Standard Features

The Only Crowdfunding Software You’ll Ever Need

Compliance and Regulations

– SEC, FINRA, & Broker Dealer compliant
– Reg A+, Reg D 506(b) & 506(c), Reg CF, Fund, Intrastate, and International Compliance ready
– Self-accreditation, Uploaded accreditation, 3rd party services
– Online escrow, online payments, online signing


Digital Signature service is fully integrated. We timestamp and record the IP address of every digital signature, fro your customized forms, compliance forms, or contracts and agreements from Docusign and other providers. CrowdPay lets you automate, capture, and store online documents.


Choose when and where you want to verify your investors ability to invest on the portal. We offer several methods to accredit investors using built in features or 3rd party providers. (Self-accreditation, Uploaded accreditation, Accreditation Services)

SEC/FINRA Compliant

CrowdPay has been through a FINRA review and is ready for your Broker-Dealer business or otherwise. Have a record of every activity, communication, and change made to your portal with serialized change and activity logs.

Digital Documents, Digitial Signatures

– Built-in E-Signatures for critical forms
– Docusign Integration
– FundAmerica E-Sig Integration

Bad Actor Checks

Check Issuers or investors against for bad actors using trusted third party solutions, if required.

ID Validation

We can recognize and verify IDs, drivers licenses, passports in more than 100 countries for KYC purposes.

Custom Forms

Chooses to have sponsors fill out a submission request, require investors to provide custom data, you name it we can collect it and you can export it anytime.

Know Your Customer (KYC)

Choose from ID Validation, Suitability questionnaires, uploaded document requirements, and more.

Anti-Money laundering (AML) Checks

You can conduct AML checks either traditionally or automatically via 3rd party services, we provide the tools you need.

Residency Requirements

Choose to show investments to residents of a certain state or country, require them to self certify their residency of a jurisdiction, or even upload a drivers license or passport.

Cool-Off Periods

Require new users to wait X days before viewing an investment.

Issuer Features

Project Setup Wizard

Issuer Dashboard

Investment Photo Gallery

Bad Actor Checks

Know Your Customer (KYC)

Anti-Money laundering (AML) Checks

Document Management

Track investor information

Investment updates

Investor Features

Watch Lists

Investors can “watch” a project and then view it under their Investor dashboard under “Watchlist”. Also, as an option, any public updates posted to the project will be sent to all followers.

Post comments / Ask Questions

Investors can post comments if allowed and ask questions for the Issuer which he may answer publicly or privately.

Investment Dashboard

Complete Investment reporting dashboard, track what investments you’ve made, how they are performing, related documents and earnings payments, and more ( updating Q2 2016)

Investment Profiles

Investors can have multiple investment profiles, including individual, entity and custodial profiles. Navigating and choosing your current profile is clear and easy, and confirmed prior to making any investment to avoid confusion.

Equity Back Office


E-Signatures come standard, with timestamp and IP address recording for every digital signature used with our built in compliance forms (residency verification, accreditation, income/net worth verification, etc.) We also support Docusign Integration for investment agreements.

Manage Accreditation

Choose when and where you want to verify your investors ability to invest on the portal. We offer several methods to accredit investors using built in features or 3rd party providers. (Self-accreditation, Uploaded accreditation, Accreditation Services)

Payment and Escrow Ready

– Online ACH/ bank payment processing
– Online escrow functionality
– Offline Payment Options

Moderator Access

Compliance officers and lawyers can easily review or supervise transaction on your portal using “moderator” access.

Project Approval Process

Require sponsors to fill out a questionnaire before they can list a deal, with approval each step of the way so you can manage compliance and quality control

Equity Payment Options

ACH, Wire & Check Options

Indicate interest On Offerings

Traditional Payments ( Check & Wire)

Multiple Currencies

Online Payments

General Features


Admin Dashboard, Issuer Dashboard, and Investor Dashboards. Charts too. Get the details on your sites’ users, transactions, and trends that drive your business and the project owners’ ability to succeed. You’re in the know and in control.

Social Media Ready

Manage “One Click Sign Up” from popular social media networks. (LinkedIn, Facebook, and Twitter). Share projects easily with a sharing bar after checkout and prominently placed on the project page. Use the “Embed” Widget to embed a project’s tombstone on another website to drive free clicks to your portal.

Admin Backoffice

Intuitive navigation with the most complete set of standard features makes for managing your end-users, projects, contributors, and settings. On a single screen you can easily view statistics, trends, and monitor key portal activities. Track Transactions, Users, Activity, real-time project status. Approve or decline uploads, forms, projects, and much more.


Smart rules for project duration, minimum and maximum funding amounts, workflows, emails, and hundreds more, we have more options than anybody.


Configure automatic transactional emails to send appropriate portal and project updates with ease. Customize your HTML emails with dynamic text and your logo/branding. Built-in messaging and update system in addition to the MailChimp marketing integration.

Mobile Ready

Whether your users use a tablet, smartphone, or PC, users will always have the ideal crowdfunding experience. Our default theme was designed from the ground up to be ready for any device using Bootstrap 3 (the latest mobile ready framework). All you need to do is add your logo and customize some text and pictures to go live on all devices.

Export Data

Export your users, project and transactions anytime so you can manage and filter your data as you need and then take action on the results.

YouTube & Vimeo integration

Embed video almost anywhere you want by cutting and pasting, videos have been proven to be highly effective in crowdfunding so we highly recommend them.

Search & Search filters

Search for projects or use any of the pre-existing filters to view projects that are most funded, etc.

Website Builder

Use our point and click website builder to add your own content and images to your site or customize everything with our front-end source code package.

Professional Support

Our team of experts is ready to provide live support when you need us. Whether it’s technical, launch, or project management, CrowdPay’s support teams are here to provide guidance when you need it, including on call 24/7 availability with escalation plans for any issue that persists past a predetermined amount of time.

Launch Support

We offer every new client a project management tool with timelines, checklists, knowledge bases, and launch support to help you get off the ground running. Our proprietary 100+ step launch process will ensure everything is as easy as possible for your team. Launch faster, with less headaches.