Capital Raising Bootcamp

124 Pages·2017·3.58 MB·English

by  Douglas Scott

Capital Raising Bootcamp

By Richard C. Wilson

Brought to you by CapitalRaising.com
The Family Office Club is the #1 largest family
office association globally with Over 1,000
registered family offices. We have the #1
most attended U.S. family office conference
series, and the bestselling book in the
industry.

Our platform business model approach allows
us to provide family office training,
conference, investor data, executive search,
and single family office creation and
management services all through the Family
Office Club brand and relationships.
Visit FamilyOffices.com for membership options or call [phone].
Capital Raising Experience
1.
15 Years of experience
2.
Raised capital for $10M hedge fund, to
$20B+ asset managers, & currently working
on a $1.5B family mandate
3.
Single family offices I help run as CEO or
Head of Direct Investments have closed 5
deals in the past 18 months worth over
$550M
4.
Consistent failures upfront, limited
resources, (Oregon), non-Ivy league entry….
Challenges
5.
Learned by mistakes, no training, not a
single book on it, no podcast, no training
seminar, half of a mentor…effective aging
catalyst.

Who is Here?
1.
Two dozen $100M+ Firms
2.
Handful of $1B+ AUM and $1B+ in
transactions
3.
Sponsors, Startup Funds,
Placement Agents, Consultants,
Private Companies,
Syndicators/Platforms
Why are you here?
1.
20% Deal Flow
2.
50% Investor Contacts
3.
20% Family Office Insights
4.
1 out of 175 participants – “no
challenges in raising capital”
Bootcamp Basics
What is Capital Raising?
1.
Everyone asks for contacts, but is it all
about contacts? Does he with the
contacts raise the most capital? No.
2.
Is it all about the process and product
and contacts don’t matter?
3.
What about marketing materials? Are
those table stakes or the most
important thing that drives the process?
4.
Is it all about product and the
“offering”?
Capital Raising Preview
1.
No magic bullet
2.
You need 20 strategies and 30 things
going for you
3.
Always be adapting, learning, and testing
ideas
4.
Please see our books, training, CapitalCon
and Capital Raising Workshops, Family
Office Podcast, Single Family Office Book
on Amazon, etc. for more capital raising
strategies.
5.
There is not Aluminum, sometimes there
is no Silver.
Create Unfair Advantage
Leading Strategic Partners or Board
Members

Exposure – media companies

Built In Flow – work in the space

Built in Investor Base – Larger investment
shops or wealth management firms

Position as the #1 for a specific need or
space or geography

Private Jet Experience Example