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 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.
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
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.
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
We only recently discovered eVest and have exciting Offerings on the horizon but they will take another month or two to be ready to On-Board. In the meantime coronavirus stressors are pummeling our budgets. I reached out to Dan Summers, discussed our situation and our opportunities with him, and he immediately agreed to help. We – and our clients – can still look forward to raising the capital it will take to execute their very exciting growth plans because of Dan’s commitment to helping us no matter what, and we can’t thank him enough.
Barry Bruce – 2nd Wind Capital Partners
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.
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
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In the financial world, an accredited investor is a person or a business corporation with a special status under the financial regulation laws. These kinds of investors range from high income individuals, financial institutions, banks to large corporations that have access to high-risk investment portfolio like trust funds, angel investments…
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In the U.S., the Securities and Exchange Commission (SEC) under Regulation D refers to an accredited investor as a registered broker, investment advisor, business entity or a person who financially knowledgeable and enjoys reduced requirements by the regulatory disclosure filings. The accredited investors include HNWI (high net worth individuals), banks,…
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If you are unfamiliar with the term, a PPM or a Private Placement Memorandum is a complex document provided to prospective investors. The printed document describes the critical aspects of a business deal and explains any risks involved in raising capital. Before the internet, companies needed to prove their legal…