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Investor Management System (IMS)

If you’re raising capital through equity crowdfunding, keeping investors happy isn’t optional. It’s essential.

And let’s be honest: managing dozens or even hundreds of investors with spreadsheets, email threads, and clunky tools gets out of hand fast. One missed update or lost document and trust starts to erode.

That’s where the Investor Management System (IMS) from Crowdfund.co comes in. Our IMS software for crowdfunding was built from the ground up to help founders and fund managers actually enjoy managing investor relationships — without the headaches.

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Simplify How You Manage Crowdfunding Investors

You already know raising money is only step one. The real work begins once your campaign closes and your investors are on board.
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They expect clear communication, transparency, and regular updates about how their investment is performing. If you want those investors to return for your next round (or recommend you to others), you need a system that makes delivering that experience seamless.
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Our investor management platform helps you:
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    Store and organize all investor data in one secure place

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    Track equity crowdfunding investments over time

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    Generate clear, professional investor reporting for crowdfunding

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    Communicate with investors through branded email updates

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    Provide an investor-friendly crowdfunding investor portal for self-service access

It’s everything you need to go from reactive scramble mode to proactive, polished investor management — without adding hours to your week.
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Built Specifically for Equity Crowdfunding

Most generic CRM systems and investor tools weren’t designed for crowdfunding campaigns. They assume you’re managing a few institutional LPs, not hundreds of individual investors coming in through a platform.

Our IMS software for crowdfunding is different. It was built specifically for companies raising capital via equity crowdfunding — whether that’s Regulation CF, Regulation A+, Regulation D, or all of the above.

We understand your investors are a mix of experienced angels, first-time backers, and everything in between. They need a simple, professional experience. You need a tool that helps you deliver it without reinventing the wheel each time.

Our equity crowdfunding investor tools give you purpose-built workflows that match the unique needs of this space. That means less customization, fewer headaches, and better results.

Your Crowdfunding Investor Portal, Done Right

One of the features users love most is the built-in crowdfunding investor portal.

No more responding to endless individual investor emails asking about their investment status or chasing down documents. With our portal, each investor gets a secure login where they can:

  • View their investment details
  • Download relevant documents
  • See past updates and reports
  • Manage their contact preferences

And when you update something on your end, it’s automatically reflected in their portal view. It saves time for both you and your investors — and positions you as a professional, trustworthy company from day one.

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Smarter Investor Reporting for Crowdfunding

Timely, accurate reporting isn’t just a nice-to-have. It’s how you maintain investor confidence and build long-term relationships.
Our investor management system makes investor reporting for crowdfunding simple. Generate professional, easy-to-understand reports with just a few clicks.

You can send reports:

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Quarterly or annually, depending on your promises to investors

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As needed when major updates occur

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On a personalized schedule for VIP backers or larger investors

Everything is trackable, so you can see who opened your reports and follow up if needed. Plus, your branding and tone remain consistent across every touchpoint.

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Track Equity Crowdfunding Investments With Ease

With so many investors coming in through multiple crowdfunding rounds, keeping track of who invested when (and how much) can turn into a nightmare.Our IMS platform takes care of it automatically.
You’ll always have a clear picture of:

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Each investor’s total committed capital

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Current ownership stakes

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Investment history across rounds

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Any legal or compliance documentation attached to each investment

And when you’re preparing for your next raise or an exit event, having this data clean and ready can save you countless hours and thousands in legal fees.

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An Investor CRM Built for Crowdfunding

At its core, our system functions as an investor CRM for crowdfunding. But unlike generic CRMs, it speaks your language.

Track investor conversations, notes, and tasks so you and your team never miss a beat. Automate reminders for follow-ups and key dates. Segment your investor base to tailor communications based on size of investment, geography, or engagement level.

Whether you’re sending a heartfelt thank you to a first-time backer or coordinating a call with a potential lead investor for your next round, you’ll always know exactly where the relationship stands.

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We support entrepreneurs at every stage of business growth

Meet Your Crowdfunding Experts

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Chief Legal Officer

Jason Powell

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Chief Technology Officer

Corey Engel

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CEO,HOLD.co

Nate Nead

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Chief Revenue Officer

Ryan Schwab

Why Choose Crowdfund.co’s Investor Management System?

There are plenty of generic investor relations software products out there. But if you’re focused on equity crowdfunding, most of them will leave you frustrated.

We’ve spent years helping companies run successful equity crowdfunding campaigns. We know what founders and fund managers actually need post-raise — and what they don’t have time for.

Our IMS is:
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    Purpose-built for crowdfunding, not retrofitted from institutional investing tools

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    Designed to help you scale as your investor base grows

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    Intuitive and easy to use (no weeks-long onboarding required)

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    Backed by a team that truly understands the crowdfunding landscape

When you choose our investor management system, you’re not just getting software. You’re getting a trusted partner who’s been where you are — and who can help you build the kind of investor relationships that fuel future growth.
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Frequently Asked Questions

General Equity Crowdfunding

What is equity crowdfunding?

Equity crowdfunding allows startups and private businesses to raise capital by selling shares to a large number of investors, typically via online platforms.

Who can invest in equity crowdfunding campaigns?

Anyone can invest, though there may be limits based on income or net worth depending on your country’s regulations.

How is equity crowdfunding different from traditional fundraising?

Unlike venture capital or angel investing, equity crowdfunding is open to the public and allows a broader base of investors to take part, often with lower minimum investments.

What kinds of businesses use equity crowdfunding?

Startups, early-stage companies, and even growth-stage businesses across industries—including tech, consumer products, real estate, and more.

What do investors get in return?

Investors receive equity (ownership) in the business, meaning they may benefit financially if the company succeeds or exits (e.g., through acquisition or IPO).

Compliance & Regulation

Is equity crowdfunding regulated?

Yes. In the U.S., equity crowdfunding is regulated under the JOBS Act (Regulation CF, Regulation A+, and Regulation D), overseen by the SEC and FINRA.

Do I need a broker-dealer or a funding portal?

If you’re raising under Regulation CF, you must use a FINRA-registered funding portal or broker-dealer. Reg A+ and Reg D allow more flexibility.

What legal documents are required to launch a campaign?

You'll need to prepare offering documents, business plans, financial statements, risk disclosures, and in many cases, audited or reviewed financials depending on the regulation used.

What are the investor limits for Regulation CF?

Investor limits vary by income and net worth but generally range from a few thousand dollars to over $100,000 annually.

How do I stay compliant post-raise?

You’ll need to file annual reports (Form C-AR for Reg CF), keep investor records, and communicate material changes per the applicable regulations.

Equity Crowdfunding Marketing

Can I advertise my campaign publicly?

Yes—but only after your Form C is filed with the SEC (for Reg CF) or once you’re qualified (Reg A+). Pre-launch “testing the waters” is also allowed with limitations.

What’s the most effective way to attract investors?

A mix of email marketing, PR, paid advertising, content creation, and social proof (e.g., early investor momentum) tends to drive the best results.

How important is video in a campaign?

Extremely. Campaigns with professional videos tend to raise significantly more—storytelling builds trust and engagement.

Can I use paid ads to promote my raise?

Yes, but ads must follow strict SEC guidelines. Be cautious with language—no promises, guarantees, or misleading ROI claims.

Do I need a marketing partner?

Unless you have in-house experience, a crowdfunding marketing agency can help optimize conversion rates, build buzz, and ensure compliance with promotional rules.

Get Started Today

If you’re ready to manage crowdfunding investors with less stress and more professionalism, we’re here to help.
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Schedule a quick demo to see how our investor management platform works. In just 20 minutes, you’ll see how much time you can save and how much smoother your investor communications can become.
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Your investors will thank you — and you’ll wonder why you didn’t switch sooner.

Crowdfund.co’s Investor Management System: Built for crowdfunding. Built for you.

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