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  • Investview Perpetual Preferred Offering (INVU)

  • 234 Industrial Way West, Eatontown, NJ, USA
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Investview Inc., since its inception, provided investor education services to self-directed investors. In late 2016, the company did not receive a committed round of capital funding due from a funding entity that was not able to close. This left the company with an inability to continue operations.

Wealth Generators LLC, a private company, founded by Ryan Smith, Chad Miller, Annette Raynor and Mario Romano desired to have their growing company become public. On April 1st, 2017 Investview Inc. acquired Wealth Generators, LLC providing Investview the ability to continue operations and Wealth Generators the public structure they desired.

The Founders of Wealth Generators enabled the acquisition of their company by Investview for three primary reasons:
  1. 1. Transparency to the Public
  2. 2. Ability for any individual to participate in the future growth of the company
  3. 3. The ability to establish institutional funding relationships to support worldwide growth
After the acquisition in April of 2017, the former board and management of Investview stepped down and the current Corporate Management team and Board members were installed. At the time of acquisition, Wealth Generators LLC generated gross revenues for 2016 of $12.9 million dollars.

On March 1st, 2018 the name of Wealth Generators was changed to Kuvera to establish a “brand” with global appeal and awareness.

In May of 2018 we began the process of relicensing our entity SAFE Management LLC to serve as Registered Investment Advisor and Commodity Trading Advisor. SAFE completed the relicensing process in December of 2018 and provides “managed” trade services to those who lack the time to trade for themselves.

In November of 2018 we established Kuvera France to expand our direct marketing operations through the Eurozone.

Through a joint venture in the first quarter of 2019, we established the unique product offering called APEX which we market through our entity Apex Tek, LLC. Apex packages that are sold are leased back from the purchaser by SAFETek LLC - our entity who will establish high speed data processing and mining services in multiple facilities worldwide. Formal launch of both entities took place September 1st, 2019.

As we prepare each of the subsidiaries for growth in 2020, our primary objective will be reaching profitability. Investview management will be expanded to meet this objective while improving the awareness of our company, and our capitalization and financial requirements.

Timeline of Accomplishments

Operating a public company is a significant challenge, but the Corporate Team has met this challenge head on while continuing to increase revenues, expand global reach, acquire assets and bring new products, companies and technologies to market.

Investview is committed to continuing this pace of innovative growth and acquisitions.

The core founding principle is to enable individuals to have access to tools, information, research, and emerging markets around the world. We believe global inequality can be addressed and we believe our subsidiaries can meet this need with an objective of empowering people to achieve prosperity.

Our initiatives push the boundaries of the status quo constantly challenging us to new and innovative ways to bring emerging growth opportunities to the masses. It requires us to embrace concepts such as cryptocurrency and develop paths that enable participation in highly technical areas such as big data, artificial intelligence, and the “Internet of Things.”

Our Companies
Investview’s largest subsidiary is Kuvera LLC, which delivers financial education, technology and research to individuals through a subscription-based model. Kuvera, LLC provides research, education, and investment tools designed to assist the self-directed investor in successfully navigating the financial markets.

These services include research, trade alerts, and live trading rooms that include instruction in equities, options, FOREX, ETFs, binary options, crowdfunding and cryptocurrency sector education. In addition to trading tools and research, we also offer full education and software applications to assist the individual in debt reduction, increased savings, budgeting, and proper tax management.

Each product subscription includes a core set of trading tools/research along with the personal finance management suite to provide an individual with complete access to the information necessary to cultivate and manage his or her financial situation. Kuvera operations are located at Salt Lake City, Utah headquarters location.

Kuvera France S.A.S. is our entity in France that will distribute Kuvera products and services throughout the European Union.

S.A.F.E. Management, LLC is a Registered Investment Adviser and Commodity Trading Adviser that has been established to deliver automated trading strategies to individuals who find they lack the time to trade for themselves. SAFE is committed to bringing innovative trade methodologies, strategies and algorithms for all worldwide financial markets.

SAFE Management is a state registered investment adviser and operations are located in Eatontown, New Jersey Corporate Finance location.

SAFETek, LLC (formerly WealthGen Global, LLC) is a new addition that we established for expansion plans in the high-speed processing computing space. SAFETek will deploy a large scale processing operation that is used for any of the following intense processing activities: protein folding, CGI rendering, Game Streaming, Machine & Deep Learning, Mining, Independent Financial Verification, and general high-speed computing. Key trending markets for Data Computation include Internet of Things, Smart Homes, smart cities, smart devices, Artificial intelligence, blockchain technology, Virtual Reality, 3D animation, and health technology data to name a few. 

Apex Tek, LLC (formerly Razor Data, LLC) is the entity responsible for sales of the Apex program. Launched in September 2019, the Apex product pack includes hardware, firmware, software and insurance that can be purchased and then leased to SAFETek LLC. Apex is a technology asset that creates passive income for those who desire to diversify their holdings. 

Company Info


Investview is an emerging leader in the financial technology (FINTECH) sector, leveraging the latest innovations in technology for financial education, services and interactive tools.

Investview’s family of subsidiaries focus on delivering products that serve individuals around the world. From personal money management, to advancements in blockchain technologies, Investview companies are forging a path for individuals to take advantage of financial and technical innovations.

Investview subsidiaries include:

  • Kuvera & Kuvera France – individual financial education and cost savings tools for individuals worldwide.
  • SAFE Management – trade advisory services for those who lack the time to trade for themselves
  • APEX Tek – offers the revolutionary APEX program which is a passive income model for those who seek to purchase assets that will generate monthly cash flow.
  • SAFETek – deploying next generation processing technologies for AI, data mining and blockchain technologies.

Financial and technical innovations … to change the world.

  • Joseph Cammarata | Chief Executive Officer

  • Annette Raynor | Chief Operations Officer

  • Jayme McWidener | Chief Financial Officer

  • William Kosoff | Corporate Secretary

  • Mario Romano | Director of Finance

  • John Tabacco | Chief Digital Officer

Investment Highlights


Investview has established a portfolio of wholly owned subsidiaries that deliver leading edge technologies, services and research, primarily dedicated to the individual consumer. From personal money management, to advancements in blockchain technologies, Investview companies are forging a path for individuals to take advantage of the Fourth Industrial Revolution (4IR).

Perpetual Preferred Offering
Company Investview Inc.
Symbol Symbol for our common shares is INVU
Units Available 2,000,000
Unit Price $25.00
Minimum Purchase $100.00 (Four Units)
Unit Includes ●   One Share of 13% Series B Cumulative Redeemable Perpetual Preferred Stock
●   Five Warrants Each Exercisable to Purchase One Share of Common Stock
Annual Dividend ●   13% Annual Dividend for Series B shares
●   Dividend will be prorated and paid monthly in arrears
Escrow Three years of dividends will be escrowed from offering proceeds
Warrants ●   Five (5) warrants are included in each unit
●   Warrants are exercisable at .10 (ten cents) for common shares
●   Warrants expire March 5th, 2025
Voting Rights Series B shares do not have voting rights
New Symbols ●   INVUU - symbol for units
●   INVUB - symbol for Series B Preferred Shares
●   INVUW - symbol for warrants
●   INVU - will remain symbol for common shares
Placement Agent
●   9% of gross proceeds
●   Warrants for common shares equal to 9% of units sold exercisable for 5 years
Participation This offering is open to the public and any individual may participate
To Purchase
Register to create an account at Capital Engine
Then search for the Investview Offering 

Financial Highlights
Our main subsidiary, Kuvera LLC is our largest revenue producing entity. Acquired in April of 2017, then known as Wealth Generators, this subsidiary has shown significant growth throughout its history as a privately owned company established in 2013 with gross revenues of $148k for calendar year 2013 through to its gross revenues of over $29M reported for fiscal year ending 3/31/2019.

The Investview management team has set a priority for fiscal year 2020 to reach profitability. With the acquisition of Kuvera we were able to increase year over year revenues while generating decreasing losses with the exception of Fiscal Year ending 3/31/18 which generated a large loss due to our issuance of shares to satisfy debt. While this is a positive trend, it does not generate a profit to our shareholders.

Earnings per share (EPS) can only be established by generating profits. With much of 2017 and 2018 dedicated to establishing structure and expanding our worldwide presence, we have established a foundation that must now drive profitability.

Key Factors to Drive Profitability
As we leave the quarter ending September 30th, 2019, Investview has the following key initiatives to reach profitability in fiscal year 2020:
  • APEX Tek - will distribute the Apex product through Kuvera to service the retail market and will expand its Executive Sales force to drive institutional, high net worth and business to business sales. All Apex units sold are leased by SAFETek for deployment and operation.
  • SAFE Tek - Through this unique arrangement, SAFETek we will be able to quickly secure the equipment required to establish large processing operations. SAFETek will have multiple operating locations in various geographies worldwide. Initial operations are focused exclusively on crypto currency mining and verification. Phase 2 operations are focused on delivering the processing requirements of 4IR technologies (4th Industrial Revolution.).
  • SAFE Management - is our wholly owned entity that provides investment advisory services. SAFE maintains regulatory licensing as a Registered Investment Advisor (RIA) and Commodity Trading Advisor (CTA). SAFE offers users of our financial education the ability to engage SAFE Management for trade management and monitoring services. This will enable individuals who lack the time to trade for themselves, the ability to have SAFE Management trade on their behalf while providing trade management and risk allocation. Each user of SAFE managed services becomes a client of SAFE Management will enable SAFE to increase their AUM (Assets Under Management.) This will become an additional source of revenue and value to current shareholders as we roll out this initiative. We launched trade automation for equities in the first quarter of 2019, international FX in the third quarter with U.S. FX targeted by the end of the calendar year 2019.
  • Kuvera/Kuvera France - Our third key initiative is the completion of a new back office and bonus plan for our direct marketing organization that drives key behaviors required for growth and retention. This is a major transition for our in-place distribution channel and we will complete this process by the end of 2019, enabling the direct sales force to jump start their sales in 2020.

As a publicly traded company, our professional partners are an important part of our commitment to
transparency in reporting and regulatory compliance.

Corporate Commitment
Investview is committed to customer satisfaction throughout its brands and subsidiaries. We take consumer
feedback and ratings very seriously and are proud of our BBB accreditation.

SEC Matters
Michael Best & Friedrich LLP
Kevin C. Timken
Telephone: 801.924.4124

Haynie & Company
Steven Avis
50 West Broadway, Suite 600
Salt Lake City, UT 84101

Direct Marketing & Global Expansion
Graden P. Jackson, Esq.
9350 South 150 East, Suite 820
Sandy, UT 84070
Telephone: (801) 532-7080

Kuvera France
Delsol Avocats
Ory Raphaël, Esq.
4 bis, rue du Colonel Moll
75017 Paris, France

Financial Snapshot



Financial Highlights


Project Title Document Title Action
Investview Perpetual Preferred Offering (INVU) Corporate Brochure Download
Investview Perpetual Preferred Offering (INVU) Summary Download
Investview Perpetual Preferred Offering (INVU) Form S-1 and Subscription Download

Investment Location

Invest Now

$1,180,500 of $4,000,000

Invest Summary

  • Deal Type: Perpetual Preferred Unit Offering
  • Sponsor: Investview Inc
  • Hold Period: Free Trade
  • IRR: 13%
  • Funding Goal:$4,000,000
  • Investment Type: FinTech
  • Min. Investment: $100
  • Investview Corporate Brochure
  • Video Gallery

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