Solutions

Reg CF Portal Infrastructure

Running a FINRA-registered funding portal under Regulation Crowdfunding requires more than a website. Crowdfund.co provides the complete back-end infrastructure — investor onboarding, escrow integration, issuer tools, and compliance dashboards — so you can focus on building your marketplace.

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Before vs. after

Without Crowdfund.co

  • Custom-built investor onboarding from scratch
  • Manual KYC and accreditation tracking in spreadsheets
  • Escrow relationships managed by legal team
  • Issuer campaign tools built ad hoc
  • No unified compliance dashboard

With Crowdfund.co

  • Out-of-the-box investor onboarding and KYC
  • Automated Reg CF investment limit enforcement
  • Pre-integrated escrow provider relationships
  • Issuer self-service campaign management
  • Portal compliance dashboard with filing alerts

What’s included

White-label platform

Deploy under your brand with custom domain, logo, and color scheme. Fully yours.

Issuer onboarding

Streamlined issuer KYC, background check, and offering document review workflows.

Investor protections

Reg CF cooling-off period enforcement, cancel/modify rights, and required disclosures.

Escrow integration

Pre-built integrations with qualified escrow agents as required by Reg CF.

FINRA filing support

Funding portal annual reports, material change notifications, and record-keeping tools.

Multi-issuer management

Dashboard for portal operators to manage multiple concurrent issuer campaigns.