My Book “Wealth in Numbers – Wealth in Numbers: The Ultimate Dealmaker’s Guide to SPVs, Syndication, and Private Investment”

When Max Avery and I set out to write “Wealth in Numbers,” we had one clear mission. We wanted to demystify Special Purpose Vehicles (SPVs) and make complex investment strategies accessible to all. After years of seeing how SPVs transformed top investment portfolios, we realized that keeping this knowledge to elite circles was unfair. It also missed opportunities for many ambitious investors.

This book began with a simple observation. SPVs were revolutionizing investment strategies for the wealthy. Yet, there was little practical guidance for those wanting to enter this space. The existing resources were too technical or only for institutional investors. Or, they just scratched the surface. We saw a gap that needed filling. What makes me particularly proud of “Wealth in Numbers” is its practical approach. Instead of getting lost in theories, we’ve made a step-by-step guide. It walks readers through creating and managing SPVs. We’ve distilled years of experience into actionable insights. We cover structuring deals, raising capital, and maintaining compliance.

We wanted to set the record straight by writing an investment book to address a common misconception: that SPVs are only for the wealthy. But that’s not true. One of the most powerful things about SPVs is that they don’t require special licenses or certifications. You don’t even need to be an Accredited Investor to set one up. This accessibility is what really excited us while writing the book. The real-world examples we’ve included aren’t just case studies – they’re practical guides to achieving success.

Every example in this book is based on real-life experiences – our own or those of successful investors we’ve worked with. We’ve witnessed how SPVs can revolutionize investment portfolios, and we wanted to share these strategies in a clear and actionable way. In hindsight, I think the timing of this book is perfect. With traditional investment opportunities becoming increasingly crowded, SPVs provide a new path for diversifying portfolios and building wealth.

They provide a structure that allows investors to pool resources, access bigger deals, and manage risk more effectively. But perhaps what’s most rewarding is the feedback we’ve received from readers who have successfully implemented these strategies. From first-time investors to seasoned professionals, people are using our framework to create opportunities they never thought possible. That’s exactly why we wrote this book—to give everyone the tools to participate in sophisticated investment strategies that were once reserved for the few.

“Wealth in Numbers” is  an invitation to be part of a transformation in private investing. If you’re looking to set up your first deal or expand your current portfolio, we’ve created a resource in this investment book that will help you every step of the way. The future of private investing is now more accessible, collaborative, and powerful than ever. Through “Wealth in Numbers,” Max and I aim to be your guides as you navigate this exciting journey.