Underwriting as a Service

Reflecting on our experience finding the Assembled Brands Financeable Equation we had the following key insights:

Develop a great brand.

Prior to founding Assembled Brands Capital, Assembled Brands was known for founding three well-known brands. That credibility as an operator made us more appealing to founders.

Start with a gift and provide value.

By offering and building Integrated Financial Models for free, BrightZen Systems develops a trusted relationship that can frequently be converted into profitable revenue and an investment opportunity in the future.

Build a Performance Benchmarking Database.

A sector focused investor with data on thousands of companies has a significant information advantage as compared to an investor without complete information. Building Integrated Financial Models naturally gives us access to all the financial information of a business.

Build a community.

Host weekly events online. Share insights frequently. Develop a vendor network. Share tools. Referral relationships are key.
When you offer capital, leads find you. It doesn’t take long to create a perpetual pipeline of opportunities.

Keep thinking outside the Credit Box.

It was the Credit Box of our predecessors that created our opportunity, it is our Credit Box that limits ours. Keep looking for new opportunity categories.

Create a revenue stream to develop the relationship <- the FUND