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Clarity

Jimmy Moncrief

Chattanooga, TN

I love helping people get financing from lenders and investors.

I also love talking business development, product validation an sales.

Sold a SaaS to a private technology company.

Sold hedge fund to a private equity group.

I love helping people get financing from lenders and investors.

$4.17/min

16 Calls

11 Reviews

32 minutes
Avg. call

Entrepreneurship Real Estate Real Estate Investing Direct Sales Banking Loans Business Relationship Management Personal Finance Relationship Development Small Business Lending

Call me to talk about

Business Funding

I worked at an investment bank after college then bootstrapped a software company and have also worked at several size banks. I love helping entrepreneurs come-up with creative financing packages to maximize their equity.

Business Development Expert

I have sold everything from software to high-net worth asset management strategies to gumballs :-)

Real Estate Investing

Built a 7-Figure Portfolio in less than 2 years! I've learned a lot of lessons the hard way. Single family and Multifamily properties.

Answers 3
Reviews 11

Answers

Jimmy Moncrief answered

How should I document my investment into a business for proof of transfer?

Yes.

I will also add that you need to document what the funds are for: equity or debt.

A lot people fund their companies with a personal loan to the company for tax reasons.

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Tax Preparation

CPA

Corporate Finance

Jimmy Moncrief answered

Hi Everyone! We are looking for funding for our start-up, what is the best course of action?

I would highly suggest you pre-sell your product or service.

In my experience, a lot of friends, family and potential customers will all tell you "its a great idea."

However, there is nothing better for product validation than getting a customer to write a check or give you their credit card information.

When that happens - YOU KNOW - you are addressing a major pain point!

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Equity Funding

Jimmy Moncrief answered

Does anyone have any experience with storage units? I am looking make my first investment in a business and am considering this as an option.

I am a commercial lender that has made plenty of loans for SSS.

This is an AMAZING business as the default rates are lower for SSS than residential housing.

The biggest thing owners tell me is automating processes.

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Real Estate Investment

Commercial Real Estate

Real Estate Investing

Reviews

Very knowledgable and helpful

Phil Freo Source: Clarity

Jimmy is very experienced, took time to read my materials prior to the call, and came up with some great tips and ideas!

Konrad M Source: Clarity

Jimmy, asked all the right questions. Gave me invaluable insights and is actually helping me put together the puzzle of my venture. I should have contacted him earlier.

Oriel Bachar Source: Clarity

Jimmy delivered excellent value on both calls!

jeremy c Source: Clarity

Jimmy went above and beyond, and was well prepared for our call. I'll def be speaking with him again.

jeremy c Source: Clarity

My call with Jimmy was fantastic. He had experience in not 1 but 3 fields relevant to my project. He not only offered insights into my idea, but also offered to help me with parts of the implementation that I had been struggling with!

Siddharth Gupta Source: Clarity

Jimmy did homework before our call and essentially knew what I was going to ask and had answers prepared as well as ideas for next steps. It was a very productive and efficient phone call!

David Oliver Source: Clarity

Jimmy is someone who knows the business inside and out, dedicated to delivering above and beyond expectations, and committed to the client.

Hendon Tony Source: LinkedIn

At Ciderr, Jimmy has helped to grow our startup since its inception. From our first member all the way now to our thriving community of members, Jimmy has been an integral part of the finances, marketing, and overall direction of the company. His wide array of knowledge and incredible work ethic has not only helped us to grow but also succeed as a company and continue to where we are today.

Robert Miles III Source: LinkedIn

I have always valued Jimmy for his sharp, analytical mind and brilliant ability to synthesize complex financial data into actionable steps. Furthermore, he has consistently impressed me with wisdom beyond his years which translates into measured advice his clients can depend on. Lastly, he is absolutely committed to integrity and complete truthfulness, inspiring confidence in his clients who learn to trust him at every step in the process.

Jim Lea Source: LinkedIn

Jimmy is a great guy. He is financially astute, honest as the day is long, and incredibly connected in our market. I would trust him with any business finance decision I need. I highly recommend seeking him out when financial needs arise for your business.

Jason Wright, CSAM Source: LinkedIn

Member since November 2013