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