Are you ready to acquire a business but struggling to secure the necessary funding? Our comprehensive "Capital Raise Formula" course is designed to help you master the skills and strategies required to attract investors, obtain financing, and make your dream acquisition a reality.
Why I created this course - the skill of raising capital plays a critical role in acquiring a profitable business. Without the ability to secure the necessary funding, even the most promising acquisition targets will remain out of reach. As an entrepreneur who has successfully secured $5 million from Intel for a startup and $100 million for both registered and publicly traded companies, I have developed a deep understanding of the nuances and complexities of the capital raising process. In this course, I am excited to share my knowledge and expertise, so that others can learn from my successes and avoid common pitfalls. I am confident that my insights and strategies can help you succeed in your fundraising efforts.
By enrolling in our course, you will gain exclusive access to my insider knowledge and proven techniques that have helped countless entrepreneurs just like you secure millions of dollars in funding. You'll learn:
- How to identify the right investors for your business
- The art of crafting a compelling pitch that captures investors' attention
- Where to find Investors and how to pitch them
- Insider tips for navigating legal and regulatory requirements
- And much more!
Imagine the sense of accomplishment and financial freedom that comes with acquiring and growing your own successful business. My course provides you with the tools and knowledge to turn that dream into reality.
INCLUDES 60 Minutes of One on One Consulting
What's Inside the "CAPITAL RAISE FORMULA" Course?
Here is a: Compass, Watch and a Map
- Watch this First - Because the SEC is involved
- Welcome, here is a Compass, Watch and a Map
- About Your Instructor(s)
- Your WHY
Introduction to Raising Capital for SMB Acquisitions
- Why Raise Capital for SMB Acquisitions?
- Top 10 Things to Remember When Raising Capital
- Top 10 Ways to Emotionally Prepare Yourself for a Capital Raise
- Introduction to Equity Financing for Acquisitions: Funds & Syndications for SMB Acquisitions
- Raising Capital Setting Expectations - it is hard don't let anyone tell you different
- The Number of Investors You Need to Connect with to Succeed
- Casting a Wide Net - What if I don't have a wealthy network?
- Accredited and Non-Accredited Investors
- Reg D Filings & other SEC filings
- What is a Reg D 506c Exemption?
- What are Blue Sky Laws?
- How to Really Buy a Company for 1% Down - Using OPM
- Interview of Onfolio Raising $13.5 Million for Ecommerce Acquisitions
Creating a Fundraising Strategy
- Developing a Fundraising Strategy for Equity Financing and Syndications
- Should I Launch a Fund or Syndication?
- Identifying Potential Investors and Syndication Partners
- Developing a Pitch Deck for Potential Investors and Syndication Partners
- Pitch Deck Costs
Equity FUND Structures for SMB Acquisitions Pre LOI
- What is an Equity Fund Pre LOI
- What Size of Fund Should a Raise?
Investors: Syndications, PE, FO's, HNWIs & other Sources
- Types of Syndication Structures
- General Partnerships: What are they and how they Work
- Limited Partnerships: What are they and how they Work
- Limited Liability Companies (LLCs): What are they and how they Work
- Pros and Cons of Syndication Structures
- Syndication Platforms
- What do Syndicate Investors Look for?
- Is it possible to Raise through a Syndicate after a 90 Day LOI?
- What happens to the General Partner if the Deal Goes Bad?
- What are a few of the Fiduciary Responsibilities of a General Partner?
- Investors: Family Offices, Private Equity
- Other Sources of Investors: Facebook, Searchfunder etc.
- 19 Questions to Qualify an Investor
- Talking to Investors - Asking them to Invest Scripts
- Hiring Broker/Dealers to Raise Capital for you
- Sites where Accredited & Institutional Investors hang out
Legal Documents for Raising Capital
- Overview of the legal documents needed to raise capital for a SMB Acquisition
- Term Sheet Example
- Subscription Agreement Example
- Private Placement Memoranda (PPMs) Example
- Shareholders Agreement Example
- Costs of Subscription Agreement, PPM and Shareholders Agreement
How to Raise Capital to Buy a Business - Course Only
INCLUDES 60 Minutes of One on One Consulting
How to Raise Capital to Buy a Business - Done With You Service + Course
- Access to my Investor Network - I have 20k LinkedIn Followers, 4600 people on my LinkedIn Newsletter, 1300 people on my DealFlowSystem newsletter, I have conducted 120+ interviews with High Net Worth Individuals, 10,000 to 25,000 people that watch my YouTube channel every month and active on twitter and FB.
- Investor Pitch Deck Development: Crafting a compelling pitch deck that highlights your business model, market opportunity, and financial projections.
- Financial Modeling: Creating detailed financial models that showcase revenue projections, profitability, and return on investment.
- Investor Targeting and Outreach: Identifying and connecting with potential investors through networking, investor databases, and introductions.
- Due Diligence Support: Assisting with the due diligence process by preparing documentation, answering investor inquiries, and providing transparency.
- Pitch Training and Coaching: Training founders and management teams to deliver a compelling and persuasive pitch to investors.
Funding Strategy Consultation: Crafting a tailored funding strategy that aligns with your business goals and growth plans. - Cold Outreach: Reach out to investors with a well-crafted introductory email or message that highlights your business and its value proposition.
- Investor Presentations: Conduct formal presentations to investor groups or at investor events to showcase your business and its potential.
- Feedback Incorporation: Actively listen to investor feedback and incorporate it into your business strategy and pitch.
