Case Studies

Brendan, a top sales rep at Toozer, earned around $20K/month at just 19 years old,puing in 14-hour days. In April 2024, he joined Deal Maker, drastically reducing his workhours to 2 per day while signing 6-8 clients monthly at $15K-$25K plus success fees. ByAugust 2024, he closed a $200M private equity transaction, earning a $6M commission.

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Bernardo transitioned from lead generation inVenture Capital to VC fundraising, initially earningaround $50K/month. Now, he charges $25K-$100Kper deal plus success fees. In his first five weeks(March-April 2024), he collected $150K.

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Before joining Deal Maker, Vincent ran a SaaS-focusedlead generation business, earning around $30K/month,with ListKit as his top client. Aer joining Deal Maker inFebruary 2024, he closed $170K in his first four weeks andstabilized his monthly earnings between $200K and$400K. In July 2024, Vincent closed a $250M debttransaction, neing just under $7M in success fees.

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Max, who spent his adolescence in prison, is now an 18-year-oldmillionaire. With no prior business experience, he joined Deal Maker inJanuary 2024. By his third month, he earned $75K and has sinceexceeded $100K/month, with backend deals currently in negotiations.

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Before joining Dealmaker, Dylan was a successful marketing and sales consultant,helping companies scale to $2M+/month. However, his income was volatile, and he wasconstantly reinventing the wheel to stay ahead.

Aer watching Dealmaker content, he recognized the opportunity to leverage his skillsin a higher-value industry and joined the program with a clear goal: transition intocapital markets and scale fast.

Within 90 days, Dylan:✅ Built an AI-driven deal origination system, booking 100+ appointments per day✅ Closed multiple $50K upfront engagements✅ Secured $7.8M in tabled fees✅ Partnered with a seasoned advisor with $40B in transaction volume

Dylan's success demonstrates that a strong skillset, paired with the right system, cancreate exponential financial growth in record time.

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Before joining Dealmaker, Jake was running a B2B marketing agency, helping investment banks and marketing firms generate leads through email and LinkedIn outreach. While his agency was generating $30K-$50K/month, it struggled with scalability, low margins, and client churn.

After discovering Dealmaker, he saw an opportunity to shift from servicing investment banks to becoming a dealmaker himself. However, he was initially skeptical, unsure if he truly needed the program to make the transition.

Within 20 days of going all-in, Jake:
✅ Closed $40K in revenue from new deals✅ Booked 30+ closing calls in a single week
✅ Increased his upfront fees to $20K-$40K per client✅ Projected $75K+ in revenue in the next two weeks
✅ Scaled to $200K /month by January 2025

He is now advising on multiple multi-million dollar capital raises, including a $5M AI healthcare deal, where he will earn a 5% success fee ($250K).

Jake attributes his success to fully committing to the model, leveraging his sales expertise, and understanding the opportunity in capital markets.

"If you have a background in sales or business, this is a no-brainer. The margins, the deal sizes, and the long-term enterprise value make this far superior to a traditional agency model."

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Before joining Dealmaker, Conor was running a B2B marketing agency, oering lead generationservices for investment banks, marketing agencies, and enterprise clients. Despite his expertise, theagency business model was:

• Highly competitive and oversaturated

• Low-margin, generating $5K/month in revenue with lile profit

• Diicult to scale, with constant client churn and limited market potential

Aer seeing Dealmaker’s core thesis, he realized that his skills weren’t the issue—his market was. Instead ofselling to small businesses and agencies with limited budgets, he shied to working directly with CEOs, publiccompanies, and institutional investors.

Results & Growth Since Joining Dealmaker:
✅ Closed first high-value client within 30 days✅ Scaled to 4-5 deals per month✅ Increased pricing from $5K retainers to $20K-$40K upfront fees✅ Built a board of advisors with seasoned investment bankers & entrepreneurs✅ Recently completed a $2M capital raise for an AI startup founded by a former GoFundMe co-founder

Secured a term sheet for a 9-figure renewable energy deal, potentially reaching $300M$100K+ in pending success fees currently in escrowScaling to $200K+ per month in revenue by 2025

"We struggled for over a year with an agency model before realizing the market was the problem.Dealmaker showed us how to move up-market, work with high-value clients, and create real leverage.The deal flow is endless, and the ecosystem fuels itself."

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Before joining Dealmaker, Vlad was running an M&A brokerage focused on exiting businesses forfounders. Despite successfully selling 16 of his own businesses, his brokerage model had majorchallenges:

• No upfront fees, meaning inconsistent cash flow

• Unpredictable success fees, leading to volatile earnings

• Constant financial pressure, where some months went negative

Although he earned five to six-figure commissions, the lack of stability kept him in survival mode. He knew heneeded a higher-margin model with upfront fees and a way to close larger deals faster.

Results & Growth Since Joining Dealmaker:✅ First deal closed within 10 days✅ Built a board of 5 seasoned advisors to enhance credibility✅ Predictable lead generation system—300+ calls booked✅ Multiple five-figure upfront fees generated in the first 40 days✅ Moved up-market to focus on high-value M&A transactions

• Current pipeline: $4.4M in potential upfront fees

• Actively taking eight-figure deals to market

• Projected six to seven-figure commissions per deal

• Goal: $10M+ in commissions by 2025

"If you don’t have the speed, drive, and commitment, you won’t make it in this space. But if you execute, thismodel is the fastest way to build generational wealth through high-value deal flow and elite financial networks."

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Robert came into Dealmaker while still in school, balancing full-time education with the ambition to build aninvestment bank in Toronto. Despite having a finance background and experience as a financial analyst, heinitially struggled to close deals and dierentiate himself in the market.

His early months were filled with trial and error, copying generic processes that didn’t yield results. However,consistency and refinement became the turning points. By staying commied and iterating his approach, hebegan to see massive traction.

Scaling & Breakthrough Moments:
✅ Developed a Unique Process – Transitioned from generic deal sourcing to a highly selective, investor driven model.✅ Built a Network of Key Investors – Focused on understanding investor mandates and matching the right companies rather than taking on any client.✅ Shied Focus to High-Quality Clients – Stopped working with early-stage companies and only took on clients with revenue and strong commercialization.✅ Mastered Investor Relations – Incorporated diagnostic sales strategies into investor calls, transforming pitch meetings into structured sales conversations.✅ Strategic Partnerships & Expansion – Set up a Swiss entity for compliance and secured a key partnership in Dubai to access a future $3-4B investment bank.

• Current Revenue: $50K-$60K per month, selectively taking on clients

• First major deal: $9M capital raise, 4% commission + equity in public oering

• Two additional deals in pipeline: $70M & $200M transactions

• Projected 2025 goal: Build an investment firm capable of funding deals in-house

“The key to success is moving beyond generic deal sourcing. Understand investor needs, curate theright clients, and focus on building long-term relationships that create trust and reputation.”

"If you want to succeed in this space, you need two things: (1) a strong partner to divide front-end andback-end operations, and (2) the ability to sell not just to clients, but to investors and advisors as well.”

"If you’re not treating this like a career, you will fail. This industry is about long-term positioning,credibility, and the ability to move at speed. Execute relentlessly, and the opportunities will come."

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Before joining Dealmaker, Jamil V. was running a sales consultancy, helping SaaS and tech firmsoptimize their outbound sales strategies. While his consultancy was generating$25K-$40K/month, it faced challenges with client acquisition, scaling, and inconsistent revenue.

Aer discovering Dealmaker, Jamil V. saw an opportunity to shi from consulting to investmentbanking. Initially, he was hesitant, unsure if he had the financial background to make the transition.

Within 30 days of commiing fully, Jamil V.:✅ Closed $50K in revenue from new advisory deals✅ Booked 40+ investor calls in a single week✅ Increased his upfront fees to $25K-$50K per client✅ Projected $100K+ in revenue for the next month✅ Scaled to $250K/month by Q1 2025

He is now advising on multiple multi-million dollar capital raises, including a $10M fintech deal,where he will earn a 4% success fee ($400K).

Jamil V. aributes his success to leveraging his sales expertise, fully adopting the dealmakingprocess, and embracing the scalability of capital markets.

"If you have a background in sales, this is a game-changer. The deal size, margins, and long-termenterprise value make this far more lucrative than traditional consulting.

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Before joining Dealmaker, Juan was running an email marketing business, specializing in B2B leadgeneration, particularly in tax credit oers. While he achieved success, he faced significantchallenges with inconsistent revenue, client churn, and limited scalability.

Aer discovering Dealmaker, Juan recognized an opportunity to leverage his sales and marketingexpertise in investment banking. Initially skeptical, he questioned whether his background wouldbe suicient to make the transition.

Within just a few months of going all-in, Juan:
✅ Closed $130K in revenue in his first 30 days✅ Increased his upfront fees from $0 (success-based) to $30K-$50K per client
✅ Booked an average of 7-8 investor calls per closer per day✅ Projected $250K+ in revenue for January 2025✅ Built a pipeline of success fee opportunities exceeding $800K per month

He is now advising on multiple multi-million dollar capital raises, including $10M+ deals, where heearns a 5% success fee per transaction.

Juan aributes his success to fully embracing the Dealmaker model, shiing his oer upmarket,and leveraging his marketing expertise to create high-demand opportunities.

"If you're a marketer, you have an unfair advantage in this space. Finance can be learned, butdemand generation is the real key to success. This model allows you to scale fast while securingmassive upside."

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Before joining Dealmaker, Harry was focused on private credit and mortgage lending in Australia.While generating steady revenue, he struggled with scalability and high-margin opportunities. Hisbusiness, though operational, lacked the velocity needed to create exponential financial growth.

Aer shiing focus and executing the Dealmaker methodology, Harry pivoted into investmentbanking, capital raises, and acquisitions. Initially, he was balancing both models, but in October, hewent all-in on high-value transactions and saw immediate results.

Within six weeks of commiing fully, Harry:✅ Closed $40K in revenue in November alone✅ Transitioned from private credit to high-value equity raises✅ Landed multiple tech-sector clients, including AI and crypto startups✅ Secured exclusivity agreements for multiple capital raises✅ Booked 15+ investor calls per day, maintaining a strong deal pipeline
✅ Positioned himself for $100K+ months moving forward

Harry aributes his success to cuing distractions, fully embracing the Dealmaker approach, andexecuting with relentless focus.

"When you go all-in and execute with full intensity, success happens fast. It took just six weeks togo from uncertainty to nearly six figures. If you want results, commit fully and remove alldistractions."

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Before joining Dealmaker, Ryan was running a debt financing business, providing lower-market transactions such as SBA loans, commercial real estate loans, and cash advances. While the business generated revenue, it was inconsistent, with long success-fee cycles leading to financial instability

After shifting focus and executing the Dealmaker methodology, Ryan pivoted into capital raising and middle-market financing. Initially hesitant, he gradually transitioned into high-value deals and saw immediate improvements in revenue stability.

Within just a few months of commiing fully, Ryan:✅ Scaled to $92K/month in stable revenue✅ Closed his first $14M capital raise deal within 30 days✅ Increased his upfront fees to $20K per client✅ Projected over $400K in profit from one dea✅ Transitioned from chasing small business loans to securing high-level equity raises

Ryan atributes his success to adopting the high-ticket mindset, charging upfront fees, and focusing on businesses with strong financial backing.

"The biggest shi was realizing that high-level clients are willing to pay substantial fees upfront.Instead of chasing struggling businesses, I now work with companies that already have capitaland are serious about growth. It changes everything."

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When Graeme first joined Dealmaker, he had prior experience in financial services but hadn’t yet found the right vehicle to maximize his expertise. Despite considering entering the capital-raising space before, he wasn’t sure of the best way to execute the model at scale.

After discovering Dealmaker on Twier and analyzing the approach, Graeme and his co-foundermade the decision to jump in. Their primary motivation was speed—the ability to validate an oerquickly, scale it, and generate meaningful results within weeks rather than months.

In just a few months, Graeme and his team have successfully transitioned into a highly selective capitaladvisory model, where they work with serious clients and investors. Key milestones include:

✅ Rapid Market Validation: Within the first two weeks, they booked meetings with potential clients faster thanany previous oer they had tested.✅ Closing Clients Quickly: Signed their first client within the first month of outreach.✅ High-Level Capital Raises: Currently engaged in due diligence for two major raises—one at $50M andanother at $6M.✅ Strategic Partnerships: Brought on experienced partners from banking, hedge funds, and private equity toenhance the sales and due diligence process.✅ Revenue Growth: Generated just under $100K in engagement fees over the past three months alone.Looking to scale to $60K-$100K per month in engagement fees while increasing back-end success fees.
✅ Massive Upside in Success Fees: Currently has over $8M in potential success fees, with two dealsexpected to close in Q1, generating close to seven figures in fees.

Initially, Graeme’s team focused on onboarding as many clients as possible. However, aer analyzing investorfeedback, they pivoted toward working exclusively with businesses that already had product-market fit andstrong financials. This approach significantly increased their close rate and positioned them to generatehigher success fees.

"The key realization was that quality over quantity maers. By refining our client selectionprocess, we’re not only improving our success rates but also making the work significantly moreeicient and profitable."

"You don’t need a deep financial background to make this work. If you focus on execution, buildthe right partnerships, and follow the process, you can scale quickly. We found success becausewe followed the system and adjusted based on market feedback."

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