FORGOT YOUR DETAILS?

Dan Tealdi - CEO/Managing Director

As CEO and Managing Director of iCapRate, Dan Tealdi leads the iCapRate team with an exceptional pedigree spanning all aspects of commercial real estate brokerage, asset management, development, financing, and syndication. Dan is a leading expert in Net Leased commercial real estate in the United States. With over 17 years of experience in commercial real estate, Dan manages the overall strategies and growth of iCapRate and has successfully structured more than 500 commercial real estate finance, leasing and sales transactions with a total value in excess of $1.0 billion.

Becky Koenig - Investment Coordinator

Previous to joining the iCapRate team, Becky acquired a strong background in business management and customer service. She previously managed a multimillion dollar department at a Flagship store in San Francisco. Her experience extends from excellent customer service, sales, client relations, management, and event management.

ADVISORS

David Hassell - CEO - 15Five, Inc.

David Hassell is a serial entrepreneur and presently Founder & CEO of 15Five, a SaaS company focused on helping individuals and organizations reach their highest potential. Hailed by Fast Company as the 15 Most Important Minutes of Your Work Week, 15Five creates an internal communication process that enables the most important information to flow seamlessly throughout an organization, to surface issues before they become problems, to celebrate wins, discover great ideas and stay tuned in to the morale of the team. David formerly served as President of the San Francisco chapter of Entrepreneurs' Organization and was named "The Most Connected Man You Don't Know in Silicon Valley" by Forbes.

Mark Aldrich - Senior Technology Attorney - NVIDIA Corporation

Serves as outside General Counsel to privately owned companies and sports associations and Senior Technology Lawyer to Fortune 500 and 100 companies. Brings large-firm experience and quality legal services to pre-IPO companies and sports entities. Regularly advises sports teams and governing bodies on issues relating to sponsorship, media and broadcast rights and intellectual property protection strategies. Currently advising, through FLEX by Fenwick, Fortune 100 and other large, global technology companies on technology transactions, SaaS, PaaS and IaaS deals, business unit development, product development and go-to-market strategies. Selected for inclusion in Super Lawyers Magazine's list of Rising Stars in 2009, 2010 and 2011. Rising Stars lists the top 2.5% of lawyers under the age of 40.

Chris Shebib - Owner/Managing Director - Five Properties, Inc.

Throughout his career in software development and product management, Chris worked over 20 years to build his real estate investing expertise primarily through forced appreciation; buying, improving and selling properties in both Ontario and California. Leveraging a background in general contracting, and subsequently enterprise product strategy & development (mainly focused on digital marketing). Today as Owner and Managing Director of Five Properties Inc., Chris specializes in creating opportunities for wealth generation which is shared with funding partners.

Jason W. Best - Co-Founder/Principal - Crowdfund Capital Advisors, LLC (CCA)

Jason is a San Francisco-based technology entrepreneur who thought there should be a better way for startups and SMEs to raise money. He co-authored the crowdfund-investing framework used in the JOBS Act to legalize securities-based crowdfunding in the US. He and his business partner led the 460-day grass roots campaign to change 80-year-old securities laws in the US. He provided US Congressional testimony twice, and attended the White House, Rose Garden ceremony for President Obama to sign The JOBS Act into law in 2012. CCA is a Partner of the US State Department’s Global Entrepreneurship Program and he is an Entrepreneur-in-Residence at UC Berkeley. Jason is also a Venture Partner with Vectr Ventures, a Hong Kong-based fund, investing in FinTech in the US and Asia.

Sherwood Neiss - Co-Founder/Principal - Crowdfund Capital Advisors, LLC (CCA)

Mr. Sherwood Neiss co-authored the “Crowdfunding Exemption Framework” which became the basis of Title III of the U.S. JOBS Act to legalize equity and lending-based crowdfunding. He is in the forefront of the crowdfunding industry, as the co-founder of Crowdfund Capital Advisors (CCA). Mr. Neiss serves on the advisory boards and investor in several crowdfunding companies. He is a co-founder and former-board member of the Crowdfunding Professional Association and the Crowdfunding Intermediary Regulatory Advocates. In 2012, Mr. Neiss was selected as a recipient of the Crowdfunding Visionary Award. VentureBeat listed Mr. Neiss as one of the most influential thought leaders in crowdfunding.

PARTNERS

Orrick

iCapRate considers Orrick an essential component to our Team and Success. Orrick is a leading global law firm with a particular focus on serving companies in the technology, energy and financial sectors. Recognized worldwide for delivering the highest-quality, commercially-oriented legal advice and for our culture of innovation and collaboration. Founded in San Francisco a century and a half ago, Orrick today is named by Law360 as one of the “Global 20” leading firms. Orrick's platform offers clients a distinctive combination of local insight and global reach across 23 offices.

EisnerAmper

iCapRate is proud to add EisnerAmper LLP as part of our World-Class Team. EisnerAmper LLP is a leading full-service advisory and accounting firm, and is among the largest in the United States. EisnerAmper Fund Services LLC (EFS) provides accounting and administration services to real estate private equity funds. EFS utilizes a Capital Accounting System to deliver timely, cutting‐edge alternatives to an internal accounting infrastructure.

Dwolla

iCapRate trusts Dwolla to facilitate safe, secure ACH transactions. The Dwolla ACH transfer platform securely verifies and connects your customers to their bank or credit union accounts for safe and quick transactions. The Dwolla digital payment network securely connects with U.S. banks and credit unions to enable safe, fast, account-to-account transfers.

VerifyInvestor

VerifyInvestor.com is the leading resource for verification of accredited investor status trusted by iCapRate, who insists on safety and reliability, as well as fulfilling requirements issued by the Securities and Exchange Commission (SEC), the JOBS Act and federal laws.

Kingdom Trust

Kingdom Trust is an independent qualified custodian and a non-depository trust company regulated by the South Dakota Division of Banking. Kingdom Trust specializes in unique and innovative custody solutions for individual investors, investment sponsors and advisory firms. Kingdom Trust currently serves over 78,000 clients and have over $8.5 billion in assets under custody.

Crowdnetic

Crowdnetic is a global leading provider of technology, data and infrastructure to the rapidly growing alternative finance industry. Led by financial technology industry veterans Luan Cox and Sri Goteti, Crowdnetic has built the powerful technology necessary to support the industry’s significant growth.

Start Owning Net Lease
Commercial Real Estate Today!

Open New Account
TOP