The Alternative Investor

Raising Private Capital in Tough Times


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Mastering Fundraising: Tips and Strategies from a Decade of Experience


In this episode, the speaker shares insights and strategies for successful fundraising, gleaned from over a decade of experience. The session covers four main steps to secure funding, understand what high-net-worth investors seek, maintain legal and compliance standards, and build trust with prospective investors. Key points include the importance of focusing on a niche for easier market entry, dedicating efforts to one marketing channel, sharing your journey with investors, and providing transparent and professional documentation. The speaker also discusses the distinctions between accredited and ultra-wealthy investors, common mistakes to avoid, and how to use friends and family funding smartly. The episode concludes with thoughts on the broader benefits of mastering fundraising, such as financial security and new career opportunities.


00:00 Introduction to Fundraising Insights

00:11 Four Steps to Successful Fundraising

00:16 Understanding Investor Expectations

00:48 Choosing Your Investment Niche

03:00 Focusing Your Fundraising Approach

04:28 Sharing Your Investment Journey

06:16 Building Trust with Investors

08:24 Engaging High Net Worth Individuals

11:20 Common Fundraising Mistakes

13:20 Q&A Session

20:38 Final Thoughts and Advice


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The Alternative InvestorBy Brad Johnson

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