Your New Bank?
Discover the one fatal flaw in the venture capital model that creates a massive, overlooked opportunity for savvy investors to get in on the best deals before they go public.
Learn how a little-known regulation (that Wall Street hopes you ignore) is allowing founders to bypass the gatekeepers and offer YOU a piece of the action, turning their customers into their most powerful asset.
Find out how to leverage this shift to build your own private playbook, transforming your portfolio by investing alongside thousands of passionate believers instead of a few greedy suits.
Dear Reader,
They told you to go to school. Get a good job. Save your money. They told you the rich have secrets you'll never know.
They were wrong.
The game is changing. Fast. And the people who run the old game are terrified. Venture capitalists. The big banks. The Wall Street suits. They want you to think the only way to get rich is to play by their rules. To beg for their money. To give them control.
I’ve built my life on a simple idea. Financial freedom comes from owning assets. Not from being a well-paid slave. For years, the best assets—early-stage companies with explosive potential—were locked away. Reserved for the rich. The insiders. You weren’t invited.
Then something happened. A quiet revolution. It’s called Regulation A+. Remember that name. It’s your ticket to the inside.
Look at a company called Pacaso. They had the golden ticket. Over $200 million from top VCs.
They were in the club. But they did something smart. Something radical. They walked away from the velvet rope.
They opened their doors to the crowd. To you. They raised $72.5 million. Not from a handful of suits in a boardroom. But from 17,500 regular people.
Why? Because they understood a secret my Rich Dad taught me. Your customers can be your greatest asset. Not just as buyers. As owners.
When a VC gives you money, you get a new boss. Maybe two. They’re smart. They’re connected. But they don’t buy your product. They don’t tell their friends about you. They just watch your balance sheet.
When 17,500 customers invest in your company? You get an army. An army of evangelists.
They believe in you. They root for you. They spread the word. They turn their friends into your customers.
This is the new playbook. This is how you build real wealth. You turn your cap table into a marketing machine. Every dollar you raise also builds your brand. It’s the ultimate two-for-one deal.
The old guard will tell you it’s complicated. It’s risky. They want to keep you out. They want to protect their turf.
Don’t listen.
The founders of Pacaso weren’t financial wizards. They were entrepreneurs who saw a better way. They saw that democratizing ownership was their real mission. It wasn’t just marketing fluff. It was their core strategy.
This is the lesson. Stop chasing the old money. Stop begging for a seat at their table. Build your own table. Invite your own people.
Your customers. Your fans. Your community. They are your new bank. And they are more powerful than any Wall Street firm.
This is the future of finance. It’s not about who you know. It’s about what you build. And who you build it with.
Welcome to the Private Playbook.
– Robert Kiyosaki