A Global Independent Digital Investment Bank Empowering Middle Market Transactions

Deal Room

Our Story

Connecting Investors to Profitable Opportunities for Sustained Financial Growth

$33M

Combines Enterprise Value of Portfolio Investments

70

Years of Operational and Investment Experience

$7 Trillion

Access to capital

Investment Criteria

Long Standing History

Consistent Returns

Audited Financials

Co-Invest

Achievements

2050+

Investors

10+

$33M+

Raised and Deployed

Debt Partners

15%

Average IRR

Tim Guercio

“We founded Investor First in 2016 to create the kind of exponential growth I couldn’t find in traditional markets. By offering unique opportunities in healthcare, auto dealerships, and hedge funds, we built a portfolio where we could drive real success and operational efficiency for our clients.

Duy Beck

“Over the years, I’ve held leadership roles, Managing Director at Mid-Market Securities and Managing Partner at First National Finance & Equity, working across areas like private equity, mezzanine, senior debt, and M&A. He’s a seasoned structured‑finance pro—having served as Principal Lending Manager at U.S. Capital Group

Jeffery Seavey

“Spent a decade in the entertainment industry as Executive Business Manager at CV Entertainment, leading artist development, contract negotiations, branding, and financial stewardship. Founder and Senior Pastor of Living Water Church, honing his skills in organizational leadership and community development.

Our Services

Fund Building

Fund Formation & Structuring
  • Guidance on entity setup (SPV, fund-of-funds, LP/GP structures).
  • Coordination with legal and compliance for offering docs (PPM, subscription agreements, operating agreements).
  • Waterfall, fee, and carry structure design.
Capital Raising Infrastructure
  • Investor database building and segmentation.
  • CRM setup and automation for tracking LPs and prospects.
  • Pitch deck, teaser, and one-pager creation.
  • Data room setup with due diligence materials.
Marketing & Investor Outreach
  • Branding and positioning of the fund (story, niche, edge).
  • Compliance-friendly marketing campaigns (email, LinkedIn, webinars).
  • Lead generation and investor funnel design.
  • Investor events (dinners, webinars, roadshows).
Fund Administration & Operations
  • Connections to fund admins, custodians, and banking partners.
  • Reporting templates for quarterly updates and financials.
  • Investor onboarding support (KYC/AML, accreditation verification).
  • Capital call and distribution management processes.
Ongoing Growth & Scaling
  • Second/third-close strategies to bring in more capital.
  • Portfolio management systems setup.
  • LP communication and retention strategies.
  • Preparation for future funds or extensions.

Marketing

Brand & Positioning
  • Crafting a clear brand story that speaks to investors’ or clients’ trust and security needs.
  • Designing visual identity, websites, and pitch materials aligned with compliance standards.
Lead Generation & Funnels
  • Building investor acquisition funnels (landing pages, lead magnets, drip campaigns).
  • Paid media campaigns (LinkedIn, Google, Facebook) tailored to accredited investors or HNWIs.
  • Webinar/virtual event campaigns to showcase deals or strategies.
Content & Thought Leadership
  • Whitepapers, eBooks, and case studies that explain investment strategies in plain language.
  • Ghostwritten articles, LinkedIn posts, and newsletters to build credibility.
  • Educational video/podcast series to position the firm as a trusted authority.
Investor Relations Support
  • CRM setup and automation for managing leads and investors.
  • Personalized investor email sequences (onboarding, updates, reporting).
  • Quarterly/annual report design that’s professional and engaging.
Digital Presence & SEO
  • Website optimization for discoverability and conversion.
  • SEO campaigns targeting financial keywords (e.g., “passive income investments,” “private equity fund”).
  • Reputation management—reviews, press, and trust-building content.
Analytics & Compliance-Friendly Strategy
  • Campaign tracking with ROI dashboards.
  • FINRA/SEC-compliant copywriting and ad review processes.
  • Risk disclosures built into all marketing materials.

Debt, Equity, M&A

Debt Financing Services
  • Capital raising – arranging loans, credit facilities, or structured debt for companies.
  • Debt restructuring – renegotiating existing obligations to improve terms or cash flow.
  • Leveraged finance – structuring high-yield debt to support acquisitions or growth.
  • Syndicated loans & private debt placement – connecting borrowers with multiple lenders or direct lending groups.
Equity Financing Services
  • Equity capital raising – securing funds from VCs, private equity, or strategic investors.
  • Growth/expansion capital – sourcing minority or majority equity partners.
  • IPO & pre-IPO advisory – helping companies prepare to list and attract institutional investors.
  • Valuation & structuring – designing deal terms, cap tables, and investor agreements.
M&A Advisory Services
  • Buy-side advisory – identifying and negotiating acquisitions for clients.
  • Sell-side advisory – preparing businesses for sale, running processes, and finding buyers.
  • Deal structuring – optimizing how equity, debt, and earn-outs are used in transactions.
  • Due diligence coordination – financial, legal, and operational reviews.
  • Post-merger integration – advising on culture, systems, and operations alignment.

  • Our Portfolios

    At Investor First, we invest in stable and resilient industries with long-term prospects for strong growth despite market volatility or economic turns. The portfolio managers at our firm in Los Angeles, CA are hyper-focused on the long-run and look for bright spots in the economy to produce consistent financial gains for our investors.

Our Impact

  • Investor First's approach truly shines, delivering transparent, tailored investment solutions that prioritize client success.

    Jeffery Seavey-
    Pastor, Music Executive

  • A rare company with a growth mindset and a genuine desire to see others succeed. If you have a change to work with them, take it

    Alexander Cubis-
    Entrepreneur, Attorney

  • Investor First has been nothing but exceptional, professional and reliable for me as an investor. Thank you for the consistency

    Chris Soriano-
    Executive Producer

 

infoinvestorfirst@gmail.com

Contact Us

2029 Century Park East
Suite 1130N
Los Angeles, CA 90067

Hours
Monday–Friday
9am–5pm

Phone
(704) 493-3446