In 2024, Marcus was looking for his next move.

He’d built a few side hustles, dabbled in coaching, and knew he wanted to help small businesses grow — but didn’t know how to monetize his skills without becoming a full-time salesperson or chasing clients.

Then he discovered Trulli — and everything clicked.

Today, Marcus runs a lean capital advisory business that generates consistent income helping entrepreneurs access the funding they need to grow. No licensing. No underwriting. No guesswork. Just a smart system and a service business that scales.

Here’s how he did it — and how you can, too.

Starting Without a Finance Background

Marcus didn’t have a background in lending, credit, or finance. What he did have was:

• A network of business owners and side hustlers

• The ability to explain things clearly

• A willingness to learn and build something real

What he didn’t have:

• A relationship with lenders

• A way to structure deals

• A system to deliver real funding plans

That’s where Trulli stepped in.

Using Trulli to Build the Business

Marcus signed up, watched the onboarding videos, and ran his first test plan using sample data.

He realized quickly that Trulli wasn’t just a tool — it was the backbone of an entire funding business. It gave him:

• AI-powered funding analysis: It told him exactly what a client qualified for and why

• Pre-built consulting deliverables: Funding blueprints, client templates, and timelines

• A branded system: So he could operate under his own company and build trust

With the platform doing the analysis and structure, he could focus on getting clients and delivering results.

How He Gets Clients

Marcus keeps it simple:

• Partners with tax pros, credit repair companies, and business coaches

• Offers free funding readiness assessments as lead magnets

• Charges $997–$2,500 for personalized funding blueprints

• Offers an optional implementation plan with follow-up

He positioned himself as a Capital Strategist — not a broker. His message?
“I help business owners get funding without wasting time or damaging their credit.”

That resonates.

A Sample Week in His Business

• Monday: Run 3 funding reports for clients from last week

• Tuesday: Take sales calls with new referrals

• Wednesday: Record short Loom videos explaining each capital plan

• Thursday: Run paid ads to a “Funding Readiness Quiz”

• Friday: Partner check-ins + content creation

No paperwork. No chasing banks. Just using the system to deliver real value.

His Advice for Beginners

“Start with one person. Run a funding plan for them, walk them through it, and see the lightbulb go off. Once you see how helpful it is, you’ll realize you don’t need to know everything — you just need the right platform.”

The Bottom Line

You don’t need years of experience, a license, or a big team to help people get funded. You need a system.

Trulli gives everyday entrepreneurs the ability to look like capital pros, deliver real value, and build a business around impact and insight.