Our Capital Raising Benefits Safeguard Your Success

Modern Day Syndication

eVest Technology is where digital converges with deregulation, replacing the antiquated private placement market with our easy-to-use online public offering platform.

Features

  • SEC Reg D 506(c) Title II compliant
  • Digital General Solicitation capable
  • Online investing and dividend distributions
  • 100% White-labeled to client’s brand

Benefits

  • Reduces time and cost by 90%
  • Eliminates face-to-face meetings
  • Allows for national deal distribution
  • Replaces manual tasks with instant technology

Digitized PPM

Digital Private Placement Memorandum Data Room

eVest Technology now digitizes your PPM on your own self-branded landing page, serving a comprehensive suite of high-tech SEC compliant features, offered through eVest’s licensing platform.

Features

  • Digitally designed for mass distribution
  • Meets information benchmark for SEC compliance
  • Video upload capable
  • Large Document data capacity
  • Document Confidentiality Agreement protected
  • Straightforward, cohesive branded presentation

Benefits

  • 100% branded to your company
  • Saves thousands of dollars on every PPM
  • Designed and developed in days not weeks
  • Instantaneous delivery of comprehensive data
  • Endless PPMs under a single license

Automated Features

eVest handles the tough stuff. You no longer need to calculate and distribute investor dividends, or have your CPA pour over investor tax returns. Say goodbye to managing burdensome documents and waiting for checks to clear.

Features

  • Dynamic PPM design and development
  • Internal investor accreditation
  • Online document execution
  • Invest while never leaving the portal
  • Automated dividend processing through ACH

Benefits

  • Replaces expensive PPMs
  • Eliminates investor accreditation risk
  • Never share banking information with investors
  • Internal email communication
  • Time-to-market is days, not weeks

Powerful Analytics

Get a 360° view of all your offerings. Generate detailed reports on funding activity, investors, accounting, marketing and more, with just a few clicks.

Features

  • Comprehensive adminstrative dashboard
  • Integrated access to Google Analytics
  • Detailed accounting reports, including annual K-1’s
  • Built-in access to ESRI mapping and analytics software
  • Project-based funding and activity reports

Benefits

  • Access vital information in seconds, from anywhere
  • Stay on top of pledging and funding activity as you go
  • Generate powerful marketing reports and monitor all your campaigns from a single login
  • Empower finance with shareable reports and analytics
  • Build your project and community base while never losing track of the details