• We provide capital, expertise and connections to entrepreneurs who create and deploy digital technologies to simplify the way we live, work and engage.

     

    Venture Capital. Venture Resources. Your Heritage.®

  • Disintermediation

    The passage of the JOBS Act of 2012 and substantive advances in financial technology are revitalizing the classic concept of syndication, enabling investors to minimize the financial friction of intermediaries, access deal flow and invest directly -- entirely online.

    Big Data

    The use of advanced analytics as a lens on human behavior is derisking investments and making alternative sources of capital available.

    Social Capital

    Social networks and the power of radical connectivity (the Crowd) are revolutionizing investment, lending, financial management and purchasing.

    Distribution

    Platform technologies are reshaping traditional distribution channels. E-commerce and industrial fulfillment centers are the new malls. Streaming video is the new television. Every screen is an access point for content and commerce.

  • Representative Portfolio Companies

    We invest in companies with:

    •great ideas that solve important problems

    •talented people who can execute

    •opportune timing

    •business models with a clear path to revenue

    •capability to benefit exponentially from our strategic capital

    CrowdStreet

    CrowdStreet provides a crowdfunding marketplace connecting accredited investors with institutional-quality real estate investments. With its cloud-based investment processing and investor relationship management platform, CrowdStreet offers real estate operators, funds and private equity companies an online vehicle to raise capital and manage relationships with new and existing investors more efficiently and cost effectively.

    FUNDRISE

    Fundrise is an investment service which grants users access to the market of private real estate assets through their platform. Substituting traditional public stocks and bonds with private real estate investments, Fundrise members may save 40 percent on costs and can expect up to 33 percent higher annual returns than a traditional portfolio.

    KBS is America's 11th largest commercial real estate company with over $35 billion in commercial real estate assets. For the first time, accredited investors and financial advisors can invest directly in no-load, commission free institutional quality REITs with 100% of every investment dollar going to work. It's no wonder why KBS Direct is "The Future of Real Estate Investing."

    Patch of Land

    Patch of Land is a Peer-to-Real-Estate (“P2RE”) lending marketplace that matches accredited and institutional investors seeking high-yield, short-term, asset-collateralized investments to borrowers seeking more timely and consistent sources of funding for rehabilitating properties across America.

    Payforward

    PayForward enables prepaid debit card users to receive up to 15 percent cash back on purchases with major retailers and restaurants. PayForward subscribers may add their rebates to savings, share a percentage of the rebates with family members, or contribute to charities of their choosing. Payforward means cash back with the power of choice.

    RealtyMogul

    RealtyMogul.com is an online marketplace, offering qualified real estate borrowers 24/7 access to debt and equity investment opportunities, providing analytics and management tools to safely invest in cash-flowing commercial real estate. RealtyMogul

    TV4 Entertainment

    TV4 Entertainment is a content provider and distributor executing on the 4th generation of television -- streaming video. Through its 50+ content partners and 30 networks like Motorsports and All Warrior Network, TV4 creates and distributes genre-specific entertainment content in categories that inspire passionate audiences around the Globe.

    WikiRealty

    WikiRealty provides real estate professionals with direct content marketing and search engine optimization with articles featuring local insights about local communities, events, neighborhoods, schools, restaurants, and properties. WikiRealty.

  • Online Capital Markets

    Source: Massolution Crowdfunding Industry Report (2015)

    and www.forbes.com (2016)

    $34.4 Billion

    Global Capital Raised

    (2015)

    $17.3 Billion

    North America Capital Raised

    (2015)

    $25.1 Billion

    Lending Capital Raised

    (2015)

    $2.5 Billion

    Equity Capital Raised

    (2015)

    $6.7 Billion

    Business & Entrepreneurship Capital

    (2015)

    $3.5 Billion

    Real Estate Capital

    (2016)

  • Who We Are

    Heritage Capital Ventures LLC

    Venture Capital. Venture Resources. Your Heritage.®

    Lewis G. Feldman

    Founder/Chief Executive Officer

    After a storied 35-year career in Big Law as one of America's most recognized capital markets lawyers, Lew founded Heritage Capital Ventures LLC in 2015 to invest in online technologies for traditionally offline processes that result in greater capital access and lower costs to consumers, businesses and governments. Lew's been involved in raising and deploying more than $100 billion in debt and equity in the real estate and financial technology arenas. Lew also serves as Chairman of the Board of the UCLA Ziman Real Estate Center at the John Anderson School of Business. Lew has numerous media appearances to his credit on CNBC, CBS, Bloomberg, ABC, Fox, and Sirius XM. Lew's ideas and opinions have been featured in national, regional and trade publications, including Barron's, The Los Angeles Times, The New York Times,  The Wall Street Journal, Fortune and Forbes.

    Tracy A. McWilliams

    Founding Partner

    As an active strategic investor for more than 25 years, Tracy has advised and invested in companies as diverse as financial technology, crowdfunding, biotech, consumer products and machine learning. With deep roots in the public and private capital markets, Tracy began her career in investment banking financing debt for government agencies. She has led successful capital raises for businesses and governments; worked directly with entrepreneurs helping to craft and direct their businesses. She is an entrepreneur, speaker, business strategist and is a member of CALARTS Enterprise Advisory Council, a program focused on entrepreneurship and the arts.

  • What We're Saying

    Panels and Presentations 

    August 17, 2016 BISNOW: Crowdfunding sites are raising by pivoting to REIT status along with Reg A+

    Heritage CEO Lew Feldman shares his views with Karen Jordan of Bisnow LA on RealtyMogul's recent use of Regulation A+ and a Real Estate Investment Trust structure to raise money from all investors, not just accredited ones.

    https://www.bisnow.com/los-angeles/news/capital-markets/realty-mogul-launches-its-first-reit-64134

    Click on the picture above to listen to the podcast.

    July 7, 2016 Podcast with #CRACKtheCROWD: Real Estate Crowdfunding with Lewis Feldman

    “I think we’re seeing today where the smaller investor has not yet come alive the way institutions have come alive. So there’s a huge amount of potential.” – Lew Feldman, on the potential of real estate crowdfunding for retail investors.

    Dan Baird of Crack the Crowd and I discuss how crowdfunding real estate is continuing to evolve for both accredited and retail investors. We also discuss the how Title II and Reg A+ are changing financing for larger firms. To listen to the podcast, click on the following link:  

    http://www.crackthecrowd.com/blog/real-estate-crowdfunding-lew-feldman/

    Click here to view slides from Lew's General Assembly presentation.

    Investment Crowdfunding 101: Investing and Raising Capital With the Crowd

    On April 27, 2016, Lew Feldman joined a panel hosted by General Assembly to discuss JOBS Act regulations, crowdfunding and privacy obligations, and protection of financial and confidential data. Platforms in attendance included Crowdfunder, iDisclose, Patch of Land, PeerStreet, RealtyMogul, and SeedInvest.

    Click on the picture above to view slides from

    Lew's General Assembly presentation.

    Where in the World Are the Real Estate Opportunities?

    Our CEO, Lew Feldman, moderated a panel discussion with Bill McMorrow of Kennedy Wilson and Sam Zell of Equity Investments on where the best real estate opportunities are to be found around the Globe.

    What Online Lending Means for Banks, Businesses, and Borrowers.

    Heritage CEO, Lew Feldman, joined the 2015 Milken Institute Global Conference for a discussion covering online lending with the leaders of Lending Club, OnDeck, Funding Circle, and Prosper Marketplace.

    California Real Estate: On the Cusp or Precipice?

    Lew Feldman, joined the 2012 Milken Institute Global Conference for a discussion covering the upward inflection point in the residential real estate recovery with Leslie Appleton-Young, Senior Economist, California Association, Art Coppola, Chairman & CEO, Macerich, and Jonathan Jaffe, Chairman & CEO, Lennar Home Corporation.

  • What's Happening

    Conferences, Articles and Insights

  • Our Education Partners

    We actively participate in thought leadership with America's leading universities and organizations

    UCLA Ziman Center for Real Estate

    The UCLA Ziman Center for Real Estate seeks to advance thought leadership in the field of real estate by generating influential research, educating the next generation of business leaders and social entrepreneurs, and providing meaningful forums for industry professionals and policymakers.

    USC Lusk Center for Real Estate

    The USC Lusk Center for Real Estate seeks to advance real estate knowledge, inform business practice, and address timely issues that affect the real estate industry, the urban economy, and public policy.

    The Wharton School 

    Wharton is the world’s premier business school, giving students knowledge and experience to become a leader in business and make a positive impact on the world. The first collegiate business school, Wharton combines business and liberal arts studies on an Ivy League campus in historic Philadelphia.

    Milken Institute

    The Milken Institute is a non-profit, nonpartisan think tank determined to increase global prosperity by advancing collaborative solutions that widen access to capital, create jobs and improve health.

    Urban Land Institute

    The Urban Land Institute provides leadership in the responsible use of land and in creating and sustaining thriving communities worldwide.

  • Heritage Capital Ventures LLC

    Venture Capital. Venture Resources. Your Heritage.®

     

     

    How can we help you? Reach out. Go ahead. You can do it.

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