Technology has certainly changed the investment industry! Many seeking to raise capital don’t even realize how formal documents such as the Private Placement Memorandum (PPM) aren’t even needed as long as investors get access to all the information they need to make a prudent, sophisticated investment decision. In this podcast, Dan Summers from eVest Technology explains how all industries are now taking advantage of his white-label syndication platform that helps 506(c) issuers save time and money in a compliant and effective manner.
While not a crowdfunding company, Evest Technology is all about facilitating capital raising with investment management software that matches technology with SEC Reg.D exemption requirements. It is a unique, turn-key solution for syndicating capital. Until recently, most people attributed syndication deals to mostly real estate projects. But over time, Mr. Summers has seen his EVest Marketplace platform explode with projects from film, to golf course, to aviation, to cannabis, to blockchain.
And his marketing efforts place these opportunities in front of a significant amount of high net worth individuals who visit his marketplace looking for alternative investment deals. From digital ppm creation, automated accreditation, dividend distribution, K-1 statements, and so much more, eVest has you covered in a completely comprehensive software solution! Watch his video overview of his company. Then request a demo of his platform today – and learn how to go to market in 4-5 days instead of 4-5 weeks!
As Dan mentioned on the previous times he’s been a guest on the show: If you’re looking for a high-end technology company to showcase your deal in compliance with all SEC requirements, then definitely contact Dan by phone at 904-501-7693, email here, or visit the eVest website for more information.
ABOUT OUR GUEST: Daniel Summers
Daniel Summers serves as the CEO of eVest Technology, LLC, and oversees all operations of the internal digital technology division and its real estate underwriting group. eVest Technology licenses its proprietary White Label software to clients who are in need of syndicating capital for acquisitions and/or development. eVest digitizes and automates the entire capital raising and investor management process. It eliminates the costly PPM’s and operating and subscription agreements, brings offerings to market within days not weeks, offers internalized accreditation, document execution and a robust message center allowing for massive communication instantly. Investors and Sponsors enjoy real-time CRM’s, automated dividend payments, and annualized reporting.
During his 30-plus-year career in real estate, he has been instrumental in some of the nation’s largest real estate transactions. Having spent decades interfacing with Goldman Sachs, Lehman Brothers, Deutsche Bank, CBS, Westinghouse and Bank of Boston, among others, Mr. Summers built a national reputation for integrity, honesty and transparency. During his career, he also acquired upwards of $2 Billion in Class A office and retail assets. Two of the high-profile assets acquired were the internationally known Frick Building (where Jack Reacher was filmed), and the Westinghouse Building (acquired from Michael Jordon CEO of Westinghouse). Both located in Pittsburgh, PA.
Along this journey, Daniel also owned/invested in a myriad of businesses. He was a co-investor with Mario Lemieux in the Pittsburgh Penguins, owned a Canadian drilling company, a beachfront resort and an international Adventure Racing company all the while raising his children on a horse and cattle farm in Richmond, Ohio. Bringing eVest technology to life has been his most recent passion. It’s become the most powerful syndication technology on the market today.
All information provided is for informational purposes only. Mapable USA is not a registered broker-dealer, funding portal, or investment advisor. This information presented on this website/podcast is not intended as legal or investment advice for anyone to make an investment in any particular company and is not intended for any companies to rely on this information to form an opinion to go public or not to go public or to do any type of offering of securities. Any information presented is not an offer or solicitation to purchase or sell any securities or financial products. None of the information on the Mapable USA podcast or website takes into account any individual person’s personal objectives, financial situation, needs, or particular circumstances. You must check with a securities attorney to find out if an offering is for you, or if you are going to be in the business of selling any type of securities, you need to make sure you are following your state and federal legislative law so you do not get into any troubles. Do not use the opinions as stated on this show as any way to form an opinion as what is wrong or right or what could be done for your business or as an investor. Mapable, LLC recommends you obtain your own financial, legal, and taxation advice before making any financial investment decision.