Wealth in Numbers: The Ultimate Dealmaker’s Guide to SPVs, Syndication, and Private Investment
Step into the world of elite investing. Wealth in Numbers is not your average finance book—it's a masterclass in Special Purpose Vehicles (SPVs), an innovative tool transforming the investment landscape. Designed for both seasoned investors and ambitious entrepreneurs, this book is your gateway to maximizing private investment deals with precision and confidence.
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in Numbers
Inside,
you’ll discover advanced strategies to build, manage, and leverage your deal
flow with SPVs, transforming them into powerful tools for multiplying your
opportunities. You'll learn every step, from deal initiation to managing
Regulation D 506(b) and 506(c) SPVs for capital raising and investment goal
achievement. Learn how to engineer your financial future with this amazing
strategy once reserved for the elite, now at your fingertips.
From
real-world applications to step-by-step guidance, Wealth in Numbers is the
ultimate resource for those ready to elevate their portfolios, diversify
strategically, and gain a serious edge in today’s fast-evolving markets. This
is more than a book; it’s your blueprint for creating wealth with purpose. Your
journey to a new era of investing begins here
"Raising
capital can be overwhelming, feeling out of reach for many. Wealth in Numbers
reshapes the financial landscape, making it easier for both beginners and
experienced individuals to navigate."
—Eve
Chase, Investment & Acquisitions Manager, Tyton Holdings
“Wealth
in Numbers is a must-read for anyone in real estate development or private
investments. It offers a clear roadmap for using SPVs to fuel growth and manage
assets effectively—a resource I wish I had earlier in my career.”
—Ross
A. Hillesheim, Principal, 1850 Properties
Throughout
my career in Real Estate, I've made use of Special Purpose Vehicles countless
times. In Wealth in Numbers, Jake and Max make a complex topic approachable,
turning it into a powerful catalyst for growth. This book is a practical guide
to leveraging private investment vehicles and unlocking their wealth-creation
potential. For serious investors looking to elevate their portfolio, this
resource is a must-have addition to their library.
-Dave
Pinson, Partner, Mosch Capital
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in Numbers
“A
must-read for anyone looking to build wealth in the 21st century. Avery and
Claver provide an inside peek into the world of SPVs, offering to the masses
what was once a tool for only the financial elites. Highly recommend reading
for anyone interested in the world of private investing!”
—Melissa
Barall, Investor
“This
book takes the mystery out of SPVs with clear, practical, and step-by-step
guidance. Packed with real-world examples, Jake and Max empower readers to
confidently set up and manage SPVs—from setup and tax planning to profit
distribution—for profitable and savvy private investments.”
—Taylor
Pierce, Vice President, Great Oaks Capital Partners, LLC.
“Must
read! Without proper structuring through SPVs, even the best investment
opportunities wither on the vine. On the other hand, an efficient SPV structure
addresses multiple issues like a well engineered machine becomes a thing of
beauty.”
—Eric
Wong, Director, Celera
“Max
and Jake give an understanding of SPVs in an easy way for students to seasoned
investors, there are great takeaways to in this guide for navigating the world
of private investment.”
—Dr.
Manoj D. Mahajan, Associate Professor and Senior Research Scientist Stony Brook
University Center of Excellence in Wireless & IT
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in Numbers
“SPVs
are essential in private investing, yet often confuse first-time investors. In
this concise and practical guide, Jake & Max simplify the process with a
clear, step-by-step approach to navigating the process of SPVs and syndicates.
Whether you're new to the field or looking to deepen your understanding, this
book is a must-read for anyone involved in private investments.”
—Christian
Durfee, Founder, InvestLink Social
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