1:1 Consulting Call + Course + Action Plan

Grow your Real Estate business with Creative Financing & Private Capital. Receive a custom Action Plan to help you fund your next deal!

💵 Price: $997

📦 Content

• 📅 30 Day Custom Action Plan

• 🎓 Gold Course

  • 💵 100% Project Funding Strategies

  • 💳 Business Funding - Intro

  • 🏦 Creative Finance Strategies

  • 🤝 Structuring Private Capital & Financial Projections

  • 📣 Networking & Marketing Strategies

  • 📊 Deal Generation Strategies

📞 Coaching Call

• 🎯 Single 1:1 Coaching Call (60 min)

📂 Templates & Calculator

• 🔢 Financial Analysis Calculator

• 📑 Custom Worksheets

  • Capital Raise Structures

  • Creative Deal Structure

  • Deal Criteria

  • Investor Memorandum

  • Investor Relationship Guide

✅ "Done-with-You" Advanced Mentorship Program

1:1 Coaching + Course + Investor leads!

Step-by-Step guidance to confidently Grow your Real Estate business with Creative Finance Structures while building strong relationships with private investors.

💵 Price:

Month 1: $3,494

(Includes 30 Day Bonus Package Trial)

Month 2+: $997/Month

(Bonus Package)

📦 Content

• 🎓 Gold Course (Included)

• 🎓 Platinum Course - Advanced 2.0

  • 💵 100% Project Funding Strategies

  • 💳 Advanced Business Funding Guide

  • 🏦 Creative Finance Strategies

  • 🤝 Structuring Private Capital & Financial Projections

  • 📣 Networking & Marketing Strategies

  • 📊 Deal Generation Strategies

📂 Templates & Calculators

• 🔢 Professional Profitability Calculator

• 📈 Custom CRM Template

• 📑 Custom Worksheets

  • Capital Raise Structures

  • Creative Deal Structures

  • Deal Criteria

  • Investor Memorandum

  • Investor Relationship Guide

⭐ Bonus Package ⭐

📇 Exclusive Investor Leads

• 💰 Accredited Investor Leads (Name, Phone, Email)

• 🔄 Live Access To Warm Leads

🆘 Support Tickets

• Ask Questions - Get Answers

📞 Coaching Calls

• 🎯1:1 Coaching Calls - 2x Month (60 min)

• ❗Emergency Support Call (15 min)

  • Designed for Quick Questions

Diamond Program

Accredited Investor Appointments

✅ Receive Qualified Accredited Investors Booked To Your Calendar

We help serious capital raisers Save Time by generating High-Intent Leads with Accredited Investors using performance-based advertising and automated investor qualification systems. Only pay when investors show.

💎 How It Works💎

We deploy a Done-For-You investor acquisition engine that:

• Attracts accredited investors through paid media

• Pre-qualifies them through a custom funnel

• Books showed appointments directly on your calendar

💎 Who it's For 💎

Designed for:

• Real estate professionals actively raising capital

• Operators with a live deal or fund

• Professionals who can confidently handle investor calls

- Pricing -

💰Acquisition Infrastructure Fee

$1,000 / month

📊 Performance-Based Appointments

• $470 per showed accredited investor appointment

  • Paid after 10 appointments

• After 100 total showed appointments, rate permanently drops to $370 per appointment

💵 Advertising Spend:

• Paid directly by client

• Minimum: $100/day

✅ No long-term contracts.
✅ No upfront appointment fees.

- What’s Included? -

🔧 Acquisition Infrastructure (Monthly)

This covers the systems and operations required to reliably deliver qualified investor appointments.

Included:

• GoHighLevel CRM setup & management

• Monday CRM pipeline for investor tracking

• Funnel hosting, tracking, and integrations

• Ad operations & campaign management

• Investor qualification logic & booking system

• Weekly performance monitoring and optimization

🎥 Funnel & Creative (Done-For-You)

• Professional funnel video assets created by our team

• Scripted, produced, edited, and deployed

• Client appearance not required

Optional:

• Client-recorded ads using provided scripts (edited and deployed by our team)

  • Best Ads come from clients themselves

📅 Booked Accredited Investor Appointments

• Investors book directly through our funnel

• Delivered as showed appointments on your calendar

• Full contact information provided

• CRM access included

Definition of “Showed Appointment”:
A scheduled meeting where the investor confirms and attends scheduled meeting.

🧠 Strategic Oversight

• (2) 15-minute advisory calls per month

  • Review investor quality

  • Discuss funnel performance

  • Approve messaging adjustments

  • Align targeting with your capital goals

These are performance optimization calls, not coaching.

- Service Overview -

✅ This IS:

• Accredited investor acquisition

• Booked, qualified investor conversations

• Performance-aligned pricing

• Scalable private capital deal flow

❌ This Is NOT:

• Capital guarantees

• Investor follow-up or closing

• Pitch deck creation

• Securities solicitation

• General education or coaching

We provide Access & Infrastructure, and you close the prospect.