Loyal portfolio
Phocis Tech
Nate Cater
About Phocis Tech
PHOCIS Tech© operates a clearing and custody layer for private real estate lending. Funds sit in segregated custody at Wells Fargo under the company's own EIN, held in T-Bills, with money transmission through Finxera, Inc. (NMLS 1168701). Clients — private lenders, funds and escrow counterparties — pay nothing: no account fees, no wire fees, no transaction fees. The company earns the spread between the Fed-linked yield on custodied float and the 1.0–2.25% monthly yield band passed back to clients. Live today with $5.1M of client float and two lender clients, PHOCIS is also acquiring escrow-agency books to convert fee-based revenue into continuous custodied float.
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