Fundraising & CRM
Raise the next deal from the same place you run it
CREAssets is fundraising software and an investor CRM for commercial real estate sponsors. Publish an offering, open a deal room, run campaigns and watch the pipeline move itself as investors soft-commit, subscribe and sign — without exporting a single list to another tool.
Updated
Capabilities
Offerings with investor classes
Each class carries its own terms, minimums, fees and funding instructions — wire, ACH or check.
Deal rooms with staged access
Sections unlock by stage: public, NDA signed, accredited, invested. Documents are versioned and access is logged.
Offering visibility you control
Public, private, invite-only or hidden. Private and invite-only offerings reach only the investors you invited — enforced on the server.
Pipelines that advance themselves
Soft commits, subscriptions and signatures move investors through your pipeline stages automatically.
Email campaigns and automations
Marketing emails from your own sending domain, with suppression and unsubscribe handled. Automations tag, email, text, create tasks and notify your team.
Lead forms, landing pages, scheduler
Embeddable forms with UTM attribution and bot protection, landing pages, a digital business card and booking pages that respect your calendar.
A CRM that already knows the cap table
Contacts, organizations, tags, lists and segments sit on the same record as commitments and positions — so “everyone who invested in Fund I but not Fund II” is a filter, not a spreadsheet.
Public deal pages are for offerings you are permitted to market generally, such as Rule 506(c). The sponsor remains responsible for compliance with securities laws.
- Investor and lead profiles with entities, documents and activity
- Tasks and notes on every contact
- Separate investor (operational) emails and marketing emails, each with the right footer
- Co-GP invitations, roles and carry/fee shares recorded on the deal
- Texting with consent tracking as a paid add-on
Who uses it
Fundraising & CRM: common questions
Do I still need HubSpot or Mailchimp?
You may not. CREAssets includes contacts, pipelines, segments, marketing email, lead forms, landing pages, automations and a scheduler. If you keep another CRM, outbound webhooks can send new contacts and form submissions to it.
Can I keep a 506(b) offering private?
Yes. Set the offering to private or invite-only and it is shown only to investors you invited, both in the list and when they try to subscribe.
Can I send email from my own domain?
Yes. Connect a custom sending domain for marketing email; we handle warm-up limits, bounces, suppression and one-click unsubscribe.
Run your next raise on one platform.
Sign up free and build your first deal today. Upgrade only when you collect investor money — and if you are moving from another platform or from spreadsheets, we migrate you at no cost and your first month is free.