Unlock your capital raising potential with a powerful cloud based Investor Management solution

Capital Engine™ is a financial technology company, providing investment professionals and advisors with customized SaaS solutions to power white label Capital Markets (debt / equity) and Private Exchange platforms with a focus on investor management services

Capital raising just got easier

Extensive tools to manage, navigate & automate the fundraising process:

Capital Engine's white label software integrates seamlessly with any website or application:

  • Admin, issuer & investor dashboards
  • Project setup wizard provides intuitive navigation & project onboarding
  • Manage & monitor project activity with secure admin features & capabilities
  • Transaction history & tracking of users, activity, real-time project status & progress
  • Manage website content (banners, email templates & invest buttons)
  • Marketing tools (newsletter, user messaging & automated email notifications)
  • Project snapshot (comprehensive project reviews, transaction status & investor reports)
  • 3rd party API's to sync & manage popular business technologies
  • e-Sign with DocuSign & EchoSign API integration
  • Online payment gateways (ACH, wire & check)
  • Compliance & regulations for Reg D. 506(b) & (c), Reg A+ & Reg S (International)
  • Investor Accreditation (uploaded & 3rd party services)
  • Launch support (technical, marketing & project management)


Investor Management Solution

Seamless investor registration process & experience allows 24/7 secure access to manage and track investments

Our state-of-the-art software provides intuitive & critical tools for fundraising professionals to run a successful online capital raising campaign:

  • Digital invest buttons seamlessly link investors to a white labeled investment page (invest, pledge, reserve shares & donate)
  • Browse, search & view project offerings
  • Investor access to deal room to view confidential documentation (offering memorandums, subscription agreements & legal agreements)
  • Indicate interest using pledge or reserve share button options
  • Investor analytics, tracking & management
  • Investment profile selection & ability to invest as an individual, entity or international investor
  • Automated fundraising increasing productivity




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