Investment Tech Equity Crowdfunding Software sector
Strategic acquirers, private equity (buyout funds and growth funds) firms, and valuation benchmarks for Investment Tech Equity Crowdfunding Software
1.1 - About Investment Tech Equity Crowdfunding Software sector
Companies in this category build platforms that enable issuers to raise equity from retail and accredited investors online, handling compliance, investor onboarding, payments, and ownership records. Investment Tech Equity Crowdfunding Software helps funding portals and broker-dealers streamline deal listing, subscription processing, and post-close shareholder management, reducing friction and expanding access to capital while maintaining regulatory standards.
These vendors typically offer configurable deal listing portals, investor onboarding with KYC/AML and accreditation checks, digital subscription agreements with e‑signature, payment processing and escrow orchestration, cap table and shareholder registry management, issuer and investor dashboards with analytics, compliance and reporting workflows, and optional secondary trading bulletin boards or ATS integrations, often delivered as white‑label, API‑enabled platforms that connect to CRM, marketing automation, and accounting systems.
Primary customers include funding portal operators, broker-dealers, and issuers such as startups, SMEs, and real estate sponsors. By centralizing compliance and investor onboarding, they shorten time-to-launch for offerings, expand investor reach, improve conversion rates through better user experience, and reduce administrative overhead with automated subscription processing and cap table updates, while enhancing auditability and regulatory adherence for ongoing reporting and shareholder communications.
2. Buyers in the Investment Tech Equity Crowdfunding Software sector
2.1 Top strategic acquirers of Investment Tech Equity Crowdfunding Software companies
CleanCapital
HQ: United States
Website
- Description: Provider of solar and energy storage development, acquisition, investment and asset-management services for middle-market and mid-scale utility projects across the United States, delivering clean-energy solutions, power sales and ESG-aligned returns to corporations, municipalities, schools and other stakeholders.
- Key Products:
- Solar & Storage Asset Acquisition: Identifies and acquires middle-market operating solar and energy storage projects, utilizing professionalized processes to secure high-performing clean energy assets and expand portfolio
- Investment Underwriting & Diligence: Applies deep renewable expertise to efficiently underwrite, model and perform due diligence on potential portfolios, ensuring reliable financial performance and risk mitigation for investors
- Renewable Asset Management: Provides ongoing technical and financial management of acquired solar and storage assets, optimizing energy output, maximizing returns and delivering consistent performance to off-takers
- ESG-Focused Clean Energy Investing: Deploys institutional capital into clean energy assets aligned with ESG principles, enabling investors to achieve sustainability targets while generating competitive returns.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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2.2 - Strategic buyer groups for Investment Tech Equity Crowdfunding Software sector
M&A buyer group 1: Equity Crowdfunding
6 companies
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Description: Enterprise Equity Crowdfunding Platforms enable issuers to raise capital online from accredited and retail investors under regulations such as Reg CF, Reg A+, and Reg D. These companies provide end-to-end marketplaces that manage deal listing, investor onboarding, transaction processing, and compliance oversight. By digitizing equity offerings, they expand investor reach, streamline workflows for issuers and broker-dealers, and deliver transparent reporting across the capital formation lifecycle.
CleanCapital
- Type: N/A
- Employees: ●●●●●
- Description: Provider of solar and energy storage development, acquisition, investment and asset-management services for middle-market and mid-scale utility projects across the United States, delivering clean-energy solutions, power sales and ESG-aligned returns to corporations, municipalities, schools and other stakeholders.
- Key Products:
- Solar & Storage Asset Acquisition: Identifies and acquires middle-market operating solar and energy storage projects, utilizing professionalized processes to secure high-performing clean energy assets and expand portfolio
- Investment Underwriting & Diligence: Applies deep renewable expertise to efficiently underwrite, model and perform due diligence on potential portfolios, ensuring reliable financial performance and risk mitigation for investors
- Renewable Asset Management: Provides ongoing technical and financial management of acquired solar and storage assets, optimizing energy output, maximizing returns and delivering consistent performance to off-takers
- ESG-Focused Clean Energy Investing: Deploys institutional capital into clean energy assets aligned with ESG principles, enabling investors to achieve sustainability targets while generating competitive returns.
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Key Products: ████████, ████████, ████████, ████████
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Buyer group 3: ████████ ████████
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Key Products: ████████, ████████, ████████, ████████
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3. Investors and private equity firms in Investment Tech Equity Crowdfunding Software sector
3.1 - Buyout funds in the Investment Tech Equity Crowdfunding Software sector
2.2 - Strategic buyer groups for Investment Tech Equity Crowdfunding Software sector
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4 - Top valuation comps for Investment Tech Equity Crowdfunding Software companies
4.2 - Public trading comparable groups for Investment Tech Equity Crowdfunding Software sector
Valuation benchmark group 1: Capital Markets Software Providers
17 companies
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Description: Companies in this public trading comparables group provide enterprise software and technology platforms that power capital markets operations, including securities trading, settlement, investor servicing, fund distribution, and wealth administration. They monetize through recurring SaaS subscriptions, licenses, transaction fees, and managed services. These vendors are grouped together as valuation benchmarks because they serve similar regulated financial workflows, sell into institutions, and exhibit durable, mission-critical infrastructure characteristics.
Ford
- Enterprise value: $●●●m
- Market Cap: $●●●m
- EV/Revenue: ●.●x
- EV/EBITDA: ●●.●x
- Description: Provider of a range of trucks, commercial cars and vans, sport utility vehicles, and luxury vehicles worldwide; offers retail installment sale contracts and direct financing leases for new vehicles; sells vehicles, service parts, and accessories through distributors and dealers; provides wholesale loans to dealers for vehicle inventory purchase and dealership operations.
- Key Products:
- Trucks: Range of Ford trucks with varied functionalities for different use cases
- Commercial Vehicles: Vans and commercial cars suitable for business applications
- Luxury Vehicles: Premium Lincoln-branded vehicles with advanced features and luxury
- Retail Financing: Retail installment sale contracts and direct financing leases for vehicle purchases
- Fleet Solutions: Wholesale loans to dealers for vehicle inventory and dealership operations.
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Revenue growth
Median
15.7%
2025E
16.0%
2026E
EBITDA margin
Median
28.2%
2025E
28.6%
2026E
Cash EBITDA margin
Median
27.6%
2025E
28.0%
2026E
EV/Revenue
Median
8.4x
2025E
6.8x
2026E
EV/EBITDA
Median
28.9x
2025E
24.4x
2026E
EV/Cash EBITDA
Median
29.0x
2025E
25.5x
2026E
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