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Crowdfunding software: investor portals & onboarding

Crowdfunding platforms: offers, investors and updates in one place. Raise more, chase less.

Investors get onboarded by email. ID checks are screenshots in an inbox. Investor caps live in a spreadsheet and offer documents are three versions deep in someone's Downloads folder. We build investor portals, issuer portals and compliance trails for crowdfunding platforms that all talk to each other. Then we host them and look after them.

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Looking for crowdfunding software that handles investors, issuers and the compliance trail?

A crowdfunding platform is a marketplace, a compliance desk, a payments business and a newsroom all at once. Every offer has an issuer to vet, documents to publish, a Q&A forum to watch, investors to verify, caps to check, cooling-off periods to honour and money to reconcile. Most platforms glue it together with a website builder, a form tool, a KYC vendor, a bank portal and a heroic spreadsheet. It works until a big raise goes live and five hundred applications land in a weekend.

Wollopit builds custom crowdfunding software around how your platform actually runs and the obligations that come with your licence. Investors sign up, get verified and apply online. Caps and cooling-off are checked automatically. Issuers manage their own offer and answer questions in the forum. Funds reconcile against applications and closing an offer hands a clean register to the share registry. We connect the tools you already rely on, replace the ones holding you back and look after the lot on our own servers.

01The problems

What we hear from crowdfunding platforms

Does your crowdfunding platform have these problems? Here's how we'd fix them.

Most platforms we talk to have a sharp compliance team and a stack held together with forms and spreadsheets. It works, right up until a hot offer goes live.

  • The problemOnboarding by emailInvestors email back forms and licence photos. Someone retypes it all and nobody's sure which version is the right one.
    How we fix itOnline onboarding with identity checks, the risk warning acknowledged and every step recorded against the investor.
  • The problemID checks done by handScreenshots of driver's licences in a shared inbox, with the odd one checked twice and the odd one not at all.
    How we fix itElectronic verification through GreenID or FrankieOne, a review queue for the ones that fail and a KYC record you can pull up in seconds.
  • The problemInvestor caps in a spreadsheetRetail limits per issuer get checked by eye across multiple applications. One slip and you've got a refund and an awkward phone call.
    How we fix itAutomatic cap checks across every application in the rolling period, with retail and wholesale treated properly.
  • The problemWholesale certificates go staleAccountant certificates sit in a folder and nobody notices when one expires.
    How we fix itCertificates stored against the investor with expiry dates, reminders before they lapse and checks at application time.
  • The problemOffer documents everywhereThe offer document, financials and supplementary documents live in email threads and three different upload folders.
    How we fix itOffer pages with version-controlled documents, a clear change history and investors notified when something material changes.
  • The problemCooling-off tracked by handSomeone keeps a calendar of who applied when and processes withdrawals from memory.
    How we fix itA cooling-off timer on every application, one-click withdrawals for investors and refunds queued automatically.
  • The problemThe forum is a full-time jobInvestor questions pile up, issuers reply late and moderation happens whenever someone has a spare minute.
    How we fix itA built-in communication facility per offer with issuer replies, moderation tools, alerts and a permanent record.
  • The problemMoney matched by handBank transfers land in the trust account with half a reference and someone spends the afternoon matching them.
    How we fix itUnique payment references per application, card and PayTo options and automatic reconciliation into Xero or MYOB.
  • The problemIssuer onboarding is messyDue diligence lives in email: a constitution here, a cap table there and a checklist nobody fully trusts.
    How we fix itAn issuer portal with a due diligence checklist, document uploads, reviewer sign-off and a clear status for every company.
  • The problemClosing an offer takes a weekFinal allocations get worked out in a spreadsheet, then exported, cleaned up and emailed to the registry.
    How we fix itA closing workflow that locks applications, confirms allocations and exports a clean register for Automic or Computershare.
  • The problemInvestor updates sent manuallyIssuers send updates to you, you copy them into Mailchimp and half the investors never see them.
    How we fix itUpdate feeds per offer that issuers post to directly, with emails to investors and a history in their portal.
  • The problemAudits are a scrambleWhen the auditor or regulator asks a question you're digging through inboxes to rebuild what happened.
    How we fix itA full audit trail on every investor, application and document, with reports ready when you need them.
02What we build

Solutions

What we build for crowdfunding platforms. Usually all talking to each other.

Pick the one that's hurting most or join the whole lot up. Everything is built around how your team works, not the other way round.

01

Investor onboarding

Sign-up, identity checks, investor type, risk warning acknowledgement and suitability steps built around your licence.

02

Investor portal

Applications, holdings, cooling-off status, documents and offer updates in one login for every investor.

03

Offer pages

Hand-built offer pages with the offer document, disclosures, risk warnings, raise progress and a clear apply button.

04

Communication facility

A Q&A forum for every offer with issuer replies, moderation, alerts and a permanent record.

05

Investor cap checks

Retail limits checked across applications and wholesale certificates stored with expiry reminders.

06

Cooling-off tracking

A timer on every application, investor withdrawals online and refunds queued without anyone chasing it.

07

Payments & reconciliation

Unique references, card and PayTo through Stripe, Monoova or Zepto, matched against applications and pushed to Xero or MYOB.

08

Issuer portal

Companies upload documents, work through due diligence, draft their offer and post updates themselves.

09

Due diligence workflow

Checklists per issuer, background checks, reviewer notes and sign-off before anything goes live.

10

Offer closing & registry export

Lock applications, confirm allocations, handle oversubscription and send a clean register to the registry.

11

Investor updates & reporting

Issuer updates, post-raise reports and announcements delivered by email and kept in each investor's portal.

12

Compliance dashboard & audit trail

Every check, acknowledgement, document version and decision logged and reportable on demand.

13

CRM connection

Investor and issuer activity flowing into HubSpot or Salesforce so the team sees the whole picture.

14

A website that raises

Fast on mobile, live offers front and centre and built to rank for the raises and sectors you specialise in.

03The systems

The big ones

Your whole platform, on one system.

These are the systems crowdfunding platforms ask us about most. Each one works on its own and they get properly clever when they're joined up.

Investor onboarding

Verified, warned and ready to invest in minutes.

Investors sign up, prove who they are and work through the steps your licence requires without a single email attachment. Every acknowledgement and check is recorded against the investor so the compliance trail writes itself.

  • Sign-up on any phone
  • Electronic ID through GreenID or FrankieOne
  • Review queue for failed checks
  • Retail or wholesale investor type
  • Wholesale certificates with expiry dates
  • Risk warning acknowledged and logged
  • Investor caps checked automatically
  • Companies, trusts and SMSFs supported
  • Re-verification when details change
  • Full KYC record per investor

Offers & forum

Offer pages that sell the raise and keep the record.

Every offer gets a proper page with its documents, risk warnings and live raise progress. The Q&A forum sits right there with issuer replies and moderation, so questions get answered and nothing goes missing.

  • Offer pages built from one editor
  • Version-controlled offer documents
  • Supplementary documents with notices
  • Live raise progress and minimum target
  • Countdown to offer close
  • Q&A forum per offer
  • Issuer replies and moderation tools
  • Alerts for unanswered questions
  • Watchlists and offer reminders
  • Every page change logged

Issuer portal

Companies run their own raise. You keep the keys.

Issuers log in to upload documents, work through due diligence and draft their offer page. Your team reviews, comments and signs off before anything goes live, then issuers post updates and answer investors themselves.

  • Issuer accounts with team logins
  • Due diligence checklist per company
  • Document uploads with versions
  • Reviewer comments and sign-off
  • Offer page drafts and previews
  • Director and officer checks
  • Status board for every issuer
  • Issuer replies in the forum
  • Post-raise updates and reports
  • Fees and invoices into Xero

Payments & closing

Money matched, cooling-off honoured, offer closed clean.

Every application gets its own payment reference and cooling-off timer. Funds reconcile automatically and when an offer closes the allocations lock and a clean register goes to the share registry.

  • Unique payment reference per application
  • Card and PayTo through Stripe, Monoova or Zepto
  • Automatic matching to applications
  • Cooling-off timer on every application
  • Online withdrawals and queued refunds
  • Minimum subscription tracking
  • Oversubscription and scale-back handling
  • Allocation lock at close
  • Register export for Automic or Computershare
  • Reconciliation into Xero or MYOB

Updates & registers

Investors hear from the company long after the raise.

Issuers post updates straight to their investors through your platform. Every investor sees their holdings, documents and update history in one place and your team gets a full register and audit trail without a spreadsheet in sight.

  • Update feed per company
  • Issuer posts with your approval
  • Email delivery and read tracking
  • Investor holdings in their portal
  • Documents and statements in one place
  • Investor register per offer
  • Announcements across all investors
  • Audit trail on every action
  • Reports for your compliance team
  • CRM sync to HubSpot or Salesforce
04How it changes

Before and after

An offer launch, wolloped.

Here's how launch week on a new raise could change. Every platform and licence is different, so we map yours first.

Before

  1. Offer document emailed back and forth until someone calls it final
  2. Investors email forms and licence photos
  3. Caps checked against a spreadsheet by eye
  4. Cooling-off dates kept in a calendar
  5. Bank transfers matched by hand every afternoon
  6. Issuer sends an update for you to copy into Mailchimp

After

  1. Issuer uploads the final version and your team signs it off
  2. Investors sign up and get verified online in minutes
  3. Caps checked automatically on every application
  4. Cooling-off runs on its own and refunds queue themselves
  5. Payments match to applications as they land
  6. Issuer posts the update and every investor gets it
05Services

Everything under one roof

Software, websites and systems for crowdfunding platforms.

Whether you're starting fresh or upgrading what you've got, it's one team from the first sketch to the support call.

Custom software for crowdfunding platforms

Built around how your crowdfunding platform actually runs: investor onboarding, investor portal and the admin in between, in one system you own.

Websites for crowdfunding platforms

Fast, hand-built websites that rank for the searches your customers make and turn visits into enquiries, bookings or orders.

Crowdfunding platform system upgrades

Running on spreadsheets, old software or a platform you've outgrown? We move your data across and upgrade in stages so the business never stops.

Apps and portals for crowdfunding platforms

Offer pages and communication facility: customer and staff portals that work on any phone without an app store.

Integrations and automation

We connect Xero, MYOB and Microsoft 365 so information moves on its own and nobody retypes it.

Hosting, support and care

Managed hosting, updates, backups and security for your crowdfunding platform, looked after by the people who built it.

06Integrations

Connections

Plays nicely with what you already use.

We connect to the tools you rely on, work alongside the platforms your compliance team trusts or replace the ones holding you back.

  • Xero
  • MYOB
  • Microsoft 365
  • Google Workspace
  • DocuSign
  • HubSpot
  • Salesforce
  • Stripe
  • Monoova
  • Zepto
  • GreenID
  • FrankieOne
  • Equifax
  • Automic
  • Computershare
  • Cake Equity
  • Mailchimp
  • Calendly
  • Zoom
  • Slack
07How we work

The process

Some people dip their toe in. We turn up in a rebreather.

We get properly below the surface of your crowdfunding platform: the systems, the busy days and the jobs everyone hates. Then we fix the bits that matter most first.

  1. 01

    Think

    We sit with your compliance, operations and investor teams, walk through a live offer end to end and work out what's actually slowing you down.

  2. 02

    Archi-tech

    We plan it before writing code: your licence obligations, investor and issuer flows, ID checks, payments, registry handover, hosting and cost.

  3. 03

    Build

    Real engineering, shown to you early and often. Usually the most painful bit first, so you get a win before your next big raise.

  4. 04

    Look after

    We host it, maintain it and keep improving it. When something breaks you call the people who built it.

08Questions

FAQ

Things crowdfunding platforms ask us.

Something else on your mind? Ring 0423 011 252 and ask the people who'd build it.

Can it be built around our licence requirements?

Yes. We work with your compliance team so the onboarding, offer and closing flows match your obligations. Every step gets recorded so you can show your working.

Can it handle ID checks and KYC?

Yes. We connect to verification services like GreenID or FrankieOne for electronic checks. Anything that fails lands in a review queue and every result is stored against the investor.

Can it check investor caps and wholesale certificates?

Yes. Retail caps can be checked across every application in the period and wholesale certificates are stored with expiry dates, reminders and checks at application time.

We already use a registry and a KYC provider. Do we have to switch?

No. If Automic, Computershare or your KYC vendor is doing its job, we build around it. If something is holding you back, we'll show you what replacing it would involve before anything changes.

Can issuers manage their own offers?

Yes. Issuers get their own portal to upload documents, work through due diligence, draft their offer page, answer forum questions and post updates. Your team keeps sign-off on everything.

How secure is it?

Security is planned in from the start during Archi-tech: access controls, audit trails, encryption and where your data lives. We host it on our own managed servers and keep it patched and monitored.

How much does a crowdfunding platform system cost?

It depends on what you need, so we quote up front once we understand it. No surprise invoices, no lock-in and you own what we build.

How long does it take?

Smaller jobs like online onboarding or an offer page builder can be quick. Bigger systems are planned in stages so you get the first win early instead of waiting for everything at once.

Who looks after it once it's built?

We do. We host it on our own managed servers and keep it updated and secure. When you need something you ring the people who built it.

We already have systems. Can you upgrade them instead of starting again?

Usually, yes. Most crowdfunding platforms we work with keep what's working and upgrade the rest in stages. We move your data across, connect the old and new while we switch and retire the old system only when the new one is proven.

Contact

Got a crowdfunding platform problem? Consider it wolloped.

Tell us what's slow, broken, manual or missing. You don't need a spec, just describe what's going on.

Call0423 011 252 Emailprojects@wollopit.com.au
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