Price Calculator

Crowdfunding Platform


Online brief

Crowdfunding is the use of small amounts of capital from a large number of individuals to finance a new business venture. Crowdfunding makes use of the easy accessibility of vast networks of people through social media and crowdfunding platforms to bring investors and entrepreneurs together, with the potential to increase entrepreneurship by expanding the pool of investors beyond the traditional circle of owners, relatives, and venture capitalists.

This form already has the default crowdfunding platform settings selected. If you are not sure, do not change the default settings. Additional options and features you can add to our agreement. This online calculator allows you to get a preliminary price for software with your settings.

General
What currency will be the main one on the platform?
What language will be on the platform by default?
Payment service providers can be integrated to automate payment processing.
You need this section if you plan to do some functionality of the platform yourself
Multilingual
Will the platform use multiple languages?
Multi-currency
Will the platform use multiple currencies?
Promo Website
We install your finished design on the platform, but we can create a custom design for you
Investor's Portal
We install your finished design on the platform, but we can create a custom design for you
Users can enable or disable two step verification
The investor must enter the data and provide copies of the documents. The set of fields and data depends on whether the investor is an individual or a legal entity.
Investor questionnaire
During the onboarding, the investor is provided with a questionnaire during which the following is determined:
- investor information
- knowledge of risks
- investment plans
Investment projects
The investor has access to the list of projects available for investment, including their full information.
The list of projects will be provided with a set of filters for the most efficient search of projects (by location of the object, interest rate, type of risk, etc.)
Project details
The investor can access the details of each project:
- Basic project overview,
- Risk assessment,
- Documentation
Registration / Sign-in form
A page that allows Website Visitors to register and sign-in to the System
Forgot password
The system will allow registered users to reset their password and set up a new one after they log in to the system through a confirmation link sent to the verified e-mail
E-mail confirmation
System requires email confirmation
Sign-in and signup using Google / Facebook
The system will allow registered users to sign-in using their existing Google or Facebook accounts
Dashboard
Dashboard will be a starting page after log in to the account or upon completion of the Investment.
Dashboard will show some aggregated information regarding investments:
- Investor’s account balance
- Invested amount
- Number of projects
Investor’s profile
Investors will be able to view and edit (if required) their personal data provided during the registration procedure
Create an investment
The investor selects projects and uses the "invest" function
My investments
The investor can see information on his investments
Accepting terms & rules of platform use
The investor must agree with a set of relevant documents to finalize the investment
Money on hold
The investor can see transactions awaiting the collection of the necessary money for the invested projects
Withdrawals
The investor can withdraw funds to his bank account
My documents
The investor can see all accepted legal agreements and investment documents
Account statement
The investor can see the account statement
Income statement
The investor can see the income statement
Ongoing & finished investment projects
The investor can see their investments, their payback and interest payment schedule
E-mail notifications
System will generate and circulate to investors automated notifications based on the templates. Notifications will be linked to particular events:
- E-mail confirmation
- Completion of registration
- Password reset e-mail
- Completion of Identification
- Investment successful
- Loan repaid
Promo code
Cashback bonus code can be entered during the investment
Referral program
The user can invite friends to invest and earn extra benefits. A separate unique link for sharing is generated for the user
Back-office
Projects
The full list of projects, created by platform admin in the system, will be available showing some key data, such as, amount, status etc.
Create new project
You can create an unlimited number of projects. Also, you are able to add translation to different languages.
Project status
Available several statuses of projects (raising funds, fully invested, ongoing project, finished, cancelled, secret)
Project management
• Create or edit project
• Add translations
• Assign borrower to the project/loan
• Launch project
• Cancel project
• Start project (after successful funding)
Investors
You can see information about all registered investors (individuals and companies)
Project Owners (Borrowers)
You can see information about all registered project owners (companies)
Guarantors
You can see information about all project guarantors (individuals and companies)
Dashboard
Dashboard shows custom metrics and graphs for each user role
Filters
All sections of the back office have powerful filters and the ability to export data in different formats
Historical Data
You can see the log of historical data for any platform object: investors, projects, project owners, guarantors, beneficiaries, representatives, personal data, company data, etc.
Data Export
All sections of the back office have the ability to export data in different formats
Users
This section allows you to add employees as new users. You can manage users and their roles.
Roles
This section allows you to create and manage user roles. You can create a new role with any permissions.
Permissions
The administrator can create new roles for users and grant them permissions
AML Office
AML Officer can filter clients you have to check on compliance with your AML policy
Automatic Reminders for AML Officer
AML-officer can create automatic reminders for any clients
Beneficiaries
You can manage information about the beneficiaries of any client (investors, project owners, guarantors)
Representatives
You can manage information about representatives of any client (investors, project owners, guarantors)
Statistical information & charts
Administrator can track different data and different charts are available:
• Daily/monthly Investment information
• Daily/monthly user information
• Daily/monthly loan request information
Automatic Reminders
A support employee can create automatic reminders for any clients (investors, project owners, guarantors)
GPDR
You can see and manage information about any individual registered on the platform (investors, guarantors)
Companies
You can see and manage information about any legal entity registered on the platform (investors, project owners, guarantors)
Compliance with the General Data Protection Regulation
The client may request to provide him with information about personal data known to the platform. This section allows you to quickly find all customer data. You can delete personal data about any individual. This process will not compromise the integrity of the database
Investor’s Transactions
You can see all investor transactions, funds adding, money on hold, investments, withdrawals, interest income, fines, referral income etc.
Borrower’s Transactions
You can see all borrower’s transactions, funds repayment, credit history, payment schedules, forthcoming payments, delayed payments, fines etc.
Add transaction
It is possible to manually add an investment transaction
Add payment
Making individual payments from the admin system
Investors’ Transactions Summary
You can get a summary for any investors
Project Owners’ Transactions Summary
You can get a summary for any project owners
Tax Statements
You can download data for bookkeeping for withholding taxes for investors
Annual Report to Regulator
You can download the financial report for the regulator
Documents
You can see any documents created on the client platform
Templates
You will be able to manage templates for all documents in the platform
SMS notification
You can create sms messages manually and assign and/or eliminate recipients. System can ensure the automated generation of sms (payment orders, documents for investments etc.)
E-mail notifications
System will ensure the automated circulation of e-mail notifications according to the templates and pre-set triggers. Email templates must be created and agreed upon in advance.
Creating promo codes
You can create different promo code campaigns
Referral program
You will be able to manage referrals in the platform

Profile

About you
Write your first name
Write your last name
You can write your company name
Select your country
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Please write your phone number or WhatsApp
Write address of your company's website
Your project
Come up with the name of your new platform
Select your country of operation
Expected project start date
How will you fund the project?
The platform will need a regulatory license from the country's authority
Specify if the platform requires a regulatory license.
We already have the regulatory license for the platform
Indicate if you have the required regulatory license.
Let us know a bit more details about your business
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Our Solutions

Contacts

FinMV Group (USA)

Software for fintech solutions (Crowdfunding, Crowdinvesting, Online Banking, Payment System, Crowdlending, P2P lending, Microfinance Banking, Competitive Intelligence)

E-mail: info@finmv.com

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