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Before Using Self-Serve Investment Bank™

Richard, a private equity analyst and a builder of several asset management vehicles needed to speed up his capital raise and wanted some investment banking know-how to do it quickly.


After Using Self-Serve Investment Bank™

We put Richard together in some of my mastermind groups, used my proprietary high output/low input tools to get him in front of Canada and US’s top lenders and investors. He began to put together an M&A deal for which he needed to raise $350m. He secured the debt lender for the $350m and is going on to build real estate deals fund and system that will create a more just community. Oh, and he also raised $3m for that debt fund within a few weeks.