The document is a business plan for eVest Technology, LLC, which provides a software as a service (SaaS) platform to syndicate capital and manage investors in real estate deals. The platform automates the entire capital raising process from marketing through funding. It has over 30 subscribers currently and soft launched in October 2018. The company aims to introduce SEC compliant digital offerings and facilitate foreign investment to further democratize and modernize the commercial real estate industry. It has an experienced management team headed by CEO Daniel Summers, who has over 30 years of real estate syndication experience.

1. BUSINESS PLAN
Dan Summers
904-501-7693
dsummers@evesttech.com
8130 Baymeadows Way W
Ste 106
Jacksonville, Florida 32256
www.evesttech.com

2. CONFIDENTIAL – Do Not Distribute Without Permission2
I. EXECUTIVE SUMMARY
eVest Technology, LLC (hereinafter referred to as “Company”) was established as a Limited
Liability Company at 8130 Baymeadows Way W Ste 106, Jacksonville, Florida 32256, with
the expectation of rapid expansion in the digital technology industry.
CONFIDENTIAL – Do Not Distribute Without Permission2
The Company was formed on 04/03/2018
as Limited Liability Company under
Florida state laws and is headed by
Daniel Summers.
Software as a Service (SaaS): eVest
Technology is a Software as a Service
digital technology platform that offers
cutting edge technology to its licensees to
syndicate capital and manage investors.
eVest Technology is a transaction-based
“non-enterprise”-level platform that
automates the entire capital syndication
sequence of events, beginning with initial
marketing and continuing through the
offering presentation, accreditation, and
document execution to finalizing funding.
Throughout the process, investors
and sponsors alike can track real-
time activity on their own customized
dashboards. The platform also offers
back-office accounting, individualized
investor correspondence, secure
dividend distribution, and annualized
year-end report preparation.
The technology for the eVest White Label
platform was developed as a result of its
Principals’ ownership in RealtyeVest, a
real estate crowdfunding company with a
Business Description

3. CONFIDENTIAL – Do Not Distribute Without Permission 3CONFIDENTIAL – Do Not Distribute Without Permission 3
national footprint. This site enjoys 3,000+
views each month and has grown a
database in excess of 15,000 individuals.
All RealtyeVest data is being transferred
to its eVest Marketplace portal, which will
host its White Label client’s offerings.
This platform will be much more robust
and scalable than RealtyeVest and will
offer a hardy “Knowledge Center” to
assist investors with a comprehensive
menu of questions and solutions.
A soft launch occurred on 10/25/2018. To
date,eVesthasnearly100individualsand/
or groups in the queue to view webinars,
private demos, review SaaS agreements,
or are in substantive conversation. The
Company has approximately 30 active
subscribers and more than 60 in the
sign-up process. eVest has developed an
active PPC program and a massive email
campaign, which have been utilized to
define conference participation for the
next 12 months. A brand-new eVest
website has been designed and has been
met with rave reviews.

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The Company has assembled an experienced management team:
Management Team
CEO
DanielSummersbringsover30yearsofhigh-levelrealestatesyndicationexperience.Hehas
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.Hehasdevelopedafirmunderstandingofcapitalraisingandinvestormanagement
technology as a Principal of RealtyeVest, and has designed and developed eVest Technology by drawing on
years of crowdfunding experience and learning the intricacies of digital technology and marketing.
Board Member
Donn Mann is a Florida State graduate who went on to become a part of the Navy SEAL
Special Operations Team 6. He 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, national best-selling author, was once ranked 38th among the
world’s triathletes, and has been seen on networks such as ABC, NBC, CNN, FOX, and more.
Board Member
Clayton Morris is from Spring Township, Pennsylvania. He went on to graduate with a
Bachelor’s degree from the University of Pittsburgh. Today, he is an 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.
Board Member
Gregory Lustig’s career began in the private practice of law, where he gained national
recognition in sports contract negotiations, complex real estate and business transactions,
finance, and 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.
Board Member
Lee Arsenault has had over 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.
Board Member
John Latshaw is a 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
interestsinthreehome-buildingcompaniesandplayedakeyroleinbuildingover200homes.

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To democratize digital technology and introduce additional SEC deregulations via its platform into
the commercial real estate industry, while growing its non-enterprise-level SaaS client base to
facilitate an exit within 60 months. Interestingly, eVest’s software has attracted clients and traction
within the broker-dealer, investment banking, hard money lending, cannabis, and oil & gas industries.
Business Mission
Commercial real estate is generally an antiquated industry, slow to accept anything new or inventive.
Therefore, there is a monumental opportunity and challenge to automate an entire trade and bring it
into the 21st century.
As a result of the JOBS Act of 2012 (the deregulation of the General Solicitation laws), the entire
industry of capital raising has been unshackled from market investment opportunities and can now
operate openly and freely with nominal caveats. The real estate industry, however, has been slow
to adopt these opportunistic changes and continues to use outdated and inefficient procedures to
market its investment opportunities.
New Service
2012 JOBS Act Passed
First major changes in securities
regulation in 75 years. Allows public
marketing & exemption structure for
non-accredited investors.
2014 $16.2 Billion
The market gains traction despite the
SEC’s slow roll-out of the JOBS Act
rules & regulations.
2016 $34.4 Billion
The online market doubles its size as
marketplace awareness emerges and
the rules and regulations are formulized.
2025 $300 Billion
The World Bank forecasts the global
market will explode as it adapts to the
transfer of wealth to millenials that
prefer tech enabled investing.

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Reg D 506 (c) Title II
To update this outdated and inefficient system, eVest Technology has developed a White Label
software platform that introduces a comprehensive digital system with a complete menu of
features required to market, present, and fund real estate investments. The Company’s platform is
SEC compliant, which allows for digital PPM’s, accreditation, verification, and document execution.
The customized landing page is uniquely designed with client logos, colors, contact, and banking
information. Additional features include, but are not limited to, back office accounting, financial
modeling, high net-worth investor generation, and localized asset-centric trends and tendencies.
The software is a comprehensive suite of features that addresses every segment of capital raising
and investor management. Additionally, licensees can upgrade their package to include a regional
and/or local Search Engine Optimization (SEO) program to build brand awareness and relevance.
This program rounds out the platform and offers an all-inclusive, one-stop software program.
Whereas competitors may offer two or three of these features and nothing else.
Regulation S
Regulation S provides an SEC compliant way for U.S. and non-U.S. companies to raise capital
outside the country. It is not necessary to have a company in the USA to use Reg S.
A Regulation S offering can issue both equity and debt securities. A company that makes their
offering under Reg S is also allowed to use another method to raise capital from U.S. investors,
usually Reg D 506 (c).
Reg S investors from outside the U.S. can be of any wealth level. Reg S is a good compliment to Reg
D, in that Reg S allows non-U.S. investors to invest in a U.S. company or a non-U.S. company on a
similar basis to the Reg D terms, with no requirement to be accredited (wealthy) investors.
This is an exceptional opportunity for eVest Technology clients to be the recipient of millions of
dollars of foreign investment. The obstacle, however, is validating the capital is not ill-gotten from
illegal means. Every syndicator in the real estate industry has been drooling over the possibility of
using foreign capital for their U.S. real estate projects for years, and, with eVest, that’s now a reality.
eVest is affiliating with an International Bank & Trust that only opens depository accounts for non-
U.S. depositors. As a result, eVest will be able to accommodate foreign investors while the Bank &
Trust facilitates the seamless transaction. The Company hopes to roll out this Reg S filing option as
part of its White Label platform by July 1, 2019.

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II. BUSINESS SUMMARY
Generally, commercial real estate has been reluctant to embrace the digitalization of
marketing and capital raising. Hence, there is no 2018 trend illustrating commercial real
estate operators having embraced digital technology. It is minimal at most. The field is
wide open to educate and inform prospective clients on the cost effectiveness, immediacy,
and seamless methodology of the eVest Technology to bring deals to market. The capital
raising process, which previously took months and tens of thousands of dollars in
documentation preparation, now takes days and 1/10 of the out of pocket costs.
Research shows that real estate operators in this industry primarily focus on the following
factors when making software decisions:
Where in the acquisition cycle are they currently?
Does this platform meet all of their short-term and long-term needs?
How easy is the technology to work with?
Is this software SEC compliant?
How quickly can we go to market?
How competitively priced is this program?
Is the Landing Page customized with our brand?
Through its platform, the Company offers solutions and options for each concern.
Industry Overview
The eVest Solution in 5 easy steps
1. eVest provides PPM’s, operating, and subscription agreements at zero cost.
a. Digital PPM’s designed, developed, and uploaded within hours.
b. Drafted SEC-compliant operating and subscription agreements.
2. Reg D 506 (c) & Reg S SEC Compliant.
a. Reg D 506 (c) technology allows for general solicitation subject to an internal
eVest gateway permitting an investment only to accredited investors.
b. Through an affiliation with an International Bank & Trust, eVest will offer
investment opportunities to foreign investors that are Homeland Security-
compliant for the first time ever.

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SHORT TERM:
Achieve 100 users within first 12 months and an additional 150 net users over the
next 24 months. Overall goal is net 250+ users.
LONG TERM:
To run a stabilized Trailing 12-month P & L, offering a solid $10M NOI and sell for a
10-12 multiple on EBIDTA.
Business Goals and Objectives
Legal Issues
The Company affirms that its promoters have acquired all legally required trademarks
and patents.
3. Customizable transaction-based platform designed to facilitate market-to-funding-
to-dividend distributions.
a. Designed to accommodate digital marketing to thousands with a single swipe
of a keyboard.
b. Seamless funding from investor-to-issuer bank accounts.
c. The eVest payment processor system pays monthly-quarterly dividends from
issuer to investor automatically through an ACH.
4. eVest provides a streamlined communication center, which permits a seamless
distribution of emails, reports, and documents.
a. Monthly/quarterly reports are sent to filtered lists of investors automatically.
b. Annual reports are uploaded with dividend and/or profit participation income.
5. Since the eVest Technology is White Labeled, the front-end landing page is 100%
customized to each client’s brand.
a. Logos, colors, contact info, and social media are all client branded.
b. eVest is the “engine” behind the client’s brand, driving and coordinating the
cradle-to-grave transaction-based platform.

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III. MARKETING SUMMARY
With over $414 Billion in commercial real
estate transactions projected for 2019,
the opportunity for the eVest Technology
software is enormous. Not to mention its
use outside the U.S.
The entire commercial real estate industry
as a whole is eVest’s target. A licensee does
not necessarily need to be a user of every
single feature on the eVest platform. Some
may choose to use the accounting feature
singularly or the core intelligence tool to
describe economic trends and tendencies,
or choose the digital PPM to seamlessly
disseminate their offering to investors while
saving $15K in attorney’s fees. However,
the vast majority will use multiple features
to host their offerings, raise capital, and
subsequently manage the investors. The
Company currently has the 4th largest
construction firm in America as a client,
as well as multiple fix and flip contractors,
illustrating how applicable the software
application is to the entire industry.
Target Markets
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The Company has completed a thorough analysis of its competitors’
pricing.Keepinginminditscompetition’spricingandthecostsofcustomer
acquisition, eVest has decided on the following pricing strategy:
Initially, the Company is charging a $3,000 one-time
setup fee on top of a $1,000 per-month license fee for a
12-month contract. eVest is currently at $1,195 monthly
and intends to adjust the monthly fee by $200 for every
50-licensee’s thereafter.
Pricing Strategy
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Competition
IMS
300+ Users Stabilized
Features included are: Integrated Waterfall;
Waterfall Calculator; Single login for multiple
profiles/entities; Investor Mobile App for Android
and iOS; Automated K-1 uploading tool; and
Advanced Analytics. Waterfall Scenarios include
Preferred Return, Pro Rate, IRR, Splits, Splits
with Hurdles, Equity Multiples, Withholding Fees,
and Return of Capital. Integrates with Systems
Including Yardi, MRI, Rent Manager, RealPage,
CYMA, Entrata, and Timberline.
Fees:
Up to 300 Unique Investors: $7500 1x Professional
Services Fee + $2500 Monthly Subscription Fee.
Up to 500 Unique Investors: $10,000 1x
Professional Services Fee + $3500 Monthly
Subscription Fee.
Up to 1,000 Unique Investors: $12,500 1x
Professional Services Fee + $4000 Monthly
Subscription Fee.
1,000 + Unique Investors: $15,000 1x Professional
Services Fee + $5,000 Monthly Subscription Fee.
Juniper Square
150+ users since launch in 2017
More than 150 real estate investment firms
use Juniper Square to manage more than
50,000 investors and over $200 billion of real
estate. Juniper Square automatically calculates
investment performance metrics such as
yields, IRRs, and multiples by investment and
by investor. It also automates the calculation of
each investment waterfall and other transactions
like capital calls and account balance updates.
Juniper Square produces customizable capital
account statements, transaction notices, and
other investor reports in minutes, while easily
managing all investment email communications
and document delivery.
Fees:
$0 to $25MM in Equity Under Management $5K
- $9K 1x Professional Services Fee + $1500
Monthly Subscription Fee.
$25MM - $100MM in Equity Under Management
$15K 1x Professional Services Fee + $2000
Monthly Fee.
Katipult
85+ Users
Manages investors with full transparency and
builds the investor network. Up-to-the-minute
view of an entire investor network on a clean,
visual dashboard. Focuses on value-added
work by easily managing the investor servicing
& reporting cycles with activity dashboards,
documents access, distribution processing,
automated messaging, analytics, and financial
advisor tool. Automated investor onboarding
including KYC and AML checks. Quickly and
easily distributes reports to investors and allows
investors to access items such as quarterly
performance or tax statements instantly.Monitors
investor behavior with powerful activity reports,
understands investor suitability and preference,
and plans for important and timely follow-ups.
Fees:
Starting at $5,000 per month.

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Strengths
1. Three decades of high-level commercial real estate syndication experience. As
a result, the platform is seamless and responsive to exact syndication needs.
2. Ownership in RealtyeVest offering over five years of crowdfunding and
crowdfunding technology experience as Principals.
3. eVest owns RealtyeVest, which enjoys 3,000+ views each month and a
15,000-person database of investors and potential investors. The eVest
Marketplace will substitute RealtyeVest shortly with a more robust
technology platform.
4. eVest has embraced Artificial Intelligence to enhance the platform
experience and bring benefits not offered on any other competitor’s
platform (Beta-testing to be launched end of 2019).
5. Zero cost PPM’s, operating and subscription agreements resonates like no
other features on the eVest platform or any competitors. It is definitely the
secret sauce.
6. Its pricing falls far beneath any competitors while offering more than
any other platform. There are no additional fees paid when an internal
database investor elects to invest. This alone has attracted clients.
7. The platform works nicely with non-enterprise-level entities. These are
groups and firms that have experience and capital but have not grown to
the institutional level. This is the largest and most opportunistic industry
category that is under-served and under-utilized.
SWOT Analysis
Weaknesses
Introducing digital technology to an antiquated syndication industry is not
necessarily a weakness but a worthwhile challenge.

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Opportunities
In a multi-trillion-dollar industry, no one technology company has cornered
any facet of this industry. The field is wide open for any group with real
estate and high-end technology experience. Fortuitously, eVest has both.
The Company addresses and automates every step in the life of any type of
syndication. The Company digitizes PPM’s and markets its clients’ deals on
its own marketplace—which no other competitor offers—while also holding
internal accreditation, funding, reporting, and dividend payments. All the
things in a syndicator’s life that take huge sums of capital and time, eVest
has included in its platform, making time-to-market and cost-to-market
negligible while increasing deal-flow. These advantages and offerings make
eVest ideal for the non-enterprise slice of the pie.
Threats
Since the Company is confident it is ahead of the pack, eVest does not foresee
any immediate threats. With a 48-60-month ownership plan, the Company
feels it can get in and out before a substantive player enters the game. eVest
also feels confident it has identified the end buyer for this platform.
The level of competition is in essence non-competitive. The Company’s
combination of technology and real estate experience have limited any
substantive competition. The technology is so new and the required breadth
of real estate knowledge is so vast, the two assets seldom interact.
Services
Introducing digital technology to an antiquated syndication industry is not
necessarily a weakness but a worthwhile challenge.

14. Dan Summers
904-501-7693
dsummers@evesttech.com
8130 Baymeadows Way W
Ste 106
Jacksonville, Florida 32256
www.evesttech.com