Integrated Suite of EB-5 Solutions
for the Entire Program Life Cycle

Ensure Program Success from Start to Finish

Our Intelligent EB-5 Solutions provide the only comprehensive approach to successfully administering the complexities of the entire EB-5 program life cycle – from solving multi-faceted escrow and depository requirements, to streamlining multi-level fund administration, to providing fully compliant audit trails for issuers and investors alike.

EB-5 Program Life Cycle and Required Solutions

A Clear Set of Advantages

Experienced and dedicated EB-5 Client Services team

Complete audit trail through the entire EB-5 process

Web-based portal visibility anytime, anywhere, from any device, including mobile

Automated and powered by award-winning eSTAC® platform

Accelerated set up and ongoing reliable performance

Unsurpassed levels of security, transparency, and compliance for all stakeholders

Program Visibility – Anytime, Anywhere from Any Device

Take a Closer Look

While each solution can be deployed independently, when integrated they become a comprehensive end-to-end solution, providing greater marketability, process efficiency, and performance to an EB-5 project.

Capital Administration

SUBSCRIPTION
ESCROW

Reduces risk and enhances
the capital raise

As an EB-5 best practice, a subscription escrow helps increase the marketability of a project by addressing the security needs of investors, which in turn helps issuers more effectively raise capital in an aggressive marketplace.

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DRAWDOWN
ADMINISTRATION

Safeguards the flow
of working capital

With drawdown administration, issuers can get a competitive and compliant advantage for their project, since it provides third-party oversight and reporting on the use of funds during a critical phase for investors and regulators.

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Process Management

FUND
ADMINISTRATION

Tracks the flow of funds
and documentation from day one

Provides issuers up-to-the-minute program status and complete audit trail, and designated stakeholders access to timely statements and reports.

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IMMIGRATION
WORKFLOW

Stores and reports all pertinent
immigration documents

Turns paperwork and data into serviceable investor and fund information, ensuring investors meet USCIS immigration requirements for the EB-5 visa program.

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Accounting Administration

LOAN
ADMINISTRATION

Streamlines the complexities of
EB-5 loan servicing

Serves as a best practice third-party fund administration solution for handling the complexities of EB-5 loans at scale, while meeting the administration efficiency, accuracy, and transparency demanded by institutional lenders and investors.

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FUND
ACCOUNTING

Delivers institutional-quality back-office accounting administration

An efficient, scalable, and fully compliant third-party solution that addresses evolving EB-5 due diligence requirements and positions issuers to better compete for investor capital.

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