real estate sponsors use CrowdEngine specifically for their Opportunity Zone fund offerings due to the complex compliance and reporting requirements.

Most real estate sponsors launch their branded portal in 2-4 weeks: Week 1: Platform setup, branding customization, and team training Week 2: Property data upload, document template configuration, and investor import Week 3: Testing, compliance review, and soft launch with select investors Week 4: Full launch and marketing campaign For urgent deals, we offer expedited onboarding that can have you live in as little as 5-7 business days. The timeline depends on your preparedness with deal documents, investor data, and branding assets. CrowdEngine's white-label platform means you're not building from scratch—you're customizing a proven system that's already SEC-compliant and battle-tested.