$300M Private Credit Fund Deploys $150M in First Year Through Systematic U.S. Deal Flow Infrastructure
Note to Reader
For a more in-depth discussion of the specific data, methodologies, and proprietary systems used in this transformation, please schedule an application call with our team. We can provide a detailed walkthrough of the engagement and explore how a similar approach could be applied to your organization.
The Opportunity
This private credit fund entered the U.S. market with everything needed to scale - $300M in assets under management, a proven team, and a successful track record in Israel. Yet eleven months into the expansion, deal flow was unpredictable, the founder was closing every deal personally, and the U.S. operation lacked the infrastructure to deploy capital systematically.
Seventy-five percent of early deal flow came from referrals. There was no scalable borrower acquisition system, no data-driven visibility, and no ability to forecast funded volume. The CRM was a collection of incomplete data, manual reporting, and zero process accountability.
Despite having $300M ready to deploy, the firm was constrained by founder dependency and operational inefficiency. The problem wasn’t capital, market, or talent - it was infrastructure.
“We had $300 million ready to deploy in the U.S. market and a proven track record in Israel. But every deal required my personal involvement. We were capital-rich but infrastructure-poor. We needed systematic revenue infrastructure to deploy capital at scale.”
— Managing Partner, Private Credit Fund
The Solution
Morris Enterprises was engaged for an 11-month embedded engagement to design and implement systematic U.S. revenue infrastructure. Using the M.E. Architecture™, the engagement focused on scalable deal flow, data-driven visibility, and founder leverage.
Systematic Deal Flow Tracking and Pipeline Management
We implemented a full CRM and reporting infrastructure that provided real-time visibility into every deal. Each opportunity was tracked by source, stage, and probability with automated dashboards showing funded volume, conversion rates, and bottlenecks. Forecasting models achieved 85%+ accuracy, replacing manual spreadsheets and guesswork.
Multi-Channel Borrower Acquisition
To eliminate referral dependency, we built five scalable deal flow channels:
Structured broker and ISO partner programs with performance tracking
Direct borrower outreach playbooks for targeted verticals
Strategic partnerships with complementary lenders and referral sources
Inbound lead generation through SEO and content marketing
Automated nurture systems for consistent follow-up
The result was a diversified, predictable origination engine that produced steady, scalable deal flow.
Operational Leverage and Founder Freedom
We built operational frameworks that enabled the team to close independently. Standardized underwriting, automated follow-ups, and stage-based workflows reduced cycle time from 60 to 35 days. Weekly pipeline reviews, KPIs, and accountability systems aligned the team around performance and execution.
The founder’s role shifted from day-to-day deal closing to strategic oversight and capital allocation.
The Impact
Metric | Before | After (11 Months) | Change |
|---|---|---|---|
Annual Funded Volume | $0 (U.S. market) | $150,000,000 | N/A |
Monthly Funded Volume | $0 | $12,500,000 | N/A |
Monthly Revenue | $0 | $1,500,000 | N/A |
Deal Flow Predictability | 15% | 85% | +467% |
Time-to-Funding | 60 Days | 35 Days | –42% |
Referral Dependency | 75% | 30% | –60% |
Deal Flow Channels | 2 | 5 | +150% |
Founder Time on Deals | 80% | 20% | –75% |
Application-to-Funding Conversion | 22% | 48% | +118% |
RTMI Capital deployed $150M in annual funded volume in its first U.S. year, achieving $12.5M monthly funded volume and $1.5M in monthly revenue. The team gained full independence, pipeline transparency, and the ability to forecast with 85% confidence.
Time-to-funding fell from 60 to 35 days, improving capital efficiency and borrower experience. Referral dependency dropped from 75% to 30% as multi-channel origination scaled predictably. Application-to-funding conversion more than doubled to 48%.
“Working with Morris Enterprises changed everything. We went from zero to $150M in funded volume in 11 months and hit $1.5M in monthly revenue. More importantly, the team now operates independently. I’m no longer the bottleneck. They built the systems, trained the team, and stayed until it worked. Now we have full pipeline visibility, predictable deal flow, and a revenue engine that can handle $500M+.”
— Managing Partner, Private Credit Fund
About Morris Enterprises
Morris Enterprises is a tactical execution partner for B2B growth. We embed with your team to design, deploy, and optimize the core revenue infrastructure that high-growth companies need to win. We don’t just advise — we build the systems, transfer the capabilities, and align our success with yours.
