Hey Kevin, I’m trying to track down someone that oversaw closing due diligence on your Tradepoint Atlantic deals.
Shoot me an email – firstname.lastname@example.org
– John DeLeon, Principal | Leverage.Capital
Leverage.Capital’s not an intermediary or capital source, but helps with this …
It sucks when a deal falls through. It’s a huge deal. Disappointed client, not hitting your account, etc.
The rest of this page explains how, but basically it’s an easy way to add value for clients & make everyone’s job a little easier.
Anyway, if you point me to the right person, I’m happy to split the recurring revenue with you as a referral fee.
In fact, if you have referrals from other deals – nothing would make me happier than paying you every month for every one that’s a good fit.
Let me know.
5 minute walk-through video with Forrest Gump
Dashboard for associates, closers, closing coordinators, etc.
Dashboard for relationship managers, partners, clients, etc.
This is a standalone web app that does not store scanned documents or integrate with other management systems. If you have existing software/systems in place to handle a variety of daily and regulatory tasks, please keep those systems in place and use this as an additional tool to increase the certainty of execution through the due diligence stage between letter of intent (LOI) and closing.
Increase the certainty of execution while managing the issues and complexities of completing assignments.
Shoot me an email & I’ll double the premium free trial for your team or referrals.