About the Client: Trophy Point Investment Group
Trophy Point Investment Group is a fast-paced private lending firm that provides capital for real estate projects. Unlike traditional banks that often take months to close deals, Trophy Point prides itself on speed, service, and execution — often funding million-dollar loans in as little as 10 to 15 days.
Founded and led by Samir Patel, the firm exists to fill a critical gap in the real estate finance space by offering reliable, fast-turnaround debt solutions to investors and developers across the country.
The Challenge: A Founder Pulled in Too Many Directions
As Trophy Point gained traction, CEO Samir Patel quickly found himself spread thin.
“The principal challenge was as an entrepreneur, as a startup, we’re growing, growing, growing, growing,” said Samir. “My job is to work myself out of as many jobs as I can over time. When you're first starting up as a startup leader, you're probably wearing four or five hats, but as you grow and you get traction with your customers, you just gotta hire people quickly.”
Samir was spending increasing amounts of time on operational and administrative work — particularly investor onboarding and communications — leaving less time for strategy, leadership, and revenue-generating activity.
“I’m very particular about resource management and how I spend my capital,” said Samir. “And I’m in the business of making 1+1=10. Virtual assistants are great at doing that without the overhead of full-time employees.”
The Solution: A Fractional Team of BELAY Professionals
Samir turned to BELAY for support and was matched with a team of Executive Assistants who hit the ground running. As his needs grew, so did his BELAY team.
“At our height, I think we had two or three, maybe four assistants from BELAY actually as part of our team,” said Samir.
One of the most immediate benefits came from handing off investor onboarding — an increasingly time-consuming process that required care, accuracy, and follow-through.
“Investor onboarding was becoming more and more of a challenge for me because I’m succeeding and getting more investors through the door,” Samir explained. “But then there’s another aspect of their paperwork, getting them onboarded, making sure that they show up properly on our own balance sheet. All these things that have to happen — it’s not just getting their check, you have to really take care of them.”
“Having BELAY Assistants who owned that process was huge. They all had a great bedside manner. My investors loved talking to them. In many ways, they’re a value add — not just owning the process of investor onboarding, but also helping me deliver a great reputation amongst my investors as well, which leads to more referrals and which leads to more growth.”
The ROI: Time Reclaimed and Millions in Growth
Samir credits BELAY with giving him the most valuable resource of all — time.
“There are certain things that only I can do in the business,” said Samir. “Everything else can be handled by somebody else. And yeah, I’m a perfectionist. But I would say a 70% solution today is better than a 100% solution next week — or even never.”
With BELAY's help, Samir was able to step out of the weeds and back into the work only he could do.
“Working with BELAY, I save 10 to 20 hours a week,” said Samir. “And so I have an hourly rate for myself, and my time is extremely valuable, especially considering what we do. So that’s probably thousands of dollars saved a week of my time. That’s translated into millions of dollars of extra revenue over the last five years.”
The Result: Scaling Up Without Spreading Thin
By investing in a team of BELAY professionals, Samir didn’t just get support. He gained leverage. From investor communications to financial strategy, his BELAY team freed him up to focus on leadership, growth, and long-term vision.
And that’s the power of delegation done right.
Get the Right Hire. Right Now.
Samir turned delegation into millions in revenue. You can too with the right BELAY team.