Raise Millions With This Strategy

What’s up, everyone! Today, I want to help you raise millions with this strategy.

Check out my youtube video! ->

Today we’re talking about understanding the investor.

Many of my clients don’t know who they’re talking to when they’re pitching investors!

You need to know who they are and cater to your pitch to each person you talk to.

New vs Current

Are you pitching a new investor or a current one? “New,” meaning that they’ve never invested with you, and “current” meaning they have.

Lincoln said in the youtube video that…

“New investors don’t know you, don’t like you, and don’t have any reason to trust you”

Lincoln Archibald

Here’s some tips for winning over new investors…

  • Do your research; know who they are
  • Have a good first impression
  • Don’t set aggressive fees on their first investment with you (This happens too much!)

Investor vs Allocator

Know the difference!

Investors use their own money, while allocators invest other people’s money.

So, allocators need various confirmations and do their due diligence before they invest with you, whereas investors will be fairly quick to say yes or no.

Additionally, the liquidity preferences of the investor and allocator will be radically different.

For example, a 10-year lock up period will scare off an investor yet seem more attractive for an allocator.

Understand Them

Because of the nature of their job, a typical salesmen might say to a client on the phone, “Are you the decision maker?”

Without being offensive, you need to ask/know the same thing.

You might ask, “What’s your process before making an investment?” Or “Is there anyone else that needs to approve this?”

Just as investors need to know you before investing, you need to know them! Cater your pitch to that individual!

I know that you can raise millions with this strategy!

That’s it for today! I hope this helps!


Bridger Pennington

Want to get direct guidance for your fund? Schedule a time with my Fund Advisors!

DISCLAIMER: This content is for educational and informational purposes only. It is not to be taken as tax, financial, or legal advice. You should always consult a legal professional before taking action. Furthermore, this is not a recommendation to buy or sell any security. The content is solely just the opinion of the authors.

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