A complete approach to investor communication, management & capital raising.

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Client Relationship Management

  • The only CRM designed for real estate investment professionals
  • Organize investor data all in one place
  • Log communications, notes, tasks, and more
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Capital Raising Automation

  • Commit, sign and send contributions in minutes
  • Fund from multiple investors all at the same time
  • Track investors through the subscription process
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Groundbreaker at Recon Capital

As this industry continues to evolve, so must the operator. The GroundBreaker team is a true asset and integral part of operation as we scale. Its good to know they have their ear to the ground, constantly adding new features to keep us on the competitive edge and with top notch customer service and support.

— Andy Williams, Founder of Recon Capital

Investment Management

  • Easily manage individual and entity investment accounts
  • Upload reports, tax documents, and updates seamlessly
  • Calculate and issue investor distributions allocations by ACH
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Modern Investor Portal

  • Store general, tax, marketing and legal documents by deal and entity
  • View holdings, contributions, distributions and returns
  • Mobile friendly design, accessible 24/7 from anywhere in the world
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Security & Compliance

Data hosted in SOC 1- (also known as SSAE 16), SOC 2-, and SOC 3-compliant data centers.

Encryption of data in transit and at rest.

Data stays with your company, even when users leave.

Audit trail.

Backups are geo-redundantly replicated across multiple availability zones for data durability.

Keep your data secure and enhance compliance

GroundBreaker operates on its own framework, treating your data as if it were its own. We employ the highest standards available for security both externally and internally.

You get a set of workflows and systems that enhance your compliance, mitigate risk and grant peace of mind. The appropriate documents are shared with investors in a secure portal, all pertinent information is in one place and you have a full audit trail to fall back on.

Ready to simplify your work life and impress your investors?