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

Max Avery, Jake Claver

Trade Days Publishing, Dec 28, 2024 - Business & Economics - 481 pages

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.

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.

Contents

• Starting with Why: 9
• Key Benefits of SPVs: 25
• Your Role as GP: 37
• Planning and Goal Setting for SPVs: 51
• Select The Right Jurisdiction: 59
• How to Structure Your SPV: 69
• Rule 506b 506c: 77
• SPV Fees and Compensation: 99
• Planning Your Exit Strategy: 113
• Creating Your SPV: 119
• Creating the SPV Documents: 143
• The Power of Connections: 171
• Getting in the Right Rooms: 189
• Build Your Contact Database: 213
• Building a Winning Pitch: 259
• Investor Outreach: 269
• Errors to Avoid in Capital Raising: 279
• Understanding Trust Curves: 297
• Due Diligence: 303
• Moving Investors to Say Yes: 309
• Finalizing Your SPV Investment Deal: 315
• Issuing Capital Calls: 331
• Deploying Capital: 341
• Regulatory Compliance: 367
• Exiting The Deal: 411
• Benefits of Using an Online Platform: 421
• The End: 429

About the author

Known for his relentless pursuit of excellence and his enthusiastic approach to expanding businesses in diverse industries, Avery’s expertise spans the evolution of modern finance, from traditional capital markets to cutting-edge decentralized finance (DeFi). 

His comprehensive understanding of both traditional and emerging financial markets is evidenced by his credentials, including certification as a Capital Markets & Securities Analyst (CMSA)® and FinTech Industry Professional (FTIP)™ as well as Advanced Blockchain Architectures, DeFi Infrastructure, and FinTech Law and Policy. His strategic acumen has been recognized at the highest levels, including his District Export Council appointment Secretary of Commerce Wilbur Ross in 2018. As a member of the National Small Business Association’s Economic Development Committee, he has helped shape policies that impact capital formation and business growth.

Avery’s philosophy, “If something is worth doing, it should be done with excellence,” has guided his approach to capital raising and deal structuring in private investments. His track record of converting complex challenges into practical solutions has made him a sought-after business strategist and consultant.

Since 2016, Max has focused his talents on raising capital and funding deals in private investments for private equity and real estate. As he continues to push the boundaries, Max remains committed to making a lasting, positive impact on the world around him. His journey is a testament to the power of vision, hard work, and a commitment to excellence.

Jake Claver is a distinguished leader in the Family Office arena. As Managing Director of Digital Ascension Group, a sophisticated multi-family office, he provides tailored investment solutions for High Net Worth (HNW) and Ultra High Net Worth (UHNW) individuals. His role in leading Syndicately, a specialized SPV investment management platform, demonstrates his deep expertise in structured investment vehicles.

Aside from his education in Finance at North Texas University, his credentials include certification as a Qualified Family Office Professional as well as various certifications in DeFi and blockchain technology, bridging traditional finance with innovative digital asset solutions. 

Claver’s experience in creating and managing SPVs positions him as an authority on modern investment vehicles. His work spans traditional family office investments to cutting-edge digital asset strategies, making him particularly adept at navigating both conventional and emerging financial markets.

His expertise in structuring investment vehicles and working with family office portfolios has earned him recognition as a thought leader in the space. He has demonstrated consistent success in capital formation, investment structuring, and wealth preservation for ultra-high-net-worth families, with a particular focus on creating anti-fragile investment strategies that incorporate both traditional and digital assets.

Jordan Hutchinson is a business executive and entrepreneur who leads "And Capital Events", organizing exclusive networking events for family offices and high-net-worth investors at venues including private jet hangars, Formula 1 races, and Trump properties. He serves as a capital raising advisor for investment funds, charities, and political figures.

As part of the Hutchinson private family office group, he was among the founding teams of Bridge Investment Group Partners (now NYSE: BRDG) and served as Executive Producer of "The Sound of Freedom." Before his business career, Hutchinson was a professional dancer, performing on America's Got Talent, Dancing with the Stars Tour, and Paula Abdul's Live to Dance.

Hutchinson studied Business Strategy and Marketing at the University of Utah. His interests include reading, surfing, and politics.

Bibliographic information

• Title: Wealth in Numbers: The Ultimate Dealmaker’s Guide to SPVs, Syndication, and Private Investment
• Authors: Max Avery, Jake Claver
• Contributor: Jordan M. Hutchinson
• Publisher: Trade Days Publishing, 2024
• ISBN: 9798218532659
• Length: 481 pages
• Subjects: Business & Economics / Entrepreneurship; Business & Economics / Investments & Securities / Commodities / General; Business & Economics / Investments & Securities / General; Business & Economics / Personal Finance / Investing; Business & Economics / Real Estate / General