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.

Wealth in Numbers: The Ultimate Dealmaker’s Guide to SPVs, Syndication, and Private Investment


To get access to the Wealth 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

To get access to the Wealth 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

Wealth in Numbers: The Ultimate Dealmaker’s Guide to SPVs, Syndication, and Private Investment


To get access to the Wealth 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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