eVest Marketplace Platform delivers investment opportunities in a myriad of industries via a comprehensive and convenient digital process featuring instant updates, automated funding, and dividend processing, without brokerage or attorney fees
eVest Technology, ushering in the next generation of investing, long recognized for its savvy, industry-leading syndication software, has introduced a unique investing platform exclusively for accredited investors, eVest Marketplace.
Through the innovative platform of the company, accredited investors, (those with an income above $200K in this past year and this year, or a $1 million net worth outside their primary residence), will have convenient access to alternative investment opportunities in a wide range of industries through a comprehensive and convenient digital process featuring instant updates, automated funding, and dividend processing, and no advisors, agent, and broker fees. The complete platform process complies with the Reg D 506 c SEC exemptions. The eVest Platform allows seamless, one-on-one direct communication between investors and sponsors. This includes sponsors offering investors a digital PPM, comprehensive documentation, encrypted accounting, real-time reporting, and easy email communications.
Daniel Summers, CEO of eVest Technology said that “This is a marketing platform for clients seeking a white label solution to utilize their own brand to gain market exposure to the accredited investor, so their capital raising efforts and the probability of success are exponentially increased. Great deals exposed to qualified investors is our goal,”
Daniel Summers also stated that there are no other similar platforms for accredited investors that give an extensive range of offerings in different categories of industries such as opportunity zone development, operating companies, Funds, major motion pictures, affordable housing, hotel development, student housing, self-storage, etc.
Daniel Summers further added that “This is essentially one-stop shopping for accredited investors. No longer are they paying fees to advisors, agents or brokers as there are no middlemen. Investors can speak directly with sponsors and field questions about deal-points, sponsor experience or the offering itself. This is ideal for investors to sit in front of a menu of credible, underwritten offerings and spread their investment capital over several investments.”
As part of its platform, eVest Marketplace offers industry-leading advantages including:
- A comprehensive digital process to review and invest in opportunities. Every step is integrated into the technology.
- No fees to advisors, agents or brokers.
- Digital landing pages to facilitate General Solicitation, digital PPM’s, internal accreditation, document execution, automated funding and dividend processing, K-1 preparation, internal emailing, and a massive communication center. No proprietary information is exchanged.
- Investors have a real-time dashboard for quick updates and simple communication with sponsors on the platform.
- Investors can get accredited, fund the investment, execute docs, and even receive dividends without ever leaving the portal of the Marketplace.
- Investors don’t have to search for proprietary information as sensitive information is never exchanged and is embedded into the platform.
Having syndicated over $2 billion in acquisitions during his 30-plus-year career in the real estate industry, Summers said he brings a level of knowledge and experience to his technology organization and platform that is extremely valuable to investors and sponsors.
Daniel Summers also added “Technology is textbook driven. Syndicating capital is experience-driven. Blend them and you get eVest Technology.”
