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Before Using Self-Serve Investment Bank™

Before Stan, digital marketing and lead generation expert was building his business and clientele. He was new to capital raising and did not understand the best operating procedures for working in capital markets.

After Using Self-Serve Investment Bank™

After a quick 5 minute video, on the strategy, we helped Stan understand how to structure an institutional-grade dataroom (with our Turn-Key Dataroom™) and how to best approach investors in his sector. With regards to tactics, we gave him high-performance scripts to try in his investor sector We also added him in one of our masterminds, which he got business partners and leads for his UK-based company in the early stages. Stan, left our call in confidence to hit the market.

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