Investment Platforms

CrowdCheck Keeps Investment Platforms Compliant and Growing

As a broker-dealer or a crowdfunding portal registered with the SEC, you have a difficult job. You have three different constituencies you need to keep happy:

Get it wrong and your platform could be in serious trouble. Get it right with CrowdCheck and get:

Our Diligence, Disclosure And Compliance Services Enable:


Regulation D (Rule 506) offerings made to accredited investors.


Regulation A offerings to non-accredited and accredited investors, reviewed by the SEC.


All offerings under “Regulation Crowdfunding”.


Intrastate or multi-state crowdfunding offerings under the SEC’s Rules 147 and 504.

With various levels of review and the ability to craft diligence products to your unique needs, CrowdCheck protects investors from fraud and platforms from liability.

Learn more about our three standard levels of Checks for operating companies:

CrowdCheck offers checks for pooled investment vehicles (such as private funds) and vetting for real estate investment opportunities.