The Equity Crowdfunding Dashboard in Power BI is a nine-page .pbix report: five interactive analysis pages, one information page, two 280×360 tooltip pages and one hidden drillthrough page bound on nine fields. It ships with a 24-column, 500-row demo workbook and a separate Date table, and the report visuals reference 32 named measures. Setup takes under ten minutes — repoint one Power Query file path at your own workbook and every card, chart and table refreshes.
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Read this first. This is an internal reporting template that visualises data you supply. It is not investment, financial, legal or tax advice, and it is not a solicitation or offer of any security. Every valuation, raise amount, investor count, dilution and return figure shipped in the file is buyer-entered demo data — not research, not a projection and not a benchmark.
🔑 Key Features of the Equity Crowdfunding Dashboard in Power BI
📊 Five analysis pages, one consistent layout. Overview, Funding Trends, Sectors & Stages, Platform Performance and Investor Profile each carry five filter controls along the top, five KPI tiles with month-on-month deltas and sparklines, and two to three charts below. Learning one page teaches you all five.
📏 Twenty-five KPI tiles across the report. Total Invested, Investments, Total Investors, Funded Rate, Investor Rating, Avg. Investment, Platform Fees, Net to Startups, Campaign Target, Funding Progress, Avg. Pre-Money Valuation, Startups Funded, Fee Rate, Avg. Days to Close, Overfunded Rate, Per Investor, Repeat Investors and KYC Verified all recalculate against the active filters.
🔍 Synced slicers plus hidden detail pages. Every analysis page shares a Date Range, Sector, Platform and Investor Region slicer, then adds a page-specific fifth filter — Funding Stage, Campaign Status, Security Type, Investment Channel or Investor Age Group. Two tooltip pages and a drillthrough page bound on Startup Name, Sector, Funding Stage, Platform, Security Type, Investor Type, Investor Region, Investment Channel and Campaign Status are already wired.
⚙️ Nothing is locked. All visuals are standard Power BI — clustered bar, line-and-clustered-column combo, donut, area, card, table and slicer. There are no licensed custom visuals, so every colour, measure and field is editable in Power BI Desktop.
⚠️ What This Template Does Not Do
Please read this section before buying. This file is a reporting layer, not a compliance system. It does not:
- Give investment, financial, legal or tax advice, and it is not a solicitation or offer of any security.
- Assess or ensure compliance with Regulation Crowdfunding (Reg CF), Regulation A+, Regulation D, the JOBS Act, SEC or FINRA rules, the FCA, ESMA/ECSPR or any other securities regime in any jurisdiction.
- Perform due diligence, valuation, suitability assessment, investor accreditation, AML/KYC checks or the funding-portal record-keeping required of a registered intermediary. The KYC Verified tile simply counts a flag column you populate — it verifies nothing.
- Produce audited, assured or filing-ready figures.
The demo rows name platforms such as Wefunder, Crowdcube, Fundable, Seedrs, StartEngine and Republic purely as placeholder text. No data, partnership, affiliation or endorsement is implied, and you should overwrite those names with your own before showing the report to anyone.
📦 What Is Inside the Equity Crowdfunding Template
Page 1: Overview
Five KPI tiles — Total Invested, Investments, Total Investors, Funded Rate and Investor Rating out of five — sit above Total Invested and Funded Rate by Month, Total Invested by Investor Region and Total Investments by Campaign Status. Filters: Date Range, Sector, Platform, Investor Region and Funding Stage.
Page 2: Funding Trends
Tracks Total Invested, Avg. Investment, Investments, Platform Fees and Net to Startups, then charts Avg. Investment Size and Total Investments by Month and Total Invested by Month. A Quarterly Capital Scorecard table lists Total Invested, Total Investments and Avg. Investment Size for each quarter.
Page 3: Sectors and Stages
Adds Campaign Target, Funding Progress, Avg. Pre-Money Valuation and Startups Funded. Charts are Total Invested by Sector across eleven sectors, Total Invested and Funded Rate by Funding Stage across five stages, and Total Invested by Security Type covering Ordinary Shares, SAFE, Revenue Share, Convertible Note and Preference Shares.
Page 4: Platform Performance
Shows Platform Fees, Fee Rate, Avg. Days to Close, Funded Rate and Overfunded Rate, with Total Invested and Fee Rate by Platform and Avg. Days to Close by Platform. The Platform Economics Scorecard table lists Total Invested, Total Platform Fees and Fee Rate for each platform in your data.
Page 5: Investor Profile
Covers Total Investors, Per Investor, Repeat Investors, KYC Verified and Investor Rating, with Total Invested and Total Investors by Investor Type and Total Investments by Investment Channel. A Regional Investor Scorecard breaks out investors, capital, invested per investor and repeat rate by region.
📊 Equity Crowdfunding Dashboard in Power BI vs. Tableau / Qlik vs. Paid Cap-Table SaaS
| Feature | This Template | Tableau / Qlik build | Carta / Ledgy / AngelList tooling |
|---|---|---|---|
| Cost | $29.99 one-time | $75+ per user per month plus build cost | $300–$3,000+ per year |
| Platform | Power BI Desktop (free) | Paid licence per creator | Vendor-hosted only |
| Setup time | ✅ Under 10 minutes | Days to weeks of development | Onboarding plus data migration |
| Your data stays local | ✅ Yes — nothing is uploaded | Depends on the server | Hosted by the vendor |
| Editable measures and visuals | ✅ All 32 measures editable | ✅ Yes, with developer time | Fixed vendor reports |
| Drillthrough and tooltip pages | ✅ Pre-wired on 9 fields | Build it yourself | Limited |
| Securities compliance features | ❌ None — reporting only | ❌ None | ✅ Cap table and filing support |
| Year-1 cost at 5 users | $29.99 | $4,500+ | $1,500–$15,000 |
For teams that want a fast internal read on raise performance without a BI licence, this template sits in the sweet spot — but if you need an actual cap table or regulatory filings, buy dedicated software instead.
👥 Who This Template Is For — and Who It Is Not For
✅ Built for:
- Founders and finance leads running a raise who want an internal view of pipeline, fees and investor mix.
- Syndicate and angel-group organisers reporting activity to their own members.
- Analysts and consultants who already hold the underlying data in Excel or CSV.
- Anyone learning Power BI who wants a finished multi-page report to take apart.
❌ Not for:
- Anyone seeking investment advice, a valuation, a recommendation or a return projection — this file provides none of those.
- Registered funding portals or broker-dealers needing regulatory record-keeping, investor accreditation or AML/KYC workflows.
- Teams needing audited or filing-ready numbers, or a real cap table with share classes and option pools.
- Anyone without Power BI Desktop, or without their own data to load.
⚙️ How to Use It
- Unzip the download and open the .pbix file in Power BI Desktop, free from Microsoft.
- Open the included Data.xlsx to see the 24 columns the model expects, then paste your own rows into the same layout.
- In Power Query, edit the single file-path parameter so it points at your workbook, then click Close and Apply.
- Rename any demo platform, sector or startup values so nothing placeholder reaches your readers.
- Recheck every figure against your source system before circulating, exporting or publishing the report.
💼 Real-World Use Cases
Maya is finance lead at a seed-stage hardware startup. She loads her own raise records and uses the Funding Trends page to show her board how monthly commitments and average cheque size moved through the year — replacing a slide deck she used to rebuild by hand every quarter.
Daniel organises a 60-member angel syndicate. He uses the Investor Profile page to see how capital splits across investor types and channels, and the Regional Investor Scorecard to spot which regions have the highest repeat rate, so he knows where to concentrate his next round of outreach.
Priya consults for three early-stage companies. She keeps one copy of the file per client, repoints the Power Query path, and delivers a consistent five-page read on fees, days-to-close and funded rate without building a new report each time.
❓ Frequently Asked Questions
Does this give investment advice or make our raise compliant?
No — to both. The Equity Crowdfunding Dashboard in Power BI is an internal reporting template over data you supply. It gives no investment, financial, legal or tax advice, is not a solicitation or offer of any security, and does nothing to assess or ensure compliance with Reg CF, Reg A+, Reg D, the JOBS Act, SEC, FINRA, FCA or ESMA/ECSPR rules.
Are the numbers in the screenshots real?
No. Every figure shown — the $18.55M raised, 500 investments, 252 investors and 66.6% funded rate — is demo data generated to fill the template. The platform names are placeholders too. Nothing in the file is research, a benchmark or a projection about any real company or platform.
How long does setup take?
Under ten minutes for most buyers. Open the .pbix in Power BI Desktop, paste your rows into the 24-column layout shown in the included Data.xlsx, repoint one Power Query file path, and refresh. All five analysis pages, both tooltip pages and the drillthrough page update together.
What exactly do I get in the download?
A single ZIP containing the .pbix report, the Data.xlsx demo workbook and a Power BI user manual PDF. This edition ships without a topic-specific manual because the generic Power BI guide covers the same setup steps for every report on this line.
How many measures does it contain?
The report visuals reference 32 named measures, including Total Invested, Funded Rate %, Fee Rate %, Avg. Days To Close, Repeat Investor Rate % and Invested Per Investor. The underlying model may hold additional helper measures that are not placed on a visual, so treat 32 as the count you can see in use.
Can I use this in client work?
Yes. The file carries a commercial licence, so consultants and agencies can rebrand it and use it inside client engagements. You may not resell or redistribute the template itself as a template.
Is this the same as your KPI Dashboard or KPI Scorecard templates?
No. This is the Power BI dashboard edition — a five-page analytical report. Our similarly named KPI Dashboard and KPI Scorecard lines are different products with a different structure, and an Excel edition of this same topic is a separate build.
👤 About the Author
Built by PK — Microsoft Certified Professional with 15+ years of Excel, Google Sheets and Power BI experience. Founder of NextGenTemplates, reaching 300K+ subscribers across YouTube channels (@PKAnExcelExpert, @NextGenTemplates, @NeoTechNavigators). Every template is hand-built and tested before release.
🔗 Explore Related Templates
If you report on private-market investment, these Power BI Dashboards cover neighbouring ground: the Crowdsourced Investment Platforms Dashboard in Power BI looks at platform-level flow, the Real Estate Crowdfunding Dashboard in Power BI applies the same idea to property raises, and the VC Portfolio Dashboard in Power BI tracks a fund holding after the round closes. For angel-group reporting, see the Business Angel Networks Dashboard in Power BI. Browse more Power BI templates for other departments.
Also available as: an Excel edition of this same topic (product ID 94193) is currently being prepared and will be linked here once it goes live.
📖 A detailed blog post walkthrough is published on PK-AnExcelExpert.com
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👉 YouTube.com/@NextGenTemplates
📅 Last updated: September 2026
