Executive summary
Chris Messier, the founder of Limitless Capital Incorporated, transformed his private lending firm into a structured capital-raising business with the help of Brad Blazar’s mentorship program. Through the Capital School Elite package, Chris gained the legal and strategic foundation needed to scale his business, resulting in millions in capital raised, a small new team, and access to a broader network of high-net-worth investors.
Results:
Established a 506C fund: Chris legitimized his business under SEC regulations, allowing him to raise capital while remaining safe and compliant.
Raised $6-8 million in capital: Successfully secured capital from high-earning professionals such as doctors and dentists.
Brokered over $125 million in loans: Transitioned from personal lending to managing large-scale real estate loans.
Built a team of 4: Shifted from a solo operation to managing a small, efficient team to handle underwriting and deal processing.
Developed a targeted marketing strategy: Focused on niche audiences like medical professionals, leading to higher conversion rates.
Implemented a structured sales process: Followed Brad’s blueprint for building trust and addressing objections, improving investor confidence.
Expanded high-net-worth network: Gained access to exclusive events and networks, connecting with ultra-wealthy individuals and professional athletes.
Chris Messier is the founder and owner of Limitless Capital Incorporated—a private lending firm to real estate investors looking for fix and flip type projects on single-family or bridge loan renovations.
When he decided it was time to scale his company, he sought to raise capital. However, looking into raising capital and all the rules and regulations from the SEC made him realize that his normal DIY approach to most things in life and business wasn't feasible. Chris needed an expert.
After some online research and social media searching, Chris found Brad Blazar's Capital School, a coaching and mentorship program specialized in helping individuals secure investors and rapidly raise capital.
At the time, Brad was hosting a bootcamp in Miami. Being from Massachusetts, Chris decided to hop on a plane and fly down in June of 2023.
Once physically present at the event, Chris took notice of the elite program package that included mentorship, coaching, community, and access to specialized attorneys. At the end of day 2 of the conference, Chris was one of the audience members that walked up to the front of the room and signed up with Brad.
Achievement: Building a 506C fund and scaling operations
Chris started with 0, lending out his personal content with a single partner. They were just private lenders, not an established business in the eyes of their clients.
When Brad got them the 506C fund, it legitimized Chris's capital-raising fund. From there, he was able to build a foundational small team and then broker some great opportunities that led to over 125 (millions of dollars) in loans.
Chris also learned to execute very targeted marketing to specific individuals that fit his avatar (medical industry, doctors, chiropractors, dentists, etc.).
Brad's program also brought Chris into an environment where he was spending time with other people that were succeeding at raising capital and opening him up to opportunities he'd not otherwise know about. On top of that, Brad supplied a very clear blueprint for success.
Brad’s approach: A blueprint for capital raising success
Brad Blazar’s Capital School Elite program isn’t just about capital raising; it’s about transforming your entire business through a structured, proven process. The program offers a combination of high-level mentorship, access to legal resources, and personalized coaching sessions with Brad.
Key components of Brad’s approach include:
Comprehensive Legal Guidance: Brad’s program provided Chris with legal counsel and support on all necessary SEC filings, ensuring that his capital-raising efforts were compliant and secure.
Targeted Marketing Strategy: Brad emphasized the importance of creating an "avatar" for ideal investors. Chris applied this by marketing specifically to high-earning professionals, which led to higher conversion rates.
Structured Sales Blueprint: One of Brad’s core teachings is not to pitch the deal on the first or second conversation. Instead, the focus is on building rapport and trust through carefully scripted conversations. These kinds of tested tactics along with a structured approach helped Chris close more deals with confidence.
Lessons learned: Navigating the gray areas of capital raising
If you’re growing your business using other people’s money, that means you’re marketing securities, which comes with legal and financial complexities that come from raising capital with investors. In simpler terms, when you raise money from others, especially in exchange for shares or a stake in your company, you're dealing with securities--financial instruments that are heavily regulated by agencies like the SEC.
Marketing securities requires strict compliance with legal rules if you want to avoid breaking securities laws, which come with hefty penalties.
Chris describes himself as a "black and white kind of guy," when it comes to business. He's admittedly not as familiar or comfortable with the financial and legal gray areas in raising capital. These can be risky, and Brad’s mentorship helped him navigate these complex waters safely.
Without Brad’s help, Chris acknowledges that he might have unknowingly made mistakes that could have led to serious consequences.
Discovering the value of community in raising capital
Through Brad’s mentorship, Chris discovered that raising capital isn’t just about securing deals—it’s about having access to current trends, information, and opportunities. Here is where a lot of the “hidden value” in Brad’s program comes from. It's also about knowing how to follow SEC regulations, avoid pitfalls, and surrounding yourself with knowledgeable individuals. Brad’s program provided Chris with essential legal tools, marketing strategies, and a network of like-minded professionals.
The steps to Chris' success
As mentioned earlier, Brad Blazar’s Capital School Elite program provided a step-by-step blueprint for success, guiding Chris through the often-confusing process of raising capital.
Here's a breakdown of how things played out for Chris.
Step 1: Structuring the business legally with a 506C fund
The first major step was setting up a 506C fund, a specific type of offering under SEC regulations that allows businesses to raise capital through accredited investors.
Brad helped Chris navigate the complexities of SEC filings, ensuring that everything was legally compliant.
This move legitimized Chris’s business, allowing him to raise capital without fear of regulatory repercussions. Setting up this structure was crucial to expanding from private lending into a scalable business.
Step 2: Crafting a targeted marketing strategy
With the legal foundation in place, Brad guided Chris on developing a targeted marketing strategy. The focus was on identifying Chris's ideal investors—professionals in high-earning fields like medicine.
Brad’s training emphasized the importance of narrowing down the audience and tailoring marketing efforts to reach those who would resonate with the investment opportunities. Chris learned how to market specifically to his avatar, creating a targeted pipeline that drove conversions and led to significant capital inflows.
Step 3: Implementing a structured sales process
Brad's mentorship also introduced Chris to a structured approach to sales, focusing on building relationships before pitching. Rather than making an offer on the first or second call, Chris was trained to develop trust and rapport with potential investors.
Brad’s blueprint also included detailed scripts and sequences for sales conversations, which (after many interactions) helped Chris feel more confident when speaking to prospects. By not rushing or worrying about if a pitch would land or if a tough question would be thrown his way, Chris steadily built a foundation of trust with prospects, which led to higher closing rates.
Step 4: Handling objections and building confidence
An essential part of Brad’s training was learning how to handle objections. Investors often have concerns about risks, and Brad’s process taught Chris to address these upfront.
Chris would talk about the potential downsides and how his team mitigates various risks. This transparency reassured investors that Chris’s operation was well-prepared and trustworthy.
Step 5: Scaling the business with a team
Brad’s advice wasn’t just about raising capital; it was about scaling one's entire business.
Initially, Chris operated with just one partner, but as the business grew, he needed to expand. Eventually, Chris built an intimate on-site team of four, allowing him to delegate tasks like underwriting and processing deals.
This shift from "working in the business" to managing a team freed Chris to focus on high-level strategy and growth, ultimately leading to more efficient operations and greater scalability.
Step 6: Expanding networks and attending high-value events
One of the most valuable opportunities Chris received through Brad’s mentorship was access to high-net-worth individuals and events. Brad connected Chris to exclusive gatherings with professional athletes, RIAs, and ultra-wealthy individuals.
Chris attended one such event in Boston, where he networked with Tampa Bay Buccaneer stars and people far wealthier than he had ever encountered.
Chris's advice for those new to raising capital
For anyone starting their capital-raising journey, Chris’s advice is simple:
"Find a coach or a group like Brad Blazar's Capital School. It’s not just about learning the steps; it’s about the mentorship, the community, and access to specialized legal advice."
Chris emphasizes that the value of Brad’s program lies beneath the surface of what is advertised, from SEC guidance to marketing insights and access to high-level networking opportunities.
Ready to transform your business? Join Brad Blazar’s Elite Program
Chris’s journey from a private lending firm to an established capital-raising business is proof of what’s possible with the right mentorship and guidance. If you’re looking to raise capital, scale your business, and gain access to exclusive networks of high-net-worth individuals, Brad Blazar’s Capital School Elite Program could be the key to unlocking your potential.
Brad’s proven blueprint for success, personalized coaching, and extensive resources—including SEC legal guidance, tailored marketing strategies, and a supportive community—are available to help entrepreneurs like you take the next step in their capital-raising journey.
Take the first step towards transforming your business, just like Chris did. Learn more about the different programs and explore the opportunities waiting for you.
Join Brad Blazar’s Elite Program Today!