Seeking partner and/or investor for South Florida Brokerage.

Hi David, I would like to learn more and have a call, maybe set up a call. mluciano@archergrove.com

We are currently in the pre-revenue(some revenue has actually been generated during the process of vetting lead providers.) We have built infrastructure to handle rapid growth, and plan to achieve this with a focus on "speed to lead", process automation, and a reduction in buyer friction. Our email drip campaigns have enough high quality content to be able to make merchant's think of our brand's name just as quickly as they would think of McDonald's if you said "cheeseburger". We are currently running a skeleton crew of about 5 part time agents that are ready to go full time once we launch our operations at full scale. We are in the process of completing an integration between our custom CRM build out that was built on a well known platform and our dialer software that we installed on a virtual private server that we are renting on a month to month basis. This allows us to reduce our costs significantly compared to implementing a "ringcentral" or "vonage" type of system. Not only does it give us a huge reduction on costs, but it vastly increases the volume of calls that we are capable of placing per agent. We have standing ISO agreements more than 40 direct funders(approximation), though we have focused our efforts heavily on building relationships with just a handle of our "core" group of funders. When our organization was founded under a different name. We invested a fair bit of time and money into our branding when we received a cease and desist letter from a competitor for trademark infringement. It was laughable, because there are about 20 other companies who had names that were almost identical, but we decided that it would cost us just as much to lawyer up and fight it, as it would to rebrand. After doing some digging, I came to the belief that our former employer called in a favor from an old partner. Were it not for the need to rebrand, we likely would have been able to bootstrap the business ourselves. We would welcome however, a partner or investor that has a track record of success within our industry. Business plan with 5 year financials? Check, though I'd like to revise the numbers to reflect the knowledge and experience I've gained a bit more accurately, since it was written. Pitch deck will be done within the next week.

Do you have a business plan/projections/deck ready for an investor? I'm based in CA but it might make sense to partner on an East Coast team.

Whats the size of your brokerage? What assets and plan would an investor be interested in if they arent in the industry?