BookThinkers: Life-Changing Books

240. Jake Claver | Wealth in Numbers

May 8, 2025
Jake Claver, author of 'Wealth in Numbers' and Managing Director of Digital Ascension Group, shares his expertise in family office investments. He demystifies syndications and SPVs, explaining how they empower everyday investors. Jake discusses building anti-fragile portfolios and the role of digital mentorship in shaping financial acumen. He also explores utilizing cryptocurrency for diverse investment strategies and emphasizes the importance of networking and knowledge-sharing in wealth creation.
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ANECDOTE

Journey Into Syndication

  • Jake Claver and his business partner started a mastermind to run private investment deals together.
  • They acquired a company running Reg D funds, deeply learning all mechanics, leading to creating software and writing a book on it.
INSIGHT

Alternative Deal Misconceptions

  • Most people mistakenly believe investment syndications require accreditation or aren't accessible.
  • Traditional finance education rarely covers alternative investments like Reg D, Reg A+, or Reg CF deals.
ADVICE

Delegate and Focus on Strengths

  • Delegate to reliable people who complement your strengths for scaling a business.
  • Focus on your unique abilities and cultivate strong relationships rather than doing everything yourself.
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