We make it easy to launch online Fund offerings or a Funding portal.
Publicly visible and shareable deals, Offline Escrow, Docusign, Self Accreditation, traditional payment, and open Deal Room Access.
Publicly visible or shareable deals, Online Escrow, Online document signing, Online payment, Offline payment, Investor Accreditation income and net worth Verification and open Deal Room Access.
NOT Publicly visible or shareable deals, Offline / online docs Traditional and Online payment, Owner Approval and open Deal Room Access.
Configured for integrated Docusign and traditional payment methods, Admin approval of uploaded document (accreditation or other forms of approval)
NOT Publicly visible or shareable deals, Docusign, Traditional Payment Method, State Profile Restriction, Address Verification to invest, open Deal Room. (using NJ as apresentation)
Ready Out Of the Box
CrowdPay’s proven Regulation A+ solution simplifies your online security offering, streamlines due diligence, and helps you reach new investors so you can have access to more capital.
– SEC, FINRA, & Broker Dealer compliant
– Reg A+ ready.
Streamline Due Diligence
Automate due diligence and the investment process from initial registration to a completed investment. Control the onboarding process, accreditation, online payments, e-signatures, document management, offline payments, and full reporting and compliance with full audit logs.
CrowdPay is SEC, FINRA, & Broker-Dealer compliant for Reg A+, Reg D 506(b) & 506(c), and intrastate funding. Including all communication and audit logs for admin users.
Manage your crowdfunding website with ease, and monitor transactions at a glance. CrowdPay’s Admin backend and Project Owner Dashboards make it easy to manage everything. Investors get their own Dashboard with history, documents, updates, forms, etc.