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Capital Raising Bootcamp PDF

124 Pages·2017·3.58 MB·English
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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 (305) 503-9077. 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

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Fundamentals of Capital Raising. 1) Meet in person as often as possible. Jeffrey Gitomer .. processes and place them in a operations binder. 2. Assign accountability and update these processes each Google Analytics & Google AdWords. 6. Alexa Tool & Google Keyword Tool. 7. Youtube Ads. 8.
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