Hi, Roger. How’s it going doing? Well, how are you? Good. Thanks for the patience. I was just working with, um, the last one on one. So, um, you know, and I was just jumping over to this room. Oh, okay. Sounds good. Oh, it looks like it’s only us too. Yeah. Today. Today’s a empty day. So I’m all yours. Oh, okay. Sounds good.

Cool. So, um, yeah, I think, uh, did you, did you see the email I sent, uh, to support earlier? So, uh, I didn’t. So, David helps me take care of support. So, what was the, just for context, what was it, it was in regards to the financial models, right? Oh, yeah, it was. Okay. Uh, I haven’t, I can do that as soon as the call ends, but, um, but if you can give me some, uh, any context to help me, uh, uh, before I jump in, what was the email?

Yeah, it was the performing example for a car rental deal. I replied last night at 1130. Okay, yeah, David clocks in around 12, so maybe that’s that’s why we haven’t responded yet. Oh, all right. Sounds good. Okay. So, yeah, it was quite a bit of a change because, um, David sent me over a draft financial model that had a cost of goods sold and revenues.

And I, I thought that the direction was not heading the right way to be the best and quickest way. So I wrote the email to like, kind of explain the process like crowd fleet is about electrification. Right. And about cars, uh, primarily, um, but raises. com is defined by, uh, real estate investing and investment banking.

Right. And I also have a background in real estate, um, finance. So I think that that’s how, uh, that’s how we should move forward. Like, I shouldn’t be talking about cars because that I probably just got distracted and misdirected. I think. Oh, yeah, so, um, so I just had a screenshot of a financial model. I, I built before.

Um, and that was only 1, financial model, and I’ve had 10 years of real estate. So it kind of shows, like. Um, I guess the, the experience level, you know, that that I am able to run, um. You know, ideal sizes of in bonds, it’s like, 25Million a day. Um, but for, like, real estate purchases that could be north of 100, 000, 000 in a month, um, is what I’ve had experience doing already.

Um, mainly on the, on the, um, more the front office site. Right on the finance side, managing the, uh, managing the financial systems, working with the accounting team and working with the property managers. So, in terms of my, my role as a job, um, that that was my experience. I would sit through, um, you know, as finance and asset manager.

Or director of finance, or as a consultant for an operating real estate company. Those have been my roles over the 10 years. So I thought that the best way forward, I think, uh, with raises. com, I think, uh, you know, let me run these by by you. Let me know your thoughts on it. Um, I think maybe a US, uh, private wheat, like a listed equities.

Like, investors would pull money in, and then we could decide on exchange traded funds or REITs to buy, whether in equity or in, or in debt. Um, and I think that might be a good, um, very actionable because of my background, and because it raises definition of, like, Leading in real estate investment banking, trying to innovate across it, I think would work out.

Um, so I. About a week ago, apply to, uh, razus. com for support level two. Um, were you able to see that as well? Yeah, I actually don’t even handle the, the hiring. I actually get, David again does that because we just got, we launched that thing and we got 80 applications, believe it or not, because we’re running ads on, um, on Indeed as well.

So, um, so I don’t think, like, honestly, we just got… Uh, we just got one person that I already knew him. It’s, um, the fellow Joshua Gogo for now. And then we’re looking for another one, but nobody actually passed the application process yet, uh, based on what we’re looking for. So, uh, yeah, it’s a hard search. Uh, but, but thanks for applying.

Like I didn’t get a chance. I would manually go over it after the call and I already know you like personally anyway. Uh, but yeah, no, it’s just, it’s just been, it’s been kind of an annoying process, to be honest, you know, just trying to find somebody who’s the perfect fit. Yeah. What, looking for? If I may.

Yeah, no, I was just looking for a support officer, somebody to basically take on our, uh, because we use ClickUp for our client support and help scout. So I was looking for somebody who can, uh, basically take the lead with the one on one calls, uh, and the support calls, pitch deck developments, um, financial models, uh, regulatory compliance, and a little bit of, uh, go high level in marketing.

So the problem is that the role has so many features. Um, so maybe, maybe I’ll look at splitting up the role into two different pieces because, uh, I can find some people that, um, have the finance, but then I can’t find anybody that has everything. So, but that’s just the context there. Oh, I see. I see. Oh, okay.

Yeah. And I’m sorry, Jeff. I just didn’t know what you were talking about. No worries. Yeah, exactly. So, but, but anyway, so, um, no, but thanks for the application. But, but okay. So going forward, it sounds like the REIT sounds like a good idea. We, we’ve done a few REITs. The only thing is that, um, I mean, in general, syndications are easier to sell than, than, than the funds for the fir for, like, I know he had experience like, Uh, you know, you had experience in high finance, but then, uh, the syndications are usually easier, but we can definitely get the real estate fund to go in.

It’s structured as a private real estate investment trust. Um, we’ll use the right exemption in the Investment Company Act. So, no, yeah, we can totally give you that. Uh, that’s not a problem. Uh, there just has to be a submission in the Finish My Data Room section. Uh, then we can, uh, we can launch it within a few business days.

It’d probably be two or three business days. And then, uh, we’ll have all the necessary subscription agreements and everything. I, I looked at that, but, um, I looked at the data room and due diligence checklist. I think, um, I don’t know if I can complete it at this time, but, um, here’s what I can give, like Skylight Partners is incorporated in California as, as an escort.

Right. So, normally I would expect that races. com would be through the, um, I would prefer a Delaware LP. I don’t have a Delaware LP, I only have Skylight Partners, um, the corporation, the escort. Um, and that was the 1 that was the prior consultancy. Um, so I was looking at the checklist. I don’t know if I can complete it this time, but I can, um, I, I would like to open up a data room for skylight partners and maybe exchange documents there.

So you can see what’s going on. Um, and as for financial models, the ones I’ve worked for are mainly like confidential. So I’m not sure how to bridge that gap. Okay. Well, I mean, you can redact, you can redact some information now. Uh, it’s, it’s very difficult because like to a certain, I mean, these are like workbooks with like 25 tabs.

I’m not sure to what extent I should redact. Right. Or to what extent it would be more confusing. So that’s what the email was about. Once you look at the email, you’ll know what I’m talking about. That workbook is like 26 tabs. And I only show like, I don’t know, you know, but it’s like complete real estate financial modeling from accounting to forecast over five years.

Um, you know, in the, in the 85 million revenue range. Okay. So, so this is in regards to the REITs that you want to launch is what you’re talking about right now, right? Yes, but I, and I think the most, um, palpable to investors would be like a listed REIT fund, like, like a private fund that invests in, um, listed REITs, like either equity and debt, like, because, um, I used to have a Bloomberg term, so I’m trying to see like, what is actionable within this year that would.

Move forward like things to scalability and next year, right? And to me, that sounds like raising Skylight Partners LP, um, which is not created yet or and Skylight Partners GP, which is also not created. You can use the right way. Right? Because that’s one way. The other way is work directly with Grazes. com on, um, clients that you have that need real estate finance help.

Because I’ve done a lot of it before. There’s somebody called Baran who’s, who’s actually looking. Um, so he, he’s actually, uh, he completed his documents and he’s actually currently looking. Um, so we can make the introduction today, uh, for Baran. Uh, but, but going back to the points. You could use, you can also consider using, um, the S, he said, as corporate is Skylight Partners.

I mean, you could potentially use that as a GP, right? Because you can use, honestly, anything, almost anything as a GP, um, almost anything. So, you can consider using that as a GP, but most people, they use LLCs as, as GPs or in corporations as GPs. So, yeah, no, you can totally, uh, consider using that as a GP. Uh, in my experience, it’s been LLCs holding the property, um, the inks being the listed company.

Right. So LLCs holding the property, LPs may be for, uh, JV split and then, um, inks for like a listed REIT or like the, the rollup entity. Yeah. That, that’s, that’s the usual practice and that’s the best practice. But just trying to think of cost effective ways. Right. Uh, meanwhile, yeah. And, and to your point, like you, you may see a lot of people that, uh, that need like real estate finance help to various extents.

Um, you know, I’m kind of like the de facto, um, or not de facto. I don’t know. I don’t know your network, but like more like a default, uh, finance director, I would think so. I think that I can help raise this directly, um, through my employment, I think. Um, so I’m just trying to put it out there and see what the best way to move forward is.

Okay, got it. So, well, I mean, to answer your question, um, on the reads, so if you can’t move forward on the read right now, because it’s not ready, then, uh, I mean, you could ask us what questions you need answered and we can just give you like a, you know, we can just fill in the gaps and interpolate what we think makes sense.

But 1st of all, we’ll read the email. 2nd of all, if there are any things on the questions that you want to answer about the read, we can just put it in the recommendations and then you can agree to them. Or ask us to change them and then we can move forward and finish that pretty. Yeah, the hiring, like, yeah, I think Joshua go go on our side.

I mean, he has this whole, uh, you know. Economics PhD, and he worked with the IRS in the area. So, I mean, for the finance, he has us in between, but no, I think it’s mostly the marketing experience. That’s, uh. Uh, we’re also missing as well, so, you know, yeah, we’re actually going to probably just shift the job description over, uh, because we could find, like.

You know, David was telling me that, yeah, there are a lot of people with finance experience that are awesome, but then I think it’s the marketing and sales experience that we also need. So yeah, I think we may just change the job description to be honest. So maybe on us to find a, somebody who’s more marketing.

Yeah, I would think, um, yeah, I’m not sure like the balance of, of what your marketing needs and what your like internal process needs are. I’m not sure what the balance. That’s what we’re figuring out too. So, um, yeah, it’s a learning process for us too. But yeah, I would think that, um, for racist. com, like. To to innovate in like real estate.

I was wondering about like structured financial model, you know, like, um, if raises. com had like a default template financial model Um based on the traffic you’ve seen from from inquiries. Yeah, we we have several uh, so matter has about seven Uh, so then he has one for syndicators one for uh general real estate funds one for developments syndications, I guess Uh, one for, uh, fix and flip funds, uh, one for mergers and acquisitions of HVAC ones for mergers and acquisitions of, uh, anything except for HVAC.

And I think he has a few more, but that’s roughly what I remember from the top of my head. And he has this whole list and click up that he picks from. Oh, interesting. Okay. That’s what our demand has been. Oh, okay. Yeah, I, I haven’t, um. I don’t have persistent models. Like, me personally, I don’t build persistent, like, I turn over my models, meaning, like, when I left, uh, Rexford Industrial, Rexford Industrial, I turned over the model because I, I work there as an employee, right?

So then it’s, it’s Rexford property, right? So even though it was me building it, like, 95% of the time, it’s just me, right? Um, it’s, it’s Rexford’s property, right? So that’s how I see things. Um, and that’s through all my jobs. Like I had three W 2 jobs and like four 1099 consulting engagements, and they’re all the same, like I turned it over, you know, I did the work and I did the work that is most applicable to the company, basically, you know, that’s how the companies have IP and, and we have that IP, but, uh, we have some, we need somebody who can use the IP better to a better extent than I can, because somebody who spends life doing it, right.

But yeah, no, I totally understand. It’s just growing the intellectual property. Yeah. And right now I don’t have a Bloomberg, so I’m like, Oh, what is the best way to like, get back into the market and understand what the real estate market is doing? Um, and at Pacific Life, I had a, I don’t know if I should say that, but I had a Bloomberg terminal, so I missed it.

Anyway, just trying to figure out the best way forward. Yeah, no worries. So listen, so like, let me propose this and then just to hop to, so Derek, but, uh, First of all, you know, by 12, we’ll have David go over to email. I’ll go over it as well after the call. The next step is, uh, for the things that you can’t answer.

We can just have a simple, you know, template, even if the LP isn’t incorporated. There’s still ways to see if there’s interest without soliciting for investments. I mean, you’re registered. Like, I think you’re registered as an RA, I think. Um, so you probably are aware of all that. So, uh, but anyway, we’ll just give you some, uh, we’ll fill in some example recommendations that we have when it reads that we can launch.

Uh, or the fund that you can launch that you want to invest in reason with and then, uh, I think that’s a good start, you know, we can focus on that because that’s what we’re best at. Yeah, sounds great. And thank you. And I’m okay with starting a little small because my personal credit is actually a little shop because like, I started like 5 startups, right?

So my personal credit is shot. My corporate credit is almost nothing happened. Um, so that’s kind of how it is. So when you say short, are you talking about below 500, below 600, below 700? I think it’s at 500, but it should be rising about now. Okay. But the corporate credit, like, there’s no debt. Like Sultan Energy doesn’t have debt, like 24 Hour Pets doesn’t.

All the companies don’t, they don’t have equity raises or debt. They’re just like, um, I’m just been applying to accelerators and incubators and just kind of burning savings. That’s why, you know, so, um, you know, as for raises, that’s, that’s why you see me applying to a job and looking for fundraising because it’s kind of in the short term, I need, I think I need W2 wages to improve my personal credit.

In the medium term. I need to improve. I need a structure. The company is better for fundraising for more effective fundraising before opening like the floodgates, and it’s not perfect. Yeah, um, but then the credit, I mean, you know, we’re not looking for debt right now though, so I mean, what was the intention of, of the, of bringing up the debt score again?

Oh, it’s just that my personal credit is not, is, is not good. It needs to be improved and the best, the easiest way would be to get a job. Okay, and what do you need a debt for? Or sorry, a credit for? Like, is there something specific that you’re looking for a loan from? Uh, well, I’m living, living in a family house right now, so I kind of need a…

To pay my rent, . Oh, okay. Okay. Got it. Okay. That CRAs, but I mean, I dunno a better way to say it. Well, it’s a truth. Well, well listen. So one step at a time. Use us, use us as, as you’re doing, use us for the things that we know the most at. Uh, we’ll just get over you today. The, the, the next steps for the private reads.

It’s pretty easy to launch, honestly. Uh, or, sorry, not REITs for, but fund that’s, it’s like a hedge fund in real estate basically. So, yeah, we’ll get you the, um, the, the, um, our recommendations for things to enter in. Uh, and you can approve it or give us a thumbs down at a green light and then, uh, then we can proceed, uh, you know, and it takes us really like a one or two business days to launch that.

So. The ball’s in your court after we send that, but right now the ball’s in our court. So yeah, we’ll take a look at that email and then we’ll get you to the next steps for that and focus on that. Yeah, that’d be great. And I, um, look forward to working together with the team. I see that you have two other CF, two CFAs and I don’t have a CFA, but I do have a lot of real estate.

That’s good. We have actually have three now because Joshua, like he’s honestly been a really good assets. But, um, you don’t need a CFA. CFA is really just more for, um, it’s like an MBA for finance, I think, you know, it’s just an overall broad kind of, kind of, you know, educational, you know, certification.

Yeah, and I’ve been staring at trial balances and accounting, different, like, different accounting systems for like 10 years, right? And different forecasting systems for that matter. And I built them from the ground up to the board, um, you know, there we go. There we go. So, so listen, so, so good. That was productive.

Let me hop over to sir. Derek. But then, yeah, just expect from us today, a response to the, uh, email. And I just have to shut this window because somebody’s mowing their lawn. Just one second. That’s great. All right. Thank you.

All right. No worries. Thank you for the patience. So Derek, how’s it going? Uh, no, everything’s good. Everything’s good. Um. Unfortunately, I didn’t get to have the conversation with the CEO, with the owner and the, um, the owner of the bank, but, uh, but yeah, but so they, it was a little bit of a confusion, so they wanted us to send over kind of like a draft LOI.

You know, it’s just kind of like one of those things like, ah, you had a couple of days to, to, to let me know that. But so I’m working on that now to get them, to get that over to them by Friday. And it was set up something for next week and everything. That’s LOI. So what was just, just kind of like, okay.

You know, this is our offer. This is what was that tentative offer of what we’re thinking? Hey, let’s, you know, here’s what negotiations come from, start, start from the base of negotiations. Okay. So what, what was the initial expect, what was your expectation? Uh, going into the conversation or going to the, the, the, the deal, like how structuring the deal.

Yeah, no, no. I’m just wanting to get, so you said, unfortunately they asked for the LOI. So then I just want to get, what was the. What was the, what was unfortunate about that? What’s what’s the, what were you expecting and what happened? Oh, so I was expecting that conversation. So I was expecting us to talk more about, you know, um, kind of us explaining what we, you know, what we want to offer, like how offer structure, things like that, um, get a little bit more information and stuff like that.

So that, that’s why I was thinking. So that’s why I was saying like, like, Oh, okay. If you guys needed it, I wish you would have told me, you know, Friday when you email me back, setting up the call. Cause I, cause I could did over the weekend so that we can have the conversation. So, I mean, it’s fine. I’m, you know, It’s absolutely fine that, you know, the, um, the owner wants, uh, kind of like a draft LOI, like, Hey, you know, this is where we know what we’re thinking and we can kind of negotiate from there and everything.

So that that’s that’s perfectly fine. So I would just let, you know, because I know our call that we had on what Monday I was telling you supposed to have a conversation with them tomorrow, but obviously, you know, we didn’t because of this because of this hiccup. Yeah, they’re just like, they’re like, send me the LOI and I’ll talk to you later kind of attitude, is basically what you’re saying, as opposed to, oh yeah, let’s talk.

Yeah, well, well, so it’s, it’s not, well, I mean, I didn’t really get that attitude from it, cause, you know, she was calling very apologetic, she called me and was like very apologetic about it. About the misunderstanding and everything, um, you know, cause she said she was trying to, to get the, um, track down the, uh, owner over the weekend to kind of settle him for the, for the call on Tuesday.

And he was just saying, okay, well, at the very least send us a draft LOI of you guys, of our deal so that we can have a conversation from, from there. So, you know, so I mean, you have that, but also I was wondering, cause, cause my wife has, uh, brought this up to me and I was like, you know, I don’t, I don’t know, do you guys help with draft draft LOIs?

Well, we just have a structure. We have templates so we can, it’s more custom. We have some templates that we got from investors that we worked with. Um, and then we just got through. So, I mean, I, I was at Digimax, which was an exec market dealer and we got some, uh, offers from investors on different deals.

Both for investment, and so I just asked, like, I mean, we just got permission to send over redacted versions that you can use to template it in your own way. So, yeah, the quick answer is yes. It’s more of like a a thing that it’s just custom and you just send us an email. We can send you an email of it. Uh, but yeah, for sure.

We have around six of them. Okay. Yeah. Yeah. I loved it. I would love one. Like I said, I’m putting one together now, but then of course we send one over to our lawyer, but that’s like a, you know, like a baseline and I do have a couple of LOIs. I just want, I was just, I was wondering just, um, the more the merrier like more information, you can see kind of like how different, how, how, how differently they’re put together.

Yeah. That would be great. Yeah. Okay. Okay. Yeah, I mean that, you know, that, that, that was the main thing. I didn’t see an, okay, so I got your email yesterday. Uh, the emails yesterday, the intro emails. I didn’t see one for Rex. Was, was that coming later on or was that like a change of mind? Oh, no, you’re good.

So you, so like we already assigned it, we just have to bother the, like, I think it was purine that was supposed to do it. So, uh, if she didn’t send it, I’ll check it and make sure that she sends it. But yeah, you’re supposed to get that. Okay. Okay. Okay. Yeah. I mean, no, I mean, other than that, no, I was just, I was just listening today, mainly.

Alrighty. Yeah, we noticed that, uh, I guess last week was really busy. Now there’s a bit of a dip in the, in the support. But, uh, so yeah, today’s pretty empty. I’m actually going to make sure you get your intro. Just one second. Um, see here. Okay. I see what I see. She didn’t do it. Okay. Let me, uh,

I’m just going into click up right now and

there you should get it in a few moments. So, uh, you know, now it’s been assigned. Okay. All right. Thank you. Yeah. Um, yeah. So, I mean, other than that, yeah. So I talked to the, to the intern that we’re going to use. So do. Okay. So here, remember you said I need to have a LinkedIn because that’s, that’s part of part of the reach out is going to be via LinkedIn.

Well, so the only need is, well, really the only need is for them to send due to calls and send emails. LinkedIn is a bonus and it works really well. So what I recommend is as many links as possible. So if they already have LinkedIn, you just need to get as many LinkedIn accounts as possible. The biggest account we have, they have 14 LinkedIns.

And I don’t, I’m not saying you should go that far, but, but as many LinkedIns as possible of anyone, you know, you, your wife, everybody, even advisors, anything. Um, so the quick answer is the more the better, but it’s not required. And, and this is LinkedIn to send people messages, or LinkedIn just to, to have on the profile?

Uh, to send people messages. Uh, because yeah, the idea is, I guess I’ll show you an example. Uh, the idea is you have a bunch of links and accounts and here’s an example here. And the idea is you’ll just add different links and accounts 1 by 1 by 1 by 1 by 1 and somebody is going to log in. Like, somebody will log in here and then they’ll see all the messages that are sense from each account.

Each accounts we send around 500 connection requests per week. Um, and then of that. I mean, I can show you some examples. I don’t want to go into the rabbit hole too much, but the main idea is, uh, you have the connector campaign. You look at the stats. So you have around yeah, this is pretty good actually.

So you have around 15% that the numbers are too low. So that’s why the percentages are really high. So, anyway, you have, like, around, uh, let’s say 10% reply to all the messages and connection requests and of that you have 1% of calls. So, every week, you should get 5 appointments per accounts. Um, and then of that.

You’re going to have one person pretend people that is all it is, man. And then we just have more accounts, which you would get quicker results with. Okay. And this is, is it ClickUp? No, this is you guys and stuff, right? Well, it’s actually another one. It’s, it’s another one called U Link and this is all in the instructions, which I’m happy to walk through, but.

Oh, okay. Okay. Yeah, this is in something called, uh, U Link, which is a third party software, which is like, I think it’s, uh, 30 per links and accounts. If you choose to use it. Okay, okay. Yeah. Yeah. Yeah. Um Yeah. So, okay. So you say that, that, that’s in the instructions too. E e, exactly. Like we go into the whole rabbit hole, every single step, da, da, da.

Okay. Okay. All right, cool. Yeah, I haven’t made it through today because I was, uh, working on some stuff, but yeah, I was gonna, I was, I was gonna, um, make it through there so I can set that up.

Yeah. I don’t need to go into the rabbit hole, but, but yeah, it’s just listed in here and then, We have the whole Google Doc that we’re switching it with, uh, as we discussed. Right, right. And then I know you’re saying what with the Gmass, would the Gmass do the same thing or no? Oh, that’s just, that thing that you link is just for LinkedIn.

Yeah. So, so let me walk through. So, so basically, so basically we have, we have the emails. So we have the emails, we have the texts, we have the LinkedIn emails, let’s say calls and texts. So then Gmass, so Gmass is only. For the emails and it’s the lowest. Yeah, it’s the lowest barrier to entry. It’s the lowest, quickest, cheapest, fastest way to just get send something up.

Right? So then this is what the is for. Uh, so then the calls and texts, that’s our stuff. And then a LinkedIn is another is you link, so that’s what’s to answer your question quickly. Oh, okay. Okay. Okay. I hope people are texting them. That’s a part of me. I said, are some investors people texting them? I guess the introduction or is that like, you call them and then send them a text more and more call and send text.

It’s more. That’s the outbound activity. Uh, it’s yeah, because we have, um, in a perfect world, the best way, like the ultimate way is like you do everything. So the ultimate way is the connection on LinkedIn outbound call after connection request and then send text and email after connection request.

That’s the ultimate way. Uh, but then, you know, just not to overwhelm you, you know, just to start 1 step at a time, it’s just sending an emails and then once that’s working, then we can add on, you know, the calls and the text and the, and the LinkedIn. So, so, yeah. I do. I do. Okay. Yeah. So, yeah. So, like we were talking about on Monday, they’re starting with the GMAS and then kind of moving forward with that, moving forward down, down the, the, to call and text and then LinkedIn or LinkedIn to call and text, however it is.

Okay. Yeah. In so far as you’re comfortable. So it’s like, is this a comfort level thing? Like some people, they want to go all out and they want, but I’m just saying that, you know, just to keep it easy. If you, if you, cause what is what I’m sensing, then, you know, let’s just do one. And then if it works well, then we start to tack on more.

Okay. Okay. Perfect. Perfect. All right. Well, cool. Yeah. I mean, like I said, I just wanted to hop on mainly listen, but, um, but then also just give you the update good. And thanks for the feedback on the rec. So you get to introduce. And as we discussed, yeah, I’m here to help out. So if you want to, um, I’m happy to do that.

That’s not a problem. And then, uh, anything that I can do to help there. Okay. Perfect. Perfect. Okay. Cool. Cool. All right. Thank you so much. I appreciate it. No worries. So I guess let’s end on the high notes and then, uh, next steps. We’ll get back to Roger today. We’ll get back to, uh, I think, sir, Derek. I think we have everything all set.

It’s just the intro to Rex and then we should be good for today. Yeah. Awesome. Thank you. All right. Hey, have a good one. You too.

 

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• To urgently want to set up a fund, or commence a larger acquisition
• Help finishing the legals/financials/securities to prepare a fund or acquisition and also as well as raising capital for one
• Have already invested in and/or syndicated minor real estate transactions but have not done a $10m+ transaction

2. Struggle with:

• • Minor profit margins on small deals or syndications and want to work on larger transactions (funds or acquisitions)
  • The unknowns, and lack of visibility from the complex world of high-finance to set up and close your transaction

• Allocating time and resources while preparing and executing a sophisticated, large capital raises
• Building relationships with investors with the mandate to finance your fund or acquisition

3. This is not for those who

• Work on pre-revenue prototypes or no-asset deals
• Have all the legals/financials/securities prepared
• Are not principally in US, Canada, UK, or Australia

If Accepted, You Will

1. Join masterminds

• Prior to joining Raises.com, many of our future members have never raised, more than $1m-$2m,
  • nor do they have trusted institutional relationships on the debt or equity buy-side for eight-figure transactions.
  • So, the same day that somebody joins Raises.com, we integrate members with Raises.com’s JV partners
    • who are either investment banks or family offices, who can directly prepare and complete your raise.
• The result: you have a network of eight-figure plus capital raisers with whom you can build lifetime relationships and raise your standards

2. Ready Your Raises

• Prior to onboarding, many of our future members have may not have their information ready for an institutional capital raise ($10m+).
• For instance, many haven’t done a Reg D in the US, or complaint exempt offering in Canada, Australia, or other prominent commonwealth nations.
• Our consultants and chartered financial analysts can assist you in all the financial, compliance and legal paperwork
  • to get members 95% through to completion so that you have the compliant offering,
  • you have a personal CFA, (Charter Financial Analysts), to assist you with the financials,
  • and testing all assumptions therein if needed on a 1-on-1 basis.
• The result: you have a clear pathway to having everything compliant and so you have as many routes to go as possible, even possibly going public with support along the way.

3. Start Raising

• Prior to onboarding, many of our future members have may not the contact information on investors with
  • the same mandate, a team to delegate the capital raising to, and a system
  • to predictably and quantifiable measure performance to get closed term sheets more systematically for an institutional capital raise ($1m-$100m).
• Many CEO’s do not have the time to be able to go out and do consistent outreaches and measure all of the metrics and do all proper reporting,
• so Raises.com has consortiums of trained appointment setters that are trained to assist you in hitting the markets
  • by contacting the tens of thousands of investors from the offices, private debt providers, and so on,
  • on our proprietary portal, underneath your company through the compliant structure securities council have created.
• The result: The capital raising process in your organization is systemized and delegated

4. Systematize, Delegate and Repeat

• With an extra set proprietary tools that can be delegated for somebody else to do, or you can do directly, for you to get, investors that even in our network.
• Leverage Raises.com’s online reputation into your capital raise for added traction.
• The result: countless avenues to continue to generated conversations.

5. Get added to the numbers

Raises.com has assisted firms in creating fund and acquisition vehicles for hundreds of people and raising

and closing an excess of $152m in under two years through direct, compliant channels. You will be added to the head count of raises closed.

Raises.com offers licenses for a select group of people to access a membership for a year.

We begin by mapping out a customized process for your raises from set up through to completion.

If someone qualifies for a membership, it will include:

• Raises.com branded creation of packages for all points in the transaction process
  • (to convince sellers to be originated, to convince buy-side firms to take part)
• Trained remote staff and teams to work under your company during your raise
• Tens of thousands of compliant vetted investor contacts and data (equity or debt) updated weekly
• Software to autonomously build relationships with investors
• Resources, training and recorded conversations from mastermind members
• Private mastermind communities of principals raising $1m to $100m and beyond
• Capital raising-trained Chartered Financial analysts to finish your documents in as little two weeks
• Warm relationships to FINRA registered broker dealers, council, private equity firms and family offices

The price for annual membership is currently in the upper 4-figure range for those that qualify.