Podcasts about raising capital

Ever feel like you're trying to juggle it all—growing a business, being present with your family, staying healthy, and somehow keeping your sanity intact? In this episode of The Happy Hustle Podcast, I sit down with Jason Bronstad, CEO of Malk Organics, to talk about sustainable business growth, intentional living, and why self-love and family must come first. Jason's story is real, raw, and full of wisdom for anyone navigating the tightrope between ambition and intentional living.Jason has led Malk Organics through incredible growth—scaling from just over 1,200 stores to more than 15,000 nationwide. But his journey isn't just about impressive numbers. It's about hitting rock bottom, finding self-love, and redefining success through family, health, and community. He's not just building a sustainable company; he's building a sustainable life. And that's why his message matters—because it reminds us that Happy Hutslin' is possible when your values align with your vision.Some of the biggest takeaways from our conversation? First, Jason reminds us that family should always come before business. It's easy to get lost in work, but at the end of the day, it's your loved ones who matter most. Second, he talks about the power of intentionality—not just in how you run your business, but in how you live your life. Third, Jason shares his personal journey of overcoming rock bottom moments and finding self-love, a powerful reminder that success starts on the inside. We also dive into lessons on raising capital with clarity, building a culture that celebrates individual dreams, and keeping your team focused and accountable. And maybe my favorite nugget—Jason believes you can have fun doing hard work. Hustling doesn't have to mean misery.This episode is packed with practical wisdom and heartfelt insights on entrepreneurship, leadership, and life. If you've ever wondered how to balance building something great without sacrificing what matters most, this one's for you. -In this episode, we cover: -Balancing Family and Entrepreneurship -The Importance of Intentional Planning -Overcoming Misconceptions in Professional Identity -The Journey to Self-Love and Acceptance -Navigating Rock Bottom and Seeking Help -The Weight of Masculinity and Emotional Health -The Entrepreneurial Journey of Malk Organics -Leadership and Team Dynamics -Capital Growth and Future Vision -Transitioning Leadership and Investor Relations -The Complexities of Raising Capital -Understanding Proof Points for Success -Building a Sustainable Company -The Long Game in Business Decisions -Aligning Personal Values with Business Goals -Cultivating Company Culture through Dreams -Celebrating Wins and Building CommunityWhat does Happy Hustlin mean to you? Jason says it means going to find that thing that lights you up from the inside, where you actually can go inspire others to go live a good life. Connect with Jasonhttps://www.facebook.com/MALKORGANICS/https://www.instagram.com/MALKORGANICS/https://www.tiktok.com/@malkorganicsFind Jason on this website: www.malkorganics.comConnect with Cary!https://www.instagram.com/caryjack/https://www.facebook.com/SirCaryJackhttps://www.linkedin.com/in/cary-jack-kendzior/https://twitter.com/thehappyhustlehttps://www.youtube.com/channel/UCFDNsD59tLxv2JfEuSsNMOQ/featured Get a free copy of his new book, The Happy Hustle, 10 Alignments to Avoid Burnout & Achieve Blissful Balance https://www.thehappyhustle.com/bookSign up for The Journey: 10 Days To Become a Happy Hustler Online Coursehttps://thehappyhustle.com/thejourney/Apply to the Montana Mastermind Epic Camping Adventurehttps://thehappyhustle.com/mastermind/“It's time to Happy Hustle, a blissfully balanced life you love, full of passion, purpose, and positive impact!”Episode Sponsors:If you're feeling stressed, not sleeping great, or your energy's been kinda meh lately—let me put you on to something that's been a total game-changer for me: Magnesium Breakthrough by BiOptimizers. This ain't your average magnesium—it's got all 7 essential forms that your body needs to chill out, sleep deeper, and feel more balanced. I take it every night and legit notice the difference the next day. No more waking up groggy or tossing and turning all nightIf you're ready to sleep like a baby, calm your nervous system, and optimize your recovery, go grab yours now at bioptimizers.com/happy and use code HAPPY10 for 10% OFF.99 Designs- Need a killer logo, stunning website, or next-level brand design?Stop DIY-ing and start delegating like a boss with 99designs by Vista! Neurable- If you're looking to level up your focus, productivity, and mental wellbeing all at once, do yourself a favor and check out Neurable. You get a special hookup—just use the code HAPPY at checkout and get $100 off.

Let me know your thoughts on the show and what topic you would like me to discuss next.In this episode, we challenge the traditional notions of working hard, saving, and retiring at the age of 65. What if there's a way to build wealth now and live a life of purpose? Join our host as he sits down with Bronson Hill, founder of Bronson Equity, to discuss his journey from medical sales to financial freedom through real estate and passive income. Key points covered include the importance of mindset transformation, practical strategies for leveraging inflation and debt, and actionable steps for getting started with passive investing. Key moments in this episode:01:58 Guest Introduction: Bronson Hill's Journey02:53 Breaking Free from the Time-for-Money Trap04:49 The Power of Passive Income06:08 Mindset and Purpose: Keys to Financial Freedom10:05 Practical Steps to Start Investing23:06 The Importance of Networking and Education25:20 Conclusion: Taking Action Towards Financial FreedomHow to reach Bronson:Website: https://bronsonequity.com/Facebook: https://www.facebook.com/bronson.hill.37/Instagram: https://bronsonequity.com/home-bronson-equity/LinkedIn: https://www.linkedin.com/in/bronsonhill/YouTube: https://www.youtube.com/channel/UCc1KYJL8ZjF3GC3Wh5lYNfg?view_as=subscriberSupport the showThanks for listening to the Revolutionary Man Podcast. For more information about our programs, please use the links below to learn more about us. It could be the step that changes your life. Want to be a guest on The Revolutionary Man Podcast? Send Alain Dumonceaux a message on PodMatch, here: https://www.podmatch.com/hostdetailpreview/revolutionarymanpodcast

In this conversation, Mark Vincent Fansler shares his extensive journey in the real estate and construction industry, detailing his transition from military service to becoming a successful entrepreneur with multiple vertically integrated companies. He discusses the importance of building a national brand, the nuances of commercial mixed-use developments, and the strategic advantages of vertical integration. Mark also highlights the appeal of Delaware for real estate investment and shares insights on raising capital and the significance of having a strong team to support business growth.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

What if the most powerful thing a CEO can do… is show up?That's exactly what John Bowman is doing. As the new CEO of CAIA, he's not sitting behind a desk or delegating from an ivory tower. He's on a plane, in person, listening to the very people his organization serves.In this episode, Stacy sits down with John to talk about the underrated power of founder-led sales (even when you're leading a global organization), the ROI of empathy, and why success in finance is less about numbers and more about people than you think. They dig into:John's backstory: The leadership lesson he learned after getting laid off at 29 with three kidsWhy walking the “listening tour” isn't just smart, it's essentialHow storytelling shaped his career in this number-obsessed industry What CAIA's member-first strategy can teach every founder and fund managerWhy he believes rejection is almost always redirection that's either protecting you or leading you to where you're meant to be More About John:John was appointed CEO for the CAIA Association in January 2025. He has devoted over 25 years to the asset management industry to recover the narrative of the value that the investment profession brings to society. He is a staunch public advocate for market integrity, long-termism, investor outcomes, diversity, human dignity and educational standards, as necessary ingredients to building a sustainable and healthy profession. John previously served as Managing Director for the Americas for CFA Institute, a region comprised of 40+ countries from Canada, the U.S., Central America, South America and the Caribbean. Before that, John was a portfolio manager for non-US equity strategies at both Boston Company and SSgA for several years. John is a prolific, speaker,writer and commentator, frequently keynoting industry conferences and appearing in investment and business publications such as the Wall Street Journal, The New York Times, Pension and Investments, Financial Advisor, The Independent, Wealthmanagement.com and CNBC. Bowman earned a BS in Business Administration from Mary Washington College and is a CFA charterholder. Books Mentioned in This Episode:The Advantage – Patrick Lencioni | https://a.co/d/2msVUSwThe 6 Types of Working Genius — Patrick M. Lencioni | https://a.co/d/15S3sKWTribes: We Need You to Lead Us — Seth Godin | https://a.co/d/ajf88KPWant More Help With Storytelling? +  Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth:https://www.stacyhavener.com/subscribe  - - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital's exclusive membership. ---Running a fund is hard enough.Ops shouldn't be.Meet the team that makes it easier. | billiondollarbackstory.com/ultimus

In this Topical Tuesday episode, I spoke with Gregg Gruehl  who is a seasoned real estate professional with a background in acquisitions and asset management at top real estate investment trusts, and today he serves as an advisor to investors providing institutional quality, underwriting and asset management services to help them evaluate and optimize their deals. Be sure to tune in if you're interested in learning about: Gregg shares his path from multi-generational real estate roots to working in acquisitions and asset management for top REITs like Blackstone and Stag Industrial Key takeaways from managing multi-billion-dollar portfolios, negotiating hundreds of leases, and navigating institutional investment strategies The transition from institutional roles to entrepreneurship—syndications, advisory services, and capital-raising challenges How consistent LinkedIn content helped build deal flow, partnerships, and brand credibility in the real estate space To your success, Tyler Lyons Resources mentioned in the episode: Gregg Gruehl LinkedIn Website Interested in learning how to take your capital raising game to the next level? Meet us at Capital Raiser's Edge. Learn more here: https://raisingcapital.com/cre

Podcasting and fundraising don't seem to have much in common until you've done both. On the surface, each looks shiny and glamorous. But behind the curtain, they're two of the hardest things to stick with, and that's why most people quit before they ever see results. What makes them work isn't polish or perfection, it's the grit to keep showing up, the systems that keep you from burning out, and the ability to let your voice evolve as you go.  Success comes not from the pitch deck or the perfect script, but from momentum built over time. After a year of podcasting, I've seen just how closely the lessons mirror the fundraising journey. Today, I'm pulling out the biggest insights, the ones that surprised me most, that every founder raising capital should hear. What metrics actually matter in both fundraising and podcasting? How do you shift from a short-term mindset to thinking of the long game?  In this episode, I share 8 lessons I've learned from podcasting and why they mirror raising money for your business.    Topics Covered: Why consistency is more important than charisma The only metric you should track at the start How to embrace progress over perfection  The underestimated role of authenticity in getting investors to lean in The sanity-saving role of systems and processes in keeping you on track Why marketing yourself matters  How your voice evolves (and why that's a good thing)     About Your Host Jayla Siciliano, Shark Tank entrepreneur turned real estate investor, excels in building brands, teams, and products. CEO of a bi-coastal luxury short-term rental company, she also hosts the Seed Money Podcast, where she's on a mission to help early-stage entrepreneurs turn their ideas into reality!    Connect: Website: https://seedmoneypodcast.com/ Instagram: https://www.instagram.com/jaylasiciliano/ Subscribe and watch on YouTube https://www.youtube.com/@seedmoneypodcast/      Please rate, follow and review the podcast on https://podcasts.apple.com/us/podcast/seed-money/id1740815877 and https://open.spotify.com/show/0VkQECosb1spTFsUhu6uFY?si=5417351fb73a4ea1/! Hearing your comments and questions helps me come up with the best topics for the show!   The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice.  

Lane Kawaoka's Wealth Elevator: Legacy Building Through Real Estate & Businesses - #249 In this episode of the Real Estate Reserve Podcast, Jason and Ian sit down with Lane Kawaoka, a Hawaii-based real estate investor, author of The Wealth Elevator, and operator with 10,000+ rental units and over $2B in acquisitions. Lane shares his full journey from being an engineer buying single-family rentals to building large multifamily portfolios, syndications, and now expanding into business acquisitions. We cover: Raising Capital vs. Finding Deals – why both are difficult, and how Lane fought to earn investor trust early on Building Broker Relationships – how to get taken seriously when you're starting out and why brokers control deal flow Scaling from Class C to Class A – lessons learned from tough properties with high economic vacancy and how Lane shifted to better assets The Current Market – Lane's perspective on interest rates, Fed policy, and why he thinks the market bottom may already be behind us Beyond Real Estate – why more investors are diversifying into businesses and other alternative assets for higher cash flow and flexibility The Wealth Elevator Framework – the stages of wealth building, from your first rental to financial freedom, and when to shift strategies at key net worth milestones This is a masterclass in real estate investing, wealth building, and mindset from someone actively operating today — not just teaching theory.

"The world has an enormous shortage of qualified project managers - to the tune of tens of millions of people."In today's episode of Bricks & Bytes, we had Greg from Nodes & Links and we got to learn about how AI is solving construction's biggest workforce crisis, why American customers bite your hand off for ROI while Europeans think about it for budget cycles, and the physics behind project acceleration... and many more!Tune in to find out about: ✅ Why the construction industry needs a billion more project managers and how AI workers will fill the gap ✅ How one customer saved $63,000 per scheduler per year using automation software✅ The brutal reality of startup hiring - 0.3% acceptance rate from 15,000 CVs reviewed ✅ Why the CEO's job is preventing failure while everyone else maximizes successListen now on Spotify to discover how construction scheduling is being revolutionized and what it means for the future of mega projects worldwide.Our Sponsor: Archdesk - “The #1 Construction Management Software for Growing Companies - Manage your projects from Tender to Handover” check archdesk.com---------Chapters00:00 Intro03:00 Introduction to Nodes and Links05:43 Evolution of Project Management Software08:54 The Role of AI in Construction11:39 Challenges in Project Management14:33 Customer Onboarding and Experience17:36 Pricing and Business Model20:35 Scaling Challenges in Tech23:29 Identifying Customer Pain Points34:14 Maximizing Productivity in Construction Projects35:55 Client vs Contractor Needs in Software37:07 Global Operations and Team Management38:36 Building High-Performance Remote Teams39:59 The CEO's Role in Preventing Failure43:29 Insights from 'The Physics of Project Acceleration'46:27 Recent Funding and Growth Strategies49:53 Understanding Profitability in Construction Tech52:01 Raising Capital in Construction Technology54:56 Calculating Capital Needs for Growth56:55 Vision for the Future of Project Management59:02 Cultural Nuances in Global Construction Practices

In episode 270, Kelly Kennedy welcomes Laura Gabor — co-founder and COO of Ecologicca, founder of What in the Tech, angel investor, and one of The Peak's Emerging Leaders in Tech for 2024. Laura shares her journey from her immigrant roots to becoming a leader in the Canadian tech ecosystem, highlighting the pivotal experiences that shaped her as an entrepreneur and investor. From early lessons in resilience to her first angel investments, she offers a candid perspective on the challenges of building companies, raising capital, and staying true to your vision.Throughout the conversation, Laura unpacks the realities of fundraising: the misconceptions about being “too early,” the dangers of vague feedback, and the sheer persistence it takes to survive 200+ investor conversations before landing a “yes.” She also speaks openly about gender inequities in tech, the importance of inclusive leadership, and the need for stronger accountability in pay and funding. Her unfiltered insights serve as both a warning and a guide for founders — blending honesty, encouragement, and practical strategies for navigating the rollercoaster of entrepreneurship.Key Takeaways: 1. Fundraising often takes 200+ conversations before one “yes” — persistence is everything.2. Feedback like “you're too early” can kill great companies — be mindful of the weight your words carry.3. Founders must learn to filter advice; not all advice is good advice, and context matters.4. Women continue to face inequities in both pay and funding — leaders must be accountable for change.5. Angel investors need proper education too — bad investing knowledge harms founders and ecosystems.6. Building a strong support system or “village” is critical to thriving as an entrepreneur.7. Career paths don't need to follow a straight line — resilience and adaptability open new doors.8. Transparency and clarity are essential when raising capital — vagueness erodes trust.9. Founders should trust their gut as much as the data — instinct is part of good leadership.10. Legacy isn't just about business success; it's about creating impact, equity, and opportunities for others.Support Laura's work with Ecologicca & What in the Tech by engaging with the content, sharing it with your network, and amplifying the stories of women and underrepresented voices in tech. Learn more about Ecologicca: https://www.ecologicca.com/Learn more about What in the Tech?: https://www.whatinthetech.co/If you're ready to go further on your business development journey, join us inside The Catalyst Club. It's where founders, entrepreneurs, and business leaders come together to share wins, tackle challenges, and grow alongside a supportive community that understands the grind. Inside, you'll find live sessions, expert insights, and a network built to help you move the needle in your business and your life. You don't have to do this alone — your community is waiting.

Hilary Graves is the founder of Bright Sound Investments, a private equity firm based in York, Pennsylvania. Alongside her husband, she scaled a successful portfolio with Bilary Property Group before partnering with experienced operators to expand into larger multifamily assets. Since joining the Warrior group in April 2022, she has been involved in 251 units as a Limited Partner and 114 units as a General Partner. Beyond real estate, Hilary is a classically trained pianist, composer, and music educator with a master's degree from Lebanon Valley College.   Here's some of the topics we covered:   Hilary's Journey Into Multifamily Real Estate Success The Game-Changing Power of Household Support The Wildest, Most Unexpected Truth About Multifamily Cracking the Code on Raising Capital for Your Deals Why You're Not Selling, Instead You're Unlocking Opportunity The Single Best Piece of Advice Hilary Ever Received The One Skill Everyone Must Master Before Jumping Into Multifamily   If you'd like to apply to the warrior program and do deals with other rockstars in this business: Text crush to 72345 and we'll be speaking soon.   For more about Rod and his real estate investing journey go to www.rodkhleif.com  

What does it take to pivot from a collapsing business model into a thriving, future-proof venture? Sisters Palmy and Nancy know this story firsthand.   In this episode of the Wealth Wisdom Financial Channel, host Brandon Neely sits down with the duo who transformed a $2,000 fashion startup into a $4 million company, only to reinvent themselves again after losing their biggest client. Instead of letting that setback define them, they shifted gears into real estate investing, flipping properties, and ultimately scaling into apartment syndication and multifamily ownership.   Their journey isn't just about dollars; it's about resilience, strategy, and building a foundation strong enough to weather economic storms like COVID-19 and the uncertain future of work driven by AI and automation.   You'll hear how Palmy and Nancy: ✅ Transitioned from labor-based income to income-producing assets ✅ Built investor trust through transparency and integrity ✅ Raised significant capital—even in uncertain markets ✅ Leveraged their unique strengths (“superpowers”) to scale faster ✅ Emphasize why community and collaboration are essential for financial growth   This episode is packed with real-world wisdom for entrepreneurs, investors, and anyone ready to shift from hustle-driven income to lasting financial freedom.   00:00 Welcome to Wealth Wisdom Financial 00:35 Meet Palmy and Nancy: From Fashion to Finance 02:32 Starting Small: The Fashion Business Journey 05:40 The Big Shift: From Fashion to Real Estate 07:55 Navigating Real Estate During COVID 15:21 Raising Capital and Building Trust 23:59 The Importance of Integrity in Business 26:40 Setting Ambitious Goals 27:00 The Power of Exponential Growth 28:07 Raising Capital and Building Confidence 29:01 Leveraging Superpowers in Business 30:37 The Importance of Team Support 32:41 Financial Management and Decision Making 37:48 Navigating Economic Challenges 47:38 The Future of Labor and Income 49:47 Final Thoughts and Community Invitation  

You've got your pitch deck. Your talking points. Your “why us” slide.But if you're telling the wrong story in meetings, none of that matters.In this episode, Stacy's diving into the two MVPs of storytelling for fund managers: the job story and the brand story. Think of them like the hammer and wrench in your toolbox, you need both, but you've gotta know when to use each.Inside this bite-sized episode, you'll learn: • What makes a job story different from a brand story (and why that mix-up matters) • Why every fund or strategy deserves its own tailored story • How constantly tweaking your brand story for the room can make your message… fuzzyThis is Story Snacks, a bite-sized, jam-packed series for fund managers who are ready to master strategic storytelling in under 20 minutes a week.Want More Help With Storytelling? +  Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth:https://www.stacyhavener.com/subscribe  - - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital's exclusive membership. ---Running a fund is hard enough.Ops shouldn't be.Meet the team that makes it easier. | billiondollarbackstory.com/ultimus

Raising capital looks different depending on if you're sitting at the head of the company, behind a bank's desk, or across the table structuring deals. Joe Briner has sat in all three seats. As a former bank CEO, investment banker, and now CFO, he offers a rare perspective on what capital providers expect, how they evaluate opportunities, and how business leaders can be better prepared.In this episode, Joe breaks down what matters most to each stakeholder: why banks prioritize repayment over risk, why investment bankers focus on valuation and market fit, and why CFOs must balance vision with structure. We talk about what makes a company bankable, what investors listen for but rarely say out loud, and how leaders can package their story to match the needs of the people holding the capital.You'll also hear hard-won lessons about character, transparency, and timing, and how the wrong approach (or wrong CFO) can derail momentum just as easily as the right one can accelerate it.If you're preparing to raise capital or want to better understand the situation you're in or considering, this behind-the-scenes view of how capital decisions really get made, told by someone who's made them all, is like a cheat-sheet for what to expect and how to show up ready.Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today's businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.

Recorded live at the 2025 Midwest Real Estate Investor Conference, this panel dives deep into real estate syndications—what they are, how they work, and how to do them the right way. Whether you're an active investor looking to scale or a passive investor evaluating opportunities, this episode is packed with real-world insights on raising capital, structuring deals, and staying SEC-compliant. Your panelists: Brian Hamrick – Host of this podcast and seasoned syndicator with over $22M raised since 2013. Gary Hall – President of the Muskegon Area Rental Association and founder of Dean Arrow private equity fund. Keith Heckman – Investor turned GP with experience in both active deals and LP investments across the U.S. Topics Covered: What is a real estate syndication and how does it work? 506(b) vs. 506(c): Legal structures and SEC compliance How to raise capital legally and ethically Preferred returns, GP/LP splits, and aligning incentives Single asset vs. fund models Tools and platforms to manage investors and deals (AppFolio, Wix, Cash Flow Portal, Syndication Pro) Lessons learned from the first raise: what they'd do differently Why good operating agreements matter more than you think Building trust with investors and managing ongoing communication Strategies for long-term holds vs. velocity of capital Whether you're just learning how syndications work or you're actively putting your first deal together, this panel lays out the playbook with real talk from people in the trenches. Resources Mentioned: The Hands-Off Investor: An Insider's Guide to Investing in Passive Real Estate Syndications by Brian Burke The Best Ever Apartment Syndication Book by Joe Fairless and Theo Hicks Financial Freedom with Real Estate Investing: The Blueprint to Quitting Your Job with Real Estate – Even Without Experience or Cash by Michael Blank Structuring and Raising Debt & Equity for Real Estate by Rob Beardsley ---------- Today's episode is brought to you by Green Property Management, managing everything from single family homes to apartment complexes in the West Michigan area. https://www.livegreenlocal.com And RCB & Associates, helping Michigan-based real estate investors and small business owners navigate the complex world of health insurance and Medicare benefits. https://www.rcbassociatesllc.com

What if I told you the secret to growth in real estate, business, and life is collecting as many “nos” as possible? In this episode, I break down why rejection isn't failure—it's information, momentum, and often just the first step toward a yes. I share stories from my own journey as a teacher, investor, and dad—whether it's negotiating with sellers, asking vendors for discounts, building teams, or parenting. You'll learn how to: Reframe rejection as opportunity Build resilience and confidence through hearing “no” Turn obstacles into stepping stones toward your next win Set the challenge of chasing 10 nos today If you're tired of feeling stuck, afraid of rejection, or waiting for the perfect yes, this episode will help you shift your mindset and keep moving forward relentlessly.

In this episode of the Real Estate Pros podcast, host Q Edmonds interviews Ben Padnos from ThinkFISH, who shares insights on building investment pipelines through LinkedIn. The conversation covers the importance of having a strong team, the challenges of entrepreneurship, the significance of relationships, and the power of likability in business. Ben emphasizes the need for authenticity and integrity in building connections and offers valuable advice for entrepreneurs looking to scale their businesses.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Welcome to another episode of the AZREIA Show! Today we are joined by Jules Wrubel to discuss hard money lending and financing. Jules shares his journey from New York and New Jersey to Arizona, where he started in the mortgage business and transitioned into hard money lending.  He shares valuable insights and personal experiences, from making his first hard money loan to navigating the risks and rewards of financing unique deals. Jules discusses the importance of vetting deals and borrowers, maintaining proper paperwork, and the significance of having a strong network.  He also emphasizes the profound community impact of lending and outlines his upcoming plans for raising capital and teaching others about hard money lending.  This episode is packed with practical tips and inspiring stories for both seasoned investors and newcomers to the real estate world. Don't miss out on this insightful conversation! Key Takeaways: 02:24 Understanding Hard Money Lending 05:01 Evaluating Borrowers and Deals 11:09 Advice for New Lenders and Borrowers 16:34 Sharing the Good and Bad News 16:56 Organizing Paperwork for Mortgage Approval 17:23 The Importance of Being Prepared 18:28 Hard Money Lending Insights 21:04 Building Your Network for Funding 22:31 Door Knocking and Real Estate Stories 28:35 Raising Capital and Economic Impact 30:06 Conclusion and Contact Information

The impressively bold mindset that drove Chad Willardson to leave behind a million-dollar salary and a top 1% client base to build his own firm from scratch is the same mindset that grew his firm to $1.5B AUM and earned him the status of 5X bestselling author. In fact, Chad's story is proof that thinking like an entrepreneur can take you far in the fund world–and beyond. But can this mindset be learned and developed? Find out in today's episode. Plus, hear Chad's full backstory and learn: Why advisors who think like entrepreneurs stand out to high-net-worth clients The hidden benefit of his LinkedIn presence: how he's able to pass off sales meetings to his team almost entirely thanks to the strong trust he's built on social His tips and tricks for balancing entrepreneurship and family life  About Chad Willardson: Chad Willardson is the President and Founder of Platinum Elevated, an exclusive coaching program where he helps entrepreneurs enjoy increased lifestyle and financial freedom by removing their stress about money, increasing their cash flow, and freeing up a ton of their time.In 2011, Chad founded Pacific Capital, a family office specializing in wealth management for high-net-worth entrepreneurs. Chad's currently responsible for investing $1.5 billion dollars as a fiduciary. Before founding Pacific Capital, he spent nine years at Merrill Lynch, ranking in the top 2% of over 16,000 advisors nationwide. Chad is a 5X best-selling author and Co-Host of The Smart Money Parenting Show, a podcast ranking in at #2 Apple for Parenting, Kids & Family. He is a Certified Financial Fiduciary® and Accredited Wealth Manager who also writes for Entrepreneur and Forbes. Chad earned his degree in Economics from Brigham Young University.Want More Help With Storytelling? +  Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth:https://www.stacyhavener.com/subscribe   - - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros.Join Havener Capital's exclusive membership ---Running a fund is hard enough.Ops shouldn't be.Meet the team that makes it easier. | billiondollarbackstory.com/ultimus

Welcome to The Lenders Playbook. Your resource for all things private lending, real estate, and entrepreneurship.  In today's episode, I sit down with Greg Herlean, Founder of Horizon Trust, to talk about how investors can take control of their financial future using Self-Directed IRAs. And how Greg at a very young age was able to raise a significant amount of capital for his real estate projects. Greg breaks down what a Self-Directed IRA is, how it's different from traditional retirement accounts, and why it's such a powerful tool for real estate investors and private lenders.  e dive into the benefits, the risks, and even real-life examples of people who've used this strategy to grow their wealth.  Whether you're raising capital, lending, or just getting started in real estate investing, this conversation will give you practical steps and inspiration to put your money to work in more innovative ways.And we are right around the corner from our 4th national private lending conference, Sept 3-4 in Henderson, NV, where you will meet most of our podcast guests, lenders, investors, capital providers, and brokers for great networking opportunities and education.  We're excited to announce an amazing lineup: a kickoff cocktail party, world-class breakfast and lunch, an after-party with a huge exhibitor hall, and some cool surprises for you!  lease go to www.americanlendingconference.com for more detailsAnd now, let's bring on Greg Herlean

Discover how long it takes to build a $110M real estate portfolio and raise over $12M in today's market. In this episode of the Hero Capital Show, Texas-based real estate investor and entrepreneur Matthew Teifke shares the strategies, mindset, and partnerships that fueled his journey from managing single-family homes to leading multimillion-dollar multifamily acquisitions. Matthew reveals how his early inspiration from his mother shaped his entrepreneurial drive, why focusing on Austin and San Antonio has given his firm a competitive edge, and what it really takes to raise capital in a shifting market. Whether you're an investor seeking smarter strategies or an entrepreneur looking to scale, this conversation offers world-class insights you won't want to miss.5 Key Takeaways to learn from this episodeLong-Term Focus Wins – Matthew emphasizes playing the 20-year game in real estate rather than chasing short-term wins, building both relationships and portfolios that endure.The Power of Partnerships – His success is rooted in strategic collaboration with trusted partners who balance operational expertise with capital raising and deal sourcing.Hyperlocal Market Mastery – By focusing deeply on Austin and San Antonio, Matthew and his team have positioned themselves to seize unique opportunities others overlook.Raising Capital is a People Business – From $20K checks to multimillion-dollar commitments, Matthew stresses that authentic relationships, consistent presence, and a compelling story drive fundraising success.Now is the Window of Opportunity – He believes the current real estate environment offers a rare chance to acquire properties at significant discounts before market competition intensifies.About Tim MaiTim Mai is a real estate investor, fund manager, mentor, and founder of HERO Mastermind for REI coaches.He has helped many real estate investors and coaches become millionaires. Tim continues to help busy professionals earn income and build wealth through passive investing.He is also a creative marketer and promoter with incredible knowledge and experience, which he freely shares. He has lifted himself from the aftermath of war, achieving technical expertise in computers, followed by investment success in real estate, management skills, and a lofty position among real estate educators and internet marketers.Tim is an industry leader who has acquired and exited well over $50 million worth of real estate and is currently an investor in over 2700 units of multifamily apartments.Connect with TimWebsite: Capital Raising PartyFacebook: Tim Mai | Capital Raising Nation Instagram: @timmaicomTwitter: @timmaiLinkedIn: Tim MaiYouTube: Tim Mai

Fund managers, it's time to ditch the pitch deck of doom. It's not helping you differentiate. It's putting allocators to sleep. Take it from Lucy Walker, Founder of data platform AM Insights, who spent the bulk of her career as a manager of managers allocating over $1B at specialist firm Sarasin Partners in the UK.She knows this business inside and out, and today she's sharing her wisdom on up-leveling your meeting game so you can land more investments. Listen in as she and Stacy discuss: ·       Her backstory – from corporate allocation to launching her company ·       Inside the mind of a fund-buyer: what makes a fund manager stand out to her·       Why you should dig into data but not use it as a crutch in meetings ·       The competitor bashing Achilles heel – how to show your differences to the peer group tastefully  About Lucy Walker:Lucy Walker is founder, chair, board director and advisor in investment management, technology and not-for-profit.In 2020 she founded AM Insights, a fast and intuitive tool for the fund industry. She is Chair of the Aurora Investment Trust, and Senior Independent Director of Henderson International Income Trust. She is a former head of fund research and fund manager at Sarasin & Partners, advising on over £1.2 billion of assets for charities and high net worth individuals, and before that was at HSBC Global Asset Management. Lucy has been regularly featured in publications including the FT and The Telegraph, and was shortlisted for Fund Manager of the Year at the Women in Investment awards. She holds BSc Economics and is a CFA charterholder.Want More Help With Storytelling? +  Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth:https://www.stacyhavener.com/subscribe   - - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros.Join Havener Capital's exclusive membership ---Running a fund is hard enough.Ops shouldn't be.Meet the team that makes it easier. | billiondollarbackstory.com/ultimus

Title: Why Most Capital Raisers Will Get Sued in the Next Crash with Rob Beardsley and Craig McGrouther Summary: In this episode of “Fund Friday,” hosts discuss the innovative solutions offered by Tribe Vest, a pioneering fund-of-funds startup, which is poised to transform the landscape for emerging fund managers, investors, and capital raisers. Guests Travis Smith and Seth Bradley delve into their personal journeys and the genesis of Tribe Vest, highlighting the advantages of adopting a fund-of-funds model that enhances compliance and increases access for numerous accredited investors. They detail how Tribe Vest supports fund managers through its comprehensive services, allowing them to raise capital efficiently while ensuring legal and financial compliance.   The conversation unfolds various industry challenges faced by fund managers, such as the difficulties in connecting accredited investors with good deals and maintaining compliance in the ever-evolving regulatory environment. Smith and Bradley underscore the essence of Tribe Vest, focusing on its operational efficiency—providing essential support like K-1 tax distribution, capital-raising infrastructure, and investor onboarding—all streamlined with technology.   In conclusion, they not only spotlight the competitive pricing and quick service turnaround of Tribe Vest but also express their commitment to fostering a landscape that democratizes access to high-quality investing opportunities while empowering fund managers. Their vision seeks to break down barriers traditionally faced in private investment, paving the way for a more inclusive investment future. Links to Listen and Subscribe: https://podcasts.apple.com/us/podcast/fund-friday-e49-the-cost-effective-way-to-launch-a/id1511202840?i=1000673582673 https://open.spotify.com/episode/4tLAtXFe3OrqtCwyc7gfBE Links to Watch and Subscribe: https://www.youtube.com/watch?v=GVgT4GMrPPI&t=70s Bullet Point Highlights: Tribe Vest revolutionizes the fund-of-funds model for emerging fund managers. The connection of accredited investors to high-quality private investment opportunities is crucial yet challenging. Efficient operational support, including compliance and investor onboarding, sets Tribe Vest apart. The need for compliance amid industry scrutiny has shifted sentiment towards fund-of-funds for risk mitigation. Tribe Vest empowers fund managers by providing an institutional-level infrastructure for capital raises. Cost-effective solutions allow fund managers to focus on relationships rather than administrative burdens. Quick setup times (just five days) streamline the capital-raising process for fund managers. Transcript: welcome back to another episode of fund Friday this is going to be a very nutrient dense jam-packed episode with two amazing people we just had the pleasure of connecting with them once more at our Flagship uh summon event in New York City the gentleman behind tribe vest here a cuttingedge fun to fun group VC backed the whole nine this is going to be such an important episode for all you emerging fund managers you Capital raisers Maybe investors who kind of want to know behind the curtain what's going   on and also just from a structural perspective as to how we've been able to scale our business safely and compliantly but with that said let's give a warm introduction to Travis Smith and Seth Bradley how are you both today good craigg good to see you it's been just a few weeks since we were in New York together which was an awesome event glad to be here yeah well there's been a lot of great updates to the product that tribe is offering since our initial conversation we had so I would almost even argue um for the   better Awards you can maybe even scrap that episode for future purposes don't need to look back because we're going to cover that and then some here today so I'm absolutely elated and thrilled to talk about that so let's get right into it and just to start with for some some context because we're gonna just keep it moving forward here how did Seth and Travis and the team have tried best kind of Forge and kind of come together from you know this Alliance from a business perspective yeah tra you want to kick that off man   sure sure and look you can't scrap that first episode because I think it's the first episode yeah like we're in the record books at this time right yeah so yeah no look uh me finding Seth and Seth Finding Me is a big part of our story no doubt really uh in early 2023 we had built out the infrastructure and the technology uh we' even been challenged by our clients to build out the back office where we do all the distributions cap table management uh k1s taxes and um but I hadn't quite figured out the fun to fun portion of this yet   and uh good story you know met Seth Bradley at a a conference in the British Virgin Islands where we were both speaking at the event uh both of our wives were there and uh they hit it off we hit it off and just had a wonderful wonderful week and weekend and um and that was when Seth kind of really opened my eyes to um this opportunity Seth you know how how do you remember it where where you know how how did it go from there yeah well funny enough my my pitch or my speaking engagement was on fund of funds it was   it was teaching the group about fund of funds what is it how can you how can you go from basically a passive investor and and start a business raising capital and and fund of funds is kind of the the next step and at the same time the industry was was pivoting there was uh you know there were Winds of Change so to speak from the the cgp model and people were starting to really take the fun of funds model more seriously and take a deeper look at it and the timing just couldn't be better as Travis was   taking his company and and trying to make it pivot himself into the the syndicator and the fund and the capital raising market and you know originally there was a cgp type of model that was being uh thrown around and actually had a good bit of success Travis right going into uh earlier that year and you know I I we just got into some deeper discussions about where the market is and where it's going and the market was really going to fund to funds and I said' look Travis if you're going to if you're going to take this business to   the next level get ahead of the game like this is where it's going it's going to fun and fund is kind of getting away from the cgp model so if you're going to build a product around that market really should focus in on fun to funds yeah I mean and I'll just go as well just to to piggyback off that timing is so funny there because I think it was roughly around the summer of 2023 when fun to fun was the biggest buzzword in the industry what is a fun of fund how does it work why is this the most compliant way do I need to do it what is   it how does it structure everything included there so we're going to unpack that all there but it sounds like Travis you might have had an additional comment well I was say it really it truly was right place right time for Seth and I to meet you think about leading up to that it was the becc 2023 and there just all these Rumblings with some some bigger names in our industry that were under an investigation for the CP model and that was really how the industry was working with capital Partners at the time and uh   collectively realized that there's got to be a more compliant better way and there I was with a two-thirds of the solution talking to Seth who rep represented the the last third of the solution so really was right place right time and and uh you know we're we're we're so glad to be partnered together and and solving a big problem Big Challenge yeah well and let's get right into that problem so the the problem of the industry so how can someone like loans start Capital safely compliantly bring dollars into our deals from   outside investors fund managers capital allocators and opportunity so what is the industry problem and what are you guys both solving Seth I I'll hand it over to you I think from a big industry problem I mean there's just the age-old you know you have awesome lead sponsors that are working hard finding great deals private deals out there like Lone Star and and then on the other side there's over 20 million accredited investors that want the benefits of private investing they want the the benefits that come with real estate they   want cash flow they want tax advantages uh you know they they want the appreciation all those things that are Why Real Estate so awesome they want to invest with these lead sponsors in these deals but as as we know unless you're kind of in a country club or in the network it's really hard to access those so that's the big problem the big problem is we have great lead sponsors with great deals and then on the other side we have have awesome accredited uh investors looking for those deals meanwhile they can't find each other and   uh they don't know how to access them and so the the industry as a whole you know a big conduit to solving that is this Capital Partner right the fund manager and Seth I'll turn it over to you kind of again maybe start with how the industry was solving it and what the problem was with that right yeah I mean I think you framed it correctly it's it's access we know these these accredited investors are out there there's Millions U maybe tens of millions out there in the United States that um maybe they know it maybe they   don't but they they might want to invest um they need educated they need access to Deals and on the other side you've got uh lead sponsors you've got fund managers you've got Capital aggregators who want to get access to these folks and we work on that in our business every single day about how do we reach these accredited investors um and then we all have our own little networks of people that we can raise capital from and that we know and that they no like and trust us to be able to place their   Capital with us um you know since the jobs act in 2012 which is um what enabled us to start going out and soliciting and advertising um in the public uh for deals and raising capital in that manner and the the problem is that everything's been great since then up until covid right the real estate market has just been going absolutely through the roof so anybody that decided to jump into the the sector during that time had success I mean you could just you know throw paint in a wall and you're G to have success because the   market just really helped us out a lot like you had to make a lot of mistakes operationally um for things to go wrong right I mean you really did you really did um not to not not Lone Star Lone Star is awesome right you're you're absolutely right no you you you hit the hammer on the nail there for sure yeah and it's uh you know until covid hit and we got that little blip and that was just kind of a you know something that you know came and went um but now you've seen in the last year and a half or so   the market has slowed down um you've seen Capital calls you've seen um you know some SEC um interactions with folks and trying to see if Capital was raised correctly things like that um kind of looking into how the market evolved the market evolved beginning with a cgp model um you know initially the C GP model was thought to be compliant and if it executed properly it is compliant if you have all people in a group that are raising capital for their own deal they're all active participants they're   all General Partners they're all executing the business plan and participating in decision-making all good that's an age-old uh way to do business and it's been done for all the time right like you've got Capital you've got people actively participating and all is good but just like anything else you know us entrepreneurs we like to go around the edges and try to pick and choose like oh well can we do this or can we do this let's push the limits and unfortunately the market kind of changed into this this um this thing   where we push the limits too far and we've had 10 15 20 CPS in an active deal where you know really all they're doing is Raising Capital right like we might try to say on paper that this person's doing that and this person's doing investor relations and this person's doing a little bit of underwriting which all may be true true but at the end of the day if the SEC comes in and says let's take a look at your whole business plan plan with this particular asset in this particular offering and see how you   raise capital and who's doing what and they're going to look under the hood and they're going to be able to figure it out they're they're smart people back there they can figure out what you're doing they can figure out that hey this person raised uh $200,000 and got 2% and this person raised $600,000 and got 6% it's pretty easy to put those pieces together um but like I had mentioned before the market you know kind of went our Direction and there were really happy investors nobody was upset nobody   was suing nobody was asking questions and now since the market has changed you've seen the capital calls you've seen the foreclosures you've seen the investors upset um and now that's what Travis was alluding to earlier is there were certain folks in the industry that were um you know getting interviewed by the SEC I don't think anything ever came of it but it was enough for people to be like look we've still got to raise Capital we've still got to do these deals somehow what other way is there to   do it that's more compliant than this cgp model that the industry has turned to and the answer is fun to funds and it's always been fun to funds you know there's people out there that have preached that for years but it's just a little bit you know more nuanced a little bit more complicated a little bit more expensive so people have stayed away from it yeah so exactly and and thank you so much for painting such a Picasso beautiful picture here pertaining to the why before and why now and kind of the context there because I   think so many people are missing that why y component so you beautifully explained that so but then why is the fun of fund the route to do it in because it's pretty similar right and fun of funds to your point have actually been around for really not going to say forever but for a long period of time so just curious to know you know why fun of fun is this the solution from a client's perspective and and things of that nature yeah and we can and Travis jump in here whenever you want but we can kind of go through um with each   stakeholder why why it's compliant why they love funded funds maybe why they don't you know let's talk about the pluses and the minuses um I think we can start with the lead sponsor I mean for the lead sponsor um to me there's there's really no downside and I'd love for somebody to may maybe making a counterargument to that but to me there there's no downside for the lead sponsor themselves right the people that are actually operating buying executing the business plan by them creating a level of Separation through the fund to funds   model and not uh inviting other folks into their deal to raise Capital they're creating they're creating uh risk mitigation and dissipating liability for themselves right and they don't have to worry about bringing people into their business because it's a totally separate offering that the fund manager is going to be putting out there separate from the actual lead sponsors right and and uh another reason why the lead sponsors love it other than it's compliant creates that separation is it's way more uh efficient   way more efficient when you're working with a capital partner and they're the ones that are pulling the fund to fund they might be bringing in five 10 15 20 investors into their fund to fund well uh they can coordinate that from a sales perspective and then also on the ongoing Administration right it's one line on their uh on their cap table right so instead of getting 15 smaller checks you're getting you're getting one big check and it's just way more efficient and way more safer is is Seth said too yeah and your your listeners   are are very educated but just in case there a few out there that are wondering I mean the the fund of fund itself is just an LLC it's just a a group of investors it's a you know somebody managing that which is the fund manager and that LLC or that partnership however you want to structure it legally is actually just a passive investor for the lead sponsor it's just going to be a big aggregated passive investor for the lead sponsor so I just wanted to clarify that yeah and then let's talk about from so   and there's also been some Evolution I hit on that word to start the conversation but before we were partnering or triest was partnering with this a couple handful of lead sponsors but there's been some Evolution so can we talk about how you guys have maybe handpicked and cherry-picked some of the top you know first and- class sponsors and how it worked kind of before and now the new product lines rolling out and how you know why fund managers are loving it and should even love it more moving forward absolutely yeah great great   question and great points here so you know as you mentioned Craig when we were initially rolling this out uh it made sense for us to to cherry pick and go work with uh the lead sponsors with the best track record the best reputation and we're proud to say that you know Lone Star is one of our earliest lead sponsor partners and um and then since then uh really we had almost a requirement where you had to go through one of our our lead sponsor partners and there's good reason for it we'll we'll come back to   that in a second but since if you're lead sponsor and looking to do this on different deals I'm sorry if you're a fund manager and looking to do a fun to fun on different deals working with different lead sponsors you can absolutely work with tribe best so and you think about the benefits of that right what you're what you're able to do is you can control your own brand right you you get to build your own um your your company you're building a business one deal at a time and from your Investor's perspective instead of them   going to one investor portal and then you know going to another deal that has another investor uh portal they can actually all come to one portal uh as you're using tribe vest so um I want to again just point out that fund managers can now uh absolutely work directly with us they don't need a lead sponsor now I will tell you this think about the benefits though you do get when we are partnered with the lead sponsor and lonar is a perfect example of that right lonar has done the work to say look if   you're a capital raiser you get these marketing resources right you get we we'll we'll put together a you know a deck that you can configure um we've thought through all the economic for you so if you're wondering how to communicate the terms and the returns you know lone Stars gone as far as adding it to their their underwriting spreadsheet so you can play with the numbers calculate it and that's a huge deal right and so all these things that a a lead sponsor partner of ours like lonar does just makes it so so much more   seamless when we do engage with the funder manager right we don't have to go back and kind of figure out well what are the economics and and how are you you know doing uh you know commitments from your investors all those types of things so fund manager can absolutely come and work directly with us it's still way more smooth because we already have the offering docks ready we already have the calculator ready we already have marketing materials right all those things are reasons why by working with   one of our lead sponsor Partners just makes the experience that much better for you and your investors yeah and just a little back and for a lot of people who may not be privy to this but if you are a capital allocator specifically that we're talking about in this situation who is looking to work with the loans or capital or a group similar to us your other sponsors there's just some groups that are just not really built or have the infrastructure in place to really streamline the funto fund process I.E and the underwriting   model IE it already been kind of baked in there we've done this before some groups are kind of in Old way of doing things maybe they only do a couple deals a year that's totally fine I'm not saying that's a bad thing but they might have to create a funto fund breakdown economics setup for the double waterfall there where everyone gets paid out the investors get their returns that should be you know similar to what our investors get and then the fund manager needs to figure out his compensation for   his basically part in the opportunity so we have that baked in and we've done this now enough times to know how this is going to look and actually as a matter of fact to go through that process even one step further before we even go to public or live with the opportunity to even start the capital raising those numbers are ironed out those numbers are in place you know what's going on it's not a scramble drill amongst everything else to get your partners going so on and so forth when you do partner and work with us   which is a key benefit to do and solve for one of the most important uh places in the capital raising you know equation which is speed and time so we kind of shrink that time Gap versus other groups when do that or the other people that you work with which is highly crucial there are a lot more groups now that are tailored to the fund of fund but not every group is um so that's the exciting thing and then going back to now being partnered with a fund manager at at the fund manager level as much that's   amazing for a multitude of things number one if you're a capital allocator fund manager we don't see who your investors are because as Travis alluded to it's one check going into our opportunity so you get the shield and Sheltering in that perspective in that equation there so that's number one number two is we're not going to create the other big problem in the business I would say which is Portal fatigue so it's not a big issue it's not the endl be all but you know if you're let's say a alt uh a   big alternative investor guy right guy or gal person what's GNA end up happening let's say if you've got five to 10 sponsors you're probably going to have you know a bunch of different portals to go into but if you work with a couple of capital raisers who only use triest as your back office well that's immensely beneficial because you can just keep your accounts there so I just want to really highlight those two things and if you want to expand on that further please feel free to do so yeah I mean I'll jump in for sure I   mean you know I've got to mention again compliance right like think about you know the fun to fun model where the fund manager is going to create their own business they're going to create their own entity that they're going to manage um that going to administrate and they're going to operate so by doing so yes there are more responsibilities you are running your own business you are taking accountability for you and your investors and your business but uh on the flip side of that is hey the old CP   model you're getting into bed with all these other CPS that you don't even know I mean you may they may be an acquaintance off of social media or you might not even know who they are at all let alone the lead sponsor so if one of those folks does something wrong you guys are all in the same boat like you're not just taking care of yourself but you've got to worry about all the other people that you're in business with and if they do something wrong they're going to put your investment and your past investors um in a bad   situation and let's get to the next idea which is some of the problems that some people have experienced with a fun of fund that I think you guys are really really Cutting Edge on to solve for them so let's just talk about maybe a couple of the problems which I think is you know the expense I think there's a lot of misnomers about how expensive it can be um and also what you kind of solve for it how you bundle and Pat package it together because if you're the typical person that's going to be very expensive   but that's why we love you guys uh the administration burden and then also time so let's T let's just kind of break down those problems there how you see fit accordingly and uh we'll let you take it away again SE I'll let you jump in because you were saying you were just at a conference in uh think that uh maybe rais Masters conference in in San Diego and you the conversations you were having with fund managers once they kind of fully understood what we did and how we did it it really kind of uh popped   for them so anyway I thought since that was fresh i' I'd ask you to to talk about it yeah I think people that have any kind of experience uh raising Capital under when they hear about all the things that we do and for the amount of money that we do it for they are absolutely blown away I think the problem that comes up is that it's a misunderstanding of what we do and what we are so a lot of folks that don't understand will put us in a category of just being an investor portal they'll be like hey triest is like cash flow portal   or like syndication Pro or invest next or one of those and they just kind of lump Us in with them and we're like that's the smallest thing that we do the smallest thing that we do is the investor portal that's that's one of the services that we provide but we provide everything Soup To Nuts I mean from start to finish I mean it includes everything that you could possibly imagine I mean from getting your EI and letter to setting up your LLC to opening your business banking account to doing your legal documents and setting those   up for signatures for your investors and actually onboarding your investors or hurting the cats I was going to say you actually get a account manager to help you on board your investors professionally and uh yeah you mentioned hurting cats that's maybe one of the things that we're the best in the world at is helping hurt cats yeah I think that's something definitely gets so much fun Craig knows about it all too well yeah lot a lot of work lot of uh reaching out to investors lot of questions on hey where how how do we   fill out these form fields on these subscription documents right like where do we sign how do we fill this out what does this mean those things those they they take time they take effort um it's an administrative burden for you and your company and we take that off your hands and then we also Badger the passive investors till they actually send the wire right like a lot of times they get cold feet and you know we prompt them to to send the wire and actually finish their investment all the things that investor relations manager   might do we handle that now there's there's some teamwork involved as well because they're your passive investors but um you know we do the heavy lifting on on that side and then even on the back end we are managing your cap table so we're setting that up for you on our dashboard and actually making distributions to your passive investors now you can log on to your dashboard if you want to and send them out manually when you want how you want and what amounts but if you want us to just take those over pursuant to the terms of your   offering documents we'll handle that as well it's amazing and and the and the taxes yeah I think Craig tax can't forget the taxes yeah the taxes k1s again one K1 comes in from Lone Star uh we we of course at our core the banking and the cap table so we have the ownership percentage makes it easy for us to and our CPAs to create that K1 for each one of the members we distribute it they find it right in their uh document Management on their dashboard and uh literally two days after After we receive the K1 your   investors have the K1 so think about that and I know everybody's going through tax season here yesterday was kind of a a big day uh but it it's um it's a it's amazing that it really speaks to the technology that we have that we can receive the K1 on behalf of the the deal and then create those k1s in two days and distribute them to to the members I was just going to make one last Point Craig you know I think if you think about what we do if you think about an Institutional level group or fund so I think the way   fund managers can think about what we do is we really bring this institutional level uh setup legal Administration so think about a family office all the organization all the administration everything they need to have in place to operate well we bring that down to the individual level so you can have that institutional level Administration and setup as a you know a oneman business and therefore you can you can really build a business and a brand here's the thing one deal at a time you don't have   to go invest tens of hundreds of thousands of dollars you can do this one deal at a time because try best is in the business of of helping you uh launch a capital raising business efficiently amazing so let's get into the next two components which is expense and time so let's talk about time and then we'll bring it home for the the of course the the elephant in the room which is what is this going to cost me so let's get into the time factor and how long it takes to set everything up from Soup To Nuts from Hey I want to   work with the deal to you know funding and things of that nature Seth you want yeah yeah I'll jump in um timing wise you know we are industry leading in that in that as soon as you give us the basic information that you that we need for your fund of fund so you know just simple stuff like what do you want to call your LLC what do you want your preferred return to be what do you want your profit split to be those those things that you're going to make some decisions on as soon as you get those items to us which is in a simple   form that we provide that you fill out and we walk you through that as well we can have your business banking account and your LLC set up in two days and we'll have you ready to raise Capital meaning we're going to have your legal setup we're gonna have your business bank account open all those things done within five business days so that's why you know it's we should emphasize what Travis said there that it's a deal based decision I mean you can come to us with a deal that's already that's already   under contract that that maybe the lead sponsor is already raising for and say hey look I want to raise for this deal but I've only got a few weeks to go that that's plenty of time for us to to jump into action so it's really tough to do that with let's say you know if you came to me and I have my security attorney hat on i' would be like there's there's no way we we've got to get this going weeks before that like you've got to give us some setup time um with triest we've we've got it streamlined   and efficient to the point where five business days you're raising Capital that's incredible and that's just really a big X Factor that should make everyone feel comfortable with the process because you know there's situations just like go out a sponsor level here where hey a capital raiser might have not been able to get an allocation to deal because of the commitments were there and guess what someone Falls up short well now as you know as a sponsor whatever dollar is not coming in you got to make up for that so it's kind of a a   moving moving Target a kind of moving goal post in many respects so it's very nice that five days you're in you're out you're ready to go to the next that is awesome and then the next thought I have there is a capital allocator maybe you were late you're on vacation and there's this great deal that maybe your inbox is flooded and then one they you know peaked your interest and you could get the space into it well hey the deal could be live but you could have a five-day window to get your turntable   going to raise Capital safely and compliantly um in within this structure and infrastructure yeah great great points again I'll just come back to the benefits of working with some of our our lead sponsor partners like Lone Star so you heard Seth say hey as soon as you have all these things in order and you push the tri the tribit button we spring into action and you're ready to go right well you do need to have certain things figured out before you hit that tribit button and again the nice thing of   working with a a group like lonar amongst many other reasons is they have really ironed out the program the fun to fun program so if you're coming through them you already have those things figured out you hand them we get handed off or you get handed off to us and we're you're pushing that button and in five days you're ready to do onboard investors it's incredible that's amazing now the final thing what people have been waiting for what does this cost cuz you have to think for the amazing benefits   and the amazing opportunity you get to raise in this time and environment this has to cost a fortune maybe there's a massive upfront cost you know I'm not going to get into names but some groups charge an arm and a leg to get things set up if you want to do the more Boutique bespoke route where you're doing everything yourself without a name brand in a sense of the the setup you've got to go through the painstaking process of finding a Seth and a Travis and a this and a that to get all your documents ready to go however it's   pretty cost efficient and effective here so let's get into that I'll let Travis speak to our pricing at trivest but I do want to frame it with this when I worked in big law and you know massive Law Firm thousands of attorneys you would come to our law firm and want to put a fund of fund together or you know maybe even a more sophisticated fund but our prices started at $75,000 I think a lot of people out there in the industry are used to seeing kind of oh yeah maybe it costs like $115,000 maybe it cost $12,000 $225,000   on the top end when you get into the big leagues $75,000 to start and that's just your first drafts of your offering documents and then maybe one round of revisions and then we start charging you $1,000 doll plus an hour um to get across the finish line and that is just the legal by itself and guess what you may get there and then some could change a Nuance could happen and guess what you got to start it all over again and make further res revisions and have more billable hours to your incredible   attorney like s uh these people make a lot of money okay so this is a incredible opportunity to be in a very nice spot here where it might be cheaper and to your point there about that dollar fee I'm hearing 25 Grand from certain Services I'm hearing 75k 50k to make it do it yourself and for some people that's great that's fine that fits into their budget but for I would say the most people that are doing this that probably makes it to a point where you're paying to raise capital and that's what we're looking to avoid and   solve with try this so with that said Travis lead us away absolutely no what a great discussion and I teased Seth all all the time about his his industry it is it is it's the establishment right so we're disrupting The Establishment no doubt about it and uh so we just talked about what it would cost kind of going the more traditional routes well we're able to do everything that we just shared with you the setup the legal offering do uh the banking the uh helping of the onboarding setting up the cap table you   know doing the servicing of the filing for you all that for $5,000 so literally say that one more time please $5,000 yes only $5,000 and here's the other thing right when we talk about having the economics of the fun to fund set up and again getting back to the benefits of working with loone star is they've they've figured out the terms and uh even added in all the expenses of tribe vest right so that $5,000 is actually included in those in the economics so it's you don't have to kind of add on additional uh cost it's all in   there right and and you can do that with tri best because it's contained there's there's no creep of cost right and and I think it's also important to call out how we're able to do this is we have made a very firm box of what we're doing of course we've we've tailored it to these deals like to these deals so everything's in there that you need including the compliance includ you know everything we just talked about um but that's how we're able to do that this at scale and TurnKey and done for for you   so it's $5,000 to set up now we could also talk about what's it cost to administer this over five five years six years right most of these business plans are five years before they're exiting you know working with an administrator an Administration uh you know administrator you're talking about $155,000 a year well with tri best it's $2,000 a year remember we're doing all your uh distributions for you your cap table management that includes your k1s your taxes so you know anybody that's done this before they're like   it's more than $2,000 just to do the taxes every year right never mind you get the portal your investors have a a dashboard to see all their Investments and and set up their payout accounts and they get to see when their distributions are how many distributions they've had that's all there and and the distribution so anyway it's you know I think about we we mentioned right right place right time Craig and we've talked about all those things that kind of lined up for us but the industry has been trying to   figure this out and we just like to think that we're a small part of it we're that technology that kind of was the major unlock that kind of opened up the floodgates if you will and um and now our job is to go out there and tell people that this exists like this tool in technology is available for you and you should build a business on it yeah I want to make some other kind of comments and points there so you hear right there so just to summarize that it's $5,000 takes five days and it's you know   roughly $2,000 maybe a little bit more depending on the number of investors you have in the opportunity but all that's fine and dandy but if the product wasn't good that is where the problem is and it's sucks and I mean it sucks to spend money for something to not work well and people's experience that we've worked with have really liked the infrastructure of the product what it solves for because I think I'm someone personally that I am not afraid to spend a dollar I'm very good at spending money   but I like to spend money in areas where it's actually worth the money and I've had very good reviews here from people who have of course used the product so I just want to share that right there and that's kind of been some of the burden with some of the other products out there as well you spend a lot of money for the technology to not be great I mean Travis has a background with tech so inherently having that there to have the infrastructure be supported by a good product is the difference between   coming back and not coming back so I just want to tip the cap there to make it not only a good product but also have people come back to it but um it being cost efficient and effective as well and then the other time factor that I want to speak on is more from a sales perspective being someone that's been in sales by basically my entire career since I was 21 um almost a decade of sales in real estate specifically the last thing that I want to worry about and think about and do is uh had there be a burden of having you know to go   through Administration stuff talking to an attorney doing this doing that doing everything that's not shaking hands and legitimately moving the conversation forward and funding dollars into the account and what tribe best solves for is a cost- effective route with good technology and done quickly where you don't have to think about any admin stuff I want to connect with people I want to talk with people I want to grow the relationships and raise the capital I do not want to deal with in the your   view and the peripheral stuff and I'm sure you guys can appreciate that sentiment and also I've had people say similar things as well it means a ton to hear you say that of course that's we're building our business on fund managers coming back and building their business on our platform so um you know it's funny as as the founder and you know always improving and growing uh the the the the business and our solution We're Never Satisfied and um we always think we're disappointing in terms of the experience   or and we can be doing this better and we can right and we will but when we get feedback and we we do net promoter scores and get the feedback back from the fund managers and we get you know seven plus you know would you recommend this to friends and family and would you come back and that's just a super high rating if anybody's familiar with it and um and we're we're we're proud of that but we are just getting started I mean we are just getting started so I think we nailed the fact that we bring a ton   of value you know you're getting a good value uh but now we're going to really wow you and your investors that's our goal and uh we're going to keep pushing yeah so let's talk into maybe just the mission as the why you know why you guys are so passionate about this and want to create this product because you both are really smart guys you're very successful prior to this endeavor and Venture so you know why is this your mission and in your day to-day right now because you have the option of working so and doing   really what you want to do so let's talk about that maybe man that's Travis that's you again buddy you're the you're the big picture guy bring it oh man no look I think Seth and I this is personal for both of us right um my brothers and I wanted to get into real estate we didn't come from a real estate family you didn't get it you know that education in in school and we did what you know we've been doing since the beginning which is you know you come together with your tribe when you need to figure something out and that's what   we did and we we we started a a a tribe pulled our capital and started investing together and it changed our lives and it changed the trajectory of our of our family's Financial lives and um and that's why we're doing it um you know by doing this the fund managers right they're they're the they're the heroes in this movie the fund managers are the heroes in this movie that's how millions of investors are going to get access to these deals like the wealthy right we all know why we love real estate it it's   it appreciates it cash flow there's tax advantages you you name it there's a reason why the wealthy invest in these private deals these private real estate deals well most people don't have access to it the conduit to getting into those deals are you are the fund managers are those Capital raisers we're just happy that we're providing a tool for them that makes it easy that makes it easy but as you can tell we're passionate about it Seth I mean he he was a capital Riser right Seth's done a lot he's an   entrepreneur but he knows how hard it is to be a capital Riser and uh maybe you could talk a little bit about what what's motivating you s yeah I mean just quickly you know I took the the Bigger Pockets route so to speak you know read Rich Dad Poor Dad startlist to the Bigger Pockets podcast did a house hacked into a duplex and then started buying single family properties fixing flips and then started investing you're a grinder grinder just level by level by level right um started investing passively in deals when I   became a little bit more sophisticated um and then I was like okay now what now I want to be on the active side and at that point I really wanted to switch over to not practicing law whatsoever I was like screw this I'm leaving Big law I'm not doing this anymore I'm only going to invest in real estate um but then kind of along the the Journey of becoming an active investor and a syndicator and capital Riser I realized that my highest and best use is actually still as a Securities attorney and I'm   pretty good at it so I've kind of integrated that into my real estate business and and use that to um uh join join triest which is at the Forefront of I think perfect timing in this industry right like real estate and legal are two industries that just move extremely slow they're dinosaurs they don't want change and they're resistant to any kind of change right so we've got to as entrepreneurs even if we're fund managers or passive investors that are looking to um diversify our assets or lead sponsors we're the ones that have   to propel this forward and say hey we've got technology now behind us we've got all these different tools and ways to do things we need to take advantage of that and at Tri bestest we're building that so like what we are today is going to be completely different than what we are in q1 2025 and Beyond we are we are constantly building taking in feedback from all of our stakeholders and and and looking to take over the market I love it well then let's just real quickly go back into this we've kind of touched on   it but maybe just more specifically how you do work with everyone from lead sponsors fund managers and I know you're obviously always going to conferences and masterminds you're very accessible in many respects but let's just get into you know how you work with everyone once more just to maybe spoon feed everyone a little bit more information yeah absolutely so the lead sponsor uh we help them form their funto fun program right and that's a huge Advantage for them uh that they can offer a turnkey   funto fund program to their Capital Partners their their Capital raisers their fund managers and we'll we'll actually sit down and talk about all the things that you need to do for that to be successful you know how are you going to work with the fund manager um economics we talked about that you got to build in the fun to fun economics into your underwriting you know uh how are you how are you going to give them access to the marketing tools those types of things and really the the blueprint is is um you know is Lone Star   so lone Stars uh leading the way as they do in most things out there and have built just an awesome fun to fun program and that's why so many fun to fun managers are working with them but um you know that's how we work with the the uh the lead sponsors and we talked about all the benefits of that cool and then go ahead Seth on the are any questions there Craig no I think that that was really well said um kind of building out the blueprint that many people don't have and just how it works and pertains   to us if you are a capital allocator you kind of have understanding of the deal functions and then there's a additional level there of of underwriting materials so you can raise Capital so you understand the ever important what's in it for me conversation you can assess your opportunity cost between us and other sponsor if you're looking at other deals and whatnot I'll tell you this right now I'll say it again and again again we under promise and overd deliver that's kind of the the Mantra that we   try to have here like everything we're probably never going to show you the highest Returns on projections um we like to beat our deals up as much as possible prior to going live because it doesn't serve us nor you the investors to see what the best case scenario is um we try to make it as modest as possible with our assumptions so you know we have our infrastructure for what the deal looks like from an underwriting perspective what your theoretical compensation could look like so these are things are just very important to   think about uh we want basically everyone to be at parody what do I mean by that well if you're a capital raiser looking to raise for our deals we want your investor returns and our investor returns to look very similar they're going to vary ever so slightly because there's a slight drag you know for the fees Associated to the deal what do I mean by that well there's the administration fees that could be about $2,000 so sometimes that by comes by way of affecting the cash on cash return minuscule from a couple you know basis   points I would say roughly about the what looks like but you'll make it on the back end for the lift and raise of the deal there when the deal goes to sell so it's never going to be 100% similar because there are some you know technical nuances there but it is to be fair to everyone there and then you'll be getting you know a nice return on the deal that you raise for as well should there be profit split um above the preferred return so I just think that's a really important thing to hit on as to   how that fundamentally works now let's get into Seth with you over there on fund managers yeah fund managers we kind of touched on it already but you know we' we've changed our business so we're ready to work with fund managers directly um you know you can reach out to us and have an exploratory call if you want but really when you have a deal or you have a lead sponsor that you're ready to to work with that's really when we can spring into action um make that introduction reach out to us make the   introduction to the lead sponsor we can start going to work and again we can have you uh once we have the the information and and the things that we need from all the stakeholders we can have you up and running in five days and you know I'll just go ahead and talk about the passive investors too because they are really important maybe the most important I know a lot of those folks are are listening right now and just know that that's on our that's always on our road map to make the passive investors happy to make that user   experience awesome and streamlined and um you know just just an awesome experience for that passive investor because ultimately that's who we're serving we're trying to reach the passive investors let them get their money moving and so they can uh create multiple streams of income and we want to make that experience awesome for them because if they're happy then the fund managers are happy and the lead sponsors are happy too yeah there's two things that this show is about it's about the for this particular episode two things   it is the fund manager to be safely raising money in an everchanging business business and it is all about at the end of the day the investor the investor is the straw that stirs the drink they are the king of the beach so to speak they're the ones that this is all about for us to be able to give people who may not know that they can invest in those beautiful commercial real estate buildings that we drive by all the time you know it's sad to think that you know that's not in the hands of Main Street so to speak you know a   $50,000 investment gives you access uh to that product type now I'm not saying that's where every dollar should be you should have money probably in the stock market maybe you should have some money in your primary residence maybe you don't believe that mattra but you should have also some money in these institutional grade ACC or assets and that's what we're delivering here and it's so fun to be in a conversation with you both because you guys really are creating and are the future so it's cool   to be in in the moment to be having the conversation now but to be also progressing accordingly with with you all moving forward we just appreciate the partnership there's a reason why when we were cherry picking our initial lead sponsors that we we started to work with lonar and uh just you know couldn't couldn't tell you couldn't tell you how much we appreciate uh this partnership and and like you looking forward to what's to come in the future here yeah well with that said we could talk forever but we got to wrap it up at some   point so let's do that now Travis and sth thank you so much for giving us so much of your time here being generous how can people reach out with you want to learn more with maybe partnering at a sponsor level investor level and or a uh fund manager level absolutely LinkedIn is always the best place to kind of find me and follow me let me know you you heard me on this show I'd love to connect with you and uh and then you can email me and we'll also have a link on the show notes Here If that's uh if that's uh okay yeah of   course you can check out trib vest.com obviously and then for me you can find me all over any social media platform so feel free to reach out excellent well gentlemen thank you so much for your time today for those listening I hope you enjoyed this informative conversation about how the industry is moving and grooving and Ever Changing uh so we'll see you next week everyone have a great rest of your day peace Links from the Show and Guest Info and Links: https://www.youtube.com/watch?v=GVgT4GMrPPI&t=70s https://www.structuringandraising.com https://www.lscre.com/content/passive… https://www.lscre.com/resource/underw Seth Bradley's Links: https://x.com/sethbradleyesq https://www.youtube.com/@sethbradleyesq www.facebook.com/sethbradleyesq https://www.threads.com/@sethbradleyesq https://www.instagram.com/sethbradleyesq/ https://www.linkedin.com/in/sethbradleyesq/ https://passiveincomeattorney.com/seth-bradley/ https://www.biggerpockets.com/users/sethbradleyesq https://medium.com/@sethbradleyesq https://www.tiktok.com/@sethbradleyesq?lang=en Rob Beardsley's Links: https://www.linkedin.com/in/rob-beardsley/ https://www.facebook.com/RobBeardsleyLSC/ https://www.lscre.com/team/rob-beardsley https://www.instagram.com/robbeardsley8/ https://www.facebook.com/RobertToddBeardsleyIII/ https://x.com/RobBeardsley3?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor https://www.tiktok.com/@robbeardsley3

Send us a textIn episode 269 of Beyond The Story, Sebastian Rusk interviews Kat Weaver, founder of Power to Pitch, as she shares her incredible journey from a college dorm room entrepreneur to a successful business leader in the startup and pitch world.Tune in for an engaging discussion filled with inspiration and valuable lessons in entrepreneurship and self-improvement.TIMESTAMPS[00:02:08] Starting a business in college.[00:05:05] Wearable wrist wallet for essentials.[00:10:22] Grants and non-dilutive funding.[00:10:45] Fundraising for underrepresented founders.[00:16:56] Raising capital challenges.[00:20:14] Advice on fundraising and investors.[00:21:37] Living a designed life.QUOTES"My whole mission is helping founders get funded faster." -Kat Weaver"The majority of founders who raise actually fail and burn their businesses because of misaligned expectations or maybe a bad investor." -Kat Weaver "First thing is don't take advice from someone who hasn't raised money or achieved what you want." -Kat Weaver "Not all money is good money." -Kat Weaver==========================Need help launching your podcast?Schedule a Free Podcast Strategy Call TODAY!PodcastLaunchLabNow.com==========================SOCIAL MEDIA LINKSSebastian RuskInstagram:https://www.instagram.com/podcastlaunchlab/Facebook: Facebook.com/sruskLinkedIn: LinkedIn.com/in/sebastianrusk/YouTube: Youtube.com/@PodcastLaunchLabKat WeaverLinkedIn: https://www.linkedin.com/in/katweaver/ Instagram: https://www.instagram.com/iamkatweaver/ ==========================Take the quiz now! https://podcastquiz.online/==========================Need Money For Your Business? Our Friends at Closer Capital can help! Click here for more info: PodcastsSUCK.com/money==========================PAYING RENT? Earn airlines when you do with the Bilt Rewards MastercardAPPLY HERE: https://bilt.page/r/2H93-5474

Send us a textIn this candid Family Office Club investor panel, leading family offices and venture investors reveal the first question they ask when vetting a CEO or deal — and why it can make or break an investment.From uncovering hidden debt to testing a founder's execution plan, these seasoned investors share the sharp, direct questions that quickly separate great opportunities from time-wasters.What You'll Learn:- Why undisclosed debt can instantly kill a deal- How to spot red flags in founder relationships (including co-founders who are secretly married)- Why “real revenue” beats letters of intent or purchase orders every time- The critical importance of use-of-funds and 5-year execution plans- How to pressure-test competitive strategy in markets dominated by giants (e.g., Elon Musk)- The fastest way to save time in due diligence and avoid dead-end meetings

How to Truly Control Your Capital - #292 In this episode of the Private Lenders Podcast, hosts Jason Balin and Chris Haddon from Hard Money Bankers break down one of the most common challenges private lenders face — keeping control over their capital investors. Whether you're lending through a fund or direct placement notes, having clear, consistent systems for rates of return, documentation, underwriting, and investor communications is essential. Jason and Chris share real-world examples of what happens when lenders give too much control to their capital base, and the simple steps you can take to avoid investor-driven chaos. What You'll Learn in This Episode: How to set a standard rate of return (and stick to it) Why consistency in documentation and underwriting protects your business How to renegotiate with early investors giving them too-good terms The dangers of custom one-off deals and why they don't scale How to build long-term, win-win relationships with capital investors Whether you're new to private lending or running an established hard money business, this episode will help you treat your lending like a real business — protecting your time, your returns, and your investor relationships.

Alfonso Peccatiello built a following of 500,000 on LinkedIn by doing something radical – by being a real, authentic human in the fund world.  And that authentic social presence helped him close investment deals for his new hedge fund, Palinuro Capital.  Alfonso's story is proof that it pays to challenge the status quo and to put people (and connections) first – even in a numbers-obsessed industry.  Want the full story? Join Alfonso and Stacy as they discuss: Alfonso's backstory: How a car accident sparked his obsession with creating success on his own terms Why he's never afraid to repel the wrong investor How his willingness to repel, both on social media and in meetings, has helped him attract more of the right investors The lesson he learned as a $20B bond manager that has served him most as an entrepreneur (spoiler alert, it wasn't an investing technique) More About Alfonso PeccatielloAlfonso (Alf) Peccatiello is the CIO of the global macro hedge fund Palinuro Capital. Alf was born in Southern Italy, roughly 1,000 km away from the closest financial center, yet his dream was to run his own hedge fund. To get there, he had an idea: share macro analysis and frameworks with the world through his research firm, The Macro Compass, first, establish relationships, and only after spinning out his macro hedge fund. After scoring the largest asset managers in the world as clients of his research, here we are: his global macro hedge fund, Palinuro Capital, is ready to launch in January 2025. As a proper Southern Italian, Alf stands by three culinary rules: no cappuccino unless it's breakfast, no pineapple on pizza, and never break pasta in pieces!Apply for The StorySales™ Accelerator, an exclusive 6-week program for boutique fund managers who want to craft compelling stories and confidently raise capital | https://www.havenercapital.com/accelerator Want More Help With Storytelling? +  Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth:https://www.stacyhavener.com/subscribe   - - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros.Join Havener Capital's exclusive membership - - -Thinking about expanding your investor base beyond the US? Not sure where to start? Take our quick quiz to find out if your firm is ready to go global and get all the info at billiondollarbackstory.com/gemcap- - -Apply for The StorySales™ Accelerator, an exclusive 6-week program for boutique fund managers who want to craft compelling stories and confidently raise capital | https://www.havenercapital.com/accelerator---Running a fund is hard enough.Ops shouldn't be.Meet the team that makes it easier. | billiondollarbackstory.com/ultimus

Send us a textWe're in the third year of the toughest venture capital market in decades. In this Family Office & Investor Panel, top investors and capital raisers share real-world strategies for securing funding, standing out from the crowd, and thriving in today's high-interest, high-volatility environment.What You'll Learn:- How to differentiate your pitch and make it memorable to investors- Why “being real” and prepared beats chasing every shiny opportunity- Leveraging opportunistic and non-correlated investments during downturns- Why oil & gas, healthcare, and legal investments can build true portfolio resilience- The case for midstream pipeline infrastructure as a mispriced asset class- How short, targeted capital raises can reduce risk and attract investors fasterFeaturing leaders in real estate, oil & gas, opportunistic funds, and alternative investments — with proven track records of navigating market cycles and delivering outsized returns.

Send us a textLooking to raise capital in today's market? Watch this expert panel of founders, fund managers, and family office leaders share what's actually working in 2025 — from cutting-edge tools and tech like ChatGPT, to timeless strategies like in-person networking, educational content, and investor trust-building.You'll hear real stories and proven tactics from investors in oil & gas, real estate, art, cannabis, and advanced robotics. Whether you're a seasoned capital raiser or just getting started, this is a masterclass in modern fundraising.

Send us a textComing to you from Thailand, Richard C. Wilson shares a powerful insight for founders and fund managers: overpromising kills deals. If you're raising capital and making bold claims without checking them against industry standards—or using AI to stress-test your assumptions—investors will go dark on you fast.Learn the simple but critical mindset shift that can help you gain investor trust, stand out from the noise, and avoid sounding like every other amateur pitch.✅ What you'll learn in this video:– Why overpromising instantly ruins investor trust– How to avoid sounding like every other pitch– The easiest AI tool you're not using (but should)– What family offices and real investors really look for

This week I'm going solo on the mic breaking down every nitty gritty detail of my latest project... drum roll please... raising investor capital for a luxury, waterfront Upstate New York property! As I write this, I'm happy to announce we officially closed and all funds have been wired. All that to say, I definitely made some mistakes with how I went about this. And today I'm sharing the good, the bad, and the ugly. In this episode I'll take you through the entire process, start to finish, and detail what worked and what definitely did not. As promised, here's the investor interest form I mentioned in today's episode. Either copy it for your own purposes, or fill it out if you want to partner on a future deal! Episode 156 with Madi Johnson Thank you to my sponsors! Lodgify - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Link⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Receive 20% off Lodgify's most powerful plans with code NoVacancy20 at checkout Proper - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Link⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Visit the link to claim your free risk assessment with Proper. Learn more about your ad choices. Visit megaphone.fm/adchoices

Success as a founder is about more than impressive AUM. It's about maintaining autonomy and connnection. It's about taking pride in what you do, the team you've built, and most importantly having fun along the way. Take it from today's guest, Greg Dean, founder of global small-cap specialist firm Langdon Partners.In this episode, he and Stacy discuss: Greg's backstory: From Fidelity Investments to co-founding a $27B investment firmHow his passion for connecting people and numbers drove him into small-cap investingHis big leap from the shallow end of co-foundership to founding his own firm Why AUM isn't the only measure of success in small-cap investingStrategies for maximizing return on time in small-cap investingThe challenges of climbing the ranks in the fund worldKey advice for fund managers considering leaping into entrepreneurship About Greg Dean:  Greg founded Langdon Equity Partners in 2021 and is the firm's Chief Executive. He is the lead investor for Global and Canadian smaller companies portfolios. Greg has over 15 years' experience in investment management.  Before founding Langdon he was a Partner and Portfolio Manager at Cambridge Global Asset Management (a boutique within CI Investments), responsible for the Canadian and Global smaller companies portfolios, having joined there in 2011 as an analyst. While at Cambridge Greg was the joint recipient of the prestigious Morningstar Breakout Fund Manager of the Year in 2015 and his funds have won numerous industry awards over the years.Previously he spent 3 years as a Canadian analyst covering consumer and infrastructure at Fidelity Investments.  Greg has a degree in Mathematics from the University of Waterloo and a Bachelors of Business Administration from Wilfrid Laurier University. He is also a CFA charterholder. Apply for The StorySales™ Accelerator, an exclusive 6-week program for boutique fund managers who want to craft compelling stories and confidently raise capital | https://www.havenercapital.com/accelerator Want More Help With Storytelling? +  Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth:https://www.stacyhavener.com/subscribe  Resources Mentioned in This Episode: Song: 22 Two's – JAY-Z  Books: Same as Ever by Morgan Housel, Start-Up Nation by Dan Senor - - -Thinking about expanding your investor base beyond the US? Not sure where to start? Take our quick quiz to find out if your firm is ready to go global and get all the info at billiondollarbackstory.com/gemcap- - -Apply for The StorySales™ Accelerator, an exclusive 6-week program for boutique fund managers who want to craft compelling stories and confidently raise capital | https://www.havenercapital.com/accelerator

In this episode of Durable Value, we talk about the science of failure—why even great companies and properties can drift off course, and how to recognize and prevent the subtle missteps that lead to bigger problems. We discuss the difference between luck and skill in investing, the dangers of narrative reinforcement, and practical strategies for building resilience in your business. Whether you're a real estate investor, entrepreneur, or leader, you'll find actionable insights to help you avoid common pitfalls and turn failures into stepping stones for long-term success.Timestamps:00:00 - Introduction: The Science of Failure01:26 - Luck vs. Skill in Investing02:20 - Information Machines & Signal vs. Reality02:57 - Luck as Skill: The Genius-Idiot Cycle03:15 - Real Estate Market Cycles as Levelers03:38 - Execution Engine: Buying the Right Assets06:20 - Navigating Seller and Broker Dynamics07:03 - Macro Understanding from Multi-Market Experience09:05 - Short-Term vs. Long-Term Thinking10:33 - Capital Pressure and Market Cycles11:25 - Institutional Capital and Volatility12:07 - Raising Capital in Down Markets13:31 - John Boyd's OODA Loop: Orienting to Reality13:50 - Failure as a Path to Success14:32 - Red Teaming & Pre-Mortems15:12 - Building a Culture of Openness15:39 - Rebuilding Systems for the Long Term16:02 - From IRR to NOI: Adapting to a New Decade16:22 - Building for Stability and Optionality19:58 - Closing

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Send us a textIn this powerful discussion, Sylvia—an experienced voice in policy and wealth management—breaks down why emerging fund managers and independent sponsors continue to face massive roadblocks in raising capital post-COVID.She explains the growing gap between smaller investment firms and trillion-dollar wealth management giants like Blackstone and KKR, and what emerging managers must do to compete in today's conservative capital environment.

Send us a textDiscover the top secret to raising capital faster and more efficiently from Richard C. Wilson, founder of Family Office Club. In this short video, Richard explains the most powerful shortcut: securing an anchor investor who has already built and exited companies or assets in your niche.Learn how to identify, approach, and benefit from strategic investors who can accelerate your capital raise by 4x or more. Whether you're in real estate, tech, or private equity—this tip could unlock your next big raise.

Send us a textAvoid the #1 mistake founders make when pitching investors. In this quick video from Thailand, Richard C. shares why experienced investors instantly walk away from overly optimistic "hockey stick" projections—and what actually builds trust and closes capital.✅ Key points:– Why big promises don't work– The power of trust, team & process– How to pitch like a pro (not an amateur)

From Multifamily to Market Mastery: Raising Capital in Uncertain Times with Hunter Thompson | Raise Capital Legally PodcastIn this episode of Raise Capital Legally, hosts Kim Lisa Taylor and Krisha Young are joined by Hunter Thompson, founder of RaisingCapital.com and creator of the RaiseMasters coaching program. Hunter is also the author of Raising Capital for Real Estate and has deep experience in navigating market cycles.In this conversation, Hunter shares valuable insights on the multifamily asset class, the dangers of high projected IRRs, and how to structure investor deals during challenging times. He also emphasizes the importance of advertising compliance and discusses the growing role of business acquisitions in today's investment landscape.If you're new to raising capital or facing uncertain market conditions, this episode is a must-listen. Hunter's advice will help you navigate the complexities of real estate investing and capital raising with confidence.Timestamps:0:00 - Introduction2:30 - Hunter's journey through market cycles8:15 - Understanding IRRs and investor expectations15:00 - The role of advertising compliance in capital raising22:10 - Structuring deals in challenging times30:50 - Why business acquisitions are becoming more important37:30 - Key takeaways for investorsDon't forget to like, subscribe, and hit the bell for more insights from top industry experts!#RaiseCapitalLegally #RaisingCapital #RealEstateInvesting #CapitalRaising #HunterThompson #MultifamilyInvesting #RealEstateTips #InvestorDeals #AdvertisingCompliance #RealEstateBusiness

What does it truly mean to be an entrepreneur or an investor—not just in terms of dollars and deals, but in the way we think about money, wealth, and possibility? In this special rebranding episode of The Angel Next Door Podcast, host Marcia Dawood invites us to pause and reconsider our most fundamental beliefs about investing and wealth. With over 130 episodes under her belt, Marcia prompts listeners to reflect on the invisible barriers that keep so many—especially women and those from underrepresented backgrounds—on the sidelines of early stage investing.This 7-minute episode features Marcia herself at the helm, sharing insights from her journey as a longtime angel investor, author, and advocate for democratizing access to capital. Fresh off publishing her book "Do Good While Doing Well," Marcia brings a wealth of experience and perspective to the conversation. She speaks candidly about the responses she's received from both investors and entrepreneurs, highlighting the deep need for education, community, and personal reflection around financial topics that historically have been shrouded in jargon and exclusionary language.At its core, this episode marks a pivotal shift for the podcast as Marcia announces a reimagined focus—expanding the narrative beyond technical investing tips to encompass conversations about money, personal beliefs, systemic barriers, and new definitions of wealth. With "wealth reimagined" now part of the show's branding, listeners can look forward to richer, more inclusive explorations of what it means to invest, support founders, and use money as a force for good. This is a must-listen for anyone—whether you're a founder, an aspiring investor, or simply curious about financial empowerment—who wants to be part of shaping a more conscious, equitable, and impactful future. Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

What do a chimney sweep empire, a top hat obsession, and a $500M home services company have in common?Dock Street.This Newport-based multifamily office is redefining wealth management for Main Street entrepreneurs, and it's run by a sibling duo, Spencer Ogden and Liz Curtin. who swore they'd never work together.In this episode, Spencer and Liz join Stacy to talk about:Growing up in a business... then choosing to join it at 40What second-gen operators really need to carry on the family legacy successfully How they help families turn work ethic into generational wealthWhy bonds don't cut it for entrepreneurs (and what does)Their hacks to making their family biz actually work without sabotaging their relationships (because that would make holiday dinners quite awkward)Apply for The StorySales™ Accelerator, an exclusive 6-week program for boutique fund managers who want to craft compelling stories and confidently raise capital | https://www.havenercapital.com/acceleratorAbout Spencer & Liz:Spencer Ogden Spencer brings over two decades of experience in the investment industry, with a career that began at Citigroup and Legg Mason, followed by 13 years at K2 Advisors, a hedge fund affiliate of Franklin Templeton. At K2, he managed quantitative strategies overseeing more than $700 million in assets.With a long-standing interest in microeconomics, Spencer is particularly focused on how individuals and families make financial decisions. His background in portfolio construction and asset allocation informs his current work in retirement income, tax strategy, and inheritance planning.He holds both the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations, and earned his degree in Computer Science from the University of Texas at Austin. Spencer is also an experienced offshore sailor and navigator, having competed in numerous regattas and sailed more than 15,000 nautical miles—including an Atlantic crossing.Liz Curtin Liz leads Dock Street's marketing efforts and also supports clients directly. Before joining the team, she worked as an independent consultant, partnering with a range of organizations on everything from marketing and hiring to organizational strategy and special projects. Along the way, she helped launch several new ventures, always with a focus on creative problem-solving and building strong relationships.She holds a master's degree in Education Policy from King's College London and a bachelor's in Secondary Education–Social Studies from Indiana University. Earlier in her career, Liz served in the Peace Corps in Romania, where she taught high school English and supported a local orphanage. She now lives in Seattle with her husband and two sons.Resources Mentioned in This Episode: Playboy's Book of Games Beat the DealerBeat the MarketThe Go Giver Want More Help With Storytelling? +  Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth:https://www.stacyhavener.com/subscribe   - - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros.Join Havener Capital's exclusive membership - - -Thinking about expanding your investor base beyond the US? Not sure where to start? Take our quick quiz to find out if your firm is ready to go global and get all the info at billiondollarbackstory.com/gemcap- - -Apply for The StorySales™ Accelerator, an exclusive 6-week program for boutique fund managers who want to craft compelling stories and confidently raise capital | https://www.havenercapital.com/accelerator

In this episode of Money Moves, Matty A. is joined by Tilden Moschetti, founder of Moschetti Syndication Law Group, for a legal deep dive into the world of capital raising for real estate deals. Learn when to structure your deal as a syndication versus a fund, the legal boundaries of 506(b) and 506(c), and how to stay compliant with SEC regulations.Tilden also unpacks common mistakes made by first-time syndicators and explains how to properly document investor relationships, select the right model, and protect your business from legal exposure.What You'll Learn:How syndications differ from funds in structure and strategyWhen to choose 506(b) vs 506(c) offeringsWhat qualifies as a “pre-existing relationship” under SEC rulesHow fund models offer flexibility but come with complexityLegal traps to avoid when raising private capitalThe importance of custom documentation over templatesHow to legally scale your capital-raising effortsTimestamps: 00:00 – Introduction to Tilden Moschetti 03:00 – Syndication vs fund overview 07:00 – Navigating 506(b) vs 506(c) exemptions 11:00 – Building compliant investor relationships 16:00 – Fund structure considerations 21:00 – Mistakes real estate sponsors make 25:00 – Which model fits your business 30:00 – Benefits of the fund approach 36:00 – Closing legal insights and investor protectionConnect with Tilden Moschetti Website: https://www.moschettilaw.com/home/ LinkedIn: https://www.linkedin.com/company/moschettilaw/ Instagram: https://www.instagram.com/moschettilaw/ Facebook: https://web.facebook.com/syndication.attorneys/ YouTube: https://www.youtube.com/@syndicationattorneyEpisode Sponsored By:Discover Financial Millionaire Mindcast Shop: Buy the Rich Life Planner and Get the Wealth-Building Bundle for FREE! Visit: https://shop.millionairemindcast.com/CRE MASTERMIND: Visit myfirst50k.com and submit your application to join!FREE CRE Crash Course: Text “FREE” to 844-447-1555FREE Financial X-Ray: Text "XRAY" to 844-447-1555

In this episode of The Multifamily Minute, Tyler flips the script on raising capital—it's not begging, it's building. As a multifamily investor, you're not asking for money—you're giving people a shot at cash flow, early retirement, and long-term wealth they might never create on their own.We want your feedback! Take our survey to help us better your listening experience.Check out the Multifamily Mindset store for great tools like the Think Bigger Journal and MFM merchandise.Follow us on Instagram:►Tyler Deveraux (@tyler_deveraux), CEO of Multifamily Mindset & Managing Partner of Axxis Capital►Cyndi Maguire (@cyndigap), Real Estate Investor & Consultant at the Multifamily Mindset►Zach Rucker (@zachrucker), Underwriting Mentor at the Multifamily Mindset

We're excited to bring you a special cross-over episode from our friends at the 'Think Fast, Talk Smart' podcast. Host Matt Abrahams joined us and recorded this live session at the Stanford Seed Transformation Network Summit in Cape Town, exploring the authentic communication strategies that every entrepreneur needs to master.Real connection means understanding your audience, staying true to yourself, and creating space for others.How do you communicate who you are, what you stand for, and leave space for others to do the same? At the Stanford Seed Summit in Cape Town, South Africa, three Stanford Graduate School of Business professors explored why real connection is built through authentic communication.For Jesper Sørensen, authentic organizational communication means talking about a business in ways customers or investors can understand, like using analogies to relate a new business model to one that people already know. For incoming GSB Dean Sarah Soule, authentic communication is about truth, not trends. Her research on "corporate confession" shows that companies build trust when they admit their shortcomings — but only if those admissions connect authentically to their core business. And for Christian Wheeler, authentic communication means suspending judgment of ourselves and others. “We have a tendency to rush to categorization, to assume that we understand things before we really do,” he says. “Get used to postponing judgment.”In this special live episode of Think Fast, Talk Smart, host Matt Abrahams and his panel of guests explore communication challenges for budding entrepreneurs. From the risks of comparing yourself to competitors to how your phone might undermine genuine connection, they reveal how authentic communication — whether organizational or personal — requires understanding your audience, staying true to your values, and creating space for others to be heard.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode of Real Estate Investing Academy (RIA), hosts Mike and Marcus discuss key questions and insights based on a poll conducted among RIA members. They dive into why finding deals is challenging in the current market, emphasizing the impact of low interest rates and limited seller motivation. The discussion also covers the importance of long-term rental properties for wealth building and strategies to navigate high interest rates and secure financing. Additionally, Mike and Marcus share their thoughts on doubling down in uncertain times, the significance of private capital raising, and strategies for continued success in real estate investing. Tune in for valuable tips and strategies to stay active and profitable in the real estate market. Key Takeaways: 00:52 Challenges in Finding Deals 01:50 Market Dynamics and Seller Behavior 05:25 Importance of Off-Market Properties 07:26 Focus on Landlording 09:40 Long-Term Benefits of Rental Properties 17:31 Creative Financing and Raising Capital 18:43 Challenges in Finding Good Deals 19:41 Raising Private Capital 21:24 Maximizing Opportunities in Real Estate 23:55 The Importance of Doubling Down 25:55 Staying Active and Networking 28:06 Adapting to Market Shifts      

What does brushing your teeth, folding laundry, and investing in a $52M hotel have in common? Everything.   On this episode of Abundance Thursdays, Vinney Chopra and Gualter Amarelo unpack how small disciplines become the foundation of financial empires—and why today's micro-decisions create tomorrow's passive income.   Here's what you'll walk away with:

What do you do when the market tells you there's no room for another fund? You tell a better story and carve your niche anyway.In this episode, Stacy sits down with Bob Lind, Co-Founder of Lind Capital Partners, a boutique manager specializing in one of the most overlooked corners of the credit market: non-rated municipal bonds.They dive into how Bob went from selling himself into his first research job to building a firm around a misunderstood asset class and why ditching the pitch helped him find the right investors. They also cover: Why non-rated doesn't mean “junk” (and how Bob spots value where others won't look)The inflection point that sparked the launch of Lind Capital (hint: it involves a friend, a Fidelity broker, and a missed opportunity)How Bob went from BlackRock-comparison pitches to founder-forward storytellingThe power of showing up as yourself and why authenticity wins with allocatorsPlus: how to listen better in meetings, the magic of behavioral discovery questions, and the one Bruce Springsteen song that got Bob through everything.About Bob Lind: Bob is a co-founder of Lind Capital Partners. He has built the firm around his passion for finding opportunities in inefficient markets and providing innovative ways to deliver access to individual investors. With nearly 40 years of experience in the municipal bond market, there is little Bob has not done. Today, he leads the portfolio management team and strategic initiatives for LCP.Prior to founding Lind Capital Partners, Bob managed a $500 million high yield municipal bond portfolio for Deutsche Bank, where he leveraged his prior sell-side experience and institutional relationships. Bob began his career as a municipal analyst at Nuveen before moving into institutional sales and trading at Kemper Securities and Raymond James, where he underwrote, traded and sold municipal bonds.Bob received a BA in History from Kenyon College and an MBA in Finance and Accounting from the University of Chicago. He is a passionate bread baker/pizza maker, feeding and nourishing his 25+ year-old home-grown starter. Outside of the office and the kitchen, he enjoys paddle tennis, golf and telemark skiing.Want More Help With Storytelling? +  Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth:https://www.stacyhavener.com/subscribe   - - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros.Join Havener Capital's exclusive membership - - -Thinking about expanding your investor base beyond the US? Not sure where to start? Take our quick quiz to find out if your firm is ready to go global and get all the info at billiondollarbackstory.com/gemcap- - -Apply for The StorySales™ Accelerator, an exclusive 6-week program for boutique fund managers who want to craft compelling stories and confidently raise capital | https://www.havenercapital.com/accelerator

Title: What They Don't Tell You About Raising Capital (Until It's Too Late) with Ben Fraser Summary: In this episode of the Invest Like a Billionaire podcast, host Ben Frasier interviews Seth Bradley, the Chief Legal Officer at TribeVest and an experienced securities attorney. They discuss Seth's transition from a big law background to becoming a passive investor and then an active capital raiser, detailing the steps involved in his journey. Seth shares insights on private placements and syndications, emphasizing the importance of understanding legal documents such as Private Placement Memorandums (PPMs) and operating agreements. The conversation also highlights key trends and shifts in capital raising, particularly the emergence of the fund-to-fund model, which allows passive investors to leverage their networks without taking an active role in deal management. Furthermore, Seth talks about the services provided by TribeVest to simplify the investment process for both passive investors and new fund managers. They touch upon the current state of the alternative investment market, discussing the advantages and opportunities available amid economic challenges. Links to listen and subscribe: https://podcasts.apple.com/us/podcast/155-moving-from-passive-to-active-investor-feat-seth/id1587171662?i=1000652125962 Links to watch and subscribe: https://www.youtube.com/watch?v=oiRq38II33s&t=1047s Bullet Point Highlights: Seth Bradley's Journey: Transitioned from big law to passive investing, and now to active capital raising. Understanding Legal Documents: Importance of critically reviewing PPMs and operating agreements as an investor. Red Flags in Investments: Identifying key terms and clauses in legal documents that can affect investor rights and returns. Fund-to-Fund Model: Insights into how new capital raisers can operate without needing to be actively involved in deals. TribeVest Services: Overview of how TribeVest supports fund managers with a streamlined legal and operational framework. Market Trends: Discussion on the evolution and current opportunities within the alternative investment space. Advice for Investors: Encouragement to dive into the market now to capitalize on upcoming opportunities as conditions stabilize. Transcript: hello future billionaires welcome back to another episode of the invest like a billionaire podcast today's guest is Seth Bradley very fun to talk with him he's friend of mine for several years and he's the chief legal officer at tribe vest which is a really cool company if you haven't heard of them we actually had their CEO and founder on about a year ago but they're kind of doing a really new cool push that I'm going to talk about in a sec but his background he's a big law Securities attorney spent a lot of time in kind of   corporate world transition really to kind of becoming a passive investor invest a lot of syndications so he talks a lot about his journey making that transition kind of going to generate passive income Financial Independence but then he's actually shifted back to becoming an active Capital Riser and he's seen a lot of people make this transition that been investing for a little bit and now want to kind of activate their Network and some of the stuff they're doing at Tri bestest is making this really really easy for   people so it's a really cool interview we kind of hit a lot of his journey from his perspective as a Securities attorney what are some of the big things you got to focus on when you're reviewing legal documents what are the red flags yellow flags Etc and then he kind of shares a little bit about some of the things and the trends going on in the kind of private placement syndication and capital raising worlds that if you haven't heard about some of these ideas you definitely want to tune in and listen because it's pretty cool I'm   seeing the same thing on my side of things so you're going to enjoy this episode he's a very very sharp guy and a lot of great insights that he shared I think you're going to love this episode please enjoy this is the invest like a billionaire podcast where we uncover the alternative investment and strategies that billionaires use to grow wealth the tools and tactics you'll learn from this podcast will make you a better investor and help you build Legacy wealth join us as we dive into the world   of alternative Investments uncover strategies of the ultra wealthy discuss economics and interview successful investors looking for Passive Investments done for you with and funds we help accredited investors that are looking for higher yields and diversification from the stock market as a passive investor we do all the work for you making sure your money is working hard for you in alternative investments in fact our team invests alongside you in every deal so our interests are aligned we focus on macr   driven alternative Investments so your portfolio is best positioned for this economic environment get started and download your free economic report today welcome back to another episode episode of the invest like a billionaire podcast I am your host Ben Frasier and joined by a very exciting guest Seth Bradley I've know Seth for several years he is the managing partner at Ray's law and the chief legal officer at tribe vest and uh Seth and I have done some business over the years and different things he's an   attorney and uh a very experienced Securities attorney and even has his own podcast called the passive income attorney podcast and so he comes with a really unique perspective both being an entrepreneur investor as well as an attorney gives him some really unique insights in this space of kind of private placements alternative Investments and super excited to have on the show so Seth thanks for coming on man Ben appreciate it man we finally got around to to recording this really really appreciate it man yeah it was   kind of fun because we reached out a couple years ago and uh we're we're gonna do something that never worked out and then all of a sudden you're ready to do the podcast tour and Pops back up three years later so hey let's do good I'm I'm gay man so looking forward to doing this now so give a little bit of uh context for your background uh for those who maybe aren't familiar with you and just kind of what you do in kind of the areas of expertise that you focus on as an attorney sure man so I worked in   big law for about seven years um most recently at a top three globally ranked Law Firm um as a real estate started out as a real estate attorney made my way over to Securities um at that point um I started kind of getting that you know mo as most entrepreneurs do that feeling like you want to do something else you don't want to have all these bosses you want to get out there and do your own thing um but you know I'd worked pretty hard to get where I was so I wanted to make sure that I knew what I was getting   myself into um I'd already been working with Real Estate Investors and folks like that as my clients um started talking to them started talking to some of the partners in my in my firm about how they invest what they do um really Lear learned about you know passive investing um and making my way kind of to the equity side and that's really where I my journey began as a passive investor in in syndications so I invested in a number of those um and also invested actively you know I kind of did the the Bigger Pockets uh you   know path where I listened to Bigger Pockets I did a you know house hack I did fix and flips I did buy and hold single families things like that as well as past investing in larger Investments um and at that point I realized hey I've got this network of attorneys and other folks that I can raise capital from so I made my way from passive investor to active investor man so you've done done the the full circle here I love it so started Big Lot and your bio says you Clos billions of dollars in real estate   transactions over the past decade so you've you've seen a lot of deals um I'd be curious because you know a lot of people that maybe newer to real estate investing newer to Alternative investments in general and just the world of private placements they kind naturally think hey the only way I can do it is you know the Bigger Pockets path which is a great path if you want to go and you know do it actively and have a second job so to speak where you go and buy your own real estate and and fix it up or work with contractors to   fix it up but you went straight into syndications which in a lot of ways uh fits better for uh people that are working professionals and you know don't want to necessarily trade time for wealth building already have a great income uh generator through the their job or their business and they want to just redeploy that into syndications so what was kind of the journey for you understanding the world of syndications and really with your background um insecurities law and how did you kind of get comfortable with that and what was   the Journey For You diving head first into syndications early on yeah I mean you really have to have skills uh money or time that those are the three things you can really offer right so it depends on how much of each one of those you have as to what your investment profile should look like and what you should get started in um I was actively wanting to participate in deals from the get-go but I did already have exposure from my real estate uh real estate practice to syndications and and watching other   people raise Capital knowing that those types of Investments are out there so I think I had an advantage there because prior to that I had no idea the only thing I knew was kind of that Bigger Pockets path it's like okay well house hack into a single family or dup or a duplex and then rent the other side out and then Fix and Flip This or wholesale that um I didn't really know about syndications other than through um my my law practice so I think I had that Advantage um get getting that exposure   and being able to transition to that quicker yeah talk a little bit about I mean your podcast is called passive income attorney and your your big goal is passive income and what was really kind of the idea behind that or why was that your primary goal and what does that mean to you yeah I mean the idea behind that was to be passive and I think we kind of as entrepreneurs we go back and forth I think we all want to end up on the completely passive side eventually but sometimes you don't get there as quickly   if you don't go on the active side for a little bit and I think I'm I'm seeing that a lot myself I did that I started investing passively and now I went to the active side as an active syndicator as a fund manager raising capital and participating in deals even on the operational side um because you can accelerate quicker that way if you the more time and effort that you put in the faster you can accelerate now a lot of folks out there especially pive investors listening if their doctors dentist lawyers they don't have time for   that so they need to invest passively that's probably the best use of their time because their highest and best use of their time is in their career being a doctor a dentist a lawyer an engineer where they're making a lot of money in their active income it doesn't really make sense that for them to start a fix flip business or wholesale business or even a syndication business really out of the gate until you figure out what what you want to do it makes more sense to take that active income put it into   passive investment vehicles that don't take any time away from your practice Yeah I love that what' you say there's you you one of three things skills time or money right and so one of those you're going to be trading to generate more passive income or wealth and wherever you're at in the Spectrum and where you're willing to kind of trade for for that invest I love that it's very uh makes a lot of sense so talk a little bit you know I want to get to what you said this in the minute kind of transitioning kind of bluring the line   of going back and forth between passive and active I think this is really interesting I've seen the same Trend but before we get there you know a lot of a lot of our listeners you know that are maybe newer to syndications newer to passive investing they um get a little bit shell shocked when they see a PPM or a set of legal docs to review for a deal and they they don't know what should I be focusing on what should I be looking for what are potential red flags or yellow flags and you know from your perspective and   I'm sure you probably saw a lot of things early on they like okay that's interesting or um you know making that transition you already had a leg up uh given your background but what are some kind of key things that you know maybe even coming into it you already had a leg up but now even 10 years later down the road have learned and things that you said you know hey this is way more important than I thought it was originally from from a pure passive standpoint because I think that's a roadblock for a lot of people yeah yeah   and you know it's intimidating right when you get that first PPM which is going to have exhibits to it and the exhibits are going to be an operating agreement subscription agreement maybe um maybe some marketing materials a business plan things like that you're looking at at least a 100 page document maybe it's 200 pages and if you're not a lawyer and used to looking at 100 page documents that is intimidating you're like what am I supposed to do this is going to take me you know this is like a month's worth reading if I'm actually   going to read this thing and really most past investors don't read it um but you should I mean you should at least start reading them um because it gets it gets easier and easier to read because they're all going to be very similar they're all going to have a similar structure and similar pieces and things to look out for I think one really important thing and you might not be able to do this the first time but you can start um kind of thinking about it but just really matching the PPM to the oper room because the PPM should really   be um kind of a a summary so to speak of the operating agreement because the operating agreement is the meat of what's actually going to be the the terms uh within that LLC within that investment and at the end of the day if something goes wrong or not even goes wrong but if there if there's some sort of um agreement or disagreement that needs to be figured out you're going to look at the operating agreement not necessarily the PPM to figure out uh what the next step is what is the mechanism for fixing this problem so you   know just making sure that the people PM accurately reflects what the operating agreement says is very important and and then taking a step further that the operating agreement and the PPM match what the lead sponsors are telling you let's say in the marketing materials or the webinar like just making sure that there's a clear picture between all the marketing materials the webinar um and the legal documentation is really important and sometimes if it doesn't make sense or there are certain terms   that don't match up you know maybe they're not as meticulous as they should be and you need to look elsewhere that that's a really important thing to look out for um kind of coming back to your question you know when when you're first starting as a passive investor all you're really looking at is the returns right you're comparing kind of your projected returns in this deal to your projected returns in this other deal and you might get a 2% more irr return projected in this one than that one so   you're going to go with this one but at the end of the day those are just projections right those are just projections and those can be manipulated those are based on assumptions from the lead sponsor and those are not the most important things the most important things are the the sponsor and their track record what they've done how they've performed um and you know the market and the deal itself but just those projected returns can be manipulated so that's really you know it's important at the beginning or at   least you think it's important and then later on you become a more um wiy vet in passive investing you'll realize it's not as important as as as some other things like hey are your fees aligned things like that like what are the Voting Rights like how what if something happens and the manager is doing a terrible job how can you possibly get them out like what are those mechanisms um what are the mechanisms for a capital call when things go wrong what what happens those are the those are the more   detailed things and the nuances you need to look at as a past investor rather than just looking at the projected returns that's a lot of lot of good nuggets right there you just listen to that skip back a few minutes and listen to it again because that's really good I think you're so right right if it just it can feel intimidating to look at a 100 page 200 Page document and where do I start but just start at the beginning just start reading it it just got to skim read it skim read it and just the more   you get familiarized with um these different document sets the more they all kind of seem similar over time and you can kind of notice the the things that are common among different deals and then you also kind of notice the things that pop up as oh that's kind of unique or that that's kind of different than what I've seen in other deals and that's maybe outside of the norm um and just kind of getting familiarized with it you're going to pick up a lot on it but I think you hit a few of the sections that I think are really   important that a lot of people kind of glaze over because if you're getting just looking at the here's the irr projection here's where turns are going to be like you said there's uh a lot of assumptions that go into what those numbers are derived from and you know I always come back to my banking background you know risk adjusted returns right because every element of uh every deal you know whatever return you're projecting there's different levels of risk and if you're you know taking a lot more risk in a particular   deal or strategy or structure the same level of return it's it's not Apples to Apples right and so understanding what that is from a deal standpoint but there's also risks uh some of the points you made within the legal structure and so he's saying go straight to the operating agreement as a starting point because that's ultim timately what's going to govern the the deal and the mechanisms for potentially firing the sponsor as a manager or like you said the capital call and the waterfall section understanding how does do   profits flow through the entity and what are the splits between them what are some things that maybe 10 years down the road now invested I don't know how many deals you've invested in passively but you look back you're like oh man you know what I I read that section and you know I kind of knew that maybe was a little outside the norm but I was so excited about the deal didn't really wasn't too concerned about it now looking back like oh man now that was that was a good learning experience because now you know maybe I can't vote   out the manager or you know different things that you would say looking back are more important that maybe you put weight on in the front end and maybe some examples of um you know especially right now I think a lot of a lot of deals that people invested over the past few years you know unfortunately are requiring Capital calls or are kind of headed in a direction that may not be good and um you know maybe it's the fault of the operator maybe it's not but if it is a fault of the operator What mechanisms do you have and what voting   rights do you have as a passive investor and talk a little bit about that because I think that's going to be very relevant especially over the next few years is sure certain older deals are kind of not hitting the projections they thought originally yeah I mean I think I already touched on most of them from a high level but like for instance um voting out the manager like if the manager is doing something um fraudulent or misrepresented what they were doing or you know really just doing a terrible   job is probably not a reason enough to get them out but it could be um if it gets to a certain certain point um but that's really one thing to to look for to see like what the mechanism is like does it take a unanimous Vote or does it take a majority vote or does it take a majority or super majority of each share class each membership class within the LLC so it it and typically they're set up so it's really difficult to get the manager out right because the lead sponsor is going to be the manager and   they're the ones that are going to be making all the decisions and they don't want to lose control so they wanted to make it as hard as possible um and still make it legal um to stay in that seat and not get voted out so you know you will see some pretty onerous um Provisions within the operating agreement to be able to get them out but there should be a reasonable way to do it whether that's a super majority vote perhaps that's that's reasonable so super majority vote um in the event of a misrepresentation fraud you know any   sort of like bad boy act by the the manager or if their bad performance reaches the level of you know negligence or something like that there just needs to be a mechanism to get them out that's that's just one example when you had mentioned Capital calls as well so Capital calls it's like what is the mechanism when the LLC or or the syndication needs additional operating expenses to survive what what is the mechanism to do that like can is the first step to actually do a capital call and is that Capital Call Mandatory   meaning that the investors have to participate um on a proat a basis or that's not typical so if you that's one thing to look out for if it is mandatory that you do and and if you don't then you're basically out or you lose uh you know an unreasonable amount of your Equity if you don't participate then perhaps that's a red flag right like if you don't participate um well I should say the capital call should be optional and if you don't participate that's okay um but you will most likely be watered   down your Equity will get watered down on a prata basis rather than something above a pro basis right so that's an example you're saying of if it's required which is uncommon right that that's that's a red flag potentially um or if you get diluted a higher than the proat mount is another another negative and you're exactly right I mean I think you know part of this is when you're when you're investing passively you're you're giving up control of of operating the deal to the sponsor right is so that that's kind of   the the trade-off is you're hiring experts you're investing with experts that hopefully know what they're doing so that you don't have to be doing the day-to-day stuff and so it can be difficult to replace managers and and uh you know have uh impactful voting rights uh that can change the outcome unless there's fraudulence or negligence but I think it kind of goes to the point too of understanding what these kind of parameters are and what's normal and then also like I think you can pick up a lot of what you're saying and just the   congruence between PPM the operating agreement the the offering memorandum the webinars and um and then really the alignment of Interest right because if ultimately if the sponsor stands to lose alongside the investors if they're not just getting rich just off of fees and you know does they don't have a whole lot of skin in the game then ultimately it might not be you know a great deal but if they have a lot of lot skin in the game and even if it's written in these certain ways it doesn't necessarily mean it's a bad a bad   investment so okay love it get a little bit in the weeds there for for some people and if this is you know um newer to you I I definitely encourage you um to just start this you know opening up the bpms or reading them and you're going to pick up a lot by doing that and then just ask questions right and I think it's a great thing too that if you're reading the PBM and reading operating agreement to ask questions of the sponsor and that's usually pretty indicative of one how well do they know their own documents and to how willing   are they uh to address certain questions that maybe maybe concerns to you right and I think you can actually get a really good sense of um how they and how they respond of of what that interaction is going to be so love that thanks for some of that Insight Seth I'd love to shift a little bit uh you mentioned something earlier I I wanted to come back to is you you kind of you have said before you the future of capital raising is kind of Shifting and evolving and I think a lot of people are realizing and   I've seeing the same thing too right I'm a a coach and you know masterminds for Capital risers and this fun to fund model is becoming very popularized and people that maybe think oh I'm not really a capital Riser or you know that's that's not my you know what I've learned to do went to school to do or whatever or realizing hey actually I've been investing passively for a while I have a pretty great Network because I'm around a lot of accredited investors I've done enough to kind of know a good amount and   I can actually turn this into a business right and so talk a little bit about what the fun to fund model means and maybe someone that's in that boat where what you said is I think I'm gonna go 100% passive but then you know you're also learning a lot along the way and you have a a network that maybe you can activate and also raise capital and get get paid to do it compliantly that's right and and you said it and I'm seeing it time after time where past investors they invest in a number of deals and and   you know folks that are investing in these deals typically have a little bit of money and they probably have friends that have money as well and their their friends start asking them about the deals that they're investing in um and they start thinking hey you know what what can I can I get paid can I have a is there a business here that I can develop that I can build um by bringing in all my friends and family that might also be wealthy might be able to put these These funds together um and invest   in the deal together um you can certainly do that but you start to run into lots of Securities lots of rules and regulations that some people know about and some people don't you'd be surprised uh um that you know you see people out there raising capital in ways that they shouldn't do it um but what's great about the fund of funds model is that you know you're not a what's called a CP so you're not an active partner with the lead sponsor that's kind of the I'll call it the old way and I you know   I've been saying that the CP model is dead just to kind of put it out there that um you know we shouldn't be raising Capital with lead sponsors and then not doing anything else not participating in deal and and having an active role if you're a true cgp you need to have an active role in in the deal and that's kind of what deters um passive investors and doctors and dentists and lawyers and people like that that already have a career they don't want to take an active role right like they don't want to do   the asset management or manage the property manager or talk to tenants or anything like that and that's where the fund of fund solution comes in the fund of fund solution is really creating another syndication or another fund um that invests into the lead sponsor syndication or fund and that's where the name fund of fund comes from now traditionally the issue with that is well it does come with responsibilities for the fund manager they they have to put the deal they have to put their own fund together they have to put their cap   table together open a business banking account form an LLC get a Securities attorney um you know manage their investors manage their distributions do taxes all those sorts of things and so it turns into an active business and on top of that it's expensive because we are creating a second syndication a second fund to invest in that uh lead sponsor Target Fund um so that's the the problem that's always been the solution the fund of fund has always been the right solution but those problems that I   just mentioned are why it hasn't been widely adopted but you're seeing a big shift in the market as we're able to provide a more affordable option and a and a solution to bringing all those different services that a fund manager would normally have to go out and get themselves and putting it into a package yeah that makes a lot of sense and so like we said we're seeing the same thing where people are um they've been investing they they like what they're doing they have their friends and their family asking about the different deals   they're doing and then they have thought well hey I mean that's I can make money doing this and what most people have done historically is cgp model and for those that are unfamiliar with that is basically you raise money directly into the lead sponsor syndication or entity and then you get uh granted certain General partner shares for doing that but and you're the you're the attorney so I'm I'm gonna say at a very high level as I understand it by by doing that you are um uh well you can't raise   money and get paid for it unless you're a registered broker dealer unless you're General partner and uh are continuing to operate the uh the deal the business and have an active role in it but most people that are just raising capital or just want to raise Capital as um you know on the side of what else they're doing that's not a realistic expectation so what what we've seen I'm sure you probably see a lot more than me is these different uh uh folks that are raising capitalist cgps and then you know this   this new SP has about 10 different CPS on the list on the roster here and it's pretty hard to make an argument that they're all actively participated in managing the deal because you just don't need that many people right if it's the same deal and so then you kind of run into compliance risk and you just you don't want to mess with that I mean that's that's just let's leave it there and so the fun of fund model has always been around it's basically you create your own fund and as your own fund manager you're exempt from um uh some of   these uh securities issues to basically raise capital from your investors into your fund then that fund invests into the uh kind of the mothership fund or the the lead sponsors fund and by doing that you um you know it's you're in the in the you're not in the gray area anymore where it can kind of be um maybe not great from a compliance standpoint and the challenge as you mentioned though is it can be expensive maybe it's a little complicated to know how toell up and I'm not really a professional fund manager   how what do I know um but that's that's what you're doing now at triest and we've had Travis Smith on the podcast before so if you haven't listened to that episode um it's probably a year or so ago we'll put the put the link in the show notes because it's a um a great episode talking about tribe vest and what what you guys are doing really trying to from my perspective simplify the access and the kind of backend back office functions of um both for Passive investors and for fund managers to continue to increase   access to more to more deals so talk a little bit about kind of what you guys do at at tribe vest and to kind of help people um you know both from a passive standpoint that's want to direct the investors past investors that don't really want to do it as a business but then also kind of the new fund manager programs that you guys are putting together to help people that want to kind of activate their Network want to you know use this as a way to make money and um do it without having to be an expert in all the the backend side of   things absolutely at at Trio I'm the chief legal officer for tri best I help create the fun to fun product that we have out there right now it makes it simple TurnKey and affordable for anyone to really start a capital raising business um all those things that I mentioned before opening your business bank account um starting your LLC drafting your offering documents um getting your EIN onboarding your investors creating your cap table doing your distributions doing your taxes all those things you normally have to put   together and find different uh platforms and different people like attorneys and CPAs to help you out and put those put the the fund of fund together we do that we put it in a fund of fund we call it a fund of Fund in a box it's really a Lego block that you can use and invest in a deal like with Aspen if Aspen has a fund you can create your own fund you try best bring in your five or 10 uh best friends that want to put in some money you can carve out a piece for yourself so you actually get paid a fee a front   maybe you get paid a fee um during the uh hold period and then perhaps you get a percentage of the equity on the back end so it can be a very lucrative business for someone to get started and because triest makes it so easy to do it meaning put all these different services and things together for you it it really anyone can do it yeah that's so cool and we we've worked with you guys and have seen it in action and you know to say f Fund in a box sounds almost uh trite because it sounds like can you really do   that but it's it's cool because you guys have have solved it and and not only have you solved it but it's also pretty cost- effective right I think one of the big challenges with the fun of fund is generally you can invest if you kind of pull Capital together in a fund you can invest at better terms with a sponsor so you can have a little more margin that you can kind of get paid from and your investors still make the same returns um but if you have a lot of legal costs a lot of ongoing um kind of portal and   back office expenses and tax returns everything else then it gets kind of expensive and eats away at the margins that you know you're hoping to to use to pay yourself so you guys have kind of Crea a really streamlined um kind of off-the-shelf product that can fit majority of of offerings and make it pretty easy right that's right it gets really difficult to make it work that's again the fund of fund like we've talked about it's always been a solution it's just really expensive and really hard to put   it together um especially for someone that that isn't a professional Capital Riser um that just wants to put together $500,000 a million a million5 something like that it it it doesn't even make sense cost wise in the old way of doing it you're going to pay a Securities attorney minimum of like let's say 15,000 maybe 20 maybe $25,000 to put one of these together maybe even more I used to work at a big Law Firm where it cost $75,000 it's crazy the expenses that add up and that's just the legal piece that   doesn't include all the back office administration things that we talked about doesn't include um engaging with a CPA to do your taxes it doesn't include all those things that's just the legal cost by itself and tribe best has made it super inexpensive to be able to do this and to be able to do it time and time again so it works with a $500,000 raise it works with a million dollar raise you don't have to raise $20 million to make it work from an affordability standpoint yeah that makes sense so do   you guys also have like any kind of education or different coursework to help people that are you may want to make the transition of like yeah I think that that sounds like something I could do I my friends are always asking me what what I'm investing in and it wouldn't be that hard to go get five 10 friends to go and invest and create a fund and you know but they just don't they've never done it before they never thought about it till just now so right you guys have I know you're really more given the solution but do you also have   like any kind of education or do you have resources you guys can point people to to learn more about what does it look like to you know what what's what's the process you have to go through to um kind of go from idea to actual uh you know making a fund yeah yeah I'll tell you we don't have any formal legal or sorry formal educational things out there at the moment but we are working on that um but we have made it so simple that we can jump on a zoom call with anyone that that's in is potentially   interested in being a capital raiser and putting together a fund of fun and walk you through a pitch deck and it should be pretty clear what you need to do because we handle basically everything you you put together your investors you put together your terms and how you're going to get paid and then we'll be able to do kind of all that back office all that legal all those things that you don't want to know or don't want to do we handle all it yeah makes sense awesome well kind last question I just   love to get your insights on just the market in general for Alternatives and and private placements and you've obvious been in this space for over a decade and we've been in the space for about 11 years now as as an operator and it just feels I mean it's it's already been the amount of capital that's kind of come into kind of private Equity into real estate into private placements in eneral it's totally shifted the game but it also feels like we're still kind of early Innings right it still feels like   people are just discovering this for the first time and and even the conversation we're having of you know um activating people to raise Capital right in a compliant way that's just an easy way because you guys are creating a system that just reduces friction to continue to increase more Capital to come into the space like do you feel the same thing are you seen I know there's kind of some potential proposed regulation to you know increase the requirements for accreditation and you know there's   always a battle going back and forth on on that but what's kind of your sentiment just at a broader level of just the alternative kind of private placement space in over the next 10 years yeah I mean I'm I'm bullish right like we're we're kind of in a little bit of a lull right now um you'll hear that capital's a little bit harder to come by investors are holding on a little bit tighter um but that's because there's actually deals out there right now I mean said right now is actually a great time to invest right now is a great time   to invest because prices are are depressed a little bit um investors are a little bit reluctant to invest um there are less buyers in the market because a lot of them are getting kind of washed out um but there are some properties coming online through foreclosures through things like that this is where you know when you talk about during good times you're like oh man I cannot wait until there's blood in the streets and I'm going to pounce on it I'm want to pounce on those opportunities that time is right now it   it's not it's not you're you can be waiting on the sideline for years and you're gonna you're gonna miss it it's right now right now is the time to to figure out how to invest how to raise Capital how to do deals how to make them work because right now it's difficult to make them work that's that's the truth of it right now is the time to act and you're going in five years from now for instance you're going to look back to this time and say man I wish I would have got started because we're we're   we're going to be in the upswing again very soon totally no I was just uh I was a one of the guys I follow who's been in real estate for a long time he was talking and reminiscing about he bought uh I think he said three dozen single family homes between uh 2009 and 2011 right and he's held on to them since then and you know looking back he's like the only thing he wishes he did was buy more right because it's but at that point it was you know everything was on sale everyone was like real estate's over and it's it's so hard to   be contrarian I think it's Warren Buffet this said be uh you know fearful when everyone else is greedy and greedy when everyone else is fearful right it it's it's a simple idiom that makes sense but it's really hard to do and right now we're kind of in that that time where investors are reticent there's a lot of pressure on deals right now that's kind of creating a great buy opportunity you know we're seeing I know you're seeing it and uh you know I think I agree with you I think it's a great time to be to   be jumping in right now and uh Seth thanks so much for coming on man what's what's the best way for folks to get a hold of you and learn more about uh your law firm uh raise law and try vest if they want to learn more about what that looks like for sure uh the best place where I keep all my links is Seth Paul bradley.com um you'll have links to try best there links from my uh law firm and social media it's all posted on there okay we'll put that in the show notes and definitely appreciate you coming on   today set it awesome all right Ben appreciate it [Music] [Applause] [Music] man Links from the Show and Guest Info and Links https://www.youtube.com/watch?v=oiRq38II33s&t=1047s https://www.instagram.com/p/C5mNnwsv2fs/  https://aspenfunds.us/private-credit- https://www.investwithaspen.com/free-economic-report https://www.linkedin.com/in/benwfraser/ https://www.linkedin.com/company/aspen-funds/ https://www.instagram.com/aspenfunds/   Seth Bradley's Links: https://x.com/sethbradleyesq https://www.youtube.com/@sethbradleyesq www.facebook.com/sethbradleyesq https://www.threads.com/@sethbradleyesq https://www.instagram.com/sethbradleyesq/ https://www.linkedin.com/in/sethbradleyesq/ https://passiveincomeattorney.com/seth-bradley/ https://www.biggerpockets.com/users/sethbradleyesq https://medium.com/@sethbradleyesq https://www.tiktok.com/@sethbradleyesq?lang=en

On this episode of Best Ever CRE, Joe Cornwell interviews Fuquan Bilal, CEO of NNG Capital Fund. Fuquan shares insights from his 26-year journey in real estate, including his evolution from fix-and-flips to note investing, and now managing a hybrid fund focused on multifamily in the Southeast and luxury spec homes in New Jersey. He details his survival through the 2008 financial crisis, the strategic shift into second-lien note purchases, and his move into ground-up construction to reduce risk and increase control. Fuquan also explains his fund model, emphasizing diversified cash flow, operational efficiency, and long-term investor relationships over traditional syndication. Fuquan Bilal Current role: CEO, NNG Capital Fund Based in: Newark, New Jersey Say hi to them at: nngcapitalfund.com or on social media @FuquanBilal Get a 4-week trial, free postage, and a digital scale at ⁠https://www.stamps.com/cre⁠. Thanks to Stamps.com for sponsoring the show! Post your job for free at https://www.linkedin.com/BRE. Terms and conditions apply. Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at ⁠www.bestevercommunity.com⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Did you like the episode? Send me a text and let me know!!Unlocking Venture Capital for Entrepreneurs: Insights from Business Conversations with PiIn this episode of Business Conversations with Pi, host Skoob and AI co-host Pi delve into essential advice for new entrepreneurs seeking venture capital. They discuss building a solid business plan, networking, developing an effective pitch deck, and finding accelerators and incubators. The episode also recommends valuable resources including books like 'Venture Deals' and 'The Lean Startup' to help founders navigate the complexities of venture capital. Listeners are encouraged to explore alternative funding options and reach out with their own questions for future episodes.Book MentionsVenture Deals" by Brad Feld   The Lean Startup" by Eric Ries Pitch Anything" by Oren Klaff: The Entrepreneur's Guide to Raising Capital" by David Nour00:00 Introduction to Business Conversations with Pi00:26 Welcome and Episode Overview01:45 Meet Pi, Your AI Co-Host02:05 Understanding Venture Capital02:22 Securing Venture Capital: Tips and Strategies03:17 Finding Incubators and Accelerators04:17 Creating an Effective Pitch Deck05:24 Recommended Reading for Venture Capital06:26 Final Thoughts and Encouragement06:56 Closing Remarks and Next Steps Thank you for being a Skoobeliever!! If you have questions about the show or you want to be a guest please contact me at one of these social mediasTwitter......... ..@djskoob2021 Facebook.........Facebook.com/skoobamiInstagram..... instagram.com/uepodcast2021tiktok....... @djskoob2021Email............... Uepodcast2021@gmail.com Skoob at Gettin' Basted Facebook PageAcross The Start Line Facebook Community If you would like to be coached on your entrepreneurial adventure please email me at for a 2 hour free discovery call! This is a $700 free gift to my Skoobelievers!! Contact me Now!! On Twitter @doittodaycoachdoingittodaycoaching@gmailcom

In this episode of the Global Investors Podcast, Charles Carillo talks with capital-raising expert Dave Dubeau. Dave reveals how he completed 18 real estate deals in 18 months using creative financing — and how he's helped investors raise over $325 million in private capital. You'll learn how podcasting can become your most powerful tool to attract accredited investors, and how to start raising money from your own warm network using the “Ninja Strategy.” Topics Covered: Dave's journey from Costa Rica to Canadian real estate The importance of marketing over real estate skills The podcast strategy that generates 20+ investor meetings/month Investor communication tips during tough markets Step-by-step breakdown of the “Ninja Strategy” Mistakes new capital raisers make — and how to avoid them   Learn More About Dave Here: Website: https://moneypartnerformula.com/ Free Book: https://20accreditedinvestorsbook.com/ Connect with the Global Investors Show, Charles Carillo and Harborside Partners: ◾ Setup a FREE 30 Minute Strategy Call with Charles: http://ScheduleCharles.com ◾ Learn How To Invest In Real Estate: https://www.SyndicationSuperstars.com/  ◾ FREE Passive Investing Guide: http://www.HSPguide.com ◾ Join Our Weekly Email Newsletter: http://www.HSPsignup.com ◾ Passively Invest in Real Estate: http://www.InvestHSP.com ◾ Global Investors Web Page: http://GlobalInvestorsPodcast.com/

Tired of awkward networking events and endless cold calls? It's time to flip the script. In this energizing episode, Vinney Chopra speaks with Dave Dubeau, author, podcast host, and the creator of a game-changing capital-raising system that helps real estate investors generate 20+ accredited investor meetings a month—without the grind.   Dave shares how he moved from struggling to get traction with his podcast to turning it into a magnetic tool for investor attraction. Together, Vinney and Dave explore: