EB-5 Solutions

EB-5 Solutions2017-02-14T20:29:59+00:00

Agile and flexible, full integrated and cost-effective, proven to perform, 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 multifaceted escrow and depository requirements, to streamlining multi-level fund administration, to providing fully compliance audit trails for issuers and investors alike.

EB-5 Program Life Cycle

A Clear Set of Advantages

  • Experienced and dedicated EB-5 Client Services team
  • Complete audit trail over the entire EB-5 life cycle
  • 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

Take a closer look

We have developed a best-of-class solution for all phases of the EB-5 program lifecycle. While each solution can be deployed independently, when integrated they become a comprehensive end-to-end solution, providing even greater levels of efficiency and performance.

Account Solution

A smart way to secure funding

Designed to meet bank regulatory and compliance concerns, this solution enables issuers to provide investors a means to reserve an investment spot while the offering is still being finalized.


Escrow Solution

Balances the needs of issuers and investors

Designed to hold investor funds during the capital raise, this solution addresses the security and transparency needs of investors during the I-526 approval process and the timing and compliance needs of the issuer.


Fund Administration

Tracks the flow of funds and documentation from day one

Covering the flow of funds through the entire investment life cycle, this solution provides issuers with a complete audit trail and stakeholders with access to statements, reports, and a real-time dashboard for up-to-the-minute information.


Immigration Workflow

Stores and reports all pertinent immigration documents

Seamlessly integrates with our Intelligent EB-5 Escrow and Fund Administration Solutions, turning stacks of files and papers into useful immigration status information, resulting in the power to file, respond, and react on time, every time.


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.


Portfolio View

A real-time dashboard for up-to-the-minute decision making

Integrated into our entire suite of Intelligent EB-5 Solutions and optimized for mobile access, this solution provides issuers with important, timely information, from key release dates and funding amounts, to investor immigration status.