The Challenge

Principal capital markets (specialized high-value $20M-$300M real estate development financing): world of massive deals + long timelines, niche = connecting Caribbean large-scale project developers with private equity/credit firms funding them.

While successfully attracting developers hitting wall at most critical stage: securing capital. Challenges significant: lender bottleneck (biggest problem = finding right investors, “I am having hard time… finding private equity firm or private credit firm invests in hospitality sector in Caribbean,” primary method sending emails = shot in dark with “half come back unanswered”), wall of gatekeepers (every fund protected by layers of gatekeepers, getting real opportunity in front of actual decision-maker = constant frustrating battle), slow path to independence (ultimate strategic goal = build own “rolodex” of capital connections becoming independent from partner currently controlling access to key relationships, estimated year-long struggle).

Caught in cycle where promising multi-million dollar opportunities stalling because couldn’t efficiently effectively bridge gap to right capital partners.

The Approach

Simon Markus engaged not offering new marketing plan but introducing radical new capability: Stratona (Strategic Persona)—system designed replacing guesswork with predictable data-driven strategy.

Explained methodical process: (1) Strategic Persona (system ingests publicly available data like LinkedIn profile or private communications like WhatsApp chat building highly accurate psychological model of target individual, identifies core motivations/biggest challenges/communication style with 85-95% accuracy),

(2) Boardroom simulation (before ever sending email/making call client can use “Stratona Boardroom” having simulated conversation with target’s digital persona, allows test pitch/anticipate objections/discover “unvarnished thoughts”), (

3) Bypassing gatekeeper (entire system designed solving client’s biggest problem: “stratona not real person. It’s guy protecting door to human. The gatekeeper.”—simulation provides key unlocking door). Proved power sharing case where used system modeling billionaire’s associate figuring exact way positioning low-budget offer closed €10,000 contract next day without single live conversation.

The Results

Huge advantage (recognized system as “huge advantage” solving fundamental business problem), beyond cold email (saw clear path beyond inefficient cycle sending cold emails hoping for response), tool for acceleration (realized not just lead-generation tool but strategic weapon accelerating ultimate independence goal, one-year timeline could be drastically shortened).

Session transformed client’s perspective—no longer just capital advisor playing game of chance but now had access to repeatable system engineering perfect approach turning high-stakes uncertainty → predictable strategic process. Found secret weapon.

The more efficient system wins. Always.