Accounting Financial Advising & Planning
$1,000,000 to $9,999,999
Apr. 2018 - Ongoing

5.0

Quality: 5.0

Schedule: 4.0

Cost: 4.0

Willing to Refer: 4.5

"Our company's portfolio has doubled despite the pandemic."

Jul 27, 2022

Employee, Capital Lending Firm

Anonymous

Business services
Los Angeles, California
1,001-5,000 Employees
Survey Response

Check Capital Management provides financial advising services to help a capital lending firm manage market volatility. They've developed a strategy on the best time to invest, buy, and sell.

Despite the pandemic that has caused many people to pull out, Check Capital Management has helped the client double their portfolio and make a profit. The client believes that they have done an amazing job given the circumstances.

BACKGROUND

Briefly describe what your company does and your role there.

We are a company who lends capital to our customers high interest rates. We aim to reach more then 30 states by end of next year, as long as profits keep increasing.

OPPORTUNITY / CHALLENGE

What were your company's goals when you started looking for a partner?

We needed a company with a proven track record, someone to help solidify our fundamentals. To help with our goals toward profits.

SOLUTION

Describe the scope of your partner's work with your company. Please include a summary of any key tasks or deliverables.

One thing our company struggled with was the markets volatility, we expressed that to checkcapital and they were able to make a plan for us helping as strategize the best time to invest, buy sell etc.

How many people does your company work with?

2-5

How did you find this provider?

Online search

Why did you choose to work with them?

Positive reviews and ratings
Close to my geographic location
Pricing fits our budget
Good value for cost
Company values aligned

RESULTS & FEEDBACK

What are the results or deliverables of this partnership that demonstrate progress or success?

Our company's portfolio has doubled despite the pandemic when many people were pulling out we stuck with them and they helped make us a profit. nearly double from 2019 margins

How does your team communicate with this service provider?

In-Person Meetings
Virtual Meetings
Email or Messaging App
Mobile Text Messages

Are there any areas for improvement or something this service provider could have done differently?

no I think they have done an amazing job given the circumstances.

RATINGS

5.0

Check Capital Management

Growth Through Strenght

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