About Us
CEO and Chief Compliance Officer of the Portal
Adam Pressman
Adam Pressman is a business builder and business transformation consultant with extensive national and global resources. He is a proven and skilled public speaker and an innovative facilitator. This allows him to build self-sustaining teams and help clients grow revenues while improving the alignment of their strategy, process, and people – all focused on the customer to get results quickly and consistently. The clients Mr. Pressman helped make millions will tell you that besides the best in professional performance development, he brought whatever differentiating little bit was needed to complete the success of the mission, product or project. Sometimes it was sales or marketing savvy. Sometimes it was systems thinking and the kind of strategy that avoids unintended consequences and delivers superlative results. Sometimes it was subject matter expertise in exactly what technology and people could do to always do the right thing, in the right way, at the right time, with the right people and for the right reasons.
Important Message
In making an investment decision, investors must rely on their own examination of the issuer and the terms of the offering, including the merits and risks involved. Investments on Syndicate Path are speculative, illiquid, and involve a high degree of risk, including the possible loss of your entire investment. Syndicate Path is a website owned and operated by Advantaged Ventures, LLC., which is neither a registered broker-dealer, investment advisor nor funding portal.
Unless indicated otherwise with respect to a particular issuer, all securities-related activity is conducted by the regulated affiliate of Advantaged Ventures: Syndicate Path, LLC, a funding portal (https://portals.syndicatepath.com) registered with the US Securities and Exchange Commission (SEC) and as a member of the Financial Industry Regulatory Authority (FINRA).
Syndicate Path, LLC is a “funding portal” as defined in section 3(a)(80) of the Securities Exchange Act of 1934. Here, you can review investment opportunities of companies offering securities under section 4(a)(6) of the Securities Act of 1933, also known as Regulation Crowdfunding or Reg CF. These investments are offered to everyone, not just to accredited investors.
Issuers pay Syndicate Path LLC a fee to use the Portal for Reg CF offerings. This fee may be paid as a flat fee, commission based on the amount of money issuers raise, or in other ways.
We provide financial projections for some of the investment opportunities listed on the Site. All such financial projections are only estimates based on current conditions and current assumptions. The actual result of any investment is likely to be different than the original projection, often by a large amount.
Any securities offered on this website have not been recommended or approved by any federal or state securities commission or regulatory authority. Syndicate Path and its affiliates do not provide any investment advice or recommendation and do not provide any legal or tax advice with respect to any securities. All securities listed on this site are being offered by, and all information included on this site is the responsibility of, the applicable issuer of such securities. Syndicate Path does not verify the adequacy, accuracy or completeness of any information. Neither Syndicate Path nor any of its officers, directors, agents and employees makes any warranty, express or implied, of any kind whatsoever related to the adequacy, accuracy, or completeness of any information on this site or the use of information on this site.
By accessing this site and any pages on this site, you agree to be bound by our Terms of use and Privacy Policy, as may be amended from time to time without notice or liability.
Syndicate Path Advisors Board
While not involved in the management of the funding portal, our advisory board ensures we have the wisdom required to help our clients achieve success
Jeffrey Brandon
Jeffrey Brandon has spent more than forty years helping bring financial services to investors, both retail and institutional, and helping companies raise investment capital. Mr. Brandon has held numerous Security Industry licenses and earned a B.A. in International Economics and Organic Chemistry from The Ohio State University/Wright State University. From 1999-2006 Mr. Brandon was a branch manager and corporate Vice President for Wedbush Morgan Securities in San Francisco. In this capacity, he participated in the due diligence efforts on alternative investments, and cash management programs. Since 2006 Mr. Brandon has worked as an executive vice-president raising funds in the private equity markets. In 2010 Mr. Brandon founded JBrandonConsulting LLC to provide FINRA arbitration consulting and provide expert witness testimony in arbitrations, mediations, and a trial to retail and institutional clients.
Bill Joyce
Bill Joyce is a visionary and crowdfunding pioneer. Mr. Joyce’s accounting, finance, and international banking background has served him well in both the banking and computer industries, where his primary focus was on organizational development and project management. Mr. Joyce remains very engaged in the development of team solutions for small and entrepreneurial opportunities. Mr. Joyce is the founder of CrowdFund Roundup and Vision Management. He is often sought out for insight by crowdfunding leaders because of his progressive thinking and his vision for start-up businesses because of his three decades experience in banking and management consulting.
David L. Oldani
David Oldani’s entire business career has been in understanding the sales process and helping companies achieve results. Mr. Oldani has written and customized many sales training programs and is the author of a two thorough sales audits, “The Sellington Sales Audit” and “Sales Capture”. Some of his past clients include Ford Motor Company, Merrill Lynch, the St. Louis Cardinals, FedEx, and Scottrade, as well as hundreds of small to medium sized companies. In addition to working at several Fortune 500 companies, Mr. Oldani has owned and operated several of his own businesses including his own sales consulting company
Irwin Stein
Irwin Stein is a Wall Street trained attorney specializing in capital market transactions. Over a career spanning 50 years he has helped more than 200 companies raise over $1 billion from public and private investors. His clients have included large investment and commercial banks, multi-national corporations, large and small investors.
Mr. Stein taught Finance and Economics at Golden Gate University in San Francisco as an Adjunct Assistant Professor during the 1990s. His articles, blog and podcasts reflect a lifetime of insight and experience working in the capital markets.