eVest Technology

Automating entire cap raising/investment management process


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INCREDIBLE 
SOLUTION

Deregulation gave us a start. The JOBS Act 2012  opened the floodgates for the General solicitation of securities to third parties. As a consequence, capital raising became an “open-market commodity”.  eVest was quick to respond to this massive opportunity utilizing decades of syndication experience and merging it with the best & brightest technological minds available in north Florida.

The result is this SEC compliant platform that transforms an antiquated industry into a lightning fast cutting edge technology that reduces cost and time-to-market by 90%. Through General Solicitation deregulation, securities are openly marketed, investors qualified, deals funded and dividends distributed through its proprietary technology. A seamless & comprehensive experience for both the issuer and investor alike.



KEY FEATURES

eVest Technology has simplified the “Front-End” to make this a seamless and transparent platform for raising capital and managing the investment subsequently.

We have:

  • Digitized the Private Placement Memorandum (PPM)
  • Automated its dissemination
  • Automated the accreditation, funding and distribution process

We maintain a robust messaging center and offer a back-office accounting capability to make dividend payments to investors directly from bank-to-bank via ACH.


MEET THE TEAM

Daniel Summers | CEO

  • 30+ years of high-level real estate syndication experience
  • Accumulated in excess of $1 billion of Class A commercial real estate before underwriting its IPO
  • Mr. Summers spent the last five years in the crowdfunding space as a Principal and Operator
  • He maintains a firm understanding of capital raising and investor management technology as a Principal of RealtyeVest & eVest Technology
  • He designed and developed eVest Technology drawing from years of crowdfunding experience and learning the intricacies of digital technology and marketing

Jeanette Summers | COO

  • Accomplished Real Estate Professional who brings years of experience from both strategic marketing and transaction management
  • She provides overall organizational insight, analysis and planning to effectively meet company goals with her expertise in:
  • Marketing
  • Negotiation
  • Property valuation
  • Real-time industry data updates

Donn Mann | Board Member

  • Florida State graduate who went on to become part of the Navy SEAL Special Operations Team 6
  • Was personally thanked by former U.S. President Barack Obama for being a key player in taking down Osama Bin Laden
  • Mr. Mann is also a very well-known motivational speaker and national best-selling author
  • He was once ranked 38th among the world’s triathletes, and has been seen on networks such as ABC, NBC, CNN, FOX, and more

Clayton Morris | Board Member

  • American real estate Investor and Host of the Investing in Real Estate podcast
  • Mr. Morris is the former Co-Host of the Fox & Friends Weekend show on Fox News Channel, where he covered consumer technology and hosted weekly technology segments

Gregory Lustig | Board Member

  • Career began in the private practice of law, where he gained national recognition in:
  • Sports contract negotiations
  • Complex real estate and business transactions
  • Finance
  • Corporate law

Over time, Mr. Lustig’s business expanded into a multifaceted financial organization involved in everything from real estate development to the acquisition, development, and syndication of real estate investments and venture capital opportunities

Lee Arsenault | Board Member

  • 25+ years of experience in the Jacksonville construction industry
  • Mr. Arsenault was the newly appointed President of the Northeast Florida Builder’s Association and the recipient of the “Builder to the Year” award for 2016
  • Mr. Arsenault, along with a few strategic partners in 2009, formed New Leaf Construction, which he still owns and operates today

John Latshaw | Board Member

  • Real Estate and Land Use Attorney who has been practicing for over 10 years
  • Mr. Latshaw has developed 484 apartments in Jacksonville, plus several small commercial parcels, a 28-lot subdivision, and an 85-lot subdivision
  • Mr. Latshaw has owned interests in three home-building companies and played a key role in building more than 200 homes

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