The E.A.S.Y. Method for Closing Big Deals: A Foolproof Formula

When it comes to raising capital and closing big deals, there’s no shortage of methods and strategies out there.

But over the years, my team and I have developed and refined a system that’s become our secret weapon: The E.A.S.Y. Method.

This approach has helped us secure the capital we need, build strong relationships with investors, and close deals consistently.

The E.A.S.Y. Method isn’t just another formula; it’s a proven framework that guides you from the initial conversation to securing those critical commitments from investors. Let’s break it down.

1. E xclusive & Limited Opportunity

The first step is creating the sense that what you’re offering is something exclusive and limited. High-net-worth investors, in particular, are drawn to opportunities that feel curated and scarce. They want to be part of something special, and you need to position your deal that way.

This isn’t about being manipulative—it’s about presenting the reality of your deal’s capacity and timeline. If you only have room for a limited number of investors or a specific window to close the deal, make that clear.

Actionable Tip: When pitching, emphasize that the opportunity is time-sensitive or exclusive. Investors should feel like they have access to something not available to just anyone.

2. A bundant Interest from Investors

Even though you’re highlighting exclusivity, you also need to show that there’s strong demand for what you’re offering. No one wants to be the only person interested in a deal—it raises doubts. Show your investors that there’s abundant interest from others, without making them feel like they’ve missed out.

This is where testimonials, previous success stories, or even social proof come into play. Investors want to see that others are already on board or eager to be part of the opportunity.

Actionable Tip: Mention other investors who are already considering or committed to the deal, and use past examples of similar successful projects to build credibility.

3. S carce Availability

While you’re generating abundant interest, you also want to create a sense of urgency. If your deal has limited availability—whether that’s in terms of investor spots or time to secure the deal—make it clear. Scarcity drives action. People are more likely to make decisions quickly when they feel they might miss out if they don’t act now.

Actionable Tip: Set a clear deadline for investor commitments or outline a limited number of spots. This encourages potential investors to act quickly, knowing the window of opportunity is closing.

4. Y our Allocation

Finally, you want to emphasize that this isn’t just about them investing—it’s about their allocation in the deal. When speaking to affluent investors, positioning the conversation around what portion of the deal they get can feel more empowering and personalized. It shifts the focus from “should I invest?” to “how much can I allocate?”

High-net-worth individuals want to know what’s in it for them, and positioning the conversation this way makes the investment feel like their opportunity to secure, rather than just another pitch they’re hearing.

Actionable Tip: When speaking to potential investors, frame the conversation around how much allocation they want in the deal and when they can secure it. This adds an extra layer of urgency and ownership to the conversation.

The Ground Rules

This method is straightforward, but it comes with some important rules. These ground rules are essential to maintain your credibility and build lasting relationships:

• Never Lie or Misrepresent Anything: Credibility is everything. If you lie or misrepresent even the smallest detail, you’ll lose the trust of investors forever.
• Admit When You Don’t Know Something: If you don’t know the answer to a question, be upfront. Let the investor know you’ll find out and follow up with the correct information.
• Leverage Your Network: If you’re newer to the game or don’t have a solid track record, lean on the credibility of your partners. Make sure you’re working with people who have experience and can back up your deals.

The Bottom Line

The E.A.S.Y. Method is all about positioning your deal in a way that makes it feel exclusive, in demand, and urgent. By following these four steps—Exclusive Opportunity, Abundant Interest, Scarce Availability, and Your Allocation—you can close deals more effectively and build stronger relationships with high-net-worth investors.

What’s Your Next Move?

Want to dive deeper into the specifics of this strategy? I’ve outlined all of these steps and more in my Unlimited Investor Leads book, which is an Amazon bestseller in three major categories. If you’re ready to start closing bigger deals with high-net-worth investors, this is a great place to start.

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Talk soon, Marcin

The information contained herein is for general guidance on matters of interest only. This information contained herein is not intended to provide you with any advice on financial planning, investment, insurance, legal, accounting, tax or similar matters and should not be relied upon for such purposes. Marcin Drozdz, M1 Real Capital Inc are not financial, legal or tax advisers. You should assess whether you require such advisers and additional information and, where appropriate, seek independent professional advice. You understand this to be an expression of opinions and not professional advice. You are solely responsible for any actions you take with the content and hold Marcin Drozdz and M1 Real Capital Inc or any of it's affiliates harmless in any event or claim.