Infinovate

Infinovate

Online investment fund analytics platform

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Security Type
Common Stock
Categories
Other
Min Investment
$100
Location
Las Vegas, NV
Offering Date
April 07, 2020
Expected Close Date
September 30, 2020
Target Raise
$10.00K-$1.07M
Deal Notes

Price per Share: $10

Company Description

Infinovate is a time savior to financial advisors across the United States.

Infinovate is one kickass real time financial platform that calculates complex performance analytics and builds individualized Fund and predictive models that uniquely meet the needs of financial advisors, family offices, analysts and investors seeking to create their own models and track individual performance.

Key Deal Facts

Highly Experienced Management Team
3 years of testing by a high growth Registered Investment Advisory firm
Online, real time, predictive modeling platform
Managed by the user

Use of Proceeds

  • Compensation for managers
  • Technology Development
  • Debt Reduction
  • Marketing
  • Intermediary fees

Management Team / Advisory Board Bios

Blair Buick
CFA, Senior Vice President, Infinovate, LLC and The Renaissance Companies, Inc.
Blair serves as project manager and subject matter expert for the firm’s financial industry-related projects. Prior to joining Renaissance in 2013, she served as Vice President, Director of Product Marketing at Altegris Investments where she played an instrumental role in developing alternative investment educational materials and launching the firm’s first mutual funds. Previously, Blair held the positions of Client Service Associate and Product Manager for the firm’s systematic platform at Allianz Global Investors (formerly known as Nicholas-Applegate Capital Management). Blair has also held the positions of Consulting Associate at REIT valuation specialist Green Street Advisors, Research Analyst at LPL Financial, where she focused on mutual fund research and private placement due diligence, and Property Accountant for Bright Horizons. Blair holds a Bachelor of Science in Management with a concentration in Finance from Boston University and is a CFA charterholder. She is a member of the CFA Institute and 100 Women in Hedge Funds and previously held FINRA Series 7, 24, 66, and 87.

Jason Ozur
Senior Managing Director and Portfolio Manager, Lido Advisors, LLC
Jason joined Lido Advisors in 2009 and has over 15 years of investment experience. He is Co-Chairman of Lido’s investment committee and is responsible for management of Lido’s Hedged Hybrid strategy.

Greg Kushner
Chairman and Chief Executive Officer of Lido Advisors, LLC.
Greg has provided financial consulting services for a variety of high net-worth individual clients for over thirty years. In 1999, Greg founded Lido Advisors, a Registered Investment Adviser, to provide objective and personal financial solutions, multigenerational planning, and to act as the “Chief Investment Officer” for ultra- high net-worth investors and family offices. In addition to managing Lido, Greg’s responsibilities also include managing client relationships including all aspect of management of their wealth.

Floyd W. Kephart
Chairman, The Renaissance Companies, Inc.
Mr. Kephart is Chairman of the Board of The Renaissance Companies a private financial, real estate, gaming and marketing advisory firm, with offices in Las Vegas, NV and Rancho Santa Fe, CA and affiliate offices in London and Dubai (www.solutionfinancing.com) and (www.renaissancecompanies.com ). In 2009, Kephart was the Co-Founder of Metis Financial Network (www.metisfn.com). Metis created MREN (www.mren.com ) the first global commercial real estate collaboration network platform. Kephart served as Chairman of Metis from 2009-2015.

Deal Notes

Price per Share: $10

Amount Raised : $16,030
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Security Description

Common stock is a security that represents ownership in a corporation.

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