SERVICES
EB-5 Investment Securities Transactions
PRIVATE PLACEMENT OF SECURITIES
Elevate Capital offers a broad range of services for a placement that seeks to identify suitable investment opportunities based on investors' investment objectives and financial profile. Elevate is able to provide services from examining strategic and financing alternatives to providing ongoing support and advice to family-owned businesses and private partnerships.
Our company seeks to raise capital for projects by placing equity and debt instruments with private investors. We work in conjunction with Industry financial players and advisors to address each individual's needs on a case-by-case basis.
Since every investor and project are unique, we are committed to placing the appropriate security with the right type of investor for each of our clients.
Our boutique approach has a multidiscipalnary exposure to the Real Estate, Infrastructure, Entertainment, Renewable Energy, Food& Beverage, Hospitality, Education and Sports Industries.
Elevate Capital offers a broad range of services for a placement that seeks to identify suitable investment opportunities based on investors' investment objectives and financial profile. Elevate is able to provide services from examining strategic and financing alternatives to providing ongoing support and advice to family-owned businesses and private partnerships.
Our company seeks to raise capital for projects by placing equity and debt instruments with private investors. We work in conjunction with Industry financial players and advisors to address each individual's needs on a case-by-case basis.
Since every investor and project are unique, we are committed to placing the appropriate security with the right type of investor for each of our clients.
Our boutique approach has a multidiscipalnary exposure to the Real Estate, Infrastructure, Entertainment, Renewable Energy, Food& Beverage, Hospitality, Education and Sports Industries.
Step 1: Viability Analysis
As a first step of the process, Elevate will evaluate the business, financial and immigration viability of the offering from the sponsor's perspective and from the EB-5 investor's perspective.
Step 2: Due Diligence
The second stage is an in-depth due diligence analysis on the offering. Having the right due diligence completed, and being fully compliant with securities rules and regulations is paramount to the success and marketing of your project.
Step 3: Structuring Services
Elevate will work in tandem with economists, business planners, securities and immigration counsel which will result in making sure that your project is well structured.
Step 4: Placement Services
Elevate will measure the financial suitability of the investment for the potential investor and help evaluate eligibility for participation in the EB-5 program. Elevate will accompany the investor in every step of the process, including providing answers to their questions, reviewing the transfer of funds into escrow, and keeping records.
Step 5 : Ongoing monitoring
Project will continue to be monitored during and after completion, including any redeployment issues. This service is provided by our affiliated registered investment advisor, Patagonia Wealth Advisors.
ABOUT
Elevate Capital is a registered broker-dealer and member of the Financial Industry Regulatory Authority
(FINRA) and the Securities Investor Protection Corporation (SIPC).
At Elevate, we are proud of our team of accomplished members, who have more than 40 years combined experience through prior employment tenures in the field. They will strive to provide an experienced oversight of your project
and knowledgeable sector advice, always evaluating every opportunity in light of client's individual requirements and needs.
We Provide Regional Centers with:
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Advice and structuring services essential to making your project compliant with EB-5 and Financial Regulations.
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Assistance with Redeployment issues.
Elevate Capital helps Businesses grow:
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We help you with your Private Placement needs; finding and connecting investors to your company.
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Our boutique approach has a multidisciplinary exposure to the Real Estate, Infrastructure, Entertainment, Renewable Energy, Food and Beverage, Hospitality, Education and Sports Industries.
