How to Support Deals With a Technology Platform and Just a Little More Than the Click of a Button

EquitySeed chats about the difficulty of navigating a regulated space and how finding the right technology platform partner can streamline seamless capital raises.

Video Transcript

Dane Simmons: I was going through the mindset before I was introduced to you guys, like, "I'm going to have to build out a platform and I have no tech background. Like, how am I gonna do this?" Right? And I can't do this through a website because there's, there's so many you have to cross so many T's and dot so many I's for it to be because it's regulated, you know? And so the fact that WealthBlock has everything ironed out for you and it's turnkey right away. That really put my mind at ease, because I didn't have to worry about the regulatory issues at all. And I knew that I was going to have a great product and it, it just, it just happened so fast. I was like, oh, I got an investment platform already. Like, it was, it was crazy how fast your team put together, everything within 24 hours, you, you click the button that said, "Welcome to the portal," and boom, there, it was, I was like, "I'm in business," you know? And then I can do, yeah and so I, I don't, I don't have a tech background. So that's not what I do, but I know how to put deals together. That's what I do. So it allows me to focus on what I do well, and I'll let you guys focus on what you do well. [Laughs]

Seth Gordon: Awesome!

Related Videos

WealthSign Demo

WealthSign is the first E-Sign solution designed entirely for Capital Raising. WealthSign was built to save time, grow with your team, and deliver a streamlined subscription automation process.

From Questions to Solutions: Why a Reliable Tech Platform Partner is a Win-Win

CalTier Realty Fund discusses the value of having a responsive, reliable tech platform partner and why their team loves working with WealthBlock.

How WealthBlock Facilitates Investments Using a Self-Directed IRA with "Mind-Blowing" Speed

CalTier Realty Fund talks about WealthBlock's ease of use and how it's helping them streamline investing for investors using a self-directed IRA.

How Technology Turbocharges Real Estate Investing

CalTier Realty Fund talks technology and some of their new developments in the REIT space and international investing.

We have been with WealthBlock since they started their company. Their software has helped us grow our company from a small two person consulting firm into a multi city Investment Bank. More impressive than the software product is their people. Skilled in their crafts, professional presence, and just a good group of people. We have been very happy with our relationship with everyone at WealthBlock.

Michael Cavanaugh

Founder, Regiment

Schedule a Demo

We'll unpack what you need and provide a solution!