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12 episodes with reg d
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2 episodes with reg d
3 episodes with reg d
2 episodes with reg d
2 episodes with reg d
2 episodes with reg d
Equity crowdfunding and angel investing have changed how capital is raised - but many founders and investors still misunderstand valuation, risk, and what it really takes to build long-term wealth. In this episode of Behind The Numbers With Dave Bookbinder, Dave Bookbinder is joined by Karen Rands, President of Cougar Capital Holdings, host of The Compassionate Capitalist Show, and author of two books on angel and crowdfunding investing. Karen shares her journey from corporate leadership at IBM to building and leading a nationally recognized angel investor group, and why she's dedicated her career to democratizing access to private investing. She explains how the JOBS Act opened the door to equity crowdfunding and why that shift matters for entrepreneurs, investors, and wealth creation beyond public markets. Dave and Karen unpack the differences between traditional venture capital and what Karen calls “compassionate capitalism,” along with the valuation mistakes founders commonly make when raising capital. They explore underutilized valuation metrics, realistic financial planning, and how misaligned expectations can derail otherwise promising capital raises. The conversation also breaks down the four primary types of equity crowdfunding - Reg CF, Reg D, Reg A+, and state exemptions - with practical guidance for both founders seeking capital and everyday investors looking to build diversified private-investment portfolios. Karen shares disciplined portfolio-building strategies and actionable first steps for newcomers interested in angel or crowdfund investing. This episode is a must-listen for business owners, founders, managers, and advisors who want a clearer understanding of valuation, capital formation, and smarter ways to participate in private markets. About Our Guest: Karen Rands is a leading voice in democratization of capital from private investors funding innovation and small business expansion — empowering individuals to create wealth by investing in entrepreneurs who are changing the world. She is leading the way with The Compassionate Capitalist Movement. Karen is the author of the best-seller Inside Secrets to Angel Investing: Step-by-Step Strategies to Leverage Private Equity Investment for Passive Wealth Creation. Her latest release, 2nd in the series, debuted as a Top Release on Amazon: Inside Secrets to Crowdfund Investing. Follow Jane's Journey: See How a New Generation Builds Wealth with Purpose, Passion and Profit. She hosts a top 100 Business Podcast on Apple, The Compassionate Capitalist™ Show, where she interviews founders, investors, and thought leaders on best practices for wealth creation as a successful entrepreneur or investor in successful small businesses. Karen has spent over two decades bridging the gap between investors and innovators from her corporate days at IBM to her time spent managing a top ranked angel investor group, and now as a speaker, strategist, and educator. Click to go to Karen's LinkTree - http://bit.ly/linkCCS for links to social, free gifts, books, course, podcast, socials and to schedule a chat directly About the Host: Dave Bookbinder is known as an expert in business valuation and he is the person that business owners and entrepreneurs reach out to when they need to know what their most important assets are worth. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries. Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers. He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.” Dave's book, A Valuation Toolbox for Business Owners and Their Advisors: Things Every Business Owner Should Know, was recognized as a top new release in Business and Valuation and is designed to provide practical insights and tools to help understand what really drives business value, how to prepare for an exit, and just make better decisions. He's also the host of the highly rated Behind The Numbers With Dave Bookbinder business podcast which is enjoyed in more than 100 countries.
The Reliability of Wealth Creation in an Age of Inequality: Why Investing Must Become Compassionate Again. Purpose of the ShowThis show exists to awaken wisdom, spark clarity, and help thinkers, leaders, and creators live with a depth of purpose the modern world has forgotten. Every conversation is an invitation — not simply to master strategy, but to steward influence, shape ecosystems, and build a more generous economic future. Introduction: What happens when a capital strategist, ecosystem architect, bestselling author, and nationally ranked podcast host sets her life's mission toward one goal:Re-imagining private equity as a tool for human flourishing? Today's guest, Karen Rands, is not merely a leader in early-stage investing — she is the founder of an entire movement. Known as The Compassionate Capitalist, Karen has spent more than twenty years challenging the old, extractive models of wealth creation and replacing them with something richer, wiser, and more humane. Her conviction is simple and bold:When more people invest in entrepreneurs — wisely, ethically, and confidently — communities grow, innovators thrive, and the wealth gap begins to close. In a financial culture often defined by fear, inequity, and gatekeeping, Karen is giving aspiring investors something rare:A proven, principled pathway into private equity that aligns purpose, passion, and profit. Credibility + BackgroundKaren is the founder of Kugarand Capital Holdings, a Federal SBA–Certified Woman Owned Small Business, where she serves as a trusted strategist to entrepreneurs, investors, venture capital networks, and economic development agencies seeking to fund innovation and expand access to capital. She is the bestselling author of two groundbreaking works:Inside Secrets to Angel InvestingInside Secrets to Crowdfund Investing: Follow Jane's JourneyTogether, these books have become definitive guides for individuals entering private equity for the first time — illuminating a wealth-building asset class historically hidden from the public.Across her career, Karen has:coached founders through private placements, Reg CF, Reg A+, and Reg D offeringsguided investors through due diligence, risk assessment, and wealth-building strategydeveloped capital strategies for growing companies and emerging technologiespartnered with venture capitalists, family offices, and syndicate networksserved as an advisor across the lower and middle marketshelped entrepreneurs prepare to scale and exit with confidenceAnd she amplifies this mission through The Compassionate Capitalist Show™, a global top-2.5% business podcast with more than 300 episodes and over 200,000 listeners.Karen's work integrates economics, ethics, innovation, and community development — embodying her belief that:Investing is not merely financial activity. It is civic stewardship.Episode SummaryThis conversation confronts a defining question of our economic moment:How do we democratize wealth creation without diluting wisdom, lowering standards, or compromising stewardship?Together, we explore:why private equity has remained inaccessible to most people — and how that is changingthe moral and economic case for training 500,000 new angel and crowdfunding investors by 2029how investors and entrepreneurs can form an ecosystem that builds both profit and purposewhat founders get wrong about capital strategy — and how to fix itwhy investors need better due diligence, not more fearhow compassionate capitalism can bridge the wealth gapwhy Karen believes early-stage investing is more profitable — and more ethical — than many traditional asset classesThis is not merely a conversation about raising capital.It is a vision for rebuilding the American Entrepreneur Dream with wisdom, access, and integrity. Call to Action: If this conversation stirs something in you — a desire to articulate your expertise, to clarify your message, or to capture your life's work in a book that shapes the next generation of entrepreneurs — I would be honored to walk with you. Inside my exclusive, high-level Author Coaching program, I help select authors translate complex ideas into compelling narratives, structure thought leadership that positions them as trusted authorities, and craft manuscripts that carry both economic impact and moral weight. If you're ready to write the book only you can write — the one that will educate, empower, and endure — my door is open.Become a supporter of this podcast: https://www.spreaker.com/podcast/the-doctor-of-digital-gmick-smith-phd--1279468/support.
Send us a textWe dig into how investor marketing really works, from targeting to funnels to cost of capital, and why visibility beats postcards. Jason shares a clear playbook for using audits, pixels, and regulations to raise money online without wasting ad spend.• defining investor marketing across ads, content, outreach• mapping funnels from awareness to investment• cost per click, cost per lead, and acquisition benchmarks• quality vs quantity and blended traffic sources• geo targeting and audience personas for real estate• competitor audits with Similarweb, SEMrush, SpyFu• using Facebook Ads Library to study live creatives• retargeting with pixels and mid‑funnel ads• scripting, recording calls, and improving close rates• overview of Reg D, Reg CF, and Reg A structures• building first‑party investor data and scaling• growth as discipline, teams over solo, consistencyGive us a follow and a five-star review and write out a message Support the showThanks again for listening. Don't forget to subscribe, share, and leave a FIVE-STAR review.Head to Dwanderful right now to claim your free real estate investing kit. And follow:http://www.Dwanderful.comhttp://www.facebook.com/Dwanderfulhttp://www.Instagram.com/Dwanderful http://www.youtube.com/DwanderfulRealEstateInvestingChannelMake it a Dwanderful Day!
What Are FormDs? Hello, this is Hall T. Martin with the Startup Funding Espresso -- your daily shot of startup funding and investing. In the startup funding world, there's an SEC registration called a FormD. A FormD is an SEC filing for those who raised funding under Regulation D rules. It's a public notice indicating an investment has been made. For companies receiving the funding, it lists the names or entities that made the investment. It must be filed within 15 days of the funding. For most startups, this is the date of final closing. FormDs are a good resource to track funding events. While there is some basic information about the company in a RegD, investors can find more information about it on online sites. This came out of the Securities Act of 1934, which sought to provide more information to investors about a private company Investments using Reg D require the investor to be accredited. This limits the investment to those who have sufficient funds to cover potential losses. Consider FormDs in your startup research. Thank you for joining us for the Startup Funding Espresso where we help startups and investors connect for funding. Let's go startup something today. _________________________________________________________ For more episodes from Investor Connect, please visit the site at: http://investorconnect.org Check out our other podcasts here: https://investorconnect.org/ For Investors check out: https://tencapital.group/investor-landing/ For Startups check out: https://tencapital.group/company-landing/ For eGuides check out: https://tencapital.group/education/ For upcoming Events, check out https://tencapital.group/events/ For Feedback please contact info@tencapital.group Please follow, share, and leave a review. Music courtesy of Bensound.
Season 7 of Innovators Inside kicks off with Sherwood “Woody” Neiss — entrepreneur, venture capitalist, architect of the JOBS Act, and author of Investomers. Woody walks through how investment crowdfunding went from an eight-bullet framework to a 485-page regulation that opened startup investing to everyday people. He and Ian dig into the rise of the “customer-investor,” why doctors, scientists, and operators are backing the tools they actually use, how crowdfunding is changing access to capital for women and minority founders, and why health tech and biotech are now leading the pack. They also explore how data, AI, and tighter feedback loops are creating new “signals” for VCs, what founders get wrong about valuation and communication, and why lean, disciplined fundraising is back.Topics & Timestamps
Raising capital with confidence isn't just about finding investors—it's about doing it legally and sleeping at night. In this episode of the Jake & Gino podcast, Gino sits down with securities attorney Darin Mangum, “America's premier securities lawyer,” to unpack how to raise capital with confidence while avoiding SEC trouble, bad structures, and nightmare investors. Whether you're a first-time syndicator or scaling your private equity platform, this conversation shows you how to use other people's money the right way. Darin explains when you actually shouldn't raise capital, common red flags and legal mistakes, why proper PPMs and disclosures matter, and how regulations like Reg D, Reg S, and crowdfunding really work in today's AI-driven world. You'll learn why raising capital with confidence means treating it like a real business, preparing before you have a deal, and partnering with the right securities attorney instead of winging it and hoping the regulators never call. Connect with Darin H. Mangum Chapters:00:00 – Introduction02:39 – Darin's Journey into Law and Capital Raising11:49 – Common Mistakes Investors Make22:30 – The Challenge of Finding Good Deals29:28 – Mindset and Preparation for Capital Raising32:29 – Horror Stories: The Importance of Preparation38:26 – Understanding Securities Law and Legal Protection42:39 – Navigating Joint Ventures and Partnerships We're here to help create multifamily entrepreneurs... Here's how: Brand New? Start Here: https://jakeandgino.mykajabi.com/free-wheelbarrowprofits Want To Get Into Multifamily Real Estate Or Scale Your Current Portfolio Faster? Apply to join our PREMIER MULTIFAMILY INVESTING COMMUNITY & MENTORSHIP PROGRAM. (*Note: Our community is not for beginner investors)
Jamison Manwaring joins The AzREIA Show for a special crossover episode to talk all things Arizona multifamily, crowdfunding, and why he's more excited about deals today than he was at the peak of the market. In this conversation, Jamison walks through: How Neighborhood Ventures structures dual offerings (Reg D for accredited investors + Arizona intrastate crowdfunding for non-accredited locals) The nuts and bolts of Arizona's intrastate crowdfunding law and how everyday Arizona investors can start with as little as $5,000 Why he believes now—in the "stress, not distress" phase of the cycle—is a rare window to buy Phoenix multifamily at 40% discounts from 2022 pricing Real examples of taking over underperforming properties, working with lenders on forced sales, and creating value through operations-first ownership The evolution from small $5K checks to high-net-worth and fund-to-fund capital, and what new investors should know before writing their first check If you're an Arizona investor wondering where the opportunities are in today's choppy market—or you've heard about crowdfunding but never really understood how it works—this episode is a masterclass in buying right, structuring right, and investing close to home.
Most founders underestimate how much strategy, preparation, and marketing it actually takes to run a successful Reg CF or Reg A+ crowdfunding campaign. Legal compliance matters — but according to attorney Marty Tate, one of the most respected experts in regulated investment crowdfunding, momentum and marketing ultimately determine whether your raise succeeds or fails. In this episode of Test. Optimize. Scale., Marty breaks down the real mechanics behind Reg CF, Reg D, and Reg A+; the timelines founders should expect; what derails campaigns; and why only a small percentage of issuers ever hit seven figures. Whether you're exploring your first crowdfunding raise or preparing to scale into a larger Reg A+, this conversation will help you set your campaign up the right way and avoid the costly mistakes first-time issuers usually make.
Get my new book: https://bronsonequity.com/fireyourselfDownload my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflationWelcome to our latest episode!Join Bronson and Nate for another episode with Tyler Vinson, CEO of RETokens, a FINRA-licensed platform revolutionizing real estate through tokenization. Tyler explains how digitizing ownership unlocks liquidity for illiquid assets like syndications, enabling easy buying/selling via blockchain. Discover Rule 144 exemptions for secondary markets, Reg A+ Tier 2 for non-accredited access, and Q4 2025 launches reducing paperwork and enabling DeFi loans against tokens. Learn how tokenization scales syndicators' brands, attracts thousands of investors, and cuts flipping costs—potentially boosting multiples without selling assets. TIMESTAMPS00:41 - Intro: Liquidity challenges in real estate01:28 - Tyler Vinson: CEO of RETokens, FINRA-licensed broker-dealer03:00 - Tokenization basics: Digitizing ownership for liquidity04:38 - Benefits: Compliance efficiency, non-accredited access06:47 - Regulatory exemptions: Reg D 506(c), Rule 144 (12-month lockup)08:15 - Reg A+ Tier 2: Direct ATS listing, no lockup10:00 - Q4 2025 launch: Secondary marketplace with order book trading12:10 - Future: DeFi loans against tokens, AI for investor service13:38 - Changes: Scalable branding, thousands of investors, less waste16:19 - Challenges: Education, adoption curve, compliance17:54 - Connect with Tyler: Free guide at retokens.comConnect with the Guest:Tokenization Guide: retokens.comYoutube: @retokensLinkedIn: https://www.linkedin.com/company/retokens/LinkedIn (Tyler Vinson): https://www.linkedin.com/in/realestateinvestment/#RealEstateTokenization#PassiveInvesting#Liquidity#BlockchainRealEstate#DeFiLoans#Syndication#WealthBuilding
Shane Carter opens with one big lesson: focus. In his early years he chased shiny objects, made some money, but not “real” money—and burned relationships in the process. Getting calm and centered changed everything: better relationships, more income, less grind, and genuine work–life balance.
Title: Reg D 506(b) vs 506(c) – Which One Makes You More Money? Summary: In this informative video, securities attorney and real estate investor Seth Bradley discusses the key differences between Regulation D's 506(b) and 506© exemptions and their implications for capital raising in real estate. He emphasizes the importance of understanding these distinctions to maximize fundraising opportunities while remaining compliant with SEC regulations. Bradley explains that both exemptions allow for raising funds without registering as public securities but come with different rules regarding investor eligibility and solicitation. The 506(b) exemption relies on pre-existing relationships and allows for non-accredited investors, but does not permit advertising or solicitation. In contrast, 506© offers full advertising capabilities but limits participation to accredited investors only. Bradley concludes by stressing that selecting the incorrect exemption can lead to potential legal issues and missed financial opportunities, encouraging viewers to carefully analyze their business model before choosing an exemption. Links to Watch and Subscribe: https://www.youtube.com/watch?v=EnGLVOCBfqE&list=PLSfheWyV7beFqERLX4ebBUJ4SmzmF6z8e&index=1 Bullet Point Highlights: Regulation D Overview: Both 506(b) and 506© are part of the SEC's Regulation D, allowing capital raising without public registration. 506(b) Details: This exemption permits up to 35 non-accredited investors, but prohibits advertising and requires pre-existing relationships. Advertising Freedom with 506©: Enables widespread advertising and solicitation, but limits participants to accredited investors only. Investor Credibility: Verification of accredited investor status is mandatory in 506© to ensure compliance with SEC regulations. Financial Implications: Understanding each exemption is crucial for maximizing fundraising and minimizing legal risks. Legal Compliance: Choosing the wrong exemption can result in SEC violations and significantly limit fundraising capabilities. Strategic Decision-Making: Investors should align their exemption choice with their business model to ensure optimal capital raising. Transcript: (Seth Bradley) regggd 506b versus 506 C. Which one makes you more money? You're about to raise capital for your next real estate deal and someone tells you just file under regggd 506b or 506. But hold up, is that actually the best way to maximize your raise or are you leaving money on the table? Today, I'm breaking down the real difference between 506b and 506 C. And more importantly, which one will put the most money in your pocket as a capital raiser, while I'm keeping you, of course, out of trouble with the SEC. Real quick, if you don't know me, I'm Seth Bradley, securities attorney, real estate investor, capital raiser. I'm here to show you how to scale your business while staying compliant and out of the SEC's purview. Let's get it. All right. First, the basics of regggd. what you need to know. All right, let's keep this simple. Both 506b and 506 C fall under what's called regulation D, which is an SEC exemption that allows you to raise money for private investors without registering it as a public security. This is why syndicators, fund managers, capital raisers, we all love it. It's faster, it's cheaper, and doesn't require SEC approval before you start raising capital. But here's where most people get confused. These two exemptions are not the same, and picking the wrong one can limit your ability to raise capital or even get you into legal trouble. So, let's figure this thing out together. Next, let's go through 506b first. It's the old school relationshipbased method. So, 506b, it's the old school country club method of raising capital. It allows you to bring in up to 35 nonacredited investors. That's significant. But here's the catch. You cannot advertise. you cannot solicit. So that means no Facebook ads, Instagram posts, no blasting your deal to strangers, no talking at a networking event about your deal. The SEC says you must have a pre-existing substantive relationship with your investors before they invest. So what does that mean? Well, if you just met a person at a networking event last week and now you're pitching him your deal, you could already be violating securities laws. The SEC has cracked down on this and if they think you're using 506b as an excuse to backdoor advertise, they will come knocking. That said, 506b has its place. If you have a strong investor network, you don't need to publicly advertise. This exemption gives you more flexibility with investor qualifications because you can bring in nonacredited investors, not just accredited investors. All right. Next, 506 C. The modern kind of a more scalable approach. the exemption that lets you go big. With 506C, you can advertise freely. You can talk freely. You can post your deals on social media. You can run paid ads. You can do webinars. You can shout it from the rooftops if you want. You're no longer limited to people that you already know. You can talk to strangers about it. But here's the trade-off. As noted before, every investor must be accredited. No exceptions. That means each investor needs to prove that they have either $1 million in net worth excluding their primary home or an income of 200k per year if you're married 300k combined. And you as a syndicator must verify this. Self-certification is not enough. Typically, you'll have investors submit CPA letters or a letter from their attorney, broker statements, or a third party verification company such as Parallel Markets. This means fewer investors can participate, but the ones that can have deeper pockets. And if you structure your deal right, you can raise money way faster, scale way bigger, and you're going to have less headaches because these people are going to have more money. So, they're not giving you their last $50,000. All right, so we've talked about highlevel 506b, 506 C, but which one makes you more money? That's the question. Which one actually makes you more money? So, well, it depends on your business model. If you already have a strong investor network and you don't need to solicit, you don't need to advertise, 506b might be the best bet because you can take both accredited and nonacredited or what we call sophisticated investors. This is great if you have repeat investors who trust you or you already have that built-in network that you already know. But if you want to scale, attract institutional money and market openly, then 506c is the clear winner and it's really the only option. you get bigger checks, fewer investor headaches, and the ability to automate and market your fund. The biggest syndicators I know, they're all using 506 C because they want the ability to raise capital at scale. The old school guys who like keeping it private, they stick with 506b. You have to decide what fits best for your model. Okay, let's structure your deal the right way. Bottom line, choosing the wrong exemption could cost you millions. If you mess this up, you can get stuck with fewer investors, slower raises, or if you don't follow the rules, even SEC violations. We definitely don't want that. So, at Raise Law, we structure bulletproof syndications that protect your business, maximize your ability to raise capital, and keep you legally compliant. So, before you launch your next fund, let's make sure you're using the right exemption for your goals. Hit the link below, schedule a call, and let's build your deal the right way. Links from the Show and Guest Info and Links: https://www.youtube.com/watch?v=EnGLVOCBfqE&list=PLSfheWyV7beFqERLX4ebBUJ4SmzmF6z8e&index=1 https://www.facebook.com/sethbradleyesq/posts/pfbid034EjyZdtL1fXCXpdBHrq7DuGf2PR8FTQYaCSzfmLgSmr8Y1883CjTJmuY7i6bPkbel https://www.instagram.com/p/DJCneQFTQ2B/ https://x.com/sethbradleyesq/status/1917287147872354315 https://www.linkedin.com/posts/sethbradleyesq_capitalraising-realestatesyndication-506bvs506c-activity-7323052563652579328-ER8I?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAKVay0BMf-qnL2v6W-30PvVRZnCs0eCFQU 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
Title: Reg D 506(b) vs 506(c) – Which One Makes You More Money? Summary: In this informative video, securities attorney and real estate investor Seth Bradley discusses the key differences between Regulation D's 506(b) and 506© exemptions and their implications for capital raising in real estate. He emphasizes the importance of understanding these distinctions to maximize fundraising opportunities while remaining compliant with SEC regulations. Bradley explains that both exemptions allow for raising funds without registering as public securities but come with different rules regarding investor eligibility and solicitation. The 506(b) exemption relies on pre-existing relationships and allows for non-accredited investors, but does not permit advertising or solicitation. In contrast, 506© offers full advertising capabilities but limits participation to accredited investors only. Bradley concludes by stressing that selecting the incorrect exemption can lead to potential legal issues and missed financial opportunities, encouraging viewers to carefully analyze their business model before choosing an exemption. Links to Watch and Subscribe: https://www.youtube.com/watch?v=EnGLVOCBfqE&list=PLSfheWyV7beFqERLX4ebBUJ4SmzmF6z8e&index=1 Bullet Point Highlights: Regulation D Overview: Both 506(b) and 506© are part of the SEC's Regulation D, allowing capital raising without public registration. 506(b) Details: This exemption permits up to 35 non-accredited investors, but prohibits advertising and requires pre-existing relationships. Advertising Freedom with 506©: Enables widespread advertising and solicitation, but limits participants to accredited investors only. Investor Credibility: Verification of accredited investor status is mandatory in 506© to ensure compliance with SEC regulations. Financial Implications: Understanding each exemption is crucial for maximizing fundraising and minimizing legal risks. Legal Compliance: Choosing the wrong exemption can result in SEC violations and significantly limit fundraising capabilities. Strategic Decision-Making: Investors should align their exemption choice with their business model to ensure optimal capital raising. Transcript: (Seth Bradley) regggd 506b versus 506 C. Which one makes you more money? You're about to raise capital for your next real estate deal and someone tells you just file under regggd 506b or 506. But hold up, is that actually the best way to maximize your raise or are you leaving money on the table? Today, I'm breaking down the real difference between 506b and 506 C. And more importantly, which one will put the most money in your pocket as a capital raiser, while I'm keeping you, of course, out of trouble with the SEC. Real quick, if you don't know me, I'm Seth Bradley, securities attorney, real estate investor, capital raiser. I'm here to show you how to scale your business while staying compliant and out of the SEC's purview. Let's get it. All right. First, the basics of regggd. what you need to know. All right, let's keep this simple. Both 506b and 506 C fall under what's called regulation D, which is an SEC exemption that allows you to raise money for private investors without registering it as a public security. This is why syndicators, fund managers, capital raisers, we all love it. It's faster, it's cheaper, and doesn't require SEC approval before you start raising capital. But here's where most people get confused. These two exemptions are not the same, and picking the wrong one can limit your ability to raise capital or even get you into legal trouble. So, let's figure this thing out together. Next, let's go through 506b first. It's the old school relationshipbased method. So, 506b, it's the old school country club method of raising capital. It allows you to bring in up to 35 nonacredited investors. That's significant. But here's the catch. You cannot advertise. you cannot solicit. So that means no Facebook ads, Instagram posts, no blasting your deal to strangers, no talking at a networking event about your deal. The SEC says you must have a pre-existing substantive relationship with your investors before they invest. So what does that mean? Well, if you just met a person at a networking event last week and now you're pitching him your deal, you could already be violating securities laws. The SEC has cracked down on this and if they think you're using 506b as an excuse to backdoor advertise, they will come knocking. That said, 506b has its place. If you have a strong investor network, you don't need to publicly advertise. This exemption gives you more flexibility with investor qualifications because you can bring in nonacredited investors, not just accredited investors. All right. Next, 506 C. The modern kind of a more scalable approach. the exemption that lets you go big. With 506C, you can advertise freely. You can talk freely. You can post your deals on social media. You can run paid ads. You can do webinars. You can shout it from the rooftops if you want. You're no longer limited to people that you already know. You can talk to strangers about it. But here's the trade-off. As noted before, every investor must be accredited. No exceptions. That means each investor needs to prove that they have either $1 million in net worth excluding their primary home or an income of 200k per year if you're married 300k combined. And you as a syndicator must verify this. Self-certification is not enough. Typically, you'll have investors submit CPA letters or a letter from their attorney, broker statements, or a third party verification company such as Parallel Markets. This means fewer investors can participate, but the ones that can have deeper pockets. And if you structure your deal right, you can raise money way faster, scale way bigger, and you're going to have less headaches because these people are going to have more money. So, they're not giving you their last $50,000. All right, so we've talked about highlevel 506b, 506 C, but which one makes you more money? That's the question. Which one actually makes you more money? So, well, it depends on your business model. If you already have a strong investor network and you don't need to solicit, you don't need to advertise, 506b might be the best bet because you can take both accredited and nonacredited or what we call sophisticated investors. This is great if you have repeat investors who trust you or you already have that built-in network that you already know. But if you want to scale, attract institutional money and market openly, then 506c is the clear winner and it's really the only option. you get bigger checks, fewer investor headaches, and the ability to automate and market your fund. The biggest syndicators I know, they're all using 506 C because they want the ability to raise capital at scale. The old school guys who like keeping it private, they stick with 506b. You have to decide what fits best for your model. Okay, let's structure your deal the right way. Bottom line, choosing the wrong exemption could cost you millions. If you mess this up, you can get stuck with fewer investors, slower raises, or if you don't follow the rules, even SEC violations. We definitely don't want that. So, at Raise Law, we structure bulletproof syndications that protect your business, maximize your ability to raise capital, and keep you legally compliant. So, before you launch your next fund, let's make sure you're using the right exemption for your goals. Hit the link below, schedule a call, and let's build your deal the right way. Links from the Show and Guest Info and Links: https://www.youtube.com/watch?v=EnGLVOCBfqE&list=PLSfheWyV7beFqERLX4ebBUJ4SmzmF6z8e&index=1 https://www.facebook.com/sethbradleyesq/posts/pfbid034EjyZdtL1fXCXpdBHrq7DuGf2PR8FTQYaCSzfmLgSmr8Y1883CjTJmuY7i6bPkbel https://www.instagram.com/p/DJCneQFTQ2B/ https://x.com/sethbradleyesq/status/1917287147872354315 https://www.linkedin.com/posts/sethbradleyesq_capitalraising-realestatesyndication-506bvs506c-activity-7323052563652579328-ER8I?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAKVay0BMf-qnL2v6W-30PvVRZnCs0eCFQU 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
How I Raised It - The podcast where we interview startup founders who raised capital.
Produced by Foundersuite (for startups: www.foundersuite.com) and Fundingstack (for VCs: www.fundingstack.com), "How I Raised It" goes behind the scenes with startup founders and investors who have raised capital. This episode is with with Sherwood "Woodie" Neiss of Crowdfund Capital Advisors (https://crowdfundcapitaladvisors.com/). In this episode we go deep into crowdfunding… the different types of crowdfunding such rewards-based, equity-based, donation based etc., as well as the differences between Reg CF vs. Reg D vs. Reg A. We discuss some of the leading platforms founders can use, as well as some surprising insider tips for running a successful raise. How I Raised It is produced by Foundersuite, makers of software to raise capital and manage investor relations. Foundersuite's customers have raised over $21 Billion since 2016. If you are a startup, create a free account at www.foundersuite.com. If you are a VC, venture studio or investment banker, check out our new platform, www.fundingstack.com
In this episode of the Directed IRA Podcast, attorney and CEO Mat Sorensen sits down with Ahmed Ahmed, Head of Funds at WeFunder, to discuss how investors can use a self-directed IRA to invest in startups and venture capital—an asset class once limited to Silicon Valley insiders and institutional funds.The conversation explores how WeFunder democratizes early-stage investing through Regulation Crowdfunding (Reg CF) and Regulation D (Reg D) offerings, giving both accredited and non-accredited investors access to vetted startup deals, diversified venture funds, and even pre-IPO companies.Mat and Ahmed explain:How to invest in startups using your self-directed IRA or solo 401(k)The difference between Reg CF and Reg D offerings on WeFunderWhat the Orange Funds are and how they track Y Combinator companiesReal examples of early-stage companies that scaled (e.g. Eight Sleep, Replit)Why diversification is critical in venture investingHow to evaluate startup founders and what signals matter mostWhat to expect in terms of risk, timelines, and exit strategiesThis episode is essential listening for self-directed investors interested in private markets and early-stage innovation—and how to access it within a tax-advantaged retirement account structure.Chapters: 00:00 – Introduction to WeFunder and Startup Investing 01:30 – What Is Reg CF and Who Can Invest 03:16 – Inside the Orange Funds and Y Combinator Strategy 07:40 – Risk, Return, and Realities of Startup Investing 11:50 – Using a Fund Model to Diversify Your Startup Portfolio 19:22 – How to Evaluate Founders, Traction, and Deal Flow 24:27 – Getting Started with Startup Investing Through Your IRAWeFunder Homepage: https://wefunder.com/Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https://directedira.com/appointment/ Other:Mat Sorensen: https://matsorensen.com & https://linktr.ee/MatSorensen KKOS: https://kkoslawyers.comMain Street Business https://mainstreetbusiness.com
Superpowers for Good should not be considered investment advice. Seek counsel before making investment decisions. When you purchase an item, launch a campaign or create an investment account after clicking a link here, we may earn a fee. Engage to support our work.Watch the show on television by downloading the e360tv channel app to your Roku, LG or AmazonFireTV. You can also see it on YouTube.Devin: What is your superpower?Dawson: Recognizing strengths.Storytelling is the beating heart of successful investment crowdfunding. While some founders focus on financial returns, the most effective campaigns connect with investors through powerful, resonant narratives. Dawson Russell, CEO and Co-Founder of RaiseLaunch, has mastered this craft, helping clients raise millions by making their stories irresistible.Dawson explains that campaigns often fail because their story doesn't resonate with potential investors. "If they can't resonate with it, they're not going to invest," he says. For him, it's about taking a founder's vision and shaping it into messaging that makes an investor think, I believe in what you're doing. I want to be a part of that.His work on the Boxable campaign illustrates the power of this approach. Boxable, a company revolutionizing housing affordability, raised over $150 million in part thanks to a compelling AI-driven video ad Dawson's team created in less than 24 hours. By harnessing AI tools like Google Veo 3, 11 Labs, and Suno, he demonstrated that great storytelling doesn't require massive budgets—it requires creativity, clarity, and emotional connection.In today's episode, Dawson revealed a shift in investor priorities he's witnessed since moving from traditional accredited-investor fundraising to Regulation CF and Regulation A offerings. Many crowdfunding investors care less about immediate financial returns and more about supporting a vision they believe in. They want to join a movement, not just fund a company.For founders, the lesson is clear: numbers matter, but stories move people to act. Whether you hire a firm like RaiseLaunch or DIY with affordable AI tools, invest in crafting a story that makes investors feel they're contributing to something bigger than themselves.Dawson's results prove that a well-told story can turn even modest campaigns into runaway successes. For anyone considering a regulated investment crowdfunding raise, his example offers a blueprint for winning hearts, minds, and capital.tl;dr:Dawson Russell shares how compelling storytelling drives successful regulated crowdfunding campaigns, winning investor support through emotional connection.He explains that many crowdfunding investors value vision and impact more than immediate financial returns.Dawson details creating Boxable's AI-powered ad in under 24 hours, demonstrating cost-effective, high-quality content production.He reveals his superpower of recognizing strengths, focusing RaiseLaunch on storytelling and go-to-market strategy.Dawson offers advice on leveraging strengths, delegating weaknesses, and aligning work with values to achieve lasting impact.How to Develop Recognizing Strengths As a SuperpowerDawson described his superpower as the ability to recognize strengths—both his own and those of his team. "You've got to recognize what are your strengths and what are your weaknesses and surround people around you that can help," he said. For Dawson, this focus has meant honing in on storytelling and creative strategy for crowdfunding campaigns, rather than trying to "do everything." This clarity has allowed RaiseLaunch to excel by working only on projects that are a strong cultural and skill fit.Illustrative Story: Several years ago, Dawson realized his agency was stretched too thin, taking on all types of projects. The lack of focus led to unsatisfying work and dropped commitments. The turning point came when he decided to narrow RaiseLaunch's offerings to their strongest capabilities—storytelling and go-to-market strategy for regulated crowdfunding. This shift not only improved client satisfaction but also fueled the company's growth. The same strength in recognizing trends led him to adopt AI tools early, helping clients like Boxable create high-impact campaigns quickly and affordably.Tips for Developing This Superpower:Regularly evaluate your own strengths and weaknesses with honestyDelegate or outsource tasks that fall outside your top skillsLook for patterns of success in your past work to identify focus areasStay ahead of trends in your industry to align your strengths with future opportunitiesWork only with clients, partners, or projects that align with your values and cultureBy following Dawson's example and advice, you can make recognizing strengths a skill. With practice and effort, you could make it a superpower that enables you to do more good in the world.Remember, however, that research into success suggests that building on your own superpowers is more important than creating new ones or overcoming weaknesses. You do you!Guest ProfileDawson Russell (he/him):CEO and Co-Founder, RaiseLaunchAbout RaiseLaunch: RaiseLaunch is a capital raise marketing agency that helps issuers craft compelling investor stories, build high-conversion funnels, and scale Reg CF, Reg D, and Reg A campaigns with strategy, creative, and automation.Website: raiselaunch.comX/Twitter Handle: @dawsonrussellBiographical Information: Dawson Russell is the founder of RaiseLaunch, bringing over 15 years of experience in capital raise marketing, having helped issuers raise more than $1.5 billion by combining storytelling, strategic positioning, and AI-powered campaigns to connect founders with the right investors.Linkedin: linkedin.com/in/dawsonrussellInstagram Handle: @dawsonrussellSupport Our SponsorsOur generous sponsors make our work possible, serving impact investors, social entrepreneurs, community builders and diverse founders. Today's advertisers include FundingHope, Rancho Affordable Housing (Proactive), Dopple, and Positive Polar. Learn more about advertising with us here.Max-Impact MembersThe following Max-Impact Members provide valuable financial support:Carol Fineagan, Independent Consultant | Hiten Sonpal, RISE Robotics | Lory Moore, Lory Moore Law | Marcia Brinton, High Desert Gear | Mark Grimes, Networked Enterprise Development | Matthew Mead, Hempitecture | Michael Pratt, Qnetic | Dr. Nicole Paulk, Siren Biotechnology | Paul Lovejoy, Stakeholder Enterprise | Pearl Wright, Global Changemaker | Ralf Mandt, Next Pitch | Scott Thorpe, Philanthropist | Sharon Samjitsingh, Health Care Originals | Add Your Name HereUpcoming SuperCrowd Event CalendarIf a location is not noted, the events below are virtual.Impact Cherub Club Meeting hosted by The Super Crowd, Inc., a public benefit corporation, on August 19, 2025, at 1:30 PM Eastern. Each month, the Club meets to review new offerings for investment consideration and to conduct due diligence on previously screened deals. To join the Impact Cherub Club, become an Impact Member of the SuperCrowd.SuperCrowdHour, August 20, 2025, at 12:00 PM Eastern. Devin Thorpe, CEO and Founder of The Super Crowd, Inc., will lead a session on "Your Portal, Your Future: How to Choose the Right Reg CF Platform." With so many investment crowdfunding portals available today, selecting the right one can be overwhelming for both founders and investors. In this session, Devin will break down the critical factors to consider—such as platform fees, audience demographics, compliance support, industry focus, and overall user experience. Whether you're a founder planning a raise or an investor exploring where to put your dollars to work, you'll walk away with a clearer understanding of how to evaluate and choose the platform that best aligns with your goals. Don't miss this practical, insight-packed hour designed to help you take your next step in the Reg CF ecosystem with confidence.SuperCrowd25, August 21st and 22nd: This two-day virtual event is an annual tradition but with big upgrades for 2025! We'll be streaming live across the web and on TV via e360tv. VIPs get access to our better-than-in-person networking, including backstage passes, VIP networking and an exclusive VIP webinar! Get your VIP access for just $25. A select group of affordable sponsorship opportunities is still available. Learn more here.Community Event CalendarSuccessful Funding with Karl Dakin, Tuesdays at 10:00 AM ET - Click on Events.NEIGHBR Live Webinar, in partnership with FundingHope, will share NEIGHBR's story with a wider audience — September 3 at 11 AM EST. Reserve your spot today!Regulated Investment Crowdfunding Summit 2025, Crowdfunding Professional Association, Washington DC, October 21-22, 2025.Impact Accelerator Summit is a live in-person event taking place in Austin, Texas, from October 23–25, 2025. This exclusive gathering brings together 100 heart-centered, conscious entrepreneurs generating $1M+ in revenue with 20–30 family offices and venture funds actively seeking to invest in world-changing businesses. Referred by Michael Dash, participants can expect an inspiring, high-impact experience focused on capital connection, growth, and global impact.If you would like to submit an event for us to share with the 9,000+ changemakers, investors and entrepreneurs who are members of the SuperCrowd, click here.We use AI to help us write compelling recaps of each episode. Get full access to Superpowers for Good at www.superpowers4good.com/subscribe
If you are trying to expand your self-storage portfolio, but have run into a wall called available capital, you may have looked into the Reg. D 506 structure under the JOBS Act. But a proposed change to this opportunity may yield even greater potential. In this Self-Storage University podcast we're going to review the pending change and what the impact might be.
Target Market Insights: Multifamily Real Estate Marketing Tips
Nic McGrue is the founder of Polymath Legal PC, a boutique law firm focused on helping real estate investors lawfully raise capital through syndications. With over a decade of experience and licenses in California and Washington, Nic specializes in securities law and real estate partnerships. He's also a tenured business law professor who brings both legal and practical insight to every client, helping them raise money legally while protecting themselves and their investors.
From Emmy-winning documentaries to rebuilding a 102-year-old schooner, Charles Kropke reveals how passion + Reg CF are powering a new wave of entrepreneurial growth. Discover what founders should TEST, how to OPTIMIZE broken models, and when to SCALE. Kropke, CEO of Windjammer, shares lessons from restoring legacy cruise brands and leading successful crowdfunding campaigns. Whether you're running a Reg A+, Reg D, or Reg CF raise, his stories are packed with insights for scaling brands with loyal communities.
Join me for a detailed discussion about the world of real estate syndication with Tilden Moschetti, Esq., syndication attorney focused exclusively on Regulation D offerings for real estate syndicators, business owners, entrepreneurs, and private equity funds. Tilden shares his wealth of knowledge on how Reg D offerings are revolutionizing the landscape for budding sponsors and managers. With their straightforward regulatory requirements and minimal SEC involvement, Reg D offerings are quickly becoming a go-to strategy in real estate.He offers practical insights into the dynamics of real estate syndication, showcasing the pivotal role that personal relationships and informed decision-making play in a successful syndication business.And clears up common misconceptions about raising capital, particularly from friends and family, and emphasizes the critical importance of understanding securities laws to ensure compliance and protect investors. We also take a closer look at the differences between Regulation A and Regulation D offerings, exploring their functionalities, implications, and legal frameworks - offering a glimpse into the regulatory evolution that's shaping today's investment landscape. And understanding the operational nuances between closed-end and evergreen funds under Reg D, focusing on the importance of fair value marking to prevent dilution.This episode provides an insightful forecast of the next two decades in real estate finance and how strategic financial decisions will drive the evolution of the industry.Connect further with Tilden Moschetti on LinkedIn https://www.linkedin.com/company/moschettilaw/ or https://www.moschettilaw.com.Schedule a consultation with Bill to ELEVATE (https://billbymel.com/investor/) or REVIVE (https://billbymel.com/advisor/) your portfolio today.To learn more, visit:https://billbymel.com/Listen to more episodes on Mission Matters:https://missionmatters.com/author/bill-bymel/
Superpowers for Good should not be considered investment advice. Seek counsel before making investment decisions. When you purchase an item, launch a campaign or create an investment account after clicking a link here, we may earn a fee. Engage to support our work.Watch the show on television by downloading the e360tv channel app to your Roku, AppleTV or AmazonFireTV. You can also see it on YouTube.Has your business been impacted by the recent fires? Apply now for a chance to receive one of 10 free tickets to SuperCrowdLA on May 2nd and 3rd and gain the tools to rebuild and grow!Devin: What is your superpower?John: I'm a playing field leveler.Veteran entrepreneurs face unique challenges when raising capital for their businesses. John Panaccione, CEO and Co-Founder of Folla Capital, is on a mission to change that. In today's episode, John explained how his experience as a veteran has shaped his passion for helping others in the veteran and minority business communities succeed.“I've had to live through running a business, owning a business, and raising capital,” John said. “I felt firsthand some of the challenges that we have there, but now, doing what I do, I just love helping fellow veterans and women- or minority-owned businesses deal with some of the unique challenges that we need to face.”Folla Capital, where John serves as CEO, is a registered broker-dealer that supports clients in conducting regulation crowdfunding offerings. Their goal is to make financing more accessible for underserved communities. By leveraging tools like Reg CF and Reg D exemptions, John and his team help entrepreneurs overcome the systemic barriers that have historically excluded them from funding opportunities.John shared several success stories from his work, including one about helping a veteran-owned software company called Oplign. The business, which helps veterans translate their military experience into civilian qualifications, raised nearly $700,000 through a Reg CF campaign. John reflected on the pride he feels when clients succeed. “There's nothing better than when somebody calls me and says, ‘Hey, two years ago you helped me, and now we're killing it.' That's the biggest reward I experience.”John's work is more than just helping companies raise money—it's about building communities. Highlighting the importance of both geographic and demographic connections, he explained how Folla Capital fosters networks that empower entrepreneurs. “Crowdfunding is wonderful,” he said, “but at the end of the day, a lot of the money ends up coming from people that have some connection with the management team.”Through Folla Capital, John is leveling the playing field for veterans and other underrepresented entrepreneurs. His work proves that with the right tools and support, these communities can thrive, creating not just businesses but stronger, more inclusive communities.If you're inspired by John's mission, stay tuned for more insights later in the episode about his superpower and how he uses it to empower others.tl;dr:John Panaccione discussed the challenges veterans and minority entrepreneurs face when raising capital.Folla Capital helps entrepreneurs succeed using tools like Reg CF and Reg D exemptions.Success stories highlight the importance of building both geographic and demographic communities.John's superpower is leveling the playing field by teaching the rules entrepreneurs need to know.Entrepreneurs can achieve success by exceeding standards, building networks, and fostering resilience.How to Develop Leveling the Playing Field As a SuperpowerJohn's superpower is “leveling the playing field.” He explained, “I've learned that most people that have goals are leaders. If they know the rules, they can compete.” John prides himself on being a teacher who ensures that entrepreneurs understand the standards and rules of raising capital, empowering them to create their own success. He emphasized, “We don't want to be the smart people with all the answers. We like to pride ourselves on being teachers.”Illustrative Story:One of John's proudest success stories involves helping a group of veterans open an indoor skydiving iFly facility in Wilmington, North Carolina. Despite skepticism and challenges, the team raised $1 million via a Reg CF campaign to unlock a $12 million financing package. This funding transformed an empty lot into a thriving business, showcasing how understanding the rules and applying them effectively can bring ambitious projects to life.Tips for Developing This Superpower:Learn the Rules: Familiarize yourself with the standards and regulations in your field.Aim Higher Than the Standard: Strive to exceed the minimum requirements for quality and preparation.Teach Others: Share your knowledge to empower others, rather than positioning yourself as the “expert.”Build Community: Leverage both geographic and demographic networks to support your goals.Practice Resilience: Don't be discouraged by skepticism—focus on proving doubters wrong through action.By following John's example and advice, you can make leveling the playing field a skill. With practice and effort, you could make it a superpower that enables you to do more good in the world.Remember, however, that research into success suggests that building on your own superpowers is more important than creating new ones or overcoming weaknesses. You do you!Guest ProfileJohn Panaccione ("Pana-chone" (he/him):CEO & Co-Founder, Folla CapitalAbout Folla Capital: Folla Capital is an SEC-registered broker-dealer. Folla Capital helps small businesses raise capital and provides general investment banking advisory services for startups, active businesses, and those involved in mergers and acquisitions. Our founders are entrepreneurs ourselves. We've gone down the path of having to raise money the traditional way. We know what it's like to have to make weekly payroll and the rent and constantly deal with the challenge of managing cash flow. Our core team started in North Carolina in 2018, facilitating the State's Intrastate investment crowdfunding program called the NC PACES Act. Based on this experience, we began the process of expanding nationally to help any company, in any state, raise capital using any of the SEC exemptions including Reg D, Reg CF, and Reg A.Website: follacapital.comBiographical Information: John Panaccione, co-founder of Folla Capital, holds an array of SEC licenses, including Series 7, 24, 79, and 63. Folla Capital is an SEC-registered broker-dealer and helps entrepreneurs and small business owners raise capital. Prior to his Folla Capital venture in 2020, he co-founded and led the LogicBay Corporation, a software company, from 2003 to its 2020 acquisition by Pluribus Technologies, gaining extensive experience in small business finance and mergers and acquisitions.In 2013, he co-founded VETtoCEO, a non-profit aiding transitioning military personnel in considering entrepreneurship. Before his entrepreneurial career, John held leadership roles in operations and sales across various corporate sizes. He served six years as a U.S. Army officer, primarily in the 82nd Airborne Division paratrooper units.John holds a B.S. in Criminal Justice and an M.B.A. from Bryant University, focusing on Technology and Operations Management.Personal Facebook Profile: facebook.com/FollaCapitalLinkedin: linkedin.com/company/69705255Guest ProfileJohn Panaccione ("Pana-chone" (he/him):CEO & Co-Founder, Folla CapitalAbout Folla Capital: Folla Capital is an SEC-registered broker-dealer. Folla Capital helps small businesses raise capital and provides general investment banking advisory services for startups, active businesses, and those involved in mergers and acquisitions. Our founders are entrepreneurs ourselves. We've gone down the path of having to raise money the traditional way. We know what it's like to have to make weekly payroll and the rent and constantly deal with the challenge of managing cash flow. Our core team started in North Carolina in 2018, facilitating the State's Intrastate investment crowdfunding program called the NC PACES Act. Based on this experience, we began the process of expanding nationally to help any company, in any state, raise capital using any of the SEC exemptions including Reg D, Reg CF, and Reg A.Website: follacapital.comBiographical Information: John Panaccione, co-founder of Folla Capital, holds an array of SEC licenses, including Series 7, 24, 79, and 63. Folla Capital is an SEC-registered broker-dealer and helps entrepreneurs and small business owners raise capital. Prior to his Folla Capital venture in 2020, he co-founded and led the LogicBay Corporation, a software company, from 2003 to its 2020 acquisition by Pluribus Technologies, gaining extensive experience in small business finance and mergers and acquisitions.In 2013, he co-founded VETtoCEO, a non-profit aiding transitioning military personnel in considering entrepreneurship. Before his entrepreneurial career, John held leadership roles in operations and sales across various corporate sizes. He served six years as a U.S. Army officer, primarily in the 82nd Airborne Division paratrooper units.John holds a B.S. in Criminal Justice and an M.B.A. from Bryant University, focusing on Technology and Operations Management.Personal Facebook Profile: facebook.com/FollaCapitalLinkedin: linkedin.com/company/69705255Support Our SponsorsOur generous sponsors make our work possible, serving impact investors, social entrepreneurs, community builders and diverse founders. Today's advertisers include FundingHope, AMIBA, SuperCrowdLA and Crowdfunding Made Simple. Learn more about advertising with us here.Max-Impact MembersThe following Max-Impact Members provide valuable financial support:Carol Fineagan, Independent Consultant | Lory Moore, Lory Moore Law | Marcia Brinton, High Desert Gear | Paul Lovejoy, Stakeholder Enterprise | Pearl Wright, Global Changemaker | Ralf Mandt, Next Pitch | Scott Thorpe, Philanthropist | Matthew Mead, Hempitecture | Michael Pratt, Qnetic | Add Your Name HereUpcoming SuperCrowd Event CalendarIf a location is not noted, the events below are virtual.SuperCrowdLA: we're going to be live in Santa Monica, California, May 1-3. Plan to join us for a major, in-person event focused on scaling impact. Sponsored by Digital Niche Agency, ProActive Real Estate and others. This will be a can't-miss event. Has your business been impacted by the recent fires? Apply now for a chance to receive one of 10 free tickets to SuperCrowdLA on May 2nd and 3rd and gain the tools to rebuild and grow! Impact Cherub Club Meeting hosted by The Super Crowd, Inc., a public benefit corporation, on May 20, 2025, at 1:00 PM Eastern. Each month, the Club meets to review new offerings for investment consideration and to conduct due diligence on previously screened deals. To join the Impact Cherub Club, become an Impact Member of the SuperCrowd.SuperCrowdHour, May 21, 2025, at 1:00 PM Eastern. Devin Thorpe, Champion of Social Good and CEO of The Super Crowd, Inc., will lead a session on "The Secret to Higher Investment Returns via Impact Crowdfunding." He'll share powerful strategies and real-world examples that show how aligning your investments with your values can lead to strong financial and social returns. If you're an investor looking to maximize impact or curious about the growing world of impact crowdfunding, this is a session you won't want to miss! Don't miss it!SuperCrowd25, August 21st and 22nd: This two-day virtual event is an annual tradition but with big upgrades for 2025! We'll be streaming live across the web and on TV via e360tv. Soon, we'll open a process for nominating speakers. Check back!Community Event CalendarSuccessful Funding with Karl Dakin, Tuesdays at 10:00 AM ET - Click on Events.Crowdfunding Addict: Lessons Learned from a Year of Daily Investments, Wednesday, May 14, 2025, at 2:00 PM ET.Regulated Investment Crowdfunding Summit 2025, Crowdfunding Professional Association, Washington DC, October 21-22, 2025.Call for community action:Please show your support for a tax credit for investments made via Regulation Crowdfunding, benefiting both the investors and the small businesses that receive the investments. Learn more here.Guest ProfileJohn Panaccione ("Pana-chone" (he/him):CEO & Co-Founder, Folla CapitalAbout Folla Capital: Folla Capital is an SEC-registered broker-dealer. Folla Capital helps small businesses raise capital and provides general investment banking advisory services for startups, active businesses, and those involved in mergers and acquisitions. Our founders are entrepreneurs ourselves. We've gone down the path of having to raise money the traditional way. We know what it's like to have to make weekly payroll and the rent and constantly deal with the challenge of managing cash flow. Our core team started in North Carolina in 2018, facilitating the State's Intrastate investment crowdfunding program called the NC PACES Act. Based on this experience, we began the process of expanding nationally to help any company, in any state, raise capital using any of the SEC exemptions including Reg D, Reg CF, and Reg A.Website: follacapital.comBiographical Information: John Panaccione, co-founder of Folla Capital, holds an array of SEC licenses, including Series 7, 24, 79, and 63. Folla Capital is an SEC-registered broker-dealer and helps entrepreneurs and small business owners raise capital. Prior to his Folla Capital venture in 2020, he co-founded and led the LogicBay Corporation, a software company, from 2003 to its 2020 acquisition by Pluribus Technologies, gaining extensive experience in small business finance and mergers and acquisitions.In 2013, he co-founded VETtoCEO, a non-profit aiding transitioning military personnel in considering entrepreneurship. Before his entrepreneurial career, John held leadership roles in operations and sales across various corporate sizes. He served six years as a U.S. Army officer, primarily in the 82nd Airborne Division paratrooper units.John holds a B.S. in Criminal Justice and an M.B.A. from Bryant University, focusing on Technology and Operations Management.Personal Facebook Profile: facebook.com/FollaCapitalLinkedin: linkedin.com/company/69705255Support Our SponsorsOur generous sponsors make our work possible, serving impact investors, social entrepreneurs, community builders and diverse founders. Today's advertisers include FundingHope, AMIBA, SuperCrowdLA and Crowdfunding Made Simple. Learn more about advertising with us here.Max-Impact MembersThe following Max-Impact Members provide valuable financial support:Carol Fineagan, Independent Consultant | Lory Moore, Lory Moore Law | Marcia Brinton, High Desert Gear | Paul Lovejoy, Stakeholder Enterprise | Pearl Wright, Global Changemaker | Ralf Mandt, Next Pitch | Scott Thorpe, Philanthropist | Matthew Mead, Hempitecture | Michael Pratt, Qnetic | Add Your Name HereUpcoming SuperCrowd Event CalendarIf a location is not noted, the events below are virtual.SuperCrowdLA: we're going to be live in Santa Monica, California, May 1-3. Plan to join us for a major, in-person event focused on scaling impact. Sponsored by Digital Niche Agency, ProActive Real Estate and others. This will be a can't-miss event. Has your business been impacted by the recent fires? Apply now for a chance to receive one of 10 free tickets to SuperCrowdLA on May 2nd and 3rd and gain the tools to rebuild and grow! Impact Cherub Club Meeting hosted by The Super Crowd, Inc., a public benefit corporation, on May 20, 2025, at 1:00 PM Eastern. Each month, the Club meets to review new offerings for investment consideration and to conduct due diligence on previously screened deals. To join the Impact Cherub Club, become an Impact Member of the SuperCrowd.SuperCrowdHour, May 21, 2025, at 1:00 PM Eastern. Devin Thorpe, Champion of Social Good and CEO of The Super Crowd, Inc., will lead a session on "The Secret to Higher Investment Returns via Impact Crowdfunding." He'll share powerful strategies and real-world examples that show how aligning your investments with your values can lead to strong financial and social returns. If you're an investor looking to maximize impact or curious about the growing world of impact crowdfunding, this is a session you won't want to miss! Don't miss it!SuperCrowd25, August 21st and 22nd: This two-day virtual event is an annual tradition but with big upgrades for 2025! We'll be streaming live across the web and on TV via e360tv. Soon, we'll open a process for nominating speakers. Check back!Community Event CalendarSuccessful Funding with Karl Dakin, Tuesdays at 10:00 AM ET - Click on Events.Crowdfunding Addict: Lessons Learned from a Year of Daily Investments, Wednesday, May 14, 2025, at 2:00 PM ET.Regulated Investment Crowdfunding Summit 2025, Crowdfunding Professional Association, Washington DC, October 21-22, 2025.Call for community action:Please show your support for a tax credit for investments made via Regulation Crowdfunding, benefiting both the investors and the small businesses that receive the investments. Learn more here.We use AI to help us write compelling recaps of each episode. Get full access to Superpowers for Good at www.superpowers4good.com/subscribe
Tilden Moschetti, an investment fund and syndication attorney, discussed Regulation D (Reg D) exemptions for raising capital. Reg D allows unlimited funds from accredited investors without advertising, with 98% of deals using it. Rule 506(b) allows non-accredited investors, while Rule 506(c) requires accredited investor verification. Accredited investors must earn $200K annually or have $1 million in net worth. Moschetti emphasized the importance of communication to mitigate risks and maintain investor trust. He noted that only 1-2% of cases lead to legal action if proper documentation is in place. His firm's turnaround time for Reg D filings is two weeks. https://www.moschettilaw.com/
Superpowers for Good should not be considered investment advice. Seek counsel before making investment decisions. When you purchase an item, launch a campaign or create an investment account after clicking a link here, we may earn a fee. Engage to support our work.Watch the show on television by downloading the e360tv channel app to your Roku, AppleTV or AmazonFireTV. You can also see it on YouTube.Has your business been impacted by the recent fires? Apply now for a chance to receive one of 10 free tickets to SuperCrowdLA on May 2nd and 3rd and gain the tools to rebuild and grow!Devin: What is your superpower?Jason: Ability to inspire excitement.Raising money through regulated investment crowdfunding is hard. Too many founders underestimate the difficulty, thinking that once their campaign goes live, the crowd will come running. The truth, as Jason Fishman explains, is that success starts long before a campaign launches.Jason, Co-Founder and CEO of Digital Niche Agency (DNA) and host of the "Test. Optimize. Scale." podcast, is one of the industry's most experienced investor acquisition experts. He helps founders raise capital by creating marketing funnels that turn strangers into advocates. In today's episode, he shared the single most important element of a successful crowdfunding raise: planning."If you fail to plan, you plan to fail," Jason said. "Imagine launching a website tomorrow and trying to bring 50,000 people towards it and get 1,000 of those people to convert at a transactional value of $1,000 or more."That's the scale of the challenge many founders face without realizing it. Jason broke down how campaigns that succeed aren't just lucky—they're methodical. They use strategies built on industry research and competitive marketing audits. These show founders what messaging and channels are working and which aren't, enabling them to craft a custom roadmap for every stage of their campaign.He encourages founders to go deep on pre-launch preparation. That includes clearly identifying audiences, traffic sources, and strategic partnerships. According to Jason, it also means fine-tuning the content and offering page to ensure it's optimized for conversions."You still need to have a well-thought-out plan on where that traffic's coming from," he noted, even for small campaigns targeting $50,000. "One way or the other, I need to figure out how am I getting those actual visits to my offering page."Jason and his team at DNA have helped clients raise hundreds of millions of dollars from the crowd. The secret? They treat marketing as a science—and a strategy-first mindset is always step one.To hear more from Jason, check out this episode and join us at SuperCrowdLA, where he'll speak twice and be available throughout the event. Don't miss the chance to learn from one of the best in the business.tl;dr:Jason Fishman explains why strategic planning and marketing are essential for crowdfunding success at any scale.He shares how the most successful campaigns use research and competitor audits to map traffic and conversions.Jason emphasizes that even small campaigns must create momentum with targeted audiences and compelling content.His superpower, generating excitement, helps him motivate teams, founders, and friends to rally around a vision.Jason encourages understanding your audience's fears and desires to inspire action and build lasting engagement.How to Develop Inspiring Excitement As a SuperpowerJason Fishman's superpower is his ability to inspire excitement and rally people around a shared goal. “Getting people excited…has been present my whole life,” Jason explained. He shared how this skill underpins his success in building impactful marketing campaigns, emphasizing that understanding what drives and motivates people is key. Jason applies this talent to craft compelling messaging and visuals that move audiences to action.Illustrative Story:Jason shared a personal anecdote about planning a wedding for his wife's cousin, who had been overwhelmed by the process. By addressing objections and highlighting exciting details, Jason turned their reluctance into enthusiasm. The result was a beautiful wedding overlooking the beach, with Jason even serving as the DJ. This story exemplifies his ability to energize others and create positive outcomes.Tips for Developing the Superpower:Understand Your Audience: Identify what excites and motivates them, as well as their fears.Communicate the Vision: Show others what success looks like and why it matters.Address Objections: Turn concerns into opportunities by re-framing challenges in a positive light.Leverage Energy: Use your enthusiasm to inspire and rally others around shared goals.By following Jason's example and advice, you can make inspiring excitement a skill. With practice and effort, you could make it a superpower that enables you to do more good in the world.Remember, however, that research into success suggests that building on your own superpowers is more important than creating new ones or overcoming weaknesses. You do you!Guest ProfileJason Fishman (he/him):Co-Founder and CEO of Digital Niche Agency DNA and Host of the "Test. Optimize. Scale." Podcast, Digital Niche Agency (DNA)About Digital Niche Agency (DNA): DNA is a full-service digital marketing agency specializing in surpassing client goals. Our team has over 25 years of experience in Marketing, Start-Ups, and Business Development. While working with clients and launching brands we have learned what works and how to implement a revenue-driving marketing strategy. Watching the digital marketing landscape evolve everyday, our primary objective is to offer the latest technologies and techniques to small to mid level businesses. With a focus on two areas, Content Development and Content Distribution, the DNA model is built for both brand value and performance. Our success is truly measured by the growth rate of our clients companies. Whether you are looking for Social Media, SEO, Content Marketing, Digital PR, Web/ Mobile Media Buying, Marketing Plans, Influencer Marketing, Instagram Ads, Traffic to CrowdFounding Platforms, Investor Materials, CPI / Burst and AOS Campaigns, Development, Video, or Digital Advertising, we know how many options there are out there and have structured ourselves so that you can get everything you need from DNA. We have relationships with the top vendors in the digital world and provide the ability to work with one partner to manage all areas of your digital brand at below industry standard rates. With this approach we want to make the process easy, so we can begin getting you more market share with our formula.Website: digitalnicheagency.comX/Twitter Handle: @DNAgency_CACompany Facebook Page: facebook.com/digitalnicheagencyBiographical Information: Jason Fishman has 15+ years experience as a “New Media Enthusiast”, who genuinely enjoys planning, activating, and managing scalable marketing strategies across the full-spectrum of verticals and goals. He is an expert in digital channels including Search Engines, Social Media Platforms, Programmatic Ad Exchanges, Influencer Networks, Email Automation, Content Marketing, and Partnerships. He has held leadership roles at all sides of the marketing table: Agency, Brand, and Vendor, which explains his ability to structure unique opportunities for DNA clients.Jason managed the Product Marketing Division of a major Mobile Ad Network who exclusively represented ad inventory for 1,500+ Print Publishers' Mobile/Tablet apps and worked with many Top 100 Advertisers. Leveraging traffic algorithms, Jason now takes this knowledge and applies it to scale brands with effective marketing tactics.Since launching DNA in 2014, Jason and the team have worked with over 750 brands and deliver industry-leading results across eCommerce, Lead Generation and Digital Funding campaigns. DNA is now an Inc 5000 company, who has worked with over 350 Reg CF, Reg A+, Reg D, and Digital Asset campaigns that have produced 9-figures of funding.Jason has been showcased in Panel and Individual presentations at a high volume of Tech and Marketing conferences, along with his “Test. Optimize. Scale.” Podcast. He is also committed to a number of Thought Leadership content projects for 2024, including the Forbes Agency Council. Jason manages a Los Angeles team with experience in all aspects of the user journey.Linkedin: linkedin.com/company/digital-niche-agencyInstagram Handle: @digitalnicheagencySupport Our SponsorsOur generous sponsors make our work possible, serving impact investors, social entrepreneurs, community builders and diverse founders. Today's advertisers include FundingHope, Make Money with Impact Crowdfunding, SuperCrowdLA and Crowdfunding Made Simple. Learn more about advertising with us here.Max-Impact MembersThe following Max-Impact Members provide valuable financial support:Carol Fineagan, Independent Consultant | Lory Moore, Lory Moore Law | Marcia Brinton, High Desert Gear | Paul Lovejoy, Stakeholder Enterprise | Pearl Wright, Global Changemaker | Ralf Mandt, Next Pitch | Scott Thorpe, Philanthropist | Matthew Mead, Hempitecture | Michael Pratt, Qnetic | Add Your Name HereUpcoming SuperCrowd Event CalendarIf a location is not noted, the events below are virtual.Impact Cherub Club Meeting hosted by The Super Crowd, Inc., a public benefit corporation, on April 15, 2025, at 1:00 PM Eastern. Each month, the Club meets to review new offerings for investment consideration and to conduct due diligence on previously screened deals. To join the Impact Cherub Club, become an Impact Member of the SuperCrowd.SuperCrowdHour, April 16, 2025, at 1:00 PM Eastern. Gene Massey, Chairman/CEO of MediaShares, will lead a session on "Secrets For Creating Great Content To Attract Investors." He'll share expert insights on crafting compelling content that engages and converts potential investors. Whether you're launching a crowdfunding campaign or looking to enhance your storytelling strategy, this session is a must-attend! Don't miss it!SuperCrowdLA: we're going to be live in Santa Monica, California, May 1-3. Plan to join us for a major, in-person event focused on scaling impact. Sponsored by Digital Niche Agency, ProActive Real Estate and others. This will be a can't-miss event. Has your business been impacted by the recent fires? Apply now for a chance to receive one of 10 free tickets to SuperCrowdLA on May 2nd and 3rd and gain the tools to rebuild and grow! SuperCrowd25, August 21st and 22nd: This two-day virtual event is an annual tradition but with big upgrades for 2025! We'll be streaming live across the web and on TV via e360tv. Soon, we'll open a process for nominating speakers. Check back!Community Event CalendarSuccessful Funding with Karl Dakin, Tuesdays at 10:00 AM ET - Click on Events.Devin Thorpe joins Entrepreneurs On Fire to share powerful insights on impact investing and doing well by doing good. Tune in on April 10 to hear Devin's inspiring conversation with host John Lee Dumas!Igniting Community Capital to Build Outdoor Recreation Communities, Crowdfund Better, Thursdays, March 20 & 27, April 3 & 10, 2025, at 1:00 PM ET.Regulated Investment Crowdfunding Summit 2025, Crowdfunding Professional Association, Washington DC, October 21-22, 2025.Call for community action:Please show your support for a tax credit for investments made via Regulation Crowdfunding, benefiting both the investors and the small businesses that receive the investments. Learn more here.If you would like to submit an event for us to share with the 9,000+ changemakers, investors and entrepreneurs who are members of the SuperCrowd, click here.We use AI to help us write compelling recaps of each episode. Get full access to Superpowers for Good at www.superpowers4good.com/subscribe
Superpowers for Good should not be considered investment advice. Seek counsel before making investment decisions. When you purchase an item, launch a campaign or create an investment account after clicking a link here, we may earn a fee. Engage to support our work.Watch the show on television by downloading the e360tv channel app to your Roku, AppleTV or AmazonFireTV. You can also see it on YouTube.Has your business been impacted by the recent fires? Apply now for a chance to receive one of 10 free tickets to SuperCrowdLA on May 2nd and 3rd and gain the tools to rebuild and grow!Devin: What is your superpower?Alex: Thinking deeply and critically about a number of things.Crowdfunding has revolutionized how businesses raise capital, but not all crowdfunding is created equal. In today's episode, Alex Fisher, CEO and CCO of Netcapital Securities, shared how her team empowers businesses by leveraging a comprehensive suite of tools including Reg A, Reg D, and Reg CF offerings. Her insights highlight the importance of tailoring fundraising strategies to meet the unique needs of each company, ensuring both flexibility and success.Alex explained, “When people hear crowdfunding, they kind of lump all of the different offering types and ways to raise capital together.” Netcapital's approach, however, recognizes the nuances of these methods. For instance, Reg CF allows companies to raise up to $5 million from the general public, while Reg D removes the cap but limits investments to accredited investors. Combining these strategies can create opportunities for businesses to achieve their goals more effectively.For Alex, the innovation lies in the ability to use these regulations strategically. She noted, “Companies who look to utilize both offering types at the same time are being very strategic… using the Reg CF bucket to open the investment opportunity to their broad network,” including customers and social media followers. Meanwhile, Reg D can attract larger investments from accredited investors such as venture capitalists.One of the most exciting developments Alex discussed is the potential for liquidity in crowdfunding. While much of the focus has been on raising capital, Netcapital is exploring ways to offer investors opportunities for future liquidity. This forward-thinking approach benefits both issuers and investors, enhancing the overall value of crowdfunding.Netcapital's role as both a broker-dealer and a funding portal sets it apart from other platforms. “Under Reg CF, companies are limited to listing on one portal at a time,” Alex explained. “That restriction doesn't exist in Regulation A or Regulation D and doesn't apply to broker-dealers.” This flexibility allows Netcapital to collaborate with other platforms, creating a synergistic ecosystem that benefits companies and investors alike.By combining innovative strategies with a deep understanding of regulatory frameworks, Alex and her team at Netcapital are helping businesses raise capital smarter, faster, and more effectively.If you're considering crowdfunding for your business, Alex's expertise offers a roadmap for success. As she put it, “It's very facts and circumstances based… You want to understand the stage of the company, the industry, and the networks they're a part of.”tl;dr:Alex Fisher explains how Netcapital combines Reg CF, Reg A, and Reg D to fundraise strategically.She highlights the untapped potential for liquidity in crowdfunding, benefiting both issuers and investors.Netcapital's broker-dealer status allows for unique flexibility and collaboration across fundraising platforms.Alex's intellectual curiosity drives her personal growth and her ability to connect with clients.She shares actionable tips for fostering intellectual curiosity to fuel professional and personal success.How to Develop Intellectual Curiosity As a SuperpowerAlex Fisher's superpower is her intellectual curiosity, a trait she describes as “thinking deeply and critically about a number of things.” This mindset drives her to question established norms, explore new ideas, and continuously improve both personally and professionally. Alex explained, “It's about not just accepting things for how they are and constantly thinking about how to do things better.” Her curiosity fuels her ability to connect with clients on a deeper level, understanding not just their business goals but also their personal motivations.Illustrative Story:Alex shared how rekindling her love of reading helped her rediscover her intellectual curiosity. After years of focusing solely on textbooks, regulations, and professional development, she began reading for personal interest in 2022. Since then, she has read over 70 books, which has broadened her perspective and improved her ability to think creatively. This shift has positively impacted her professional life by enabling her to approach challenges with fresh ideas and a more holistic understanding.Tips for Developing Intellectual Curiosity:Ask “Why” and “How” Questions: Dive deeper into processes, systems, and decisions to understand their purpose and function.Read Widely: Explore books and resources outside your professional field to gain new perspectives.Embrace Continuous Improvement: Focus on finding better ways to do things, even if the current method works.Connect Personally: Take time to understand the motivations and passions of the people you work with.Be Open to Exploration: Allow yourself to engage in activities that don't have an immediate or tangible impact.By following Alex Fisher's example and advice, you can make intellectual curiosity a skill. With practice and effort, you could make it a superpower that enables you to do more good in the world.Remember, however, that research into success suggests that building on your own superpowers is more important than creating new ones or overcoming weaknesses. You do you!Guest ProfileAlex Fisher (she/her):CEO & CCO, Netcapital Securities Inc.About Netcapital Securities Inc.: Netcapital Securities, a wholly owned subsidiary of Netcapital Inc. (Nasdaq: NCPL, NCPLW), is an SEC-registered, FINRA member broker-dealer.Netcapital Securities specializes in supporting companies with equity capital raises under Regulation A and Regulation D and in partnering with other broker-dealers to collaboratively syndicate deals.Website: netcapital.comBiographical Information: Alexandria (Alex) Fisher is a seasoned business strategist and compliance specialist, passionate about expanding founders' access to funding and investors' access to the private capital markets.Alex is currently the CEO and CCO of Netcapital's subsidiary broker-dealer, Netcapital Securities Inc., which specializes in supporting companies with equity capital raises under Regulation A and Regulation D and partnering with other broker-dealers to collaboratively syndicate deals.Alex is an advisor to startup companies and is a member of Global Women in Venture Capital (VC).Previously, Alex managed various regulatory compliance programs at a Series A venture-backed startup and at Fidelity Investments.Linkedin: linkedin.com/in/alexandria-fisherSupport Our SponsorsOur generous sponsors make our work possible, serving impact investors, social entrepreneurs, community builders and diverse founders. Today's advertisers include FundingHope, Make Money with Impact Crowdfunding, SuperCrowdLA and Crowdfunding Made Simple. Learn more about advertising with us here.Max-Impact MembersThe following Max-Impact Members provide valuable financial support:Carol Fineagan, Independent Consultant | Lory Moore, Lory Moore Law | Marcia Brinton, High Desert Gear | Paul Lovejoy, Stakeholder Enterprise | Pearl Wright, Global Changemaker | Ralf Mandt, Next Pitch | Scott Thorpe, Philanthropist | Matthew Mead, Hempitecture | Michael Pratt, Qnetic | Add Your Name HereUpcoming SuperCrowd Event CalendarIf a location is not noted, the events below are virtual.Impact Cherub Club Meeting hosted by The Super Crowd, Inc., a public benefit corporation, on April 15, 2025, at 1:00 PM Eastern. Each month, the Club meets to review new offerings for investment consideration and to conduct due diligence on previously screened deals. To join the Impact Cherub Club, become an Impact Member of the SuperCrowd.SuperCrowdHour, April 16, 2025, at 1:00 PM Eastern. Gene Massey, Chairman/CEO of MediaShares, will lead a session on "Secrets For Creating Great Content To Attract Investors." He'll share expert insights on crafting compelling content that engages and converts potential investors. Whether you're launching a crowdfunding campaign or looking to enhance your storytelling strategy, this session is a must-attend! Don't miss it!SuperCrowdLA: we're going to be live in Santa Monica, California, May 1-3. Plan to join us for a major, in-person event focused on scaling impact. Sponsored by Digital Niche Agency, ProActive Real Estate and others. This will be a can't-miss event. Has your business been impacted by the recent fires? Apply now for a chance to receive one of 10 free tickets to SuperCrowdLA on May 2nd and 3rd and gain the tools to rebuild and grow! SuperCrowd25, August 21st and 22nd: This two-day virtual event is an annual tradition but with big upgrades for 2025! We'll be streaming live across the web and on TV via e360tv. Soon, we'll open a process for nominating speakers. Check back!Community Event CalendarSuccessful Funding with Karl Dakin, Tuesdays at 10:00 AM ET - Click on Events.Crowdfunding Made Simple with Devin D. Thorpe: AI-Powered Fundraising Strategies, Wednesday, April 9, 2025, at 1:00 PM ET.Devin Thorpe joins Entrepreneurs On Fire to share powerful insights on impact investing and doing well by doing good. Tune in on April 10 to hear Devin's inspiring conversation with host John Lee Dumas!Igniting Community Capital to Build Outdoor Recreation Communities, Crowdfund Better, Thursdays, March 20 & 27, April 3 & 10, 2025, at 1:00 PM ET.Regulated Investment Crowdfunding Summit 2025, Crowdfunding Professional Association, Washington DC, October 21-22, 2025.Call for community action:Please show your support for a tax credit for investments made via Regulation Crowdfunding, benefiting both the investors and the small businesses that receive the investments. Learn more here.If you would like to submit an event for us to share with the 9,000+ changemakers, investors and entrepreneurs who are members of the SuperCrowd, click here.We use AI to help us write compelling recaps of each episode. Get full access to Superpowers for Good at www.superpowers4good.com/subscribe
Barry Minkow Exposes Multifamily Syndication Fraud: Insights From A Convicted Felon Now Working With the FBI!The multifamily syndication market is booming, but beneath the glossy marketing materials and promises of high returns lurks a darker side: widespread fraud. Today's podcast features Barry Minkow, a reformed businessman, preacher, and former convict, who brings a unique perspective to the world of distressed debt and real estate investing. He shares his insights into the often-hidden dangers of multifamily syndication schemes.Barry isn't your typical real estate expert. His experiences, including a stint in federal prison for fraud, give him a firsthand understanding of the deceptive tactics used by some promoters. His perspective is invaluable for investors looking to avoid costly mistakes. He warns against the hype surrounding Reg D offerings, emphasizing the importance of independent verification and due diligence. He says, "Don't rely on glossy marketing materials alone. Dig deeper. Verify everything. Because what looks too good to be true, usually is."Here are five key takeaways from Barry's insights:Beware of Overly High Returns: Multifamily syndications often promise unrealistic returns. Barry cautions investors to be wary of deals offering unusually high yields, as these may be indicators of fraudulent schemes. (He humorously calls this kind of promising "the lipstick on a pig" approach.)Independent Verification is Crucial: Don't blindly trust the information provided by promoters. Conduct thorough due diligence, including obtaining independent appraisals and reviewing financial statements, before investing. Barry's own experiences highlight the consequences of neglecting this crucial step. “Trust, but verify,” he says, a lesson he learned the hard way.Understand the Numbers: Analyze financial statements closely to avoid being misled by inflated numbers. Barry stresses the importance of understanding key metrics like LTV (loan-to-value ratio), occupancy rates, and debt service coverage ratios. “If the numbers don't add up, they're probably lying,” he warns, with a wink.Look for Red Flags: Barry points out several red flags to watch out for, including unrealistic projections, lack of transparency, and aggressive marketing tactics. He recommends paying close attention to the details; if something feels off, it probably is.Don't Be Afraid to Ask Questions: Barry emphasizes the importance of asking tough questions and challenging the information presented by promoters. Don't be afraid to ask follow up questions; if the promoter is trying to obfuscate information, it's a major red flag.Barry's insights offer a much-needed dose of reality in an otherwise overly hyped market. He urges investors to exercise caution, perform thorough due diligence, and prioritize financial literacy. The consequences of fraud can be devastating – financial ruin, legal battles, and even criminal charges. It's far more prudent to protect your investment by asking questions, performing due diligence, and making informed decisions.You can find Barry Minkow on Instagram (@MinkoBarry) and TikTok (@OneMinuteFraud). Remember, in the world of real estate investing, knowledge is power – and due diligence is your best defense.Watch the original VIDEO HERE!Book a call with SCOTT HERE!Love the show? Subscribe, rate, review, and share!Here's How »Join the Note Closers Show community today:WeCloseNotes.comThe Note Closers Show FacebookThe Note Closers Show TwitterScott Carson LinkedInThe Note Closers Show YouTubeThe Note Closers Show VimeoThe Note Closers Show InstagramWe Close Notes Pinterest
#51: In this episode, we dive deep into the world of real estate funds with a special guest from Verivest, Matt Burk. Discover what sets Verivest apart and how they support real estate managers and investors. We explore the critical differences between Reg A, and Reg D, offerings, breaking down what each means for fundraisers. Learn the true cost of setting up and running a real estate fund and gain expert advice on raising capital successfully. Matt shares invaluable insights into the mindset and habits that drive success in fund management. We discuss the key challenges real estate managers face, the role of technology in shaping the future of fund administration, and what makes a fund thrive in today's market. Plus, get personal with stories of resilience, early business struggles, and the books and podcasts that have left a lasting impact.Whether you're a seasoned investor or starting your first fund, this episode offers strategies and inspiration to guide you on your journey. Tune in to connect with the experts and take your real estate game to the next level.
ABOUT TILDEN MOSCHETTITilden Moschetti is a commercial real estate and syndication attorney for the Moschetti Law Group. He holds an MBA in addition to a law degree, is a Certified Commercial Investment Member, and has advanced financial analysis training that allows him to offer clients a clear view on the economic decisions they are making. Tilden has served exclusively as legal counsel to securities and Reg D syndication clients for the last nine years. He's been a real estate attorney for nineteen years of law practice and brokered and consulted on hundreds of thousands of square feet of commercial real estate. He's also an active Reg D syndicator. He also has the extensive, hands-on syndication experience to lean into. THIS TOPIC IN A NUTSHELL: Tilden's Journey from Attorney to SyndicatorReal estate Litigation Partnership and first real estate deal How Litigation Skills Help in SyndicationFinding and Underwriting DealsTypes of Deals they have doneAbout the Medical Office Deal What are their baseline criteria for their target market? Metrics of this deal and how they found itWhat do they like about this deal?Project plan, hold time, and Exit planTarget Returns and ways to improve the NOIFinancing and Raising CapitalWhy this Deal is SuccessfulConnect with Tilden KEY QUOTE: “Focusing on the story of the deal and telling investors that we're going to make this a very safe deal for them. Investors will trust you more for it because you did exactly what you were going to do.” SUMMARY OF BUSINESS: Moschetti Syndication Law Group – the firm specializes in providing expert legal guidance for raising capital through Regulation D. Our services cater to various sectors, including real estate, entrepreneurs, crypto-businesses, and private equity. We pride ourselves on preparing customized, attorney-drafted private placement memorandums, operating agreements, and subscription agreements. Our primary focus is to ensure compliance with Regulation D, allowing you to navigate the capital raising process confidently and successfully. ABOUT THE WESTSIDE INVESTORS NETWORK The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication. The Westside Investors Network strives to bring knowledge and education to real estate professional that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com. #RealEstateWealth #RealEstateInvesting #MultiFamily #AssetManagement #TargetReturns #SyndicationAttorney #Syndicator #Investors #CommercialRealEstate #RaisingCapital #RegulationD #SecuritiesAttorney #Entrepreneur #SyndicationCoach #LegalExperts #PrivatePlacementMemorandums #LitigationSkills #NegotiationSkills #Underwriting #MedicalOfficeDeal #PassiveInvestment #RealEstateStrategy #FinancialFreedom #InvestmentOpportunities #InvestmentInsights #RealEstateTips #DealDeepDive #Syndication #JoinTheWINpod #WestsideInvestorsNetwork CONNECT WITH TILDEN:Website: https://www.moschettilaw.com Facebook: https://www.facebook.com/syndication.attorneys Instagram: https://www.instagram.com/moschettilaw YouTube: https://www.youtube.com/@syndicationattorney CONNECT WITH US For more information about investing with AJ and Chris: · Uptown Syndication | https://www.uptownsyndication.com/ · LinkedIn | https://www.linkedin.com/company/71673294/admin/ For information on Portland Property Management: · Uptown Properties | http://www.uptownpm.com · Youtube | @UptownProperties Westside Investors Network · Website | https://www.westsideinvestorsnetwork.com/ · Twitter | https://twitter.com/WIN_pdx · Instagram | @westsideinvestorsnetwork · LinkedIn | https://www.linkedin.com/groups/13949165/ · Facebook | @WestsideInvestorsNetwork · Tiktok| @WestsideInvestorsNetwork · Youtube | @WestsideInvestorsNetwork
Learn about asset protection, entity structuring, and estate planning at jasonheartman.com. Access affordable, genuine attorney consultation starting at $29.97 for three entities. Act before you need it; prepare in advance. Protect your assets effectively with expert guidance. Today Jason welcomes Mauricio Rauld. Mauricio is the founder and CEO of Premier Law Group and spends 100% of his practice on syndications for real estate investors. With almost 20 years of securities experience, Mauricio specializes in Reg D exempt offerings and educates investors from around the world on how to navigate the complex world of securities laws. Jason and Mauricio discuss asset protection strategies, focusing on LLCs' limitations and the importance of charging order protection. LLCs offer liability limitations but aren't bulletproof; insurance is crucial. Charging orders safeguard against external threats, ensuring creditor access only to LLC distributions. States like Nevada and Wyoming provide exclusive charging order protection, even for single-member LLCs, unlike corporations. Corporations lack charging order protection, making LLCs superior for asset protection. Piercing the corporate veil and jurisdictional issues are highlighted concerns. The discussion suggests LLCs with trusts for enhanced protection. https://jasonhartman.com/protect #AssetProtection #LLC #Corporation #ChargingOrder #LegalStrategy #BusinessProtection #EntityFormation #RealEstate #Trusts #AssetManagement #RiskMitigation #LegalAdvice Key Takeaways: Jason's editorial 1:23 Dig your well beforeyou get thirsty Mauricio Rauld interview part 1 2:35 You can't be late to THIS party 3:59 LLC's and charging order protection 15:00 Distinction between a corporation and an LLC 16:05 Internal vs. external threat 17:32 Trusts 22:29 Blog post: Comprehending how Economic Factors Affect the Real Estate Market Follow Jason on TWITTER, INSTAGRAM & LINKEDIN Twitter.com/JasonHartmanROI Instagram.com/jasonhartman1/ Linkedin.com/in/jasonhartmaninvestor/ Call our Investment Counselors at: 1-800-HARTMAN (US) or visit: https://www.jasonhartman.com/ Free Class: Easily get up to $250,000 in funding for real estate, business or anything else: http://JasonHartman.com/Fund CYA Protect Your Assets, Save Taxes & Estate Planning: http://JasonHartman.com/Protect Get wholesale real estate deals for investment or build a great business – Free Course: https://www.jasonhartman.com/deals Special Offer from Ron LeGrand: https://JasonHartman.com/Ron Free Mini-Book on Pandemic Investing: https://www.PandemicInvesting.com
Ask Me How I Know: Multifamily Investor Stories of Struggle to Success
This episode is all about real estate investing and the difference between syndications and funds.Key points:Syndication: A pool of investors coming together to buy a specific real estate property. Investors are actively involved in decision making.Fund: A legal structure that allows investors to participate in real estate investments passively. There are different types of funds, including Reg D funds (common ones are Reg D 506 B and Reg D A).Blind pool fund: A fund where investors don't know the specific assets that will be purchased. Investors are giving the fund manager the latitude to invest based on their investment thesis.Feeder fund: A special purpose vehicle set up to invest in another fund.Fund of funds: A fund that invests in other funds Patrick mentions the benefits of blind pool funds for investors:Diversification: Investors can gain exposure to a variety of assets through a single fund.Faster investment: Fund managers can move quickly to buy assets without needing approval from investors for each purchase.Potential for higher returns: Because the fund manager has more flexibility, there's a chance of getting better deals.Your feedback is invaluable to me and the show! Leave an honest rating and review at The Conscious Investor on Apple Podcasts Visit ThreeKeysInvestments.com to download “Why Invest in Apartments” and "Syndication Made Simple" Visit IAmAConsciousInvestor.com to download "Beyond Financial Freedom: A Conscious Investors Guide to Personal Freedom".Apply to the investor club or schedule a call HERELearn about coaching with Julie HERE. If you're looking for an affordable healthcare solution, check out Christian Healthcare Ministries by visiting https://bit.ly/3JTRm1IEpisodes referenced in the introduction: Repurposing Your Past 3 Things to Understand About Syndication ...
Join us as our host, Attorney Kim Lisa Taylor, interviews Fred Peña of Ridge Crowdfunding about how you can use the Regulation Crowdfunding exemption to freely advertise your deals and raise capital from anyone.They discuss the rules, limitations, mechanics and advantages of this important exemption - and how you can use it to help even non-accredited, unsophisticated investors participate in your real estate offerings – with no pre-existing or substantive relationship required! During this podcast, you'll learn how using this game-changing exemption can help you reach a wider audience of potential investors.Episode at a glance:What is Regulation Crowdfunding and how is it different from Reg D, Rule 506? Learn about what funding portals are and how they workDiscover the dollar limit an issuer can raise in a 12 month periodWhen are audits triggered and how frequently are they required?
Founder and CEO of Fairway America and Verivest. Seasoned real estate executive, Chief Investment Officer, and fund manager who started and managed eleven (11) real estate asset based Reg D pooled investment funds over more than 30 years. Discretionary underwriter/approval authority of thousands of real estate asset based investments with total asset value in the billions, including pooled investment funds, real estate secured loans, syndications, participations, GP and LP equity interests, and more.. Matt Burk is a real estate investor who has a great story to share and words of wisdom to impart for both beginning and veteran investors alike, so grab your pen and paper, buckle up and enjoy the ride. Want to get in contact with Matt Burk? Reach out at https://fairwayamerica.com/.Want to become financially free through commercial real estate? Check out our eBook to learn how to jump start a cash flowing real estate portfolio here https://www.therealestateinvestingclub.com/real-estate-wealth-book Enjoy the show? Subscribe to the channel for all our upcoming real estate investor interviews and episodes. ************************************************************************ GET INVOLVED, CONNECTED & GROW YOUR REAL ESTATE BUSINESS LEARN -- Want to learn the ins and outs of real estate investing? Check out our book at https://www.therealestateinvestingclub.com/real-estate-wealth-book PARTNER -- Want to partner on a deal or connect in person? Email the host Gabe Petersen at gabe@therealestateinvestingclub.com or reach out on LinkedIn at https://www.linkedin.com/in/gabe-petersen/ WATCH -- Want to watch our YouTube channel? Click here: https://bit.ly/theREIshow ************************************************************************ ABOUT THE REAL ESTATE INVESTING CLUB SHOW Hear from successful real estate investors across every asset class on how they got started investing in real estate and then grew from their first deal to a portfolio of cash-flowing properties. We interview real estate pros from every asset class and learn what strategies they used to create generational wealth for themselves and their families. The REI Club is an interview-based real estate show that will teach you the fastest ways to start and grow your real estate investing career in today's market - from multifamily, to self-storage, to mobile home parks, to mix-use industrial, you'll hear it all! Join us as we delve into our guests career peaks and valleys and the best advice, greatest stories, and favorite tips they learned along the way. Want to create wealth for yourself using the vehicle of real estate? Getting mentorship is the fastest way to success. Get an REI mentor and check out our REI course at https://www.therealestateinvestingclub.com. #realestateinvesting #passiveincome #realestateInterested in becoming a passive investor in one of our projects? Kaizen Properties, is looking for passive investors for our upcoming deals. We invest in what are known as “recession resistant assets”: self storage, MH & RV parks, and industrial properties. If you are interested, go to the website and click on the “Invest with Us” button at the bottom of the page.Support the show
Tilden has served exclusively as legal counsel to securities and Reg D syndication clients for the last nine years. He has been a real estate attorney for nineteen years of his law practice and brokered and consulted on hundreds of thousands of square feet of commercial real estate. And most importantly, he is also an active Reg D syndicator hisself. This means that on top of having your Reg D Private Placement Memorandum custom-drafted by an expert in securities and syndication law…. Tilden Moschetti is a real estate investor who has a great story to share and words of wisdom to impart for both beginning and veteran investors alike, so grab your pen and paper, buckle up and enjoy the ride. Want to get in contact with Tilden Moschetti? Reach out at www.moschettilaw.com.Want to become financially free through commercial real estate? Check out our eBook to learn how to jump start a cash flowing real estate portfolio here https://www.therealestateinvestingclub.com/real-estate-wealth-book Enjoy the show? Subscribe to the channel for all our upcoming real estate investor interviews and episodes. ************************************************************************ GET INVOLVED, CONNECTED & GROW YOUR REAL ESTATE BUSINESS LEARN -- Want to learn the ins and outs of real estate investing? Check out our book at https://www.therealestateinvestingclub.com/real-estate-wealth-book PARTNER -- Want to partner on a deal or connect in person? Email the host Gabe Petersen at gabe@therealestateinvestingclub.com or reach out on LinkedIn at https://www.linkedin.com/in/gabe-petersen/ WATCH -- Want to watch our YouTube channel? Click here: https://bit.ly/theREIshow ************************************************************************ ABOUT THE REAL ESTATE INVESTING CLUB SHOW Hear from successful real estate investors across every asset class on how they got started investing in real estate and then grew from their first deal to a portfolio of cash-flowing properties. We interview real estate pros from every asset class and learn what strategies they used to create generational wealth for themselves and their families. The REI Club is an interview-based real estate show that will teach you the fastest ways to start and grow your real estate investing career in today's market - from multifamily, to self-storage, to mobile home parks, to mix-use industrial, you'll hear it all! Join us as we delve into our guests career peaks and valleys and the best advice, greatest stories, and favorite tips they learned along the way. Want to create wealth for yourself using the vehicle of real estate? Getting mentorship is the fastest way to success. Get an REI mentor and check out our REI course at https://www.therealestateinvestingclub.com. #realestateinvesting #passiveincome #realestateInterested in becoming a passive investor in one of our projects? Kaizen Properties, is looking for passive investors for our upcoming deals. We invest in what are known as “recession resistant assets”: self storage, MH & RV parks, and industrial properties. If you are interested, go to the website and click on the “Invest with Us” button at the bottom of the page.Support the show
Welcome to The Chopping Block – where crypto insiders Haseeb Qureshi, Tom Schmidt, Tarun Chitra, and Robert Leshner chop it up about the latest news. In this week's episode, the squad dives into the riveting dynamics of meme coins and their undeniable sway over market sentiments, alongside a detailed exploration of BlackRock's groundbreaking leap into blockchain with its on-chain fund initiative. Is Solana redefining its role as the new haven for meme coin ventures, signaling a shift in blockchain platform dominance? And with Ethereum's recent 4844 and Dencun upgrades, can it hold its ground as the DeFi ecosystem's backbone amidst escalating competition? We delve into MakerDAO's ambitious 'Endgame' strategy, contemplating its potential to reshape governance within the DeFi sector. The conversation doesn't stop there; we untangle the complex web of crypto conspiracies and debate the evolving definition of 'fair launch' in the decentralized space. This episode is packed with analysis and insights as we navigate the speculative excitement of meme coins, the strategic moves of blockchain giants, and the transformative policies shaping the future of decentralized finance. Join us for a thought-provoking journey as we dissect these developments, with Robert Leshner shedding light on the alpha in Reg D filings, to unravel the narratives that could redefine the crypto ecosystem's future. Tune in for a compelling session that promises to peel back the layers of innovation, speculation, and strategic maneuvering in the ever-evolving crypto landscape. Listen to the episode on Apple Podcasts, Spotify, Overcast, Podcast Addict, Pocket Casts, Pandora, Castbox, Google Podcasts, TuneIn, Amazon Music, or on your favorite podcast platform. Show Highlights
Today we have Adam Littlefield. This guy has been in PropTech for a long time. He's been with companies like Invitation Homes, Zillow Fellow, he leads a real estate Operations Team now, at investment.com. We'll get into that a little bit. He's the senior vice president of real estate. He has a proven track record of success in the REIT, Single-family rentals, iBuyer spaces. They're concentrating on some short-term rentals. And He's highly skilled and leading the acquisition, renovation asset management of hundreds and hundreds of properties. In this episode, we're discussing… [3:23] His Background Adam shares his background in PropTech, real estate operations, and his journey from construction to business in real estate. [3:23 - 5:58] Exploring PropTech and Fintech Adam discusses his experience in PropTech and fintech, working with companies like Invitation Homes and Zillow. The conversation moves towards fractional investing and the birth of investment.com. [6:20 - 9:39] Fractional Investing with Investment.com Adam explains how investment.com allows individuals to invest in real estate for as little as $100. The discussion includes regulatory aspects like Reg D and Reg A+, making investments accessible to both accredited and non-accredited investors. [10:11 - 14:32] Short Term Rentals and Regulations Focus on short-term rentals (STRs) and the challenges related to changing regulations in different cities. Adam emphasizes the importance of due diligence in understanding local regulations before investing in STRs. [15:49 - 21:40] Investment.com Portfolio and Future Plans Adam details the current properties available on investment.com, including oceanfront and wine country short-term rentals. The conversation expands to plans, including diversification into single-family rentals, multifamily, hospitality, private equity, and more. [21:49 - 23:40] How to Invest with Investment.com Adam provides information on how listeners can invest through investment.com, mentioning the iOS app, upcoming website revamp, and the Learning Center for Education. Average expected returns are discussed, aiming for 8-10% on current short-term rental products. [23:40 - end] Closing and Contact Information Adam shares his contact information, including LinkedIn, and encourages listeners to explore investment.com for opportunities. Resources from Adam Investment.com Resources from Mike Gateway Private Equity Group | Nic's guide
Hosts Tim Mai and Javier Hinojo delve into the intricacies of various investment regulations. They unravel the complexities of Reg D, Reg CF, and Reg A, shedding light on how these regulations shape the landscape of real estate investments. Whether you're a seasoned investor or just starting, this episode is packed with invaluable insights, breaking down the legal frameworks that govern investment opportunities. Tune in to discover how these regulations impact your investment strategies and explore the thrilling world of real estate investment regulations. Key Takeaways to Listen for Reg D Focus: Overview of Regulation D, highlighting its use in syndications and criteria for accredited investors. Insights into Reg CF: Discussion on Regulation Crowdfunding, including its public accessibility and fundraising limits. Exploring Reg A: Understanding Regulation A's role as a pre-public offering tool and its unique investment characteristics. Regulations Compared: Comparative analysis of Reg D, Reg CF, and Reg A, focusing on their differences and investor relevance. Practical Applications: Real-world examples demonstrating the impact and future trends of these regulations in real estate investing. About Tim Mai Tim 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 Tim Website: Capital Raising Party Facebook: Tim Mai | Capital Raising Nation Instagram: @timmaicom Twitter: @timmai Linkedin: Tim Mai YouTube: Tim Mai Connect with Us To learn more about partnering with us, visit our website at https://javierhinojo.com/ and www.allstatescapitalgroup.com, or send an email to admin@allstateseg.com. Sign up to get our Free Apartment Due Diligence Checklist Template and Multifamily Calculator by visiting https://javierhinojo.com/free-tools/. To join Javier's Mastermind, go to https://javierhinojo.com/mastermind/ and to apply to his BDB Mastermind, see https://javierhinojo.com/mastermind/#apply_form and answer the form. Follow Me on Social Media Facebook: Javier A Hinojo Jr. Facebook Group: Billion Dollar Multifamily and Commercial Real Estate YouTube Channel: Javier Hinojo Instagram: @javierhinojojr TikTok: @javierhinojojr Twitter: @JavierHinojoJr The Naked Truth About Real Estate Investing on Spotify
Leo talks about his business and the game of Networking with Family Offices On the full episode we covered some of the following topics: Buying Slumlord Houses and Bringing them to FHA Standards It started with a conversation on an airplane There is a philanthropic side to the business You can make money and help residents “We buy houses between a 15 and a 30 Cap Rate” People become accidental slumlords Finding Homes via Code Enforcement Violations A Hooker who is a bird dog Opening a Reg D 504 Fund Selecting where 506(c) advertising dollars go Creating Relationships at the family office club Going to events with the mindset to add value There is some blood in the water and investors have some dry powder Let's create some financial literacy to those that need it most Find Leo at : southbend7.com leohefner.com wildbluebackup.com Network with Capital Raisers at our Capital Raising Meetup Thursdays at 11 AM PST capitalraisingmeetup.com Book a call with Ruben at calendly.com/rubengreth If you would like to find out more about Family Office Capital Raising events you can visit https://familyoffices.com/# Get The Family Office Club membership for $2,000 off by mentioning the Capital Raiser Show to holly@familyoffices.com
Let's explore real estate opportunities with Colter & Adam!Tune in to our latest podcast episode as Colter DeVries and Adam Gower dive deep into the world of real estate investments. They're on a mission to help experienced sponsors raise capital from accredited investors, and they're sharing their insider knowledge.Learn about Reg D 506(c) offerings for general solicitation and how tailoring investment opportunities can attract savvy investors.Plus, they discuss the fascinating realm of ranch investments, exploring the potential for higher returns and long-term appreciation.
Leo and I had an interesting conversation about how he helps accidental slumloards and their residents to have better lives. Additonaly we went into some details about the fund he uses to acquire these properties. Some topics we covered in the show include: Buying Slumlord Houses and Bringing them to FHA Standards It started with a conversation on an airplane There is a philanthropic side to the business You can make money and help residents “We buy houses between a 15 and a 30 Cap Rate” People become accidental slumlords Finding Homes via Code Enforcement Violations A Hooker who is a bird dog Opening a Reg D 504 Fund Selecting where 506(c) advertising dollars go Creating Relationships at the family office club Going to events with the mindset to add value There is some blood in the water and investors have some dry powder Let's create some financial literacy to those that need it most Find Leo at : southbend7.com leohefner.com wildbluebackup.com Network with Capital Raisers at our Capital Raising Meetup Thursdays at 11 AM PST capitalraisingmeetup.com Book a call with Ruben at calendly.com/rubengreth If you would like to find out more about Family Office Capital Raising events you can visit https://familyoffices.com/# Get The Family Office Club membership for $2,000 off by mentioning the Capital Raiser Show to holly@familyoffices.com
Stefan von Imhof is the co-founder and CEO of Alts.co, a unique blend of alternative investing media, community, and a specialized investment fund. In our conversation, we explored the distinct investment philosophy that sets Alts.co apart. From purchasing rare vinyl records and barrels of tequila to acquiring under-the-radar newsletters, Stefan's approach is anything but ordinary. He shared insights into the Alts One fund, a Reg D fund for accredited investors, emphasizing its focus on eclectic and criminally undervalued assets with a long-term view. "It's eclectic, esoteric stuff that most people in funds don't think about at all," he remarks about their investment choices.The most intriguing aspect we discussed was the company's growth strategy, particularly their method of expanding their community by acquiring other newsletters. This tactic, as Stefan notes, is "definitely under discussed," and it plays a crucial role in how Alts.co strengthens its presence in the alternative investment market. With a background in deal analysis and digital asset transactions, Stefan and his team have mastered the art of identifying valuable deals and opportunities. "We know a good deal when we see one," Stefan asserts, highlighting their proficiency in navigating the world of micro acquisitions.Listeners will find valuable takeaways in understanding the power of unconventional investment strategies and the emerging trend of micro media acquisitions. Stefan's unique perspective offers a fresh look at what it means to invest and grow a business in today's rapidly evolving digital landscape.If you're curious about alternative investments or looking for inspiration to think outside the mainstream, tune in to hear Stefan von Imhof's compelling insights and strategies for success in the world of alternative investing.
This episode dives into the complexities and advantages of different real estate investment funds with Matthew Burk, Founder & CEO of Fairway America and Verivest.The Crexi Podcast explores various aspects of the commercial real estate industry in conversation with some of the top CRE professionals in the space. In each episode, we feature different guests to tap into their wealth of CRE expertise and explore the latest trends and updates from the world of commercial real estate. In this episode, Crexi's Yannis Papadakis sits with Matt to discuss his background across dozens of real estate investment vehicles, such as syndications and Reg D pooled investment funds, the pros and cons of different options, and the current state of the CRE investment market. Their wide-ranging conversation includes:Introductions, early career path, and key mentorsDeveloping the skills to transition to different acquisition types, fund types, and investment markets Key mentors and lessons learned from personal relationships and through podcasts, books, and educationThe basics of pooled investment funds, the necessities required to get started, and understanding the pros and cons.The importance of aligning investment theses and assembling the right team for a particular fund.Immediate red flags to watch out for in potential CRE investment fundsA 360-overview of the state of the commercial real estate marketThoughts on the CRE debt market and lender sentiment amid rising ratesAreas of hidden opportunity and interesting strategies observedRapid fire questions and sign-offsAnd much more!If you enjoyed this episode, please subscribe to our newsletter to receive the very next one delivered straight to your inbox. For show notes, past guests, and more CRE content, please check out Crexi Insights.Ready to find your next CRE property? Visit Crexi and immediately browse hundreds of thousands of available commercial properties.Follow Crexi:https://www.crexi.com/ https://www.crexi.com/instagram https://www.crexi.com/facebook https://www.crexi.com/twitter https://www.crexi.com/linkedin https://www.youtube.com/crexiAbout Matthew Burk:Matt Burk is a seasoned real estate executive, Chief Investment Officer, and fund manager who started and managed eleven (11) real estate asset-based Reg D pooled investment funds over 30+ years. He's also worked as a discretionary underwriter/approval authority of thousands of real estate asset-based investments with a total asset value in the billions, including pooled investment funds, real estate secured loans, syndications, participations, GP and LP equity interests, and more. As a real estate asset-based 506 Regulation D pooled investment fund expert, Matt has played lead roles in advising on the architecture and creation of hundreds of discretionary pooled funds for hundreds of sponsors, private lenders, and managers across multiple real estate strategies and asset types including debt, equity, GP co-invest, multifamily, office, industrial, retail, self-storage, hospitality, residential, construction, value-add, mortgage pools, distressed debt acquisition, tax lien certificates, single-family rental fix-n-flip, B2R, and more. Matt is also the author of "Capital Attraction: The Small Balance Real Estate Entrepreneur's Essential Guide to Raising Capital" and the host of "Fundamentals with Matt Burk"
In this episode of "Kiss My Assets," Bella and John provide an update on the 36th Street property in Phoenix, Arizona. The property, strategically located near employment centers and nightlife, is undergoing renovations. John mentions the challenges of rising construction costs, particularly in paint and appliances. Despite these challenges, they are on track to deliver the first batch of ten renovated units October 1st. The property features 30 units, a shared courtyard, covered parking, and a pool. The renovation aims to increase rents significantly, with one-bedroom units expected to go from $930 to around $1,300 per month and two-bedroom units from $1,000 to approximately $1,600 per month. John anticipates attracting higher-quality tenants after the renovations. They also discuss the project's financial details, such as a 12% target preferred return, a $1,000 minimum investment, and a three-year target hold period. Currently, they have 139 Arizona investors and 8 out-of-state accredited investors through the Reg D offering.
Crowdfunding: Kickstarter, Indiegogo, and Ecommerce with CrowdCrux | Crowdfunding Demystified
Doing an equity crowdfunding campaign is a more straightforward process than you might think. Don't take my word for it though, just listen to today's story! In this episode of the Crowdfunding Demystified podcast, Salvador Briggman speaks to the CEO of Blackbird Foods, Emanuel Storch, about the step-by-step process to raising a $2 million campaign on WeFunder! You'll discover: What goes behind the scenes of a Reg D raise How to schedule meetings with potential investors How to find the right investors for your particular niche …and much more! Enjoy the listen! Book a Coaching Call with Sal Sponsors: Fulfillrite: Kickstarter and crowdfunding reward fulfillment services. They come highly recommended! Download their free shipping and fulfillment checklist.
Chris Seveney, President & CEO of 7E Investments, joins us to discuss mortgage note Investing, Reg A and Reg D funds, building a team of 9 and running deals nationally. Connect with Chris at https://7einvestments.com/ To join the DJE Investor list visit https://www.djetexas.com/access. For multifamily mentoring visit https://www.ApartmentEducators.com
Follow Shawn and Mike on Instagram! Shawn: @shawn_dimartile Mike: @investormikedotcom Learn more about Mike and Shawn Shawn: www.investorshawn.com Mike: www.investormike.com In this episode, we are joined by Adam Gower, an expert in real estate marketing and fundraising for real estate syndicators. He shares valuable insights on how to use digital marketing systems to attract investors and promote real estate offerings effectively. Adam highlights the significance of content in driving lead generation and emphasizes the importance of creating authentic, personalized content to engage potential investors. He outlines his process of conducting interviews with principals to gather information and create high-level articles and videos that showcase the authenticity of the investment opportunity. These pieces of content are then shared on social media platforms to expand visibility and attract prospects. Adam also discusses the importance of calls to action (CTAs) in lead generation and social media marketing, advising businesses to incorporate CTAs in all forms of communication to encourage prospects to take the next step in their relationship with the company. Furthermore, he shares insights into paid marketing campaigns, suggesting starting with Facebook for cost-effectiveness and faster lead generation. However, he advises having a well-optimized website and content before launching any paid campaigns. Lastly, Adam delves into different fundraising regulations, focusing on Reg D 506(c) as the preferred option for raising capital online. He offers his expertise to help clients optimize existing marketing systems or build new ones from scratch. To connect with Adam Gower and stay updated with real estate syndication and crowdfunding news, listeners can visit his website GowerCrowd.com and sign up for the newsletter. Please help us out and be sure to subscribe to the show and leave us a review on Apple iTunes. Want to connect or be a guest on our show? Visit https://takeoffcapital.co/podcasts/ and click the “Be a Guest Button Interested in investing with us? Visit www.takeoffcapital.co and click “Invest with Us”
An efficient capital raising process fosters business expansion, job creation and economic growth. And FINRA's members play an important role in this vital piece of our capital markets. Currently, FINRA's soliciting comments on the impact FINRA's Rules have on the capital formation process, as it looks for ways to increase efficiency and reduce unnecessary burdens. On this episode, we'll dig more into this process and FINRA's recent Request for Comment with Joe Price, Senior Vice President of Corporate Financing and Advertising Regulation, and discuss the recent Regulatory Notice 23-09 on FINRA's Rules impacting capital formation.Resources mentioned in this episode:Reg Notice 23-09: Capital Formation Request for CommentReg Notice 17-14: Request for Comment on FINRA Rules Impacting Capital FormationFINRA RulesSEC EDGAR DatabaseFrequently Asked Questions About Private PlacementsFINRA Board of Governors
In this episode, we are joined by Matt Burke, who is a seasoned real estate executive, Chief Investment Officer, and fund manager with over 30 years of experience. As the Founder and CEO of Fairway America and Verivest, Matt has started and managed eleven real estate asset-based Reg D pooled investment funds, totaling billions in asset value.Drawing from his extensive expertise, Matt shares valuable insights on the architecture and creation of discretionary pooled funds for various real estate strategies and asset types. From debt and equity investments to multifamily, office, retail, and more, Matt's guidance is indispensable for sponsors, private lenders, and managers looking to venture into the world of real estate funds.Don't miss this opportunity to learn from an industry expert as Matt Burke reveals the secrets to successfully raising capital in his book, "Capital Attraction: The Small Balance Real Estate Entrepreneur's Essential Guide to Raising Capital." Tune in to this episode to unlock the knowledge and strategies behind creating a thriving real estate fund.Show Highlights:✅ Who is Matt✅ Journey into real estate✅ Transition to brokerage✅ Interest rates✅ Syndicator Mindset✅ Syndication✅ Book recommendation✅ Contact Matt
Building your wealth means doing multiple strategies in making use of and growing your money. In this episode, Mo Bina gives us a glimpse on exploring alternative investment spectrums with Stefan von Imhof, co-founder and CEO of Alts.co, an alternative investing media company, and community. In this episode: Be introduced to Alternative Investments Spectrum Understand their market value Know their placement and value in the market Learn how to invest in value added by these investments to people About Stefan von Imhof: Stefan is the co-founder and CEO of Alts.co, an alternative investing media company, community & Reg D investment fund with 75,000+ members. He has a strong background in alternative asset analysis and valuations. He also created the Due Diligence Program while he was Head of Product at Flippa. Link: https://alts.co/ Connect with Mo Bina on: Website: https://www.high-risecapital.com/ YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured Instagram: https://www.instagram.com/highrisecapital/ Medium: https://mobina.medium.com/ For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here: https://www.high-risecapital.com/resources-index
The Real Estate Mastermind Live is a live podcast turned radio show created for real estate investors who want to learn directly from top experts in various asset classes. The Real Estate Mastermind Live is hosted by Seth Gershberg and Jay Tenenbaum of Scottsdale Mortgage Investments, along with Edward Brown of Pacific Private Money. Today's guest is Matthew Burk, the Founder, CEO, and Chairman of Fairway America and Verivest. He is a seasoned real estate executive, Chief Investment Officer, and fund manager who has initiated and overseen the management of eleven (11) real estate asset-based Reg D pooled investment funds spanning over 22 years. He holds discretionary underwriter/approval authority over a multitude of real estate asset-based investments, collectively valued in the billions. These investments include pooled investment funds, newly originated and discounted acquisitions of real estate secured loans, syndications, participations, GP and LP equity interests, and more. In this episode, we will delve into the following topics:Structuring and launching real estate asset-based funds.Real estate fund management and administration issues.Real estate private equity entrepreneurship.Transitioning from a syndicator/single asset to a pooled fund.Optimizing manager/sponsor organizational structure.Manager/sponsor due diligence and underwriting.Raising capital for real estate asset-based funds. Register to attend The Real Estate Mastermind Live by registering on our website using the link here: https://scottsdalemortgageinvestments.com/podcastLearn more about Scottsdale Mortgage Investments by visiting the website using the link here: https://scottsdalemortgageinvestments.com/Learn more about Pacific Private Money by visiting the website using the link here: https://www.pacificprivatemoney.com/Are you on LinkedIn? Connect with our co-hosts using the links below. Seth Gershberg - Connect on LinkedIn Jay Tenenbaum - Connect on LinkedIn Edward Brown - Connect on LinkedIn
Making real estate investing simple is one of the missions of our guest today. In this episode, Chris Levarek discusses the Reg D offerings and goes into detail on the 506(b), 506(c), and 504. He even shares his insights into multifamily investing and short-term rentals, and also discusses his partnership strategy for each deal.With a mission to make real estate investing simple for busy people, he talks about how he created a platform that allows investors to customize their investments and select different deals through a two-page deal disclosure document. Tune in now as he also dives into the benefits of joining a mastermind group and offers advice on investing in short-term rentals! Don't miss it!Key Points from This Episode:Chris shares his background in the military and corporate IT and how he transitioned to real estate investing.How did Chris use other people's money for his capital?How did the process of starting a fund start?The different types of Reg D offerings, specifically 506(b), 506(c), and 504.What are the projects that are currently exciting Chris today and why?What's been Chris' company's success?Chris talks about how he found GoBundance and how he's enjoying it.The things one should know before investing in short-term rentals.Does Chris' strategies find other operational partners and his philosophy in managing and finding a deal?The kind of capital Chris brings each year.Chris and Josh talk about Unbound, a program that fights human trafficking.Links MentionedVacation Rental Masterclass WebsiteValkere Investment Group WebsiteUnbound WebsiteAbout Chris LevarekChristopher is the Operations Manager for Valkere Investment Group. He coordinates the company's management, technical infrastructure, and daily ongoing operations needed to support the business.Christopher is accountable for the development/management of the Valkere Team and for implementing company systems to improve business efficiency. He works in tandem with the Marketing and Sales Team to develop new/existing partner relationships and define/discover new investment opportunities.He lives in Phoenix, Arizona with his wife, Jamie, and two sons Christopher and Julien, where he enjoys playing the guitar, spending time with family, and reading in his spare time.
Matt Burk Ep #787 - Syndication vs. Pooled Investment Fund Founder, CEO and Chairman of Fairway America and Verivest. Seasoned real estate executive, Chief Investment Officer, and fund manager who started and managed eleven (11) real estate asset based Reg D pooled investment funds over more than 22 years. Discretionary underwriter/approval authority of thousands of real estate asset based investments with total asset value in the billions, including pooled investment funds, real estate secured loans (newly originated and discounted acquisitions), syndications, participations, GP and LP equity interests, and more. Here's some of the topics we covered: Different Types of Syndications The Deals You Take Down Determine Your Deal Structure How To Influence an Investor Into Your Fund Passive Investing In Pooled Funds To find out more about partnering or investing in a multifamily deal: Text Partner to 72345 or email Partner@RodKhleif.com Please Review and Subscribe
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