[Case Study] How I bought part of an engineering company and created a 300% return in 3 years

You may be wondering how investing works or how to get started, so today I’m sharing an investment I made back in 2018.

 

This was one of my first private equity deals, so I hope this helps shed some light on how YOU can get started with investing.

 

If I can do it, you can do it 🙂

 

The deal looked like this:

 

Engineering consulting company.

They helped billion-dollar companies that had unfinished robotics projects finish their prototypes.

 

(For context, if a company has spent millions trying to make a working prototype they are over on time and out of money, it could really bad when they have to report to shareholders that they “wasted” millions).

 

So the company I invested in finished the robotics projects and saved the client’s money and image.

 

One deal could range from $100k-$5,000,000 per project to do this.

 

I invested in them as a startup.

 

👉🏼 I put $10k into the company and got 7% “ghost” equity.

 

The valuation of the company when I bought it was just under $200k.

 

In year one they grew by 26%.

My $10k investment at then end of year 1 = $13,000.🔥

 

In year 2 they grew by 300%.

My $10k investment after Year 2 = $39,000. 🔥

 

Year 3 they grew by 542%.

My investment after Year 3 = $211,000. 🔥

 

In three years my $10k turned into $211k.

 

Completely passively.

 

(Okay, okay… Except for a handful of phone calls).

 

Now I can “sell” my 7% stake in the company back to the owners and take my money back (worth $211k).

 

I won’t, because they are on track to hit another massive year and I like to see my money growing.

 

Now I’m no expert with 20 years experience… But I am really good at taking complex things and making them doable for the general population.

 

And I do like to share these nuggets of how I have built a small wealth portfolio for myself over the last few years.

 

Hope this helps!

Jeweliet Tangen

&The Wealth Map Team

 

PS- I ROUNDED some of these numbers to make the math easier for teaching. But in general, these numbers are accurate within a 3-5% margin.

Jeweliet Tangen

Hi! I'm Jeweliet, an ex-consultant turned investor. I started my first business while working full time as a waitress at 16 years old and never looked back. Soon, I started "stacking up" cash from the profits of my business and I decided to learn investing so that my wealth could grow even faster. Within 3 years, I "retired" from my business (which I hated) and am able to live fully off of my investments.

Now I teach entrepreneurs like you how to do the same. Because the more freedom we have, the more we can give back. When I'm not working on an investing deal I'm working on my charity #WeRescueKids or taking a few months off on a beach... Because I can do that now 🙂

DISCLAIMER: Nothing found or understood in this video, or in any other herein, should be considered financial or legal advice. We aim to educate everyday people on how investing works and show them how to make smart decisions for themselves. By watching this video, or any other herein, you understand you are solely responsible for your own due diligence with investing.

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