Investment Management.

Manage your investors after closing — cap table, distributions, documents, and compliance — even if you didn’t raise on Invown.

Everything you need to manage investors.

From cap table management to investor communications, our platform replaces spreadsheets, scattered emails, and manual tracking with one centralized dashboard.

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Cap Table Management

Maintain a single source of truth for every equity holder — whether they invested on Invown or externally. Track ownership percentages, share classes, vesting schedules, and transfer history. Import your existing cap table in minutes via spreadsheet or AI-assisted extraction.

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Document Center

Securely store and distribute tax documents (K-1s, 1099s), subscription agreements, operating agreements, quarterly reports, and any other investor documents. Investors access everything from their personalized portal with signed, expiring download links.

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Distribution Tracking

Record and track every distribution to every investor. Mark distributions as sent, processing, or received — and your investors see real-time payment status directly in their dashboard. Export distribution history for tax reporting and audits.

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Investor Communications

Send announcements, updates, and newsletters to all your investors or targeted groups. Every message is tracked with read receipts so you know exactly who’s engaged and who needs a follow-up.

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Compliance & Reporting

Never miss a filing deadline. Track SEC annual reports, state filings, Form D amendments, and annual disclosures with automated reminders. Export compliance-ready investor data and audit trails on demand.

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Investor Portal

Give your investors their own secure login where they can view their investment details, download documents, track distributions, manage notification preferences, and stay informed — without you having to field individual requests.

How it works.

1

Create your account

Sign up, tell us about your company and offering, and configure your investor portal. No credit card required — setup takes under 5 minutes.

2

Import your data

Upload your investor spreadsheet (CSV or Excel) or use our AI-assisted import to extract data from subscription agreements and cap tables. Most users are fully set up in 15 minutes.

3

Manage & communicate

Track distributions, share documents, send announcements, and maintain compliance — all from one dashboard. Your investors log in to their own portal to stay informed.

Works with any offering.

Whether you used Reg CF, Reg D, Reg A+, or any other exemption — and whether your offering is in real estate, startups, funds, or any asset class — Invown manages your investors after closing.

  • ✅ Multi-asset class — real estate, venture, PE, funds
  • ✅ Any regulation — Reg CF, Reg D, Reg A+, state exemptions
  • ✅ Any platform — Wefunder, Republic, StartEngine, or private
  • ✅ Import existing data — spreadsheet or AI-assisted
  • ✅ Investor portal included — your investors get their own login

No credit card required

Frequently asked questions.

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No. Our investment management platform works for any offering — Wefunder, Republic, StartEngine, private raises, or any other platform. Import your data and start managing immediately.

Free during beta. We’ll announce pricing before beta ends, and early users get grandfathered into favorable terms. No hidden fees, no credit card required.

Yes. Each investor receives an invitation to create their own secure account where they can view investment details, download tax documents and agreements, track distribution payments, and manage their notification preferences — all without you having to field individual requests.

Upload a CSV/Excel spreadsheet or use our AI-assisted import that extracts information from subscription agreements and cap tables. Most users are set up in under 15 minutes.

Absolutely. Record every distribution payment, mark them as sent or processing, and your investors see real-time status updates in their portal. Export full distribution history for tax reporting and audits.

All data is encrypted at rest and in transit on Google Cloud Platform. Role-based access controls, signed document URLs with automatic expiration, and SEC-grade security practices.

Any type — Reg CF, Reg D (506b/506c), Reg A+, state exemptions. Any asset class — real estate, startups, private equity funds, small businesses, and more.
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Ready to simplify investor management?

Join the issuers saving hours every week managing their investors with Invown.