The Capital Raiser Show

I always enjoy spending time with Vish Muni and we had a great time talking shop about the bread and butter of raising capital and all other aspects of creating a successful business: Building Relationships.

Some topics we covered include:

• From House-Hacking to Multifamily Syndications

• Shifting the mindset from buying 4-plexes to large deals

• In the beginning Capital Raising looks easy

• Mentorship communities and partnering within them

• Two Things to look at - Deals and Dollars

• 1st step is to educate and nurture

• Without confidence no one will buy

• Know your investors

• Have a checklist for your investors

• FORD acronym: Family - Occupation - Recreation - Dreams

• Finding deals through relationships

• Educate and Inspire people then ask why they are not taking action

Find Vish at pglpropertiesllc.com

Get all your syndication and capital raising marketing at pitchdecks.com

If you would like to find out more about Family Office Capital Raising events you can visit lnkd.in/gD6mJ5gp

Book a call with Ruben at calendly.com/rlgreth

RJ joined us to cover some aspects of the industry and how he was raised into the business and will be handing it down to a fourth generation of family members.

Some topics we covered include in the full episode include:

RJ BURR - Oil and Gas Syndications and Raising Capital for Them

• Being Raised into the business of Oil and Gas

• Running a multi generational business

• The misrepresentation of the Oil and gas industry

• The Seven Sisters of Oil

• Where is the most money made and most risk from

• Business philosophy and mitigation of risks

• The evolution of scaling Oil and Gas companies

• What do investors invest in exactly?

• Raising money for the industry

• How to co-GP

Find him at http://www.panex.us/learn

Get all your syndication and capital raising marketing at pitchdecks.com

If you would like to find out more about Family Office Capital Raising events you can visit lnkd.in/gD6mJ5gp

Book a call with Ruben at calendly.com/rlgreth

RJ joined us to cover some aspects of the industry and how he was raised into the business and will be handing it down to a fourth generation of family members.

Some topics we covered include:

RJ BURR - Oil and Gas Syndications and Raising Capital for Them

• Being Raised into the business of Oil and Gas

• Running a multi generational business

• The misrepresentation of the Oil and gas industry

• The Seven Sisters of Oil

• Where is the most money made and most risk from

• Business philosophy and mitigation of risks

• The evolution of scaling Oil and Gas companies

• What do investors invest in exactly?

• Raising money for the industry

• How to co-GP

Find him at http://www.panex.us/learn

Get all your syndication and capital raising marketing at pitchdecks.com

If you would like to find out more about Family Office Capital Raising events you can visit lnkd.in/gD6mJ5gp

Book a call with Ruben at calendly.com/rlgreth

Lance talked shop with us about his journey, the state of the economy, when and if to start a fund, busines advice prior to starting a fund and that sometimes he convinces people not to start a fund.

Some topics we went over included:

Teaching Mortals How to Create Funds Series LLCs Business Advice Before Starting a Fund Advocating Funds for Capital Raising Capital Raising Strategies Creating Repeatable Acquisitions Systems

find him at https://www.resonance-cg.com/

Get all your syndication and capital raising marketing at pitchdecks.com

If you would like to find out more about Family Office Capital Raising events you can visit lnkd.in/gD6mJ5gp

Book a call with Ruben at calendly.com/rlgreth

Chris is a fund manager with a background in Canadian and US Real Estate but he let us explore a new asset class for me in options trading and public equities.

On the full episode we covered a variety of topics including:

From Restaurateur to Investor to Private Equity Fund Manager

JV apartment purchases

Options trading

Public Equity in Options Fund Management

Learning how to start an ETF (Exchange Traded Fund)

Quantifiable Remuneration

Management of Investor Emotions as a Role

Nav Consulting for Fund Admin

Capital Raising for Public Equities

Establishing Alignment with Equity Partners

Find Chris at https://abundanceassetmanagement.com/

Get all your syndication and capital raising marketing at pitchdecks.com

If you would like to find out more about Family Office Capital Raising events you can visit lnkd.in/gD6mJ5gp

Book a call with Ruben at calendly.com/rlgreth

Chris is a fund manager with a background in Canadian and US Real Estate but he let us explore a new asset class for me in options trading and public equities.

On the show we covered a variety of topics including:

From Restaurateur to Investor to Private Equity Fund Manager

JV apartment purchases

Options trading

Public Equity in Options Fund Management

Learning how to start an ETF (Exchange Traded Fund)

Quantifiable Remuneration

Management of Investor Emotions as a Role

Nav Consulting for Fund Admin

Capital Raising for Public Equities

Establishing Alignment with Equity Partners

Find Chris at https://abundanceassetmanagement.com/

Get all your syndication and capital raising marketing at pitchdecks.com

If you would like to find out more about Family Office Capital Raising events you can visit lnkd.in/gD6mJ5gp

Book a call with Ruben at calendly.com/rlgreth

Joel Block is a must have resource for the set up and consultation of syndications, real estate funds and hedge funds. Get in his ecosystem, talk to him before setting up your first fund and at minimum checkout his vast video resource library about capital raising structures.

Check out his Syndication and Hedge Fund Symposium in late April 2023 where he gives business advice, not legal advice, to aspiring fund managers and syndicators.

Find him at http://syndicatefast.com/

Listen to his other episodes on the show at:

CRS186 Joel Block: Disrupting Trends in Multifamily

CRS125 Joel Block: Business Advice Before Starting a Fund

CRS05 Joel Block: 30 Year Syndication Expert & Capital Raiser talks about Multifamily Syndication

Get all your syndication and capital raising marketing at pitchdecks.com

If you would like to find out more about Family Office Capital Raising events you can visit lnkd.in/gD6mJ5gp

Book a call with Ruben at calendly.com/rlgreth

You are asking for trouble if you are raising capital without an understanding of securities law for syndications. As soon as you have 1 person who is passive in your deal it becomes a security and is subject to SEC Federal Regulations. Educate and refresh your understanding of this by spending time with lawyers like Stacey Bowers, Esq.

On the full show we covered:

Helping syndicators understand lawyer's roles.

Exemptions and understanding syndication structures.

Securities law compliances.

Shop talk on Fund of Funds.

When can a fund manager be viewed as an investment advisor?

Being cognizant of securities acts that affect the syndicator.

When might fund managers consider getting a securities license?

The different exemptions .

Reg. A+ vs Reg. CF.

Why would a syndicator would start a fund?

Fund Administration can be a mess!

How to violate securities laws.

What kind of solicitation is allowed for 506(c)?

What is conditioning the market?

Can The FBI knock on your door if your LP is a criminal?

Find Stacey at www.3pillarslaw.com

Get all your syndication and capital raising marketing at pitchdecks.com

If you would like to find out more about Family Office Capital Raising events you can visit lnkd.in/gD6mJ5gp

Book a call with Ruben at calendly.com/rlgreth

Stacey was such a great interview. All Scaling Syndicators must be proficient in Securities Laws. This episode is a great place to start and great refresher for investors at all levels of the game!

Some topics we went over include:

Helping syndicators understand lawyer's roles.

Exemptions and understanding syndication structures.

Securities law compliances.

Shop talk on Fund of Funds.

When can a fund manager be viewed as an investment advisor?

Being cognizant of securities acts that affect the syndicator.

When might fund managers consider getting a securities license?

The different exemptions .

Reg. A+ vs Reg. CF.

Why would a syndicator would start a fund?

Fund Administration can be a mess!

How to violate securities laws.

What kind of solicitation is allowed for 506(c)?

What is conditioning the market?

Can The FBI knock on your door if your LP is a criminal?

Find Stacey at www.3pillarslaw.com

Get all your syndication and capital raising marketing at pitchdecks.com

If you would like to find out more about Family Office Capital Raising events you can visit lnkd.in/gD6mJ5gp

Book a call with Ruben at calendly.com/rlgreth

Here is a clip where Andres talks about raising capital from family offices and a little about helping family offices raise capital themselves.

Listen to the full interview where we discuss:

Capital Raising times and strategies are changing

The BlockBuster Syndrome

There is a great need for marketing strategies and effective pitch decks

Effective communications and finding solutions for people

Building trust and relationships

Family office challenges with raising capital

Communicate, build rapport and qualify

Engaging your audience

Edutainment

People want to learn and connect while being entertained

Uncovering pain points

What are many Family Offices raising for

Problems For First Time Fund Managers

Things that hurt credibility

Positioning yourself as an expert

Public Speaking and getting on stages

Creating Clear Brand Messaging

Releasing Information on a gradient scale

Find Andres at familyoffices.com and pitchdecks.com

Get all your syndication and capital raising marketing at pitchdecks.com

If you would like to find out more about Family Office Capital Raising events you can visit lnkd.in/gD6mJ5gp

Book a call with Ruben at calendly.com/rlgreth