What We Do

Morning Investments provides consulting services in the following areas:

  • Valuation - NNN Commercial Real Estate valuations, Business valuation, 409a valuations.

  • Litigation Finance - New fund start-up support, fund valuation, litigation finance benchmarking

  • Financial Advisor (FA) and Certified Financial Planner (CFP) support - Raw investment data, white-label robo advisor tools, white label investment commentary, start-up tool kits, client on-boarding tools, bench marking tools

  • Read on to learn more about specific service areas below.

 
Litigation Finance

We help growing litigation finance funds!

Litigation finance is a very fast growing market, but it is still in its infancy in many ways with most investors knowing little about it, and skeptical about returns in the space.

  • We offer:

  • Law Firm Support: Valuation of case dockets, funding assistance and capital introductions, contingency case risk tools, and independent pricing of third party marketing firm case leads - all aimed at helping law firms run more profitable and efficient business.

  • Start-up Kit for new funds: including template pitch deck, financial model templates, sample press releases, marketing documents, and introductions to other firms in the space to enable club deals.

  • Lit. Fin. Fund Bench-marking and Investor Support: covering industry participants large and small along with data related to the industry to help institutional investors evaluate funds for allocation consideration

  • Litigation Fund Valuation: valuation reports and assessments based on a quantitative and data-driven valuation process to evaluate individual lit. fin. opportunities as well as portfolios of mass tort, personal injury, and other litigation finance matters

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Business and CRE Valuation

Financial Models and Valuation for Firms of All Sizes

From complying with IRS rules to preparing for investor pitches, businesses need good financial models to help with running and growing their business. We can help!

  • We offer:

  • Start-up Kit for new firms: including template pitch deck, budget template customized to your industry, financial valuation templates, sample press releases, and industry data to help you define your niche, set your prices, and launch successfully

  • IRS Section 409a Valuation Models: covering the value of your firm and your common stock to meet IRS requirements when issuing options, restricted stock units, and other forms of equity  Read More >>>

  • Commercial Real Estate Valuation: triple net (NNN) valuation on CRE properties to assist with evaluation and selection of 1031 tax deferred rollovers including forecasts on future value, lease pricing, and alternative use assessments (in case of tenant default)

 

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Investment Advisor Support

We help IAs, FAs, and CFPs stand out from the crowd!

If you're a financial advisor or financial planner, you need the right tools to win new clients. Let us provide you with those tools so you can focus on what really matters - developing the relationship with your client!

  • We offer:

  • Robo  Advising tools: in a simple form that you can use with clients to help them understand how their choices translate to different portfolio allocations

  • Client on-boarding toolkit: including investment commentary, ebooks and white papers, and video training courses for FA clients.

  • Investment Advisor Benchmarking: so you understand how your offerings, prices, and tools stack up against your competition

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