Eazy OZ is the nation's leading Opportunity Zone Fund Development Agency. We are responsible for development of more Opportunity Zone Funds then anybody! We set up the 2nd Opportunity Zone Fund to ever launch and built the first business focused Opportunity Zone ever to launch.
The Eazy team are experts in all things Opportunity Zone Fund and Opportunity Zones. We provide turnkey solutions to OZ Fund development along with advisory services to OZ Businesses.
The Right People
Some of our team members were directly responsible for helping to establish the Opportunity Zone program at a Federal level, serving as Presidential Appointed Advisors.
The Right Process
Excellence in execution = Speed To Market. We take an assembly line approach to opportunity fund development starting with Attorneys ending in Video and Web Development. Done turn key!
The Right Product
A fully FINRA, SEC and IRS compliant opportunity zone fund that is well polished, investment ready, impact focused with a narrative and identity to support it.
Built For You In 30 Days
When Time is Money...you don't want to spend 6 months getting set up and to market.
FUND FRAMEWORK & COMPANY ESTABLISHMENT
After our initial Free Consultation and verbal agreement to move forward. We begin the framework and foundation by providing a simple engagement contract, initial retainer and a link to our custom on-boarding Q&A’s. Which helps us collect the information needed to begin developing your fund business. Including, what your needs are, name of the fund, business strategy, company voice and mission, initial projects specs, your target market and more.
With our fully custom and fund ready brand development team, we create and design a game changing style, appearance and overall persona for you and your potential investors and partners. We provide you with print-ready material but we do NOT offer the printing and ordering services for business cards, flyer or booth display. However, we can provide direct links for pricing and shipping options.
Now that your brand style has been developed, it’s time for a professionally created, responsive website that’s mobile ready. With a custom layout including several web pages – Home, About, Model, Why Invest, Contact and a password protected For Investors page. We also connect your social media, but we do NOT create your actual social media accounts.
And we don’t stop there… Capture even more potential investors and engage your audience with our clean cut, professionally edited videos. Really drive the summary of your fund home with engaging graphics, key points, custom music, sleek transitions and beyond.
MARKET | BROADCAST | PROMOTE
Showtime! With the fund strategy ready for success, the financials ready to be submitted to the Administrator, the legal ready for OZ Audit and an organized and complete shared drive folder with all of your created assets and brand material. It’s time to LAUNCH & PROMOTE YOUR FUND.
FUND STORY. BE HEARD…
Time to dig deep and let your fund be heard… With our OZ Fund Phase 4 we help tell your story and the promising future your fund holds. It’s time to show and tell how truly game-changing your fund can be. Beyond just an investment opportunity, connect with the communities your fund serves to improve and change for the good of our country.
What People Say
Don't just take our word for it.
As a founding creator to the Opportunity Zone program, when I left government, I had a lot of options in the space. I chose Eazy OZ because of their foot print, expertise & passion. Proud to have served on their team!
Former Advisor to Treasury on Opportunity Zones
As a lead on creating President Trumps Revitalization and Economic Development Council for Opportunity Zones. I can truly say David and his team at Eazy OZ are the best in the country when it comes to Opportunity Zones.
Former Deputy Assistant to the President for Domestic Policy and Deputy Director of the White House Office of American Innovation.
As the former Administrator of the SBA under President Trump and a Cabinet member, Opportunity Zones was massive program that few really understand also involved businesses. No one understands the business side of this program like David and that is why I joined his team when I left office.
Former SBA Administrator & Cabinet Member
The American First Policy Institute partnered with David and Eazy OZ simply because they have the most expertise and knowledge in this space. Our organization proudly endorses the COZA™ and the OZ Toolkit. and partner with Eazy OZ on Opportunity Zone events around the country.
Director of America First Policy Institute Center For Opportunity
I first looked at the Opportunity Zone program early on from a business and franchise point of view. David was the one I called to launch our Loyalty Brands in the Opportunity Zone space and to take advantage of this tax program.
CEO Loyalty Brands. Former founder of Jackson Hewitt & Liberty Tax
When Retail ECommerce Ventures needed our Opportunity Funds built, David was our guy. Hands down the best in the country. Nothing else needs to be said, the results speak for themselves. We now own Pier 1, Stien Mart, Modell Sporting Goods, Linnen & Things, Radio Shack and Dress Barn to name a few.
When our church was pursuing Opportunity Zones, we partnered with Eazy OZ. They were able to help us instantly with our state issues.
I had the pleasure of speaking at one of David's events on Opportunity Zones at Liberty University. Truley an expert in this field and when it comes to hosting Opportunity Zones Events, the best in the business.
CEO Goya Foods
When my brother and I were setting up VIce Capital, David and his team at Eazy OZ were the only team we knew could handle our needs.
2x Superbowl Winner, Cofounder Vice Capital
I have been involved with a lot of businesses in my time, especially as a judge on Celebrity Apprentice all 3 seasons, I was also the CMO at Eastman Kodak and founded the C-Suite Network. When it comes to this program David and his team at Eazy OZ are the leaders in the country!
CEO C-Suite Network, Former judge on Celebrity Apprentice.
David and his team are the real deal. Helped me put together my $250M fund.