CrowdFundConnect Services

CrowdFundConnect designs, builds and manages funding portals for broker/dealers, self-issuers and commercial real estate developers to post curated deals that connect companies seeking funding with investors.

Regulatory Compliance Services

Full audit tracking using single integration of SalesForce, DocuSign and other leading industry providers.

  • Accredited investor verification
  • Online document signing including PPMs
  • Subscription agreements, W-9 forms and others
  • Works with your third party escrow service
  • Works with payments via wire, ACH, or check
  • Full reporting of complete deal flow on all investors

Web Design Service

We can build pretty much anything you need to the highest quality and at a competitive price.

  • Web and graphic design
  • Custom coding html/css/php/mysql
  • Corporate identity and branding services
  • Develop marketing collateral
  • SEO services (Search Engine Optimization)
  • Email newsletter design services

Product Development Services

CrowdFundConnect offers a full range of superior process-driven product development services.

  • Product Development Services
  • Conduct focus groups and surveys
  • Usability testing
  • Document product requirements
  • Develop wireframes and prototypes
  • Develop interaction designs

Operations Support Services

We have a commitment to our customers to provide quality support services at competitive prices.

  • Host and administer your site
  • Technical support
  • Define systems and processes for customer service
  • Develop management reports
  • Train staff

Engineering Services

We provide an extensive range of turnkey, à la carte, and third party integrations and engineering services.

  • Development to customize and enhance core platform
  • Third-party integrations
  • Perform system administration and maintenance

Marketing Services

We are a quality solution to your design, branding, marketing, social media, web and all things marketing.

  • Integration with webinars and event registration
  • Low cost CAN SPAM compliant email services
  • Less than 1/4 cent per email
  • Enhanced analytics support campaign tracking
  • Perform A/B testing to optimize conversion rates

 

Your pool of investors just increased by 2 billion

CrowdfundConnect is for accredited investors, brokers and companies. It’s a network of broker / dealer crowdfunding sites that spans the country across multiple industries. Think of CrowdfundConnect as a real estate multiple listing service. Owners in real estate list their home with a sponsoring broker who then provides broad marketing and exposure through network of cooperating brokers that share in the commission for providing buyers for sellers. Maximize sales price through increasing exposure.

Each company seeking funds is required to provide specific information such as term sheets, cap tables, pro formas, executive summaries, business plans, press releases and their pitch presentation. Companies provide information and links to their past investors, founding team members, key employees and strategic advisors.

Companies gain exposure across the entire spectrum of institutional and retail investors that our network of cooperating broker / dealers work with. This increased exposure maximizes a company’s value and increases their ability to raise capital.

Our secure registration system allows investors to register one time yet provides full access to all CrowdfundConnect sites. Our integrated social networking system allows easy access to communicate across the network with other interested investors to team up and provide help with due diligence.

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Sign legal agreements securely and seamlessly on any CrowdfundConnect site. Once the transaction closes, you will receive fully executed documents. Security is provided by leading vendors such as Adobe and Verisign to ensure your safety on CrowdfundConnect portals.

Our transfer partner uses bank-level encryption allowing you to fund your investment securely online with any bank account. All funds will remain in a secure, third-party escrow account until the round is fully funded.

Each cooperating site on CrowdfundConnect network is owned by broker dealers that are registered with FINRA and follow SEC guidelines.

Learn more about how CrowdfundConnect can benefit you. See the broker/dealer presentation deck.

For investors: Investing in private emerging growth companies

You are an accredited investor and looking for ways to increase your return. In the past, investing in these companies required that you either invest a large amount of money in a venture firm or hedge fund. Now, you can diversify your portfolio across multiple industries – or laser focus on an industry like health care or real estate that you already know and follow.

You might already know members of the management team. You could be a current customer or supplier. Perhaps your investment advisor has connections at the company – The point is, you want in.

Deal transparency and communications

Each company seeking funds is required to provide specific information such as term sheets, cap tables, pro formas, executive summaries, business plans, press releases and their pitch presentation. Companies provide information and links to their past investors, founding team members, key employees and strategic advisors that assist you in knowing not only their business model – but who is going to execute the plan.

As a company gains interested investment followers, you can track and follow the momentum. Each page has an activity feed that keeps you up to date and properly informed on recent changes and activities. The Q&A section allows you to engage and be informed on a continual basis.

Learn more

CrowdFundConnect is a network of broker / dealer sites that spans the country across multiple industries. Our secure registration system allows you to register one time yet provides you full access with one user name, password and profile to all CrowdFundConnect sites. Our integrated social networking system allows you easy access to communicate across the network with other interested investors where you can team up and provide help with due diligence.

Learn more today. Read an informative 5-page brochure here.

For Companies: Increase access to capital

Your company needs money to grow and expand, yet the current financial markets have constricted. You may already have tapped into your angel and venture capital system, yet you need an added push that may not fit your current investors model.

Work with one of our broker/dealer partners to create new investment vehicles such as single purpose LLCs, aggregating new investments from accredited investors and angels under a single shareholder umbrella that allows you to stay under current SEC investor limits. A FINRA registered broker/dealer assists you in deal origination and investment compliance.

Deal transparency and communications

Your pitch page containing information such as term sheets, cap tables, pro formas, executive summaries, business plans, press releases and their pitch presentation. You provide information and links to past investors, founding team members, key employees and strategic advisors that assist investors in knowing not only understanding your business model – but who is going to execute the plan.

Each Pitch page comes with a full internet marketing suite that allows you to drive investors, vendors and clients you are connected to directly to your opportunity – and start your viral campaign.

As your company gains interested investment followers, you can track and follow the momentum. Each page has an activity feed that keeps you up to date and properly informed on recent changes and activities.

Learn more

CrowdFundConnect is a network of broker / dealer sites that spans the country across multiple industries. Think of CrowdFundConnect as a real estate multiple listing service. Owners in real estate list their home with a sponsoring broker who then provides broad marketing and exposure through network of cooperating brokers that share in the commission for providing buyers for sellers. Maximize sales price through increasing exposure.

Learn more today. Read an informative 5-page brochure here.

For brokers: The JOBs Act is changing your world

You want to take advantage of new regulations about to be put in place by the JOBs Act. But you don’t want to spend hundreds of thousands of dollars and invest months or longer to build, market and manage a proprietary crowd funding site. Deal origination is an important part of your business and you can’t afford to lose quality deals you can sponsor.

To compete in the online world of crowd funding, you will need to build a database of accredited retail investors and have access to start-ups and emerging growth companies. Building and managing a new technology is going to be a major distraction for your core business. You don’t have to do this yourself. There is a better way, by leveraging CrowdfundConnect.

How It Works

Your company receives their own custom branded web portal for posting their deal flow that is available for crowd funding.

CrowdFundConnect builds your crowd fund portal, provides technical support and management. We provide full reporting on deals and investments including tracking where investors originate for payment of referral fees.

You charge success and engagement fees companies seeking funding that you post and provide service to on your portal. You provide the due diligence, help prepare their funding documents and make sure the company is compliant with SEC regulations.

Investors that register on your portal as their first point of entry to the network are treated as your referral for investments they make, creating an annuity stream for you on investments they make on any and all cooperating broker portals within CrowdFundConnect.

Learn more

CrowdFundConnect is a network of broker / dealer sites that spans the country across multiple industries. Think of CrowdFundConnect as a real estate multiple listing service. Owners in real estate list their home with a sponsoring broker who then provides broad marketing and exposure through network of cooperating brokers that share in the commission for providing buyers for sellers. Maximize sales price through increasing exposure.

See how CrowdfundConnect works. Read an informative 5-page brochure here.