Expert Peer-to-Peer Lending Consultants

Raising capital is broken for most teams: investor lists are random, decks read like brochures, and leadership spends months in “fundraising mode” without leverage or real investor demand. Whether you’re a startup, a private company, a listed business or a fund, the outcome is the same: Weak terms, dragged‑out timelines and an uncomfortable dependence on luck and introductions. As Partner at spectup, a capital advisory firm with $120M+ raised across startups, private and public companies and funds, the focus is to fix exactly that. What I do: → Structure capital raises and private placements so the deal is clear, credible and easy to underwrite → Build institutional‑grade materials (pitch decks, memos, narratives) that stand up in IC rooms → Run targeted investor outreach using a tech‑enabled engine and an active capital network My background: → Operator side: worked inside a unicorn (N26) and with BMW’s startup / innovation programs, seeing how growth and corporate decision‑making actually work → Capital side: years of working directly on fundraising, investor materials and dealflow for companies and funds across multiple stages This mix means your story, numbers and “fundability” are pressure‑tested before you walk into high‑stakes investor conversations. I’m also the host of Deal Makers (& Fakers): → A podcast where founders, operators and fund managers unpack the real stories behind their raises → Deals that closed, deals that died, and the signals serious capital actually responds to right now

Marcel is the founder and CEO at CRYLO®, a crypto wealth management platform fully powered by artificial intelligence (AI) and machine learning (ML) algorithms, providing personalized crypto investment portfolios. Before that, he also founded iMi Blockchain, a global blockchain consulting and Web3 development firm. Marcel served as a board member and managing director in various companies. He was marketing manager at 3M, leading their industrial business in Switzerland. Furthermore, Marcel is a member of the Crypto Valley Association in Zug, Switzerland. Marcel studied Economics, Banking and Finance, in Zurich, Switzerland, as well as Blockchain Strategy at the University of Oxford (Saïd Business School).

Aaron Polk is a leading voice in the housing and mortgage industry, bringing over a decade of experience across banking, economics, and lending. As the Founder of AsertaLoans, a low-rate mortgage company serving Texas and Florida, Aaron has made it his mission to simplify home financing and bring transparency to one of life’s biggest financial decisions. Before launching AsertaLoans, Aaron built a successful career at Bank of America, rising to Vice President of Commercial Banking for the Los Angeles region. His expertise spans banking, real estate, and economic forecasting. Aaron holds an MBA in Finance from Pepperdine University and dual degrees in Economics and Mathematics from the University of Oregon. His unique blend of macroeconomic insight and boots-on-the-ground lending experience makes him a trusted resource for journalists seeking clear, actionable commentary on the U.S. housing market, interest rate trends, and consumer finance. Aaron regularly shares market updates with his audience of homebuyers, real estate professionals, and financial experts. He’s available for expert commentary, media interviews, and contributions to stories focused on real estate trends, mortgage insights, and broader economic shifts.

Expertise in Consumer Finance, Marketing, Real Estate, and E-commerce. Outstanding communication and interpersonal skills, which develops productive working relationships with individuals at all levels. Dedicated and motivated manager, who easily manages individuals and teams to produce optimum results. Strategic and analytical with experience developing and executing marketing plans, and managing digital and social media production. Creative writer with expertise in developing copy material, press materials, scripts, and content. Strong financial skills in managing P& L. Specialties: real estate, contract negotiation, banking and finance,marketing, merchandising, e-commerce,mortgage sales, recruiting, copy-writing,

Gerard “Ged” Ward is a highly accomplished finance broker and founder of Platinum Global Bridging Finance, an award-winning firm specializing in bespoke asset-backed lending solutions for high-net-worth individuals, expats, and corporate clients. With over two decades of experience in international finance, Ged has built a strong reputation for structuring complex cross-border funding solutions, including bridging loans, stock loans, private equity finance, and expat mortgages across the US, UK, and Western Europe. Starting his career as an accountant, Ged transitioned into mortgage and asset finance, where his analytical background and client-first approach set him apart. Under his leadership, Platinum Global Bridging Finance was recognized as a featured Bridging Finance Broker and appeared in IBS Intelligence among leading lending platforms in the US. Ged’s expertise lies in identifying undervalued lending opportunities, negotiating flexible terms for clients, and developing bespoke funding models that preserve liquidity while unlocking growth capital. His approach combines disciplined financial structuring with global market insight, ensuring clients receive intelligent, transparent, and secure finance solutions. Beyond finance, Ged’s background in competitive Thai boxing—where he was ranked sixth in Europe—reflects his tenacity, focus, and drive for excellence, traits that continue to shape his professional success today.

Find a way to win or find excuses for losing.

Are you a business owner who is looking to sell, exit or retire out of your business?If so, I would love to chat with you.I am looking at SME businesses with a turnover of $1m-$5m, with management in place. Even if your business is not in the best shape I could still be of assistance to you and your business.

Robert is the Co-Founder of Capital Corner, a free Canadian personal finance education platform dedicated to helping everyday Canadians make smarter decisions around credit, investing, saving, and debt. As the platform's lead researcher and developer, Robert independently evaluates hundreds of Canadian financial products annually — including credit cards, investment accounts, and savings accounts — translating complex financial data into clear, unbiased, and actionable guidance for Canadians at every income level. With over 8 years of personal investing experience across stocks, real estate, and alternative assets, Robert brings a grounded, practical perspective to personal finance that resonates with everyday Canadians who are navigating their financial journey without a background in finance. Backed by Co-Founder and CPA Patti's 30+ years of professional expertise, Capital Corner delivers research and analysis that is both accessible and credible. Patti is the Co-Founder and Senior Financial Advisor at Capital Corner, a free Canadian personal finance education platform serving Canadians nationwide. As a fully certified Chartered Professional Accountant (CPA) with over 30 years of hands-on experience in the Canadian financial industry, Patti brings a rare combination of professional credentials, real-world investment experience, and deep institutional knowledge to every topic Capital Corner covers. Throughout her career, Patti has advised clients across a wide range of industries and income levels on investments, taxation, and long-term financial planning. She maintains an active day trading practice, giving her real-time market insight that goes well beyond textbook theory. Her comprehensive understanding of Canadian tax law, accounting standards, and investment regulations ensures that Capital Corner's guidance is not only practical but fully aligned with current Canadian financial legislation. Patti is available to provide expert commentary on topics including: Canadian personal and small business tax planning, filing, and optimization Investment strategies for Canadians — stocks, ETFs, day trading, and market analysis Capital Corner is able to provide content anything finance related although specializing in: Canadian tax law, CRA regulations, and accounting standards Long-term financial planning and retirement strategies for Canadians TFSA, RRSP, and FHSA tax implications and optimization Wealth management and portfolio diversification strategies Small business financial planning and tax compliance in Canada Best credit cards and savings accounts in Canada (2026) How to start investing in Canada — stocks, ETFs, and real estate Debt reduction strategies and budgeting for Canadians Financial literacy and money management for beginners TFSA, RRSP, and FHSA guidance for everyday Canadians Saving strategies for major life goals — home ownership, retirement, education

At Koalify, we're revolutionising the experience by combining cutting-edge technology with personalized guidance from expert brokers. Our mission? Make your home financing journey simple! We untangle the complexities, providing clear, easy-to-understand guidance every step of the way. First-time buyer, sophisticated investor or looking to refinance, we cater to everyone! Koalify goes beyond just rates and products. We take the time to understand your unique financial goals and tailor a mortgage solution that fits you perfectly. Transparency is key. We empower you with the knowledge and tools you need to make informed decisions every step of the way. The result? A stress-free mortgage journey

I'm an entrepreneurial growth leader and operator with a 15-year track record of driving product, marketing, and technology growth to unlock scale and win customers. Having both bootstrapped a business and led teams for larger private equity-backed businesses, I strive to internalize all levers of the business to build a holistic foundation and well-rounded, cross-functional strategy across business development, growth marketing, finance, media, product, and technology.

Marketer, Sales Professional in Financial Services, and Website Builder

With a blend of business acumen and certified financial coaching, my role as Founder at Personal Financial Strategy centers on guiding individuals to financial empowerment. Leveraging years of expertise in debt resolution and new business development, I consistently deliver tailored solutions that resonate with the needs of working families.My specialty is: effectively using resources to alleviate financial stress. My "School of Hard Knocks" lessons learned, combined with a strategic approach to personal finance management, have enabled me to significantly impact lives by streamlining processes and improving financial well-being.

Experienced Partner with a demonstrated history of working in the capital markets industry and business consulting. Skilled in Equities, Capital Markets, Corporate Taxation, Business Consulting. Serial Entrepreneur. Interested in Digital Marketing and Value Investing.

I am the founder and owner of Lending Leah, a values-based mortgage brokerage launched in 2024 to bring a much-needed female perspective to the industry’s leadership. With over 11 years of experience and more than 1,000 loans closed, my expertise spans the entire mortgage lifecycle, from processing to brokerage ownership. As a Certified Mortgage Advisor and Certified Divorce Lending Professional (CDLP), I offer high-level technical insight with a signature "Lending Leah" warmth. While I handle all facets of residential lending, I am the sought-after expert for my specialization in the complexities of divorce real estate. I am on a mission to prove that securing a mortgage can be a safe, empowered, and even, dare I say, joyful experience.

consult, drive traffic, close repeat.

Mission-driven leader @Yardsworth.Former VC @ Wavemaker Partners & Co-Founder @ Vebu LabsMBA @ USC Marshall. Student-athlete @ UVA. Entrepreneur & Investor.

Founder, BankOfCanadaOdds.com | Capital Markets & Investor Relations Strategist Ryan Yanch is the founder of BankOfCanadaOdds.com , a data-driven platform that tracks market-implied probabilities for Bank of Canada interest rate decisions. With deep expertise in financial markets, Ryan specializes in translating complex economic signals into clear, actionable insights for investors, homeowners, and the broader business community. In addition to his work on BoCOdds, Ryan is the President of Guerilla Capital, an investor-relations and marketing firm that partners with public companies across mining, energy, biotech, and technology. He has led retail investor engagement campaigns, content strategy, and digital growth initiatives that help issuers amplify their visibility in competitive markets. Ryan’s career blends entrepreneurship with a strong capital-markets focus. He has experience in small-cap equity markets, trading, investor psychology, and digital financial media, and has built multiple platforms at the intersection of data, storytelling, and finance. His specialties include: Market analysis & economic trend interpretation Investor relations & capital markets strategy Digital marketing & SEO for financial platforms Community-driven content & audience engagement Ryan is passionate about making financial data accessible and transparent, whether it’s helping investors navigate macroeconomic shifts or supporting companies in telling their growth story.

Full-Stack Digital Marketer in Real Estate, Finance, and Technology Industries.

Iris Duan is a dynamic venture partner and operational leader specializing in early-stage investments, decentralized technologies, and sustainable innovation across international markets. As a Venture Partner at a $50M+ AUM VC firm, she successfully chaired weekly investment committees, managed cross-border deals, and fully returned Fund 1 with a 2.4x MOIC. Her investment focus includes renewable energy, cloud computing, medtech, and Machine Learning. Concurrently, as COO and Co-founder of Immutable Labs, Iris drove the creation of an operating model generating $25M in revenue, leading the integration of advanced packaged technology across edge computing, FLLMs, secured oracles, and explainable AI, delivering significant compute and cash reductions. Fluent in English and Mandarin, Iris leverages a global perspective from her experience in Zurich, Beijing, and Milan, blending deep financial acumen (BBA in Finance, Minor in Economics from Emory University) with practical, high-growth startup leadership. Her expertise lies in translating complex client needs into tangible business requirements, orchestrating R&D, and building robust client bases that support hybrid cloud and idle computing solutions. Iris is a two-time TEDx speaker and a passionate advocate for social enterprise, having led non-profit consulting teams focused on strategic PR and market research for diverse international clients.

Rewards come to those who hustle .