JF 4261: Clear Organizational Structure, Strategic regulation, and Community-Focused Marketing ft. Shawn Muneio

Richard McGirr talks to Shawn Muneio as he shares the journey from traditional mortgage buying and joint ventures to operating multiple private credit funds, all while embracing regulation and automation. Discover how they’re sourcing deals, managing credit risk, and educating retail investors in a way that feels simple and trustworthy. Shawn highlights how leveraging AI and power tools made recent growth possible without exponential overhead, allowing the team to manage hundreds of investors with just a handful of staff. Shawn Muneio Managing Partner of Bequest Funds Based in: Sarasota, Florida Where to find them: https://www.instagram.com/smuneio/ https://www.linkedin.com/in/shawn-muneio-92884621/ Book your free demo today at bill.com/bestever and get a $100 Amazon gift card. Visit https://malabarhillcapital.com/ for more info. Podcast production done by⁠ ⁠Outlier Audio Learn more about your ad choices. Visit megaphone.fm/adchoices