EdlyOutcomes I
Principal Protected
A professionally managed account selecting top students in top majors attending top schools with principal protection.
Diversification
Unlike single investments, managed account portfolios allow us to minimize downside risk more so than before.
Monthly Cash Flows
Investors receive distributions on a monthly basis with a target yield of 8%
Short Maturity
Edly targets 4-year duration and seeks to return all investor money within 5 years.
Reporting & Monitoring
Edly makes distribution and performance reporting available each month so that investors can monitor ongoing performance of pools in their portfolio.
8% Target Yield
Principal protection Investor principal protected by US Government bonds.
4 Year Expected Maturity
Hand-selected school types Focus on Technology, Nursing, Business, and Industrial Vocational.
Backed by assets All Edly investments are backed by ISA contracts.
Invest as little as $10,000
How investing with EdlyOutcomes I works.
Edly seeks investments in future student incomes via Income Share Agreements (“ISAs”) which we believe are likely to produce high risk-adjusted returns for investors, while also providing access to education for promising students.
1
Edly finds schools
Edly’s schools want to offer students an alternative to loans.
2
Students sign up
Students get tuition paid by Edly and agree to pay a percentage of their future earnings.
3
Edly creates a portfolio
Edly creates a diversified portfolio for investors.
4
Students pay monthly
Students pay a percentage of their income for a period of time.
How our portfolio is typically diversified.
Edly assembles diversified investments by applying investor funds across ISA pools from different schools with varied geographic and industry placements.
555 Pleasantville Road, Suite N202
Briarcliff Manor, NY 10510
Call (914) 775-8299
Email info@edly.info
Copyright © 2020 Edly LLC. All rights reserved.
From time to time, edly will make opportunities for investments in ISAs available to investors who are qualified as “Accredited Investors” (as defined below) and who have expressed an interest in learning about such investment opportunities. No investment opportunity is being offered at this time by edly and all prospective investors will be given opportunities in the future after verification of their status and an expression of specific interest. When investment opportunities are being offered, a Confidential Private Placement Memorandum (a “PPM”) will be furnished to approved investors on a confidential basis. Sales of the securities may not be consummated unless prospective investors are provided with a PPM. In particular, you should carefully read the “Risk Factors” set forth in the PPM. The information contained in the PPM may not be provided to persons who are not directly concerned with an investor’s decision regarding the investment offered hereby. Investors should make their own investigations and evaluations of any securities offered. The securities, when offered, will not be registered under the Securities Act of 1933, as amended (the “Securities Act”), or any other securities laws. They will be offered for investment pursuant to the exemption from registration provided under Section 4(a)(2) of the Securities Act and exemptions from the registration requirements of applicable state securities laws only to persons who are “Accredited Investors,” as defined in Regulation D under the Securities Act. There will be no public market for the offered securities.
This website, and the information being provided to prospective investors at this time, is not an offer to sell or a solicitation of an offer to buy any securities that may be offered in the future by edly, nor shall any such securities be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under the securities laws of such jurisdiction.
ANY SECURITIES OFFERED BY EDLY WILL NOT HAVE BEEN RECOMMENDED BY THE U.S. SECURITIES AND EXCHANGE COMMISSION OR ANY STATE SECURITIES COMMISSION OR REGULATORY AUTHORITY. ANY SECURITIES OFFERED BY EDLY WILL BE SUBJECT TO RESTRICTIONS ON TRANSFERABILITY AND RESALE, AND MAY NOT BE TRANSFERRED OR RESOLD EXCEPT AS PERMITTED UNDER THE SECURITIES ACT AND APPLICABLE STATE SECURITIES LAWS, PURSUANT TO REGISTRATION OR AN EXEMPTION THEREFROM. INVESTORS SHOULD BE AWARE THAT THEY MAY BE REQUIRED TO BEAR THE FINANCIAL RISKS OF THEIR INVESTMENT IN THE SECURITIES FOR AN INDEFINITE TIME. CERTAIN INFORMATION CONTAINED IN THIS WEBSITE AND IN THE PPM TO BE DELIVERED IN THE FUTURE CONSTITUTES AND WILL CONSTITUTE “FORWARD-LOOKING STATEMENTS,” WHICH CAN BE IDENTIFIED BY THE USE OF FORWARD-LOOKING TERMINOLOGY SUCH AS “MAY,” “WILL,” “SHOULD,” “EXPECT,” “ANTICIPATE,” “ESTIMATE,” “INTEND,” “CONTINUE” OR “BELIEVE” TO THE NEGATIVES THEREOF OR OTHER VARIATIONS THEREON OR COMPARABLE TERMINOLOGY. DUE TO VARIOUS RISKS AND UNCERTAINTIES, ACTUAL EVENTS OR RESULTS FROM THE ACTUAL PERFORMANCE OF THE SECURITIES MAY DIFFER MATERIALLY FROM THOSE REFLECTED OR CONTEMPLATED IN SUCH FORWARD-LOOKING STATEMENTS.
Edly has filed an application to become registered as an investment adviser in New York.
