Investor onboarding
ID and suitability steps.
Crowdfunding investor portals & onboarding
Crowdfunding platforms: offers, investors and updates in one place. Onboarding done properly.
Investor onboarding by email, offer documents scattered and updates sent manually. We build investor portals for crowdfunding platforms.
Looking for crowdfunding investor portal software?
Crowdfunding platforms need clear offers, compliant onboarding and ongoing investor communication. We build the platform around your licence obligations.
Wollopit builds calculators, client portals, application flows and websites for crowdfunding platforms around how your business actually works. We connect the systems you already use, replace the ones holding you back and look after the lot on our own servers, so your clients get answers faster and your team spends less time chasing paperwork.
01The problems
What we hear from crowdfunding platforms
Does your crowdfunding platform have these problems? Here's how we'd fix them.
Most crowdfunding platforms we talk to are drowning in document chasing, re-keyed forms and clients asking for updates by phone.
- The problemOnboarding by emailSlow and risky.How we fix itOnline onboarding with ID checks.
- The problemOffer documentsScattered.How we fix itOffer pages with documents.
- The problemInvestor updatesManual emails.How we fix itInvestor update feeds.
- The problemCooling-off periodsTracked by hand.How we fix itAutomatic tracking.
- The problemInvestor recordsSpreadsheets.How we fix itInvestor registers.
- The problemIssuer onboardingMessy.How we fix itIssuer portals.
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.
Offer pages
Documents and disclosures.
Investor updates
Per offer.
Cooling-off tracking
Automatic.
Investor registers
Records kept.
Issuer portals
Companies manage offers.
03How it changes
Before and after
An offer launch, wolloped.
Here's how a typical day could change. Every business is different, so we map yours first.
Before
- Onboarding emails
- Documents attached
- Cooling-off tracked by hand
- Updates manual
After
- Online onboarding
- Offer page live
- Cooling-off automatic
- Updates posted
04Services
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, offer pages 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
Investor updates and cooling-off tracking: 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.
05Integrations
Connections
Plays nicely with what you already use.
We connect to the tools you rely on, work alongside the ones you're happy with or replace the ones holding you back.
- Xero
- MYOB
- Microsoft 365
- Google Workspace
- DocuSign
- HubSpot
- Salesforce
- Calendly
- Stripe
- Zoom
06How 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.
- 01
Think
We spend time with the people doing the work, see where the hours go and work out what's actually slowing you down.
- 02
Archi-tech
We plan it before writing code: your data, customers, payments, the tools you keep, hosting and cost.
- 03
Build
Real engineering, shown to you early and often. Usually the most painful bit first, so you get a win quickly.
- 04
Look after
We host it, maintain it and keep improving it. When something breaks you call the people who built it.
07Questions
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 flows match your obligations.
How much does it cost?
It depends on what you need, so we quote up front once we understand your crowdfunding platform. No surprise invoices, no lock-in and you own what we build.
Can it connect to our CRM and aggregator tools?
Usually, yes. We connect to the systems you rely on and fill in what they can't do. If something should go we'll explain why before anything changes.
Is client data kept secure?
Yes. Encrypted connections, restricted access and Australian-managed servers, following the Australian Privacy Principles. We only collect what's actually needed.
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.