Patrick R.

Excellent experience with Timberview Capital

I started learning about private equity investing in May 2026, and I made my first investment by the end of June 2026. Over about 8 weeks, I easily spoke with more than 50 different sponsors, and I was very impressed with nearly every one of them. A few of them stood out more than the rest, and the one at the top of the list is Timberview Capital. Timberview Capital very clearly places a high level of importance on educating people regarding topics like investing in private equity, tax mitigation strategies, and many other investment-related topics, and I truly respect that. One thing that impressed me was that even before I became a client, I was able to participate in several of their very worthwhile webinars. I expect to save more than $100,000 in 2026 just from 2 tax-related webinars I attended at no charge before I ever even invested with Timberview. I have had multiple conversations with Timberview's CFO, Donato Callahan, and their Investor Relations Manager, Tracy Rommel, and they are both exceptional at their jobs. They were both able to answer all of my questions about various investment opportunities. I now jokingly refer to Tracy as my new best friend! Additionally, I love the idea of The Cobb Club, their in-house Masterminds group that allows for improved returns as well as a concierge-level of service and additional education programs. I am usually too frugal to pay for such a service, but based on the significant amount of money I will save from the tax-related webinars I attended, I will be joining The Cobb Club in the future, as the tax savings easily cover the cost of joining the club. I am very pleased to say that my first investment with Timberview Capital will be funded on Monday, and I am looking forward to working with them. I know this will be the first of many investments with Timberview Capital.