Client Testimonials
Named clients. Documented figures. Real timelines.
Each testimonial below documents a real engagement: the client, the practice, the funding structure, and the outcome.
Jim Serratelli
Financial Advisor
$776,000+
0% Cards: $163,000 Term Loans: $613,000
"I'm in the financial services business — I work with professionals and talk to people about their money every day. A couple of years ago, I used another funding company that promised 0% financing every year and then disappeared after about $180,000. The comparison with Dan and his team isn't even close — they have a real understanding of money and the bank-by-bank knowledge you can't figure out on your own. In under three months they secured over $776,000 in funding, and I now have a clear path to be debt-free in three to five years while recycling into 0% financing annually."
Jim Serratelli
Financial Advisor
$776,000+
0% Cards: $163,000 Term Loans: $613,000
"I'm in the financial services business — I work with professionals and talk to people about their money every day. A couple of years ago, I used another funding company that promised 0% financing every year and then disappeared after about $180,000. The comparison with Dan and his team isn't even close — they have a real understanding of money and the bank-by-bank knowledge you can't figure out on your own. In under three months they secured over $776,000 in funding, and I now have a clear path to be debt-free in three to five years while recycling into 0% financing annually."
James Madison
Medical Equipment
$401,000+
0% Cards: $301,000 BLOC: $100,000
"I'm in the medical field selling used equipment, and we needed more capital to make bigger purchases without the high interest rates I was paying on MCAs — and if you've ever dealt with those, get out of them. We were looking for alternatives to move forward with decent capital at 0% interest, and Dan's team was able to help us get the capital and meet our goals. Now I don't have to worry about cash flow — instead of paying 18 to 20% interest, I'm using someone else's money at 0% interest for the year, paying it down, and then going back to get more."
James Madison
Medical Equipment
$401,000+
0% Cards: $301,000 BLOC: $100,000
"I'm in the medical field selling used equipment, and we needed more capital to make bigger purchases without the high interest rates I was paying on MCAs — and if you've ever dealt with those, get out of them. We were looking for alternatives to move forward with decent capital at 0% interest, and Dan's team was able to help us get the capital and meet our goals. Now I don't have to worry about cash flow — instead of paying 18 to 20% interest, I'm using someone else's money at 0% interest for the year, paying it down, and then going back to get more."
James Madison
Medical Equipment
$401,000+
0% Cards: $301,000 BLOC: $100,000
"I'm in the medical field selling used equipment, and we needed more capital to make bigger purchases without the high interest rates I was paying on MCAs — and if you've ever dealt with those, get out of them. We were looking for alternatives to move forward with decent capital at 0% interest, and Dan's team was able to help us get the capital and meet our goals. Now I don't have to worry about cash flow — instead of paying 18 to 20% interest, I'm using someone else's money at 0% interest for the year, paying it down, and then going back to get more."
Phil Sfreddo
Owner, Business Consulting Firm
$40,000+
0% Cards: $40,000
"For six years I bootstrapped everything with my own personal credit cards and checking accounts. Dan introduced me to business credit — both lines of credit and business credit cards — and it's enabled me to scale the business and take it to another level. I had no idea the amount of capacity that could be reached, and in all honesty, I would not have been able to secure these on my own."
Phil Sfreddo
Owner, Business Consulting Firm
$40,000+
0% Cards: $40,000
"For six years I bootstrapped everything with my own personal credit cards and checking accounts. Dan introduced me to business credit — both lines of credit and business credit cards — and it's enabled me to scale the business and take it to another level. I had no idea the amount of capacity that could be reached, and in all honesty, I would not have been able to secure these on my own."
Phil Sfreddo
Owner, Business Consulting Firm
$40,000+
0% Cards: $40,000
"For six years I bootstrapped everything with my own personal credit cards and checking accounts. Dan introduced me to business credit — both lines of credit and business credit cards — and it's enabled me to scale the business and take it to another level. I had no idea the amount of capacity that could be reached, and in all honesty, I would not have been able to secure these on my own."
John Reda
Owner, Dynamic Screen Printing and Designs
$134,000+
0% Cards: $134,000
"I moved my business from New York to Florida about four years ago, and it was difficult getting financing from the bank without using up all my personal credit. I was skeptical at first, but Dan made the process simple — we started slow with a couple of 0% credit cards and it helped fund the business while we expand our footprint. These big banks don't care about small business guys anymore, and this gives you a step up. The insurance of the 0% cards is a big factor — you're not tying up all your money, the cash is there to pay your bills, and it's an advantage that's been very helpful."
John Reda
Owner, Dynamic Screen Printing and Designs
$134,000+
0% Cards: $134,000
"I moved my business from New York to Florida about four years ago, and it was difficult getting financing from the bank without using up all my personal credit. I was skeptical at first, but Dan made the process simple — we started slow with a couple of 0% credit cards and it helped fund the business while we expand our footprint. These big banks don't care about small business guys anymore, and this gives you a step up. The insurance of the 0% cards is a big factor — you're not tying up all your money, the cash is there to pay your bills, and it's an advantage that's been very helpful."
John Reda
Owner, Dynamic Screen Printing and Designs
$134,000+
0% Cards: $134,000
"I moved my business from New York to Florida about four years ago, and it was difficult getting financing from the bank without using up all my personal credit. I was skeptical at first, but Dan made the process simple — we started slow with a couple of 0% credit cards and it helped fund the business while we expand our footprint. These big banks don't care about small business guys anymore, and this gives you a step up. The insurance of the 0% cards is a big factor — you're not tying up all your money, the cash is there to pay your bills, and it's an advantage that's been very helpful."
Seth Peterson
Homebuilder
$258,000+
0% Business Funding: $158,000 Term Loans: $100,000
"I'm a homebuilder in Minnesota, and for 22 years I covered the 30% of build costs that conventional banks won't with hard money lenders and personal credit at very high interest. About two years ago, we got to a place where we were paying lenders more than we were making on our properties, so we started looking for more creative ways to fund the business. Working with Dan and his team has been profound — we can now bid on larger projects and absorb costs over twelve months instead of figuring them into the front end of a single job."
Seth Peterson
Homebuilder
$258,000+
0% Business Funding: $158,000 Term Loans: $100,000
"I'm a homebuilder in Minnesota, and for 22 years I covered the 30% of build costs that conventional banks won't with hard money lenders and personal credit at very high interest. About two years ago, we got to a place where we were paying lenders more than we were making on our properties, so we started looking for more creative ways to fund the business. Working with Dan and his team has been profound — we can now bid on larger projects and absorb costs over twelve months instead of figuring them into the front end of a single job."
Seth Peterson
Homebuilder
$258,000+
0% Business Funding: $158,000 Term Loans: $100,000
"I'm a homebuilder in Minnesota, and for 22 years I covered the 30% of build costs that conventional banks won't with hard money lenders and personal credit at very high interest. About two years ago, we got to a place where we were paying lenders more than we were making on our properties, so we started looking for more creative ways to fund the business. Working with Dan and his team has been profound — we can now bid on larger projects and absorb costs over twelve months instead of figuring them into the front end of a single job."
Efrain Abarca
Owner, Multi-Location Taco Restaurant Group
$328,000+
0% Cards: $170,000 BLOC: $30,000 Term Loans: $128,000 equipment loan
"It took me years to get here — back in 2019 I started trying to clean up my credit, and I went to so many different people over four or five years trying to get it figured out. Within six to eight months with Dan, we knocked it out. I started with only $17,000 in personal cards, and we're now at $328,000 in funding — including a $128,000 equipment loan at under 5% for the new restaurant, plus credit lines and cards across First Citizens, US Bank, and Chase. I'm already looking at the next location and planning four more restaurants by the end of the year."
Efrain Abarca
Owner, Multi-Location Taco Restaurant Group
$328,000+
0% Cards: $170,000 BLOC: $30,000 Term Loans: $128,000 equipment loan
"It took me years to get here — back in 2019 I started trying to clean up my credit, and I went to so many different people over four or five years trying to get it figured out. Within six to eight months with Dan, we knocked it out. I started with only $17,000 in personal cards, and we're now at $328,000 in funding — including a $128,000 equipment loan at under 5% for the new restaurant, plus credit lines and cards across First Citizens, US Bank, and Chase. I'm already looking at the next location and planning four more restaurants by the end of the year."
Efrain Abarca
Owner, Multi-Location Taco Restaurant Group
$328,000+
0% Cards: $170,000 BLOC: $30,000 Term Loans: $128,000 equipment loan
"It took me years to get here — back in 2019 I started trying to clean up my credit, and I went to so many different people over four or five years trying to get it figured out. Within six to eight months with Dan, we knocked it out. I started with only $17,000 in personal cards, and we're now at $328,000 in funding — including a $128,000 equipment loan at under 5% for the new restaurant, plus credit lines and cards across First Citizens, US Bank, and Chase. I'm already looking at the next location and planning four more restaurants by the end of the year."
Juan Quiroz
Real Estate Investor
$105,000
0% Cards: $105,000
"I work in real estate, focused on wholesaling and shifting into flipping — which is very cash heavy. Before working with Dan, I was using my own money and investor friends' money, so when I had a deal in the pipeline and nothing available, I sometimes couldn't act on it. Dan's team got me $105,000 at 0%, and it's let me hire out cold-calling contractors so I'm chasing one deal at a time — I can be in multiple places at once and the business is multiplying. My credit profile was pretty thin going in, so I wasn't sure it would work for me, but we achieved way more than I thought was possible."
Juan Quiroz
Real Estate Investor
$105,000
0% Cards: $105,000
"I work in real estate, focused on wholesaling and shifting into flipping — which is very cash heavy. Before working with Dan, I was using my own money and investor friends' money, so when I had a deal in the pipeline and nothing available, I sometimes couldn't act on it. Dan's team got me $105,000 at 0%, and it's let me hire out cold-calling contractors so I'm chasing one deal at a time — I can be in multiple places at once and the business is multiplying. My credit profile was pretty thin going in, so I wasn't sure it would work for me, but we achieved way more than I thought was possible."
Juan Quiroz
Real Estate Investor
$105,000
0% Cards: $105,000
"I work in real estate, focused on wholesaling and shifting into flipping — which is very cash heavy. Before working with Dan, I was using my own money and investor friends' money, so when I had a deal in the pipeline and nothing available, I sometimes couldn't act on it. Dan's team got me $105,000 at 0%, and it's let me hire out cold-calling contractors so I'm chasing one deal at a time — I can be in multiple places at once and the business is multiplying. My credit profile was pretty thin going in, so I wasn't sure it would work for me, but we achieved way more than I thought was possible."
Keagan Rogers
E-Commerce
$107,000
0% Cards: $107,000
"I'm an Amazon reseller — been doing it almost three years. Before Dan, I was using personal credit cards and stressing every month about selling enough inventory to pay them off in 30 to 45 days. Lucky Credit secured $107,000 at 0% last year, which let me buy more inventory — and as an Amazon seller, the more you buy, the more comes in. My business went from $650,000 in annual gross revenue to $2.7 million, and we're aiming for $6 to $6.5 million this year."
Keagan Rogers
E-Commerce
$107,000
0% Cards: $107,000
"I'm an Amazon reseller — been doing it almost three years. Before Dan, I was using personal credit cards and stressing every month about selling enough inventory to pay them off in 30 to 45 days. Lucky Credit secured $107,000 at 0% last year, which let me buy more inventory — and as an Amazon seller, the more you buy, the more comes in. My business went from $650,000 in annual gross revenue to $2.7 million, and we're aiming for $6 to $6.5 million this year."
Keagan Rogers
E-Commerce
$107,000
0% Cards: $107,000
"I'm an Amazon reseller — been doing it almost three years. Before Dan, I was using personal credit cards and stressing every month about selling enough inventory to pay them off in 30 to 45 days. Lucky Credit secured $107,000 at 0% last year, which let me buy more inventory — and as an Amazon seller, the more you buy, the more comes in. My business went from $650,000 in annual gross revenue to $2.7 million, and we're aiming for $6 to $6.5 million this year."
John Sterling
CEO, Synch Solutions
$300,000
0% Cards: $300,000
"I'm the CEO of Sync Solutions, a 27-year-old technology provider with AI applications in the public sector, higher education, and utilities. We needed capital to launch our marketing efforts in the AI space — we had the capabilities and references, but needed resources to tell the story. In less than a year, Dan's team secured about $300,000 in credit at 0% for roughly a year, which let us fund marketing, website payments, and technology upgrades against the company rather than my personal credit."
John Sterling
CEO, Synch Solutions
$300,000
0% Cards: $300,000
"I'm the CEO of Sync Solutions, a 27-year-old technology provider with AI applications in the public sector, higher education, and utilities. We needed capital to launch our marketing efforts in the AI space — we had the capabilities and references, but needed resources to tell the story. In less than a year, Dan's team secured about $300,000 in credit at 0% for roughly a year, which let us fund marketing, website payments, and technology upgrades against the company rather than my personal credit."
John Sterling
CEO, Synch Solutions
$300,000
0% Cards: $300,000
"I'm the CEO of Sync Solutions, a 27-year-old technology provider with AI applications in the public sector, higher education, and utilities. We needed capital to launch our marketing efforts in the AI space — we had the capabilities and references, but needed resources to tell the story. In less than a year, Dan's team secured about $300,000 in credit at 0% for roughly a year, which let us fund marketing, website payments, and technology upgrades against the company rather than my personal credit."
Justin Zsimovan
Resale Business Owner
$116,000
0% Cards: $116,000
"We run a family resale business on Amazon, Walmart, and Best Buy marketplace — it's very cost-of-goods heavy. Before Lucky Credit, I was applying for cards on my own, getting low limits, and not knowing how to work the banks for the best terms. Dan's team secured $116,000 in 0% credit in our first year, which let us buy around six figures of inventory going into Q4. The business was only six months old when we started, and the accelerated growth has put us 6 to 12 months ahead of where we'd be otherwise."
Justin Zsimovan
Resale Business Owner
$116,000
0% Cards: $116,000
"We run a family resale business on Amazon, Walmart, and Best Buy marketplace — it's very cost-of-goods heavy. Before Lucky Credit, I was applying for cards on my own, getting low limits, and not knowing how to work the banks for the best terms. Dan's team secured $116,000 in 0% credit in our first year, which let us buy around six figures of inventory going into Q4. The business was only six months old when we started, and the accelerated growth has put us 6 to 12 months ahead of where we'd be otherwise."
Justin Zsimovan
Resale Business Owner
$116,000
0% Cards: $116,000
"We run a family resale business on Amazon, Walmart, and Best Buy marketplace — it's very cost-of-goods heavy. Before Lucky Credit, I was applying for cards on my own, getting low limits, and not knowing how to work the banks for the best terms. Dan's team secured $116,000 in 0% credit in our first year, which let us buy around six figures of inventory going into Q4. The business was only six months old when we started, and the accelerated growth has put us 6 to 12 months ahead of where we'd be otherwise."
Rodrigo Nadal
Owner, Mad Legacy Stoneworks
$200,000
0% Cards: $200,000+
"I run Mad Legacy Stoneworks — it's a very expensive business with a lot of heavy equipment. A year ago, I was paying very high interest on machines and credit cards trying to stay above water. Dan's team secured over $200,000, most of it at 0%, which let me pay off those machines and refinance the two with the highest rates down to roughly half. My credit was always good, but now it's in the 800s, which expanded my buying power on equipment. The 0% cards also gave me cash flow for materials, dumpsters, and overhead I could carry for 18 to 24 months."
Rodrigo Nadal
Owner, Mad Legacy Stoneworks
$200,000
0% Cards: $200,000+
"I run Mad Legacy Stoneworks — it's a very expensive business with a lot of heavy equipment. A year ago, I was paying very high interest on machines and credit cards trying to stay above water. Dan's team secured over $200,000, most of it at 0%, which let me pay off those machines and refinance the two with the highest rates down to roughly half. My credit was always good, but now it's in the 800s, which expanded my buying power on equipment. The 0% cards also gave me cash flow for materials, dumpsters, and overhead I could carry for 18 to 24 months."
Rodrigo Nadal
Owner, Mad Legacy Stoneworks
$200,000
0% Cards: $200,000+
"I run Mad Legacy Stoneworks — it's a very expensive business with a lot of heavy equipment. A year ago, I was paying very high interest on machines and credit cards trying to stay above water. Dan's team secured over $200,000, most of it at 0%, which let me pay off those machines and refinance the two with the highest rates down to roughly half. My credit was always good, but now it's in the 800s, which expanded my buying power on equipment. The 0% cards also gave me cash flow for materials, dumpsters, and overhead I could carry for 18 to 24 months."
Jim Lala
Real Estate Investor
$140,000
0% Cards: $140,000
"I've been buying and selling vacant land since 2018, and liquidity is the lifeblood of the business. Before Dan, I was funding everything through a HELOC and wanted more options at 0%. His team secured $140,000 across multiple cards with 6- to 12-month 0% terms, which lets me spread expenses out instead of bringing cash up front. The real benefit is peace of mind — I'm not butting up against credit lines, and my HELOC stays available for emergencies. Monthly cash flow is improved, and I got an unexpected $800 signup bonus on the latest card on top of it."
Jim Lala
Real Estate Investor
$140,000
0% Cards: $140,000
"I've been buying and selling vacant land since 2018, and liquidity is the lifeblood of the business. Before Dan, I was funding everything through a HELOC and wanted more options at 0%. His team secured $140,000 across multiple cards with 6- to 12-month 0% terms, which lets me spread expenses out instead of bringing cash up front. The real benefit is peace of mind — I'm not butting up against credit lines, and my HELOC stays available for emergencies. Monthly cash flow is improved, and I got an unexpected $800 signup bonus on the latest card on top of it."
Jim Lala
Real Estate Investor
$140,000
0% Cards: $140,000
"I've been buying and selling vacant land since 2018, and liquidity is the lifeblood of the business. Before Dan, I was funding everything through a HELOC and wanted more options at 0%. His team secured $140,000 across multiple cards with 6- to 12-month 0% terms, which lets me spread expenses out instead of bringing cash up front. The real benefit is peace of mind — I'm not butting up against credit lines, and my HELOC stays available for emergencies. Monthly cash flow is improved, and I got an unexpected $800 signup bonus on the latest card on top of it."
Scott Cahill
CEO, Lexit
$150,000
0% Cards: $150,000
"I'm the CEO of Lexit, a wireless building automation company — a classic Silicon Valley startup. We turned our attention to 0% interest cards because it seemed like free money for a year. I'll be honest, I was skeptical going in, but Dan's team raised $150,000 so far at 0%, and it's enabled us to meet our burn rate during a very challenging time. Quite honestly, it enabled us to survive. We could not have gotten as much money as we did without Dan's guidance."
Scott Cahill
CEO, Lexit
$150,000
0% Cards: $150,000
"I'm the CEO of Lexit, a wireless building automation company — a classic Silicon Valley startup. We turned our attention to 0% interest cards because it seemed like free money for a year. I'll be honest, I was skeptical going in, but Dan's team raised $150,000 so far at 0%, and it's enabled us to meet our burn rate during a very challenging time. Quite honestly, it enabled us to survive. We could not have gotten as much money as we did without Dan's guidance."
Scott Cahill
CEO, Lexit
$150,000
0% Cards: $150,000
"I'm the CEO of Lexit, a wireless building automation company — a classic Silicon Valley startup. We turned our attention to 0% interest cards because it seemed like free money for a year. I'll be honest, I was skeptical going in, but Dan's team raised $150,000 so far at 0%, and it's enabled us to meet our burn rate during a very challenging time. Quite honestly, it enabled us to survive. We could not have gotten as much money as we did without Dan's guidance."
Roland Davenport
Real Estate Investor
$100,000
0% Cards: $99,000
"I'm getting into real estate — buying land and doing new construction — and starting a car rental fleet for passive income. Before Dan, I had no idea what cards to apply for or how to work bank relationship managers, and even with 800 credit scores I would've gotten low limits on my own. Dan's team got me approved for $99,000 in 0% interest funding across two LLCs in about a month, which gives me the down payment money I need to start the construction process. I tried other funding companies before — the professionalism and communication with Dan's team is what set them apart."
Roland Davenport
Real Estate Investor
$100,000
0% Cards: $99,000
"I'm getting into real estate — buying land and doing new construction — and starting a car rental fleet for passive income. Before Dan, I had no idea what cards to apply for or how to work bank relationship managers, and even with 800 credit scores I would've gotten low limits on my own. Dan's team got me approved for $99,000 in 0% interest funding across two LLCs in about a month, which gives me the down payment money I need to start the construction process. I tried other funding companies before — the professionalism and communication with Dan's team is what set them apart."
Roland Davenport
Real Estate Investor
$100,000
0% Cards: $99,000
"I'm getting into real estate — buying land and doing new construction — and starting a car rental fleet for passive income. Before Dan, I had no idea what cards to apply for or how to work bank relationship managers, and even with 800 credit scores I would've gotten low limits on my own. Dan's team got me approved for $99,000 in 0% interest funding across two LLCs in about a month, which gives me the down payment money I need to start the construction process. I tried other funding companies before — the professionalism and communication with Dan's team is what set them apart."
Nicole Morris
Owner, Precious Little Ones Learning Center
$150,000
0% Cards: $150,000
"I own Precious Little Ones Learning Center and reached out to Dan because I needed funding for a project at my center where I had to pay upfront and wait on 80% reimbursement. Another credit company put me on the back burner once they saw my profile, but Dan made me feel comfortable from the first call and pretty much guaranteed he could get it done. His team secured over $150,000 in 0% funding, the process was much easier than I expected, and every connection he sent me to was professional and patient."
Nicole Morris
Owner, Precious Little Ones Learning Center
$150,000
0% Cards: $150,000
"I own Precious Little Ones Learning Center and reached out to Dan because I needed funding for a project at my center where I had to pay upfront and wait on 80% reimbursement. Another credit company put me on the back burner once they saw my profile, but Dan made me feel comfortable from the first call and pretty much guaranteed he could get it done. His team secured over $150,000 in 0% funding, the process was much easier than I expected, and every connection he sent me to was professional and patient."
Nicole Morris
Owner, Precious Little Ones Learning Center
$150,000
0% Cards: $150,000
"I own Precious Little Ones Learning Center and reached out to Dan because I needed funding for a project at my center where I had to pay upfront and wait on 80% reimbursement. Another credit company put me on the back burner once they saw my profile, but Dan made me feel comfortable from the first call and pretty much guaranteed he could get it done. His team secured over $150,000 in 0% funding, the process was much easier than I expected, and every connection he sent me to was professional and patient."
Jared Kmiecik
Owner, Precious Little Ones Learning Center
$104,000
0% Cards: $104,000
"I run an online e-commerce reselling business — name-brand products on Amazon, Walmart, and eBay. Last October, right in the thick of Q4, Amex hit me with a financial review and shut down all my spending, foiling my inventory plans. I reached out to Dan and within a month his team secured a $100,000 0% Chase Ink card — my highest credit card to date. That funding let me buy more inventory, hire two virtual assistants, and build a relationship with a key supplier we now spend a lot with."
Jared Kmiecik
Owner, Precious Little Ones Learning Center
$104,000
0% Cards: $104,000
"I run an online e-commerce reselling business — name-brand products on Amazon, Walmart, and eBay. Last October, right in the thick of Q4, Amex hit me with a financial review and shut down all my spending, foiling my inventory plans. I reached out to Dan and within a month his team secured a $100,000 0% Chase Ink card — my highest credit card to date. That funding let me buy more inventory, hire two virtual assistants, and build a relationship with a key supplier we now spend a lot with."
Jared Kmiecik
Owner, Precious Little Ones Learning Center
$104,000
0% Cards: $104,000
"I run an online e-commerce reselling business — name-brand products on Amazon, Walmart, and eBay. Last October, right in the thick of Q4, Amex hit me with a financial review and shut down all my spending, foiling my inventory plans. I reached out to Dan and within a month his team secured a $100,000 0% Chase Ink card — my highest credit card to date. That funding let me buy more inventory, hire two virtual assistants, and build a relationship with a key supplier we now spend a lot with."
Ivan Martinez
Real Estate Investor
$99,500
0% Cards: $99,500
"I'm exploring loan origination for real estate investments with a close family member — investment properties — and in real estate you need to move fast to commit to timelines and lock in deals. I'd worked with previous funding companies before and was getting $2,500 to $5,000 cards here and there, which doesn't add up to much in today's economy. Dan's team secured $99,500 in 0% funding from a single bank just to start, and that's the kind of capital you need to make big moves."
Ivan Martinez
Real Estate Investor
$99,500
0% Cards: $99,500
"I'm exploring loan origination for real estate investments with a close family member — investment properties — and in real estate you need to move fast to commit to timelines and lock in deals. I'd worked with previous funding companies before and was getting $2,500 to $5,000 cards here and there, which doesn't add up to much in today's economy. Dan's team secured $99,500 in 0% funding from a single bank just to start, and that's the kind of capital you need to make big moves."
Ivan Martinez
Real Estate Investor
$99,500
0% Cards: $99,500
"I'm exploring loan origination for real estate investments with a close family member — investment properties — and in real estate you need to move fast to commit to timelines and lock in deals. I'd worked with previous funding companies before and was getting $2,500 to $5,000 cards here and there, which doesn't add up to much in today's economy. Dan's team secured $99,500 in 0% funding from a single bank just to start, and that's the kind of capital you need to make big moves."
Chris Dyer
Founder, Cava Bar
$115,000
0% Cards: $115,000
"I was working my nine-to-five with some business ideas but no idea how to get funding to start. I tried funding it out of my own pocket and that didn't work out well. Dan's program walked me through everything — every question I had, his team was there to answer almost immediately. The first round got me over $115,000 in 0% credit, which I invested right away into a Cava bar a few friends and I are opening in Riverside, Jacksonville. If you've got an opportunity on the forecast, get the funding ready beforehand so you can jump on it when it shows up."
Chris Dyer
Founder, Cava Bar
$115,000
0% Cards: $115,000
"I was working my nine-to-five with some business ideas but no idea how to get funding to start. I tried funding it out of my own pocket and that didn't work out well. Dan's program walked me through everything — every question I had, his team was there to answer almost immediately. The first round got me over $115,000 in 0% credit, which I invested right away into a Cava bar a few friends and I are opening in Riverside, Jacksonville. If you've got an opportunity on the forecast, get the funding ready beforehand so you can jump on it when it shows up."
Chris Dyer
Founder, Cava Bar
$115,000
0% Cards: $115,000
"I was working my nine-to-five with some business ideas but no idea how to get funding to start. I tried funding it out of my own pocket and that didn't work out well. Dan's program walked me through everything — every question I had, his team was there to answer almost immediately. The first round got me over $115,000 in 0% credit, which I invested right away into a Cava bar a few friends and I are opening in Riverside, Jacksonville. If you've got an opportunity on the forecast, get the funding ready beforehand so you can jump on it when it shows up."
Angelo
YouTube Creator & Multi-Industry Investor
$120,000
0% Cards: $120,000
"I had high utilization on my personal credit, around 50 to 60%, and was paying a decent amount in interest every month. Dan's team got my utilization down to 5% — my credit score jumped from the high 600s to high 700s overnight — and on funding day we got around $90K in approvals, with follow-up increases bringing the total to $120K. The cash-back and signup bonuses across the cards essentially paid for the service itself, and the 0% gave me breathing room to travel business class for business connections and diversify into stocks, ETFs, crypto, and Airbnb real estate in Colombia."
Angelo
YouTube Creator & Multi-Industry Investor
$120,000
0% Cards: $120,000
"I had high utilization on my personal credit, around 50 to 60%, and was paying a decent amount in interest every month. Dan's team got my utilization down to 5% — my credit score jumped from the high 600s to high 700s overnight — and on funding day we got around $90K in approvals, with follow-up increases bringing the total to $120K. The cash-back and signup bonuses across the cards essentially paid for the service itself, and the 0% gave me breathing room to travel business class for business connections and diversify into stocks, ETFs, crypto, and Airbnb real estate in Colombia."
Angelo
YouTube Creator & Multi-Industry Investor
$120,000
0% Cards: $120,000
"I had high utilization on my personal credit, around 50 to 60%, and was paying a decent amount in interest every month. Dan's team got my utilization down to 5% — my credit score jumped from the high 600s to high 700s overnight — and on funding day we got around $90K in approvals, with follow-up increases bringing the total to $120K. The cash-back and signup bonuses across the cards essentially paid for the service itself, and the 0% gave me breathing room to travel business class for business connections and diversify into stocks, ETFs, crypto, and Airbnb real estate in Colombia."
The Briefing
Thinking from inside the work.
For professionals making capital decisions.
Thinking from inside the work.
For professionals making capital decisions.
Short, considered pieces on credit structure, lender relationships, and how high-revenue practices fund their next stage. Read the most recent below.
