Supervest
- Company typePrivate
- Founded2018
- HeadquartersSchaumburg, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
What Supervest does
Supervest is a Delaware-incorporated alternative investment platform that connects accredited retail investors, family offices, and financial advisors with fixed-rate investment opportunities backed by diversified portfolios of merchant cash advances (MCAs) and revenue-based financing extended to small and medium-sized US businesses. The company distributes five core products through its self-serve web investor portal and native iOS application: SV Short-Term Note I (10% annual return, 12-month term, $25,000 minimum), SV Mid-Term Note I (12% annual return, 24-month term, $25,000 minimum), SV Mid-Term Note E and SV Mid-Term Note D (mid-duration fixed-rate notes), and Self-Directed MCA (individual deal selection with a $1,000,000 minimum). Since inception, Supervest users have participated in over $2 billion across 45,000+ individual merchant deals, with more than $230 million in cumulative user capital deployed on the platform.
Supervest firmographics
Firmographics- Name
- Supervest
- Legal name
- Supervest, Inc.
- Website
- https://supervest.com
- Company type
- Private
- Founded year
- 2018
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Supervest industry classification
Industry- Product category
- Alternative Investment Platform
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Other Financial Investment Activities (5239), Other Financial Vehicles (525990)
- SIC
- Asset-Backed Securities (6189), Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)
- akta.pro primary industry
- Asset-Backed Securities (ABS) (FSACACAA)
- akta.pro secondary industries
- Retail Investment Products (RIPs) & Packaged Products (PRIIPs/KIDs) (FSACAMAN), Fund/Index-Linked Notes (ETF/Mutual Fund/Custom Index) (FSACAMAH), Private Banking & UHNW Wealth Advisory (FSAEABAC)
Keywords
Where Supervest is headquartered
LocationHeadquarters
- HQ city
- Schaumburg
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Supervest business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- Note Investment Transaction Fees: Supervest facilitates note investment products (SV Short-Term Note I, SV Mid-Term Note I, SV Mid-Term Note E, SV Mid-Term Note D, Self-Directed MCA) where investors commit capital in exchange for fixed returns. The platform earns fees related to the structuring and administration of these note programs, including minimum investment thresholds of $25,000 for note products.
- Platform Subscription / Management Fees: SV Capital Management, LLC, an affiliated entity operating as an Exempt Reporting Adviser, provides investment advisory services pursuant to a written advisory agreement with investors, generating advisory fee revenue.
- Self-Directed MCA Platform Fees: For the Self-Directed MCA product, investors can build their own portfolio by selecting individual merchant cash advance opportunities, with the platform facilitating the syndication and providing access to deal flow, earning fees for platform facilitation and deal matching.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Unit Pricing | Monthly | SV Short-Term Note I: 10% annual return, 1-year term, $25,000 minimum, monthly payments |
| Unit Pricing | Annual | SV Mid-Term Note I: 12% annual return, 2-year term, quarterly payments |
| Unit Pricing | Annual | SV Mid-Term Note E: Mid-term note with fixed rate (specific rate not publicly disclosed) |
| Unit Pricing | Annual | SV Mid-Term Note D: Mid-term note with fixed rate (specific rate not publicly disclosed) |
| Unit Pricing | Pay-as-you-go | Self-Directed MCA: No stated minimum, investor selects individual MCA opportunities |
Go-to-market motion3 records
Distribution channels3 records
Marketing channels10 records
Supervest product offering
Product offeringCore offering
Supervest is an alternative investment platform that issues and administers fixed-rate promissory note products (SV Short-Term Note I, SV Mid-Term Note I, SV Mid-Term Note E, SV Mid-Term Note D, and Self-Directed MCA) backed by diversified portfolios of merchant cash advances and revenue-based financing to U.S. small and midsize businesses. Accredited investors access these notes through Supervest's self-serve web portal and iOS app, with investment-advisory services provided by affiliated SV Capital Management, LLC operating as an Exempt Reporting Adviser.
Product overview
Supervest is an alternative investment platform providing accredited investors access to fixed-rate investment opportunities supported by diversified portfolios of revenue-based financing and receivables-backed assets serving small and medium-sized businesses. The platform offers five distinct investment products: SV Short-Term Note I (10% annual return, 12-month term), SV Mid-Term Note I (12% annual return, 24-month term), SV Mid-Term Note E, SV Mid-Term Note D, and Self Directed MCA. The platform has facilitated over $2 billion in capital activity across 45,000+ individual merchant deals since inception, with approximately $230 million invested on the platform. Investors can diversify their portfolio with non-stock market correlated alternative investments to generate passive income, boost yield, and add asset diversification.
Differentiator
Problem solved
Functional benefit
Products and services
- SV Short-Term Note I A 12-month investment note offering a 10% annual return with monthly dividend payments and a $25,000 minimum investment for accredited investors. Backed by Supervest's diversified Small Business Finance portfolio; principal can be redeemed after 12 months or rolled into another note at the investor's option.
- SV Mid-Term Note I A 24-month investment note offering a 12% annual return with quarterly interest-only payments (every 3 months) and a $25,000 minimum investment for accredited investors. Principal can be redeemed after 2 years or rolled into another note at the investor's option.
- SV Mid-Term Note E A mid-term fixed-rate investment note within the Small Business Finance asset class, structured for accredited investors seeking diversified note products with mid-duration exposure.
- SV Mid-Term Note D A mid-term fixed-rate investment note within the Small Business Finance asset class, structured for accredited investors seeking diversified note products and alternative income-generating investments.
- Self-Directed MCA An investment offering that lets accredited investors provide capital directly to small businesses through individual merchant cash advance opportunities, with Supervest facilitating syndication and providing access to deal flow. Investors select and fund individual MCA opportunities, enabling granular diversification at a $1,000,000 minimum investment.
Quantifiable outcome
- Over $2 billion in cumulative deal volume across 45,000+ merchant deals since platform inception
- +4 more outcomes
Companies that use Supervest
Customer profileSegments4 records
Ideal customer profiles3 records
Supervest technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability2 records
Feature5 records
Supervest partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Nationally Recognized Collection Recovery CompanycoreSupervest has partnered with a nationally recognized collection recovery company to monitor all MCA notes on its platform for missed payments. The recovery company has direct access and reporting capabilities through Supervest's platform, enabling swift identification and resolution of payment discrepancies. In the event of a missed payment, the recovery company initiates communications with the Funder to collect payment information and status updates, ensuring transparency for syndicate partners and investors.
Scale indicators10 records
Recent moves6 records
Expansion highlights5 records
Supervest competitors and assessment
Company assessmentDirect peers
- EquityMultiple: EquityMultiple offers private real estate debt and equity investments to accredited investors through structured note-like products — comparable accredited-investor target and fixed-income product orientation, though focused on real estate rather than MCAs.
- Percent: Percent operates a private credit marketplace offering short-duration, fixed-yield notes backed by receivables and MCAs to accredited investors — overlapping closely with Supervest's note products in underlying asset class, structure, and investor base.
- Yieldstreet: Yieldstreet is a direct competitor offering alternative investments (private credit, real estate, marine, legal finance) to retail accredited investors via a digital platform with structured products and fixed-income-style notes — highly comparable product set and target customer.
- Honeycomb Credit: Honeycomb Credit is a small business crowdfunding and lending platform offering note-like fixed-income investments to retail and accredited investors, sharing the same small business finance asset class and revenue-based financing model as Supervest.
- SMBX: SMBX runs a small business finance exchange connecting investors directly to SMB financing through standardized notes — directly comparable marketplace model, asset class, and accredited-investor target.
- Cadence (formerly Cadence13): Cadence provides direct private credit and structured yield products to individual investors via a digital platform — overlapping on retail private credit, fixed-yield notes, and accredited-investor distribution.
Emerging players
- Wefunder: Wefunder operates a regulated retail-investing platform for private securities under Reg CF/A+, sharing the same accredited-investor onboarding, exempt-offering structure, and digital platform distribution mechanics as Supervest.
Broad incumbents
- AcreTrader: AcreTrader provides fractional farmland investments to accredited investors via a digital platform — different asset class but directly comparable model of retail-democratized alternatives with structured, fixed-term offerings.
- Fundrise: Fundrise is an established retail alternative-investing platform offering private credit, real estate, and venture exposure — broader in asset class but highly comparable in targeting retail/non-institutional investors seeking non-correlated yield.
- Masterworks: Masterworks is a larger, well-funded platform offering fractional alternative investments (art) to accredited investors — not the same asset class but a directly comparable business model of retail-democratized alternatives with SEC-registered offerings.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights4 records
Customer concentration
Supervest social profiles
Digital presenceSupervest compliance and trust
Trust signalCompliance3 records
Supervest financial estimates
Financial estimateRevenue estimate
Valuation estimate
Supervest leadership team
Management profileNumber of profiles
Profiles3 records
Supervest funding detail
Funding detailFunding overview
Funding rounds2 records
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Supervest M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Supervest
What does Supervest do?
Supervest is an alternative investment platform that issues and administers fixed-rate promissory note products (SV Short-Term Note I, SV Mid-Term Note I, SV Mid-Term Note E, SV Mid-Term Note D, and Self-Directed MCA) backed by diversified portfolios of merchant cash advances and revenue-based financing to U.S. small and midsize businesses. Accredited investors access these notes through Supervest's self-serve web portal and iOS app, with investment-advisory services provided by affiliated SV Capital Management, LLC operating as an Exempt Reporting Adviser.
Is Supervest a public or private company?
Supervest is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Supervest founded?
Supervest was founded in 2018. It employs 11 to 50 people.
Where is Supervest based?
Supervest is headquartered in Schaumburg, United States, in the North America region.
How does Supervest make money?
Three revenue lines are on record. Note Investment Transaction Fees are the primary driver. The others are platform Subscription / Management Fees and self-Directed MCA Platform Fees.
Who are Supervest's main competitors?
Direct peers on record are EquityMultiple, Percent, Yieldstreet, Honeycomb Credit, SMBX and Cadence (formerly Cadence13). Wefunder is listed as an emerging player. Broad incumbents are AcreTrader, Fundrise and Masterworks.
Does Supervest have an API?
No public API is recorded for Supervest.
What industry is Supervest in?
Supervest's product category is Alternative Investment Platform. Its primary akta.pro industry code is FSACACAA, Asset-Backed Securities (ABS), with a secondary code of FSACAMAN, Retail Investment Products (RIPs) & Packaged Products (PRIIPs/KIDs). Its NAICS code is 523940 and its SIC code is 6189.