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How Supervest Works

Simple and Powerful

Our process combines state of the art technology with
an easy to use interface to deliver a simple and powerful
investor experience.

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Our Approach

Unlocking access to small
business financings

Supervest offers direct access to investment opportunities within the Small Business Finance asset class to retail and institutional investors inside fixed interest, fixed principal promissory notes.

We’ve bridged a massive gap in the market to create an investment opportunity previously unavailable on such a broad scale.

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Due Diligence

We analyze millions of deals
every year so you don’t have to.

Since inception, Supervest has funded over 45,000 investments
representing over $2B in Total MCAs dispersed to end
businesses.

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45K+

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$2B+

Our Process

Discover how it all happens

From start to finish, learn all the intricate steps of the lifecycle of an investment on our platform.

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Origination

Platform deal offerings undergo
a comprehensive underwriting
and review process

Supervest partners with originators after performing a detailed underwriting process. The Supervest process takes a methodical and systematic approach in order to admit an originator onto the Supervest platform. Supervest is constantly looking for partners that can enhance the quality of our platform and our investors long term goals.

Due diligence

Supervest's due diligence review

The investment team conducts an extensive review and analysis of the investment opportunity. The process typically will take several months before a potential originator will be presented to the investment committee for approval and onboarding.

If an originator is recommended by the due diligence team for approval the next step includes a presentation to the investment committee.

The experienced investment committee is presented with the potential opportunity allowing for an additional perspective of the potential opportunity. The investment committee will challenge the due diligence team’s thesis and weigh the potential risk and reward for our platform investors.

The process includes but is
not limited to:

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Third-Party Assessment; OFAC / CLEAR Report; Site Visit, Financials / Balance Sheet Review

The process includes but is
not limited to:

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Underwriting Guidelines; Management & Employee Structure; Review Static Pools; Collection Guidelines / Third Parties Scaled Exposure

The process includes but is
not limited to:

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Ongoing Originator Diligence include: Weekly Portfolio Performance Review; Weekly Originator Review; Quarterly Contract Sampling; Semi-Annual On-Site

The process includes but is
not limited to:

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Performance monitoring: proprietary AI scoring system provides originator and deal level performance analytics that enhance overall performance via reduction of Funders historical defaults

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At Supervest, we've designed our offerings to serve as complementary, diversifying investments for traditional 60/40 portfolios. With a range of note terms from 1 to 3 years, and flexible distribution options — monthly, quarterly, or end-of-term payouts — we provide investors with the flexibility to tailor their investments to their time horizon and preferred payment structure.

Our platform allows investors to allocate capital across multiple note offerings within a single account, creating a customized and diversified strategy to meet their unique financial goals.

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Investment

Investors: Balancing
Risk vs. Reward

Investors should select a term length that aligns with their investment horizon and consult with our investment team to identify the best option for their portfolio. For more information, call our investment team at 561.419.9483.

Performance

Reporting made simple
to evaluate your portfolio

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Supervest has created a seamless, regulatory compliant and transparent conduit for investors participating in investments backed by thousands of small business financing deals originated from over 20 current, participating funders/lenders on the platform.

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Investors can choose from numerous terms with fixed interest rates ranging from 10-15%.

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The Investor Dashboard provides a fully transparent and detailed repository including performance tracking, interest payments, cash balances, list of note offerings, investment documents, monthly statements reporting and funding status etc.

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Our offerings have various interest payment schedules (monthly, quarterly, etc.) which are deposited into their Supervest Wallet.

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Behind the scenes, Supervest’s Portfolio & Risk Management Team constantly monitors the investments and identifies any performance that has changed from initial underwriting.

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Returns

Get more returns
on your returns

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The Supervest platform was conceived and implemented by a team of small business financing experts, technologists and investment managers who believed there was an opportunity to connect sophisticated investor capital to the historically fragmented and hard to access small business financing asset class.

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No fees are charged to our SV Note Offering investors and interest is fixed over the life of the investment.

Investor Control

Investor Control

Where traditional investment firms typically build black boxes around
their individual investments, we see an opportunity to deliver
a compelling and transparent investing experience.

Assistance every step of the way

Supervest provides hands-on support to all users on the platform. Our knowledgeable team of representatives
are available to assist with any questions or concerns you may have.

Book a Time with The Investment Team