Learn about the ins and outs of Crowdfunding – Reg CF – and the changes coming with the SEC’s latest announcement earlier this year. … More Crowdfunding 101
Learn how to Properly Form Your Capital Stack … More What Goes Into Your Capital Stack?
Learn how to raise money through institutional investors. … More Raising Capital Through Institutional Investors
How should I compensate capital raisers? And what are the tax advantages for investing in a fund? … More Commission for Capital Raisers and Fund Tax Advantages
Why it’s important to know who your client is and who is your fiduciary responsibility.
… More Who do I Have a Fiduciary Responsibility to?
Learn how to meet and close a high net worth investor for your fund. … More How to Identify, Meet, and Negotiate with Potential Investors
Learn how to create your investment thesis from the best in the business. … More How can you Create the Best Investment Thesis? Follow the Experts
The three steps that I use to raise capital for my funds.
… More My Three Step Process to Raising Money for my Fund
I get a lot of people in my course who are fresh to the investing world. Most have never talked to someone we would consider “wealthy”. They wonder how they can get into board rooms… How can they find and convince high net-worth individuals to invest with them… How do I get them to remember … More How to Get Investors to Remember You
Let’s talk TERMINOLOGY. Just like any sport, business, or hobby there are always those words that might be foreign to a begginner. Funds are no different. When I first started my fund venture I sat down with my dad and he walked me through fund terminology. He told me that I needed to know these … More The Importance of Terminology in Funds