In our conversations with clients, we are frequently asked if it is possible to issue digital asset securities to their existing investors. Investors place a high value on being able to access liquidity for their investments, and for the issuer digital asset securities simplifies their cap-table management.
Debra will focus on educating, connecting, and helping wealth management firms differentiate themselves by providing their clients with improved access to alternative investments, and simplified asset management solutions for their practices.
Patrick will be a part of IOI Capital and Markets’ growing network of professionals and he will focus on the financial advisor space, with an emphasis on alternative investments.
Through their partnership, Sudrania and iownit will enable asset managers to expand access to private products, seamlessly create investment vehicles, and provide their clients with a simplified investment process.
iownit capital and markets, Inc., a leading digital assets issuance and trading platform, is pleased to announce that it has entered into an agreement with Midland Trust Company to provide investors the ability to invest in private securities and alternative assets through their self-directed IRA accounts custodied at Midland.
After Rashad had his first piece published on CAIA’s blog, AllAboutAlpha, we had some broader discussions with Bill Kelly and Aaron Filbeck about the implications of the DOL decision regarding private equity investments, and the SEC’s discussion regarding the definition of an accredited investor.
Listen in on a panel discussion between industry practitioners and veterans on how they navigate through the operational complexities of private security investing.
Over time, alternative investments, powered by the issuance of private securities in the form of equity and debt, have grown and become a larger market and have become a larger percent of diversified institutional investment portfolios.
iownit’s purpose is to provide advanced technology tools to help entrepreneurs and investors invest in each other. One of the requirements our users have is to have a platform for information sharing during an investment due diligence process. While we always provided basic data room capabilities on the platform our users asked for the ability to offer controlled access to confidential information.
Last week I had the pleasure of participating in a webinar with four colleagues. The webinar was hosted by Scott Becker and The Becker Group, and I very much enjoyed my conversation with my fellow panelists about the business trends and investments we are looking at in this post-Coronavirus era.
No communication by iownit, or any of its affiliates (collectively, “iownit”), through this website or any other medium, should be construed or is intended to be a recommendation to purchase, sell or hold any security or otherwise to be investment, tax, financial, accounting, legal, regulatory or compliance advice. Nothing on this website is intended as an offer to extend credit, an offer to purchase or sell securities or a solicitation of any securities transaction.
Any financial projections shown on the website are estimated predictions of performance only, are hypothetical, are not based on actual investment results and are not guarantees of future results. Estimated projections do not represent or guarantee the actual results of any transaction, and no representation is made that any transaction will, or is likely to, achieve results or profits similar to those shown. Any information contained herein has been secured from sources that iownit believes are reliable, but we make no representations or warranties as to the accuracy of such information and accept no liability therefor.
Private placement investments are NOT bank deposits (and thus NOT insured by the FDIC or by any other federal governmental agency), are NOT guaranteed by iownit or any other party, and MAY lose value. Neither the Securities and Exchange Commission nor any federal or state securities commission or regulatory authority has recommended or approved any investment or the accuracy or completeness of any of the information or materials provided by or through this website. Investors must be able to afford the loss of their entire investment.
Investments in private placements, start-up investments in particular, are speculative and involve a high degree of risk and those investors who cannot afford to lose their entire investment should not invest. Additionally, investors may receive illiquid and/or restricted securities that may be subject to holding period requirements and/or liquidity concerns.
Investments in private placements are highly illiquid and those investors who cannot hold an investment for the long term (at least 5-7 years) should not invest.
Alternative investments should only be part of your overall investment portfolio. Further, the alternative investment portion of your portfolio should include a balanced portfolio of different alternative investments.
Articles or information from third-party media outside of this domain may discuss iownit or relate to information contained herein, but iownit does not approve and is not responsible for such content. Hyperlinks to third-party sites, or reproduction of third-party articles, do not constitute an endorsement by iownit of the linked or reproduced content.
Investing in securities listed on the iownit platform pose risks, including but not limited to the risk of losing some or all of the money you invest. Before investing you should: (1) conduct your own investigation and analysis; (2) carefully consider the investment and all related charges, expenses, uncertainties and risks, including all uncertainties and risks described in offering materials; and (3) consult with your own investment, tax, financial and legal advisors. Companies seeking startup investments through private equity issuance tend to be in earlier stages of development and their business model, products and services may not yet be fully developed, operational or tested in the public marketplace. There is no guarantee that any stated valuation and other terms is accurate or in agreement with the market or industry valuations. Such securities are only suitable for accredited investors who understand and willing and able to accept the high risks associated with private investments.
Investing in private placements requires long-term commitments, the ability to afford to lose the entire investment, and low liquidity needs. This website provides preliminary and general information about investing in private placements and is intended for initial reference purposes only. It does not summarize or compile all the applicable information. This website does not constitute an offer to sell or buy any securities. No offer or sale of any Securities will occur without the delivery of confidential offering materials and related documents. This information contained herein is qualified by and subject to more detailed information in the applicable offering materials.
Securities are offered through iownit’s affiliate, IOI Capital and Markets, LLC (“IOICM”), a FINRA member broker-dealer. Neither IOICM’s, nor any of its affiliates, officers, directors, agents and employees makes any warranty, express or implied, of any kind whatsoever related to the adequacy, accuracy or completeness of any information on this site, or the use of information on this platform. By accessing this site and any pages thereof, you agree to be bound by the Terms and Conditions and the Privacy Policy.
