About Our Platform
Our Platform is a joint venture between Stonegate Global, Open Source Capital and RainMaker Securities. We provide a truly comprehensive solution for various types of real estate projects across a spectrum of needs, including: project analysis, due diligence, 506c offering documents, compliance review and sales through a seasoned FINRA regulated broker dealer, project marketing via the online portal, investor AML/KYC, online deal room, online electronic investor subscriptions and escrow account, project accounting, administration, investor reporting, investor relations/shareholder servicing, ongoing project management and monitoring, architecture & design, 3D computer models & renderings and a range of other optional services.
We believe that investors are willing to invest capital into projects that have been vetted by our management team and we believe that investors will view our projects as a better alternative than other income producing investments.
The Portal has unique characteristics that distinguish us from our competitors, including:
- Experienced management. Our primary competitive advantage comes from our senior management team, which has operated in the institutional investments and lending markets for over thirty years, serving high net worth, ultra-high net worth and institutional investors. Each member of the senior management team has at least 20 years of relevant experience in equity and debt capital markets, private placements, capital raising, high yield debt structuring, equity & debt capital markets, origination, underwriting, credit, risk management, loan servicing, real estate development and construction, and corporate governance.
- Market niche. The combined companies have targeted the segment of the real estate market occupied by small to medium-sized developers. These companies operate on a scale that allows them to acquire “off-market”, in-fill sites in strong growth markets. Currently, and for the foreseeable future, we believe that small and medium size developers will struggle to find equity and bank loans to acquire and improve projects. Our platform and collective resources solves these issues for the small to medium developers, providing a comprehensive suite of services in order to facilitate development projects.
- Strong underwriting and asset management capabilities. We have developed industry-leading expertise in due diligence and underwriting the types of investments we target for our investors. Our management specializes in deal structuring, due diligence, credit agreements, loan participation agreements and preferred equity investments that protect investor rights, mitigate losses and enhance returns.
- Online Marketplace. Our platform is delivered to investors through a robust, proprietary online portal through which we’ve automated and digitalized many of the historically tedious aspects of the marketing and capital raising process.
Stonegate Global is a diversified FinTech company. Serving high-net worth and ultra-high net worth investors, and providing a range of services to institutional investment managers, the firm is a diversified investment management and financial services organization which deploys an online alternative investment marketplace. The Stonegate Global family of companies offers an online investment portal, investment fund management, investment banking, investment fund formation and administration, offshore trust formation and administration, as well as prime brokerage services and technology solutions for offshore and domestic real estate funds, REITs, hedge funds, crypto currency funds, commodity pools, venture capital funds, private equity funds, private credit funds and other specialty real estate investment deals such as single project SPVs.
RainMaker Securities, LLC
RainMaker Securities (“RMS”) is a full service mid-market merchant banking business, and is a FINRA/SIPC Member Firm. The firm specializes in primary offerings and assists with sourcing capital, strategic planning, business development and M&A deals, as well as a significant volume of secondary transactions. RMS typically focuses on transactions in the $5M-$50M range and close around $100M per quarter in deals/transactions. RMS closed approximately 177 private placement transactions in 2015, and just under 300 transactions in 2016. The largest transaction in 2016 was approximately $40M. RMS has a team of around 50 experienced reps and conducts business over 20 states.
Open Source Capital, LLC
Open Source Capital is real estate advisory firm with significant industry experience in facilitating commercial real estate transactions. OSC has developed industry-leading expertise in underwriting mid-size commercial real estate projects. Our management team specializes in due diligence, deal structuring, credit agreements and loan participation agreements that protect stakeholder rights, mitigate losses and enhance returns. OSC believes that investors are willing to finance projects that have been vetted by our management team and that investors will view OSC projects as an alternative to other short-term income producing investments. OSC has extensive experience structuring and executing customized financing solutions for developers and homebuilders and buyers of commercial real estate. OSC is a leading expert in all aspects of institutional and private debt and private equity offerings, including assisting in the identification and evaluation of potential capital structures and solutions, assessment of optimal sources of capital, preparation of investor materials, management of due diligence and communication with potential investors.