Playing middleman

Playing middleman

I find myself consistently in the middle of people soliciting to me their great deals as well as people soliciting to me the mounds of money they have for great deals...What is the best way to stay in the middle and ensure that you are kept in the middle for playing matchmaker? What forms/contracts/documents would that be? I read Deans latest book, would the IEE and assignment be the answer ALWAYS?

Thanks in advance,




Either come up with a bird dogging agreement/relationship with the investors with the fees known upfront, or lock them up with assignments.

Having a solid relationship with an active/capable investor is a great way to middleman the deals with virtually no hurdles - that is for sure.

Assignment puts an extra step in the process, but it also ensures it is locked up and allows you to build competition between multiple investors if it is a really sweet deal.

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