Investment Platforms
Set yourself apart from the competition with an investment platform packed full of compliant features
Single Project Offering
Our team can produce low-cost online syndication pages on a budget. These Syndication Pages are perfect for developers and issuers who are raising for a single project or the first of many.
Multi-Project Marketplace
InvesTechs has developed a unique approach to fundraising for multiple projects simultaneously. Our Syndication Marketplaces provide sponsors a single platform to conduct all of their raises. This platform may be right for your business if you are already conducting multiple raises or if you are a broker acting as an intermediary.
Compliance
Our investment technology is built to handle offerings that utilize 506(b), 506(c), Regulation A+, Section 4(a)(6), and Regulation S exemptions. Our systems verify investor accreditation, manage escrow transfers and distributions, automatic investor distributions, and much more.
Escrow
SEC Rule 15c2-4 requires that all funds raised in private securities offerings be held in bank escrow until funding contingencies occur. We ensure compliance with regulations while keeping costs under control. Our technology sets up the escrow accounts and automatically disperses the capital as soon as the contingencies are met.
Security
All data is encrypted and stored on secure servers at PCI compliant datacenters. Administrative access is compartmentalized within the firm and limited to those individuals with need-to-know rights. Our transfer agents are licensed securities professionals who have cleared background checks and whose fingerprints and other records are on file with the FBI and SEC.
IRA & 1031 Services
We make it simple for your investors to set up and invest with their 1031 Exchanges and Self-Directed IRA Accounts. Your platform will lead investors through a step-by-step process with a dedicated representative. Many investors prefer to invest via these account types because of the many tax benefits associated.
Integrations
Our platforms utilize multiple integrations that enable investors to interact with familiar services from within your website. Utilizing these third party services allows us to substantially decrease the cost of building your platform, while ensuring we can deliver your product on an expedited timeline.
Responsive Design
In this age of technology it is critical that your platform performs flawlessly on any type of device. Our websites design and functionality will be fully responsive for all sizes of devices (Computer, Tablet, and Phone). We make it easy for your investors to view your website and investment opportunities wherever they are.
Search Engine Optimization
The goal of SEO is to rank your website higher in search engine results. We utilize a variety of techniques to build your credibility with search engines. Some primary methods we utilize to increase your ranking are data-rich HTML structures and indexing site-maps of your web assets.