Case Study: William Warren Group achieves streamlined investor management and efficiency with CrowdStreet Sponsor Direct

William Warren Group - Customer Case Study

William Warren Group (WWG), the 10th largest owner of self-storage properties in the U.S., faced a time-consuming, manual investor-management process as its network grew from a tight-knit friends-and-family base to more than 300 individual investors and multiple institutional partners. Legacy workflows (static PDFs in ShareFile) demanded heavy CFO oversight and lacked real-time investor access, so WWG evaluated vendors and selected CrowdStreet’s white‑label Sponsor Direct solution to provide a centralized, automated back‑office and investor portal.

CrowdStreet implemented Sponsor Direct — including the Sponsor Direct CRM, Investor Room, Transaction Center and Management Console — in a 60‑day rollout that integrated 35 portfolio assets, nearly 300 investors and 2,300+ documents. The branded, 24/7 portal centralizes reporting and transactions (publish offerings, distribute quarterly reports, e-sign and fund commitments), driving a majority of investors to self‑service, delivering substantial efficiency gains for WWG’s leadership and higher investor satisfaction.

William Warren Group

Bill Hobin

CEO