Our online capital raising and investor management tools

Capxe® online features include extensive online capital raising and investor management tools to streamline the investment process


Investor Management Tools

Easily track, manage and market project offerings, transactions and investors with our extensive range of investor management tools:

  • Project setup wizard provides intuitive navigation & project onboarding
  • Manage & monitor project activity with secure admin features & capabilities
  • Online tools for marketing, project & investor management
  • Built in image lightbox, interactive maps & statistic sections
  • Auto calculate capital stack, IRR's, distribution & other metrics
  • Auto generate teasers (PDF) for projects
  • Investor reporting including distribution of monthly statements, investments, dividends, capital account & transaction statements
  • Launch support for multiple project types & regulations


Regulation & Compliance

Securities and Exchange Commission (SEC) regulation governs private placement exemptions allowing companies to raise capital through the sale of equity or debt securities. 

Capxe® provides a private, regulatory compliant branded environment to manage deals and investors for multiple project types and regulations:

  • Reg D 506(b) and (c)
  • Reg A+ (Test the waters)
  • Reg S (International)
  • Self accreditation, uploaded & 3rd party (Verify Investor) services
  • Online escrow, PCI compliant payment & eSigning
  • Integrated investor KYC, AML & bad actor checks
  • Cool-off periods before viewing an investment



Infrastructure & Security

Capxe® is a cloud based software application and cloud security is of the highest priority. 

Capxe’s physical infrastructure is hosted and managed within Amazon’s secure data centers and utilizes the Amazon Web Service (AWS) technology. 

Amazon continually manages risk and undergoes recurring assessments to ensure compliance with industry standards. Amazon’s data center operations have been accredited under:
  • ISO 27001
  • SOC 1 & SOC 2/SSAE 16/ISAE 3402 (Previously SAS 70 Type II)
  • PCI Level 1
  • FISMA Moderate
  • Sarbanes-Oxley (SOX)



Fundraising Automation

Our cloud based capital raising software provides a complete solution for professional fundraising:

  • Unlimited investors & projects
  • Effortless company & project onboarding
  • Integrated API structure to sync & manage key business technologies
  • Social media ready & project sharing
  • YouTube & Vimeo integration
  • Auto email notifications & in-app user messaging
  • Easily create, send & track email campaigns from the platform
  • Use our "Embed" widget to add invest buttons (donate, invest, pledge & reserve shares) to any website, email or text message
  • Manage project access & visibility - public, private & protected (by invitation only)