Capital Raising & Investment Management Software
Matching Technology with SEC Reg D Exemptions
A Unique Turn-Key Solution for Syndicating Capital
We License Benefits Not Features
We’ve merged traditional capital raising needs with digital technology and recent SEC exemptions. Our software solution takes the guessing out of the process and offers a complete step-by-step procedure to syndicate your next offering.
I wanted to take a moment to thank you and your staff at eVest Technology. Our first (of many) with eVest is up and running and I have to say it looks great. I am already getting positive feedback for our “friends and family” investors. The pages are clean and easy to navigate which is exactly what we wanted to give our Investors. Thanks again and looking forward to getting this out to the masses with eVest!
Cambridge Equity Partners
Had a great experience with eVest Technology so far. They have been prompt on time and have been great walking us through the whole onboarding process. We were assigned an individual who meticulously gathered all the information and loaded it onto the platform. We are excited with what we have seen so far and are looking forward to scaling our business with eVest Technology going forward!
SC Opportunity Fund
eVest Technology took the time to truly understand who our customer is. They asked thoughtful questions and made intelligent suggestions. They took that understanding, put it through their process and gave us back by far and away the most qualified list of potential customers we’ve ever had. Within minutes of using the list for the first time, we had customers combing our website and reaching out for more information. eVest will be an important part of all of our projects going forward.
Used your platform to promote two recent successful real estate auctions. Very impressed with results. Look forward to using your firm again!
Fisher Auction Company
MidSouth Multifamily was formed to capitalize on the huge emerging online offering market. Integral to our strategy was the deployment of a cutting edge fintech platform to scale our business and manage our investor base. eVest emerged as the clear winner for us after an exhaustive search and due diligence of the available platform. Whether it’s investor sourcing, deal marketing and management, or back-end administration you are looking for – eVest delivers.
We have worked with eVest for about a year now and have been absolutely delighted to be working with them. eVest is a leader and forerunner in the online capital raising arena. They are always very responsive to our needs and requests. I recommend eVest very highly. They are exceptional!
Paul M. Wendee & Associates
We at Bright Star Scientific decided to engage the services of the eVest portal because we could go right to the site, put all of our information in with little instruction, and be up and running very quickly. We needed to adjust our tactics a bit once we learned from their team more about SEC rules and regs, and the eVest team was very knowledgeable. They are expert and efficient at their jobs and now we have started raising funds. Once we learned about the SEC's Regulation D 506 C, it seems like the right choice for us. They have even done much of the heavy lifting work for their clients, and they have definitely gone out of their way to make this a success.
Bright Star Scientific
I think eVest is really onto something. By enabling businesses to use their online Private Placement Memorandum (PPM) platform, companies can access debt and equity capital directly from investors and lenders, without the upfront costs of an attorney preparing a PPM. I became excited when I realized I could use this for business capital formation, and not only for real estate projects. I am using the platform for two businesses right now, and expect it to work out well. The customer service and support from the eVest office is very responsive, and professional. The site is improving everyday. I look forward to using it in the future.
See our blogs about Real Estate and Tools for Investors!
1. What is the difference between a Reg D 506 c and a 506 b offering? Reg D 506 b is the traditional method to raise capital . You can only approach friends, family and existing clients. You cannot generally solicit your offerings and you are limited to 35 investors…
Everybody has heard it before; a picture worth a thousand words. As technology improves, so does the marketing capabilities of technology and the various media available for promotion. Over years, users of social media have become accustomed to the typical videos that accompany a social media posting. The best influencers…
Boulder Creek Investments (BCI) has the opportunity to acquire Citadel Suites in Oklahoma City, Oklahoma for $6.3 million. The property has been owned by the seller for approximately 15 years and presents deep value add components such as operational improvements and unit renovations to match resident demand.They’re planning a comprehensive…
Many investors are weighing up the new Opportunity Zones as good places to develop, and that makes sense – it is a good deal for investors with capital gains to defer. However, it’s not as simple as locating your development in a specific place. Here are three things you should…
EquityPlus, Lumbee Development Group, and President Street Development are co-developing a new student housing and retail project located directly across the street from the University of North Carolina at Pembroke (“UNCP”). Demand for student housing already exceeds supply; as of Fall 2018, student beds in the Pembroke Market Area are…
So, you are considering an Opportunity Zone investment and you want to bolster your tax offset? Consider combining your investment with the New Markets Tax Credits scheme, which in some cases can cover the same project and allow you to double down on your investment. What Are New Markets Tax…
ARIAM in partnership with The Reliance Solutions Group has the opportunity to acquire Hamilton Pines (“Hamilton”) in Chattanooga, TN for $2.75 million. The property was acquired for $1.7 million by the Seller in 2018, who has spent approximately $350k in capital renovating the property since acquisition. To date, the seller has…
With millions of dollars at stake, investors should understand Opportunity Zone tax benefits and multiple levels of regulation, and how they impact the tax benefits of investing in an Opportunity Zone. This blog covers the basics, including what capital gains can be invested and on what kinds of projects, plus…