Case Study: The SMARTCAP Group achieves rapid fundraising growth and streamlined investor management with CrowdStreet

The SMARTCAP Group - Customer Case Study

The SMARTCAP Group, a Seattle-based commercial real estate sponsor managing over 450,000 sq. ft. of value‑add assets, needed to scale beyond its in‑house underwriting and investor portal. Founders Tim Shoultz and Joe Ollis sought an Investment Management solution that met their high technical standards and a fundraising channel to grow their investor base, and they selected CrowdStreet—using its Sponsor Direct platform and Marketplace to replace manual investor administration and tap online crowdfunding.

CrowdStreet delivered a combined solution: Marketplace listings to raise capital and Sponsor Direct for investor servicing. SmartCap’s 2016 South Seattle Business Park 506(b) listing subscribed almost overnight, a Fund offering helped acquire two assets they otherwise couldn’t access, and Sponsor Direct cut investor‑management time from roughly 25% to 1%. Easy K‑1 uploads and robust CRM features saved significant staff hours—time savings that “paid for our entire investment”—while CrowdStreet expanded SmartCap’s investor reach and scalability.

The SMARTCAP Group

Joe Ollis

Founder / COO