Crowd Street's Evolution: What This Means for Investors

What Crowd Street's Evolution Means for You

All offerings on the Crowd Street Marketplace are now brokered by CrowdStreet Capital LLC ('Crowd Street Capital'), a registered broker dealer, Member FINRA/SIPC.

Crowd Street's transition to a broker-dealer model represents a significant enhancement of our services, delivering improved investor experiences, streamlined processes, and new products.

Here's how your experience is improving:

Investor Service

Personalized Guidance: Leveraging their knowledge of financial markets and investment products, our licensed professionals now offer personalized guidance to help you make informed investment decisions tailored to your unique goals and objectives.

Efficient Accreditation: Our new in-house accreditation process saves you time and hassle, extending the verification's duration from three to 12 months, reducing re-verifications, and providing a more efficient experience.

Investments

Additional Insights: Each offering is presented with the enhanced insights to assist you as you make informed decisions, including business plan evaluations, key assumptions and potential risks, and the key decision points that influenced the approval of the investment for the Crowd Street Marketplace.

Expanded Offerings: We can now provide access to investment products from sponsors who distribute exclusively through broker dealers, potentially offering you more choice and opportunities.

Process Changes

New Regulations: As a FINRA regulated entity, we are now required to adhere to certain regulations specific to how broker-dealers can operate.

Funding Safeguards: Our new escrow process adds oversight and control over the movement of funds. All self-directed deals are now funded through third-party escrow accounts, with the Crowd Street Capital team determining whether to release funds to the sponsor based on strict criteria.