The Products You Need to Scale AUM
Start with CRE Investment Core and bolt together the products you need to grow your business.
CRE Investment Core
$25USD
per month per GP User billed annually
or $35 per month per GP user billed monthly
Required base product includes
Investor Portal
Distributions Management
Capital Call Management
International Capital Call Payment Processing
More features
- Investor Position Management
- Distribution Notices
- Track Ownership
- Investor Management
Premium Products
POPULAR
$42USD
per month per holding billed annually
or $60 per month per holding billed monthly
Distribution Payments
- Online Distribution Payments
- Automated Pro Rata Calculation
- Tax Withholding
- Secure e-Fund Account™
More features
- Payment Compliance
- Domestic Distributions
- International Distributions
- Reconciliation
- Distribution Adjustments
- Distribution Import
$35USD
per month per syndication billed annually
or $50 per month per syndication billed monthly
$210USD
per month per fund billed annually
or $300 per month per fund billed monthly
Investor Relations
- Performance Reports
- Shared Documents
- Complex Investment Structures
- Investor Insights
More features
- Document Access Rights
- Documents Folders
- Pictures & Videos
- Structured Reports
$95USD
per month billed annually
or $135 per month billed monthly
Fundraising
- Auto Generated Teaser
- Investor Activity Tracker
- e-Signatures
- Deal Pipeline
More features
- Subscription Contract Templates
- Investment Teaser Responses
Transactional Fees
| ACH distribution payment | Free |
|---|---|
| Receive capital call payment | Free |
| Cross border distribution payment | $15* |
More pricing
| FedWire distribution payment | $5* |
|---|---|
| Currency exchange rate | variable* |
| Escrow account | $2500 |
Talk to sales to learn more about fees in other currencies and currency exchange.
*Distribution fees and exchange rates are borne by the recipient.
