Strategy and criteria
The site describes property types, markets, hold periods and the firm’s role in each deal, for investors and for the brokers who bring acquisitions.
Services / Investment firms
INVESTMENT FIRM and fund websites.
Endcap designs websites for real estate private equity firms, funds and syndicators. The site presents the firm, its strategy and its track record to investors, brokers and lenders, and it links to the investor portal you already use. Anything that touches an offering follows the approach your securities counsel sets, and counsel approves the language before launch.
What’s included
What an investment firm website includes
Every site is designed and built by Endcap, with the pages, forms, and integrations agreed in your proposal.
Track record
Realized and current investments are presented with consistent dates, definitions and notes, using only the figures and format your counsel has approved.
Investor portal link
A clear sign-in link goes to Juniper Square, AppFolio Investment Manager or the platform you use, so investors reach documents and distributions in your existing system.
Accredited investor gating
Where counsel calls for it, visitors confirm their status before they see offering information, using wording counsel provides. Verification under Rule 506(c) happens separately, through the method counsel approves.
Principals and team
Biographies for the principals and key staff show the experience investors and lenders look for before a first meeting.
Inquiries routed by type
Prospective investors and brokers with acquisitions each have their own form, sent to the person who answers it.
Details
Rules to get right
General information to plan the site around. It is not legal advice; your counsel owns the final wording of any compliance language.
From our work
Endcap designed Alder Court, a 12-page sample offering memorandum with a site plan, market context, a rent roll and financial presentation. It shows how Endcap lays out property financials, which is the core of a track record or current investments page.
See the Alder Court sample- Rule 506(b)Under Rule 506(b) of Regulation D (17 CFR 230.506), neither the issuer nor anyone acting on its behalf may offer the securities through general solicitation or general advertising, and no more than 35 non-accredited investors may purchase in any 90 calendar day period. A firm relying on 506(b) keeps offering details off the public pages of its website. Source
- Rule 506(c)Rule 506(c) permits general solicitation, provided every purchaser is an accredited investor and the issuer takes reasonable steps to verify that status. A public page about an offering is possible under 506(c), with verification handled in the investment process that follows. Source
- Performance in advertisementsIf the firm is registered with the SEC as an investment adviser, the marketing rule (17 CFR 275.206(4)-1) bars showing gross performance in an advertisement unless net performance appears with at least equal prominence, over the same period and using the same method. Source
- Counsel writes the compliance languageDisclaimers, accredited investor confirmations, risk statements and performance definitions are written by the firm’s securities counsel. Endcap places that language exactly as approved and does not draft it.
Portfolio
RECENT
work.
Websites and identities we have designed and built for our clients. See all of our work.
Process
HOW A PROJECT
works.
One person runs your project from the first call to launch, and you approve each stage before the next one starts.
- 01
Talk it through
What the business does, who the website is for, and the material you already have.
- 02
Proposal
Pages, content, schedule, and price, set out in writing before any work begins.
- 03
Design and build
You review the design and then the working site, with two rounds of revisions.
- 04
Launch and care
We check every page and form at launch, then look after the site if you choose a care plan.
Client words
IN THEIR
words.
We own ten homes at Casa De Laguna and were still sending people to a site built in 2013. Noah pulled the photos and details out of the old site, designed a logo from the rooflines and the pond, and put the community, the homes and current availability in one place. It’s the first time the website has looked like the place we actually rent.
“Highly recommend. Great work.”
Do you write the disclaimers and compliance language?
Your securities counsel writes the disclaimers, accredited investor confirmations and performance definitions, and we place them exactly as approved. During design we point out pages that may need counsel’s review.
Can the site connect to Juniper Square or AppFolio Investment Manager?
The site links to your investor portal so investors sign in on the platform you already use. Deeper integrations, where the platform supports them, are scoped separately.
Can we show our track record?
Yes. We present realized and current investments in the form counsel approves, with consistent dates and definitions, and we publish only figures your team has signed off on.
Should the site have an accredited investor gate?
That depends on whether your offerings rely on Rule 506(b) or Rule 506(c), which is a decision for counsel. We can build a confirmation step, a gated section or a public site with no offering content, depending on that advice.
How long does an investment firm website take?
Most websites take two to four weeks once the content is ready. Counsel’s review is part of the schedule, and the proposal allows time for it.
What does an investment firm website cost?
Projects are quoted after a short conversation about the pages, portal links and content involved. The scope, timing and price are agreed in writing before work begins.
Contact Endcap
START A
project.
A website, a brand, or a complete set of materials.
We reply within an hour during business hours, and we only use your details to answer you.
Start a project or call or text Noah at (425) 233-0769