Investor Strategy Call – July 25, 2023

Computer.

All right, everybody in here. Hello, how’s everybody going today?

I’m not too. How are you doing? Good. Good. It was nice to see you in person in Toronto. Yes, you too. Yeah, it’s good. We actually, um, we actually went to the CN tower. We’re going to get food, but we went to the CN tower instead. So, um, so by the time we’re all done, like, it’s just that crowd was ridiculous, but, um, but we didn’t really sit down to eat steak, but, um.

But no, it was a really good day. I really enjoyed it. Oh, that’s good. Yeah, because, um, I ended up hanging out with my friends at this All They Can Dream or something. It was All Day I Dream. It was… I sold out, uh, day, day party at Fort York. And, um, yeah, it was fun. I had fun with my friends. They love I D M.

I’m not a big I D M fan, but it was like a idm, like, you know, the, the in in like the music is just the beat. Yeah. Dance beat. No, I like songs with lyrics. I love like, Uh, dance music, but I like the ones with the lyrics, but you know, they’re just having a blast. I was just there with them and I’m like, Oh, I wasn’t even planning to go out, but like, it’s okay.

Everybody was like, you look so pretty. I’m so overdressed for this thing, but okay. Well, it’s all good. Well, yeah, pretty event, like, my other friends in the events, and I’ll share the events in the, in the chat, uh, like, it was all recorded, uh, but, you know, it’s really, it’s really good. You came out. We didn’t really promote it.

So, because, as I said, we didn’t really promote it. Uh, it was just more of a test 1 and then, uh, and then the next 1, we’ll try because you’re the only person that. We said that would be like the best fits and it was in the area, so we just sent it to you. Oh, okay. Yeah. Oh, I understand. No problem. Yeah, downtown, I, well, because you see, I have an accessible parking permit, so I was lucky to park right in front, like, Not on the same side of, uh, uh, the, the office there, but on the opposite side, I was looking around for parking and then I was able to find one there and I have to get it renewed because it’s going to expire in August, but when it comes to accessible parking, it’s really good because when you’re downtown, any green parking on the street, I can park for free.

If you have permit, it says only by permit, I can park there and not get a ticket where I’ll see other cars park and they got a ticket. Well, I mean, at this rate, who at this rate, our events, the events grew so fast that, uh, who knows? Maybe we’ll just take care of like the parking next time, but, uh oh. Yeah, yeah, yeah.

But just, just to move things along, because we can always talk in a group and everything, but just move things along. Um, uh, now is the time for us to do the introductions. Uh, and so we sense a few outs. Uh, I think, uh, tomorrow your, yours is, yours are coming out. Uh, because and then, uh, but any, any other business, like, on the business side, any other questions or how’s everything going with respect to, uh, you know, the deal and everything.

Oh, no, everything else is going good. Um, I still, uh, oh, man, like, uh, the website and all of that. That’s I have to get back to them about the, uh. I think I just had to send the payment for the thing. They approved my name, but I didn’t uh, I have to get everything finalized with the registration and then getting the website set up and all of that.

That’s, that’s um, which is not going to take long to get done, but that was the only thing I was kind of worried about because they maybe they’re going to want to see my website and stuff like that. Okay, which tool are you using? Because you using that, the cheaper alternative. That you found? Yeah. Okay.

Yeah. Yeah. I didn’t even set it up yet though. Um, uh, so who, who’s, so there’s Go, who’s Bohi level is giving me something free for 30 days, then DU is also giving me for free, so I was gonna try Bo. Okay. Yeah. Okay. So when you said they, you’re referring to du Oh, the investors. I don’t know if they’re gonna wanna see a website.

I don’t have it set up yet. Okay. Oh, okay. Yeah. We’ll, we’ll tell you this. Who do is the cheapest? Like we, I don’t know if he saw the news, but we launched our own. We basically white labeled go high level because most of our clients are using go high level. And then we basically the support is easier because we don’t have to deal with a third party tool.

This one, we can just go in and do the support directly. Uh, we, we priced it the same as go high level and then added 10. So, um, that, that’s just ours, but, um, but no, you’re still free to use whichever one, whichever one makes sense for you. And then, uh, you can just support via the Zoom calls. Okay. Yeah, they seem to have more features, uh, Udu can do, um, I forget what they said, it was like the billing and some other…

Um, I guess like if you had a, uh, if you use, um, or what do they call it again? Uh, QuickBooks that you don’t need to order. You don’t need a QuickBooks because they already have something built in for that. That’s good. Something like that, yeah. So I was like, oh, okay, they have some other features. They just said, oh, when you need to know, I’ll show you how, I’ll show you how to do it.

Similar to, uh, GoHighLevel. But yeah. But the other one was charging me and I told them to stop. Um, I told you about it. They used to be called infusion soft. Now they’re called, uh, what’s the name of it? Like keep, yeah, keep, but keep only gives you only 2, 500 contacts. Right. So once you get over that, then you have to pay more and it was, yeah.

So I just canceled that.

Okay. Well, well, any, um, so then, okay. I think based on what you’re saying, uh, I mean, we’re, we’re always going to recommend Our CRM, but, uh, just do I know if it’s not ours, then then you can, you can do, uh, but then, uh, do you have any other, uh, you know, questions about the deal that we can dive into or. Um, well, with the investors that, uh, they’re sending out, can you tell me a little bit about what they’re looking for?

I’m going to just have to find out when I talk with them. Well, I mean, so far, because the changes are really, like, it’s really fluid because we sent a few introductions via AppDL. And so there was AppDL, there was… For your size, and this is on the equity side, the equity investors so far started investing directly into members deals.

And recently, he was looking for more single family. And so that’s what I heard. Yeah, that’s what I heard as of June. But the thing is that he can always change, like, come the end of July, like, his mandate can change. So, yeah, for him, he’s just more going to start by just asking. He’s going to, he’s going to almost do like a, like a sort of a fake pitch where it’s like, okay, so just tell me about the opportunity and he’s a coach and he actually invests, but, but for him, um, if you just show him that you actually want to learn, uh, and, you know, you want to rather than the money asking for the money, obviously, but you also show that you’re more hungry to learn some of the things that he does, then he’d be more likely to take you on as a partner because He can also be a, he can be a co general partner.

He can also be a limited partner depending. Um, so, so he’s, so he’s really good. Um, Brad, there’s another one called Brad. Uh, and then he’s more, uh, he likes bigger transactions. So if you see, if you have a real estate deal, I think is above. Uh, what is it above 100 units, you know, then he’ll get involved but I don’t I think that may be too big for you Yeah, I didn’t want to start off with that large, you know, I don’t mind doing that later on but not on my very first Fair enough fair enough But that, that’s actually the goal anyways.

He, like, I like how he thinks. That’s very good because that’s where I definitely want to be. Yeah, one step at a time. But, but I think the main thing is the introductions are going to go out and then, uh, because they’re finally, the queue’s finally empty and then… Uh, and we’ll just take it from there, okay?

Okay. Sounds good. Cool. And, and again, it was really good to meet you and going forward, we’re gonna post our events more publicly so that more people can come in. And, uh, yes, you congrats on coming to that event and hopefully you, you learned a lot and met some nice, uh, Some nice business people that are making a difference.

So I’m really happy. I did, I did. Yeah. It was, it was very pleasure meeting you as well. And, um, the, the connections of your people there, the guy, um, I forgot his name, you know him. I, and when I was leaving, I opened the door for him to come. He is like, I’m gonna follow up with you, , I’m not to see how you’re doing.

I said, okay, . Okay. So, yeah, yeah, yeah. He was very nice. So, yeah, everybody was very nice there. Yeah, good stuff. No, good stuff. So, yeah, no, we’ll debrief later. And I know it was great to have you and I’ll move on to the. Yes. Okay. No, it’s not. All right, so next I have just the order of people that appeared. I see Greg Roger solar energy investment fund.

So I think that’s a 90. So, Greg, how’s it going?

It’s going not too bad. I’m. Started beginning of.

Looking at getting an appraisal license. So I started that process. Okay. Just because it’s something that I can do to pay the bills and stuff like that as I work on other real estate deals. So it’s a good fit. So, I just been working on that. So I’m just getting that finally today. It looks like it’s getting all.

Organized and figured out and stuff like that. So that’s going good. Um, Just kind of look still looking around for some real estate deals and some business opportunities I haven’t found anything great that jumped out at me yet. So just kind of still looking around see what I can find Got it. So a bit of a slightly off topic.

Um, are you you’re based in edmonton, correct?

That’s yes. I didn’t hear that. Yes. Yes. Sorry. I’m in edmonton. Oh, okay. It’s a bit far. I was in uh, I’m meeting, uh, I’m meeting a few people, a few clients in, uh, Calgary. Uh, okay. Yeah, no, it’s ’cause I have another mastermind in Calgary and then, uh, and then I’m meeting after actually get the names, just a few people that I’m meeting, but, uh, Edmond is a little bit far, but are, so any, any chance and we can talk offline, but, uh, you know, hopefully you go come to Calgary in the future or, or, uh, I’ll see what I can try to do.

I didn’t know that . Yeah, no, for sure. It’s, uh, It’s a three hour drive. I’ve done it many times. Uh, lots of people done it. It’s, yeah, if you just give me a, let me know when and where and stuff like that, hope I can fit it in and just depending on the time. But yeah, I’ve driven to Calgary many times. It’s, it’s a three hour trip there and three hours back.

So it’s, it’s, it’s easy to do. Okay. No, no pressure. And then I’ll, I’ll be heading out there end of the week in that whole area. So then, and I’ll try to get some other people from raises. com to meet together. Uh, as well. Okay. Yeah, I think, uh, oh, it’s the gentleman’s name. I. D. Yeah, I think. Yeah, he’s one of the people.

I mean, there’s him in Calgary. Yeah, I think he’s actually in Edmonton. Um, As well, like I think because we’re in, you may want to feel free to talk to him directly, but yeah, you know, he was in between Edmonton and Calgary. So I think he’s currently in Edmonton. So, and he, he’s closing a lot of, um, he closes his car, his car wash.

Oh, that’s good. Yeah, he was telling me about that where it wasn’t everything and stuff like that. So, yeah, talk to meet up. So I’ll get a check. I’ll track him down here and hopefully we meet up 1 of these days. Going to go from there. Good stuff. I’ll plan the itinerary, but, um, but just keep it in the back of mind.

But okay. So for the real estate side, um, so are you, so is it more of a, like a passive thing and getting the, the real estate deals to the table? Or do you, are you actively, like, you know, actively looking and going through lists and soliciting people that are selling I’m just kind of in between. I’m looking around, uh, seeing what I can find and stuff like that.

So it’s. Okay. Just depending on what the deal is, probably looking towards, like, more multifamily, because that’s, you know, probably fits my background better rather than commercial or land development, which land development’s a little too risky. I think right now. So, it’s just trying to find a good deals and I’m on some.

Commercial realtors lists and stuff like that, they send out emails and stuff like that. So I get them all. Yeah, so it’s just finding something that I think will work good. It’s a bit of a challenge. But something will show up sooner or later. I’m not too worried. Okay, got it. And last question is, so you’re not doing the debt fund or the debt side of things.

You’re just doing the multifamily acquisition, eh? That’s what I think. So, yeah, I know we talked before about doing the mortgage and the debt side. It’s just the challenges is the rules here in Canada are quite different than they are in the States. And then to do it in the States was a lot more easier and stuff.

It’s just the rules here. And unless I go raise 20, 30 million dollars for a significant amount of money on debt side, then we’d lend it out. But it’s, um, It’s a challenge unless you have connections to raise that large amounts of money to to make it work. By the time you pay all the costs and everything like that.

So that was, that was a bit of a challenge. And so it’s unfortunate. I wish some of our banking rules and financing rules were a little, little better in Canada as compared to the States, but I’m sure you’ve seen this many times, so totally, I mean, I mean, foreign nationals can invest in the States though, uh, I mean, would you just focus on, you’re just focusing on Calgary or are you looking at the States as well?

I probably just focus on Edmonton and Alberta and Calgary and Canada. Just because it’s my area of expertise and what I know. Okay. So to go something up in the States where I’ve never been, never lived, don’t know anything about it. I think would just be a lot harder to do and a lot more challenging.

Okay, good. Okay. Well, not good, but it’s working. But the last remark I have is just whenever, whenever you start to think that things are coming, we just focus more on like the raising side of it. So I, the thing, the thing that we’re doing, we’re just saying is like. The soft commitments. So if we’re able to get soft, soft commitments ahead of the, uh, getting under contract, you know, just so, uh, if you can give us a heads up, you know, just so we can actually start doing the marketing before it gets, uh, two down the road and two last minute.

So, uh, so, yeah, so by all means, just let us know when it’s when you’re sensing that things are about to get in the contract. And then there’s never any time when it’s too early, I think, to start talking to investors. Uh, no, it’s a good idea to work on the soft commitments and stuff like that. So then we do find a deal and go back to him and say, here’s the, here’s the deal.

Are you interested or not? So, yeah, no, no, that’s the main thing. I think with you, that’s really the thing. And then we just have a Calgary subscription agreement or sorry. Um, Alberta securities commission based, uh, agreement, we know how to play that game and then, and then just get people to say, I’m serious to invest and then.

The seller and the assets will take you seriously. They wouldn’t have to, you wouldn’t have to play many games with them to show that you have money to. To proceed, uh, and then more importantly, it’s just about saying that these people can actually fund a deal. Uh, you know, because we can show the seller that we’re serious, but we want to show that we can actually fund the deal and actually want to deal.

So we try to get at least half of the capital needed for the soft commitments and then many of them will still flake, but it just gives us a little bit more better than nothing. Uh, in that, like. A very good head start, you know, if you can get a whole bunch heads up and then you can get some investor feedback and stuff like that.

So, no, it’s definitely a good idea. Definitely good. I like that idea. Okay, well, let me work on a couple of things at my end and I’ll, um. I got some ideas I want to kind of put down on paper here and figure some things out. So. I’ll, uh, I’ll start moving towards that direction. So. But that’s all I have for today.

It’s. Pretty simple. Cool. Yeah. Yeah. Don’t hesitate if anything though. All right. Yeah, we’ll do it for sure. Good stuff. All right. Roger.

Hi Nancy. Hi Roger. How’s it going? Uh, going well, just starting off the week. I received your email, uh, email from support, um, regarding the financial model. Um, so for CrowdFleet, the financial model will still be kind of up in the air. But, um, the assumptions will need a lot of work because. , um, you know, the, the, yeah, the financial assumptions for the car rental business probably need a lot of work and a lot of segmentation and maybe it changes by geography, so it’s gonna be significant, I think.

Uh, but to what extent, like, do investors, like how deep is the financial model? I mean, ’cause I build financial models that are like 20 worksheets in one workbook. Right. But that, that takes like six months. You know, like, how extensive does it need to be to raise money? Because I don’t want to, uh, spend too much time for no return, you know, exactly.

I think it’s, um, I think I kind of recalled David or somebody else handled your ticket. But, uh, if just from memory, I mean, people here are raising 10Million dollars and then our financial models don’t take 6 months. So, um, because we’re not working at 100Million dollar to billion dollar rates. So we’re just looking, nothing, sorry, continue.

Yeah, no, we’re just trying to so I mean because you’re doing startup, right? It’s like almost like a minimum viable. It’s like a minimum viable Financial model, so we just need the minimum amounts of things to show that the

return on equity is what we say. It is that the, you know, the 5 year projection and you just need a set of sort of projections to just show that we have. We have at least done our work. I guess matter can speak a bit more to this because matter is usually in the startup world as well. Uh, not, not really.

He doesn’t really make many, so correct me if I’m wrong matter, but I don’t think you make tons of financial models for like billion dollar reads. It’s more just for startups. So Matt, can you speak to this? Uh, cause you do this in Vancouver, I believe. Yeah. Yeah. So I mostly build models for startups and it depends.

What their business model is, but I would say at the minimum, you should have a breakdown of the revenue profile. So just the important metrics that, that goes into building your revenue and then the three statements. So that’s the bare minimum you need to at least explain the investors what you’re trying to do and how you’re trying to generate the revenue.

Uh, but other than that, you can expand it as much as you want from there, but, but I think that’s the bare minimum. Okay. Sounds good. Um, okay, so core financial model is the, is the 3 statements. Um, and then you have like assumption tabs and things like that. Yeah, yeah, exactly. So revenue assumption. So you can club that in 1.

you can have a separate assumptions tab and a separate revenue working stop. So that’s on your preference. It doesn’t really matter, but just to break down off. A revenue, a little bit like basically not just one line revenue, just a little bit more breakdown and how you’re going to generate the revenue.

So for example, your business is mostly focused on marketing or sales. So, uh, uh, costs, uh, associated with to generate, uh, sales and marketing costs associated to generate that revenue is important to have and you should be able to, uh, talk about that in your, in your revenue building. Oh, yeah. Yeah. Um, does it need to be, let’s see.

And it’s just that, uh, okay. All right. Sounds good. I’ll put together one. But yeah, I’ve, I’ve built like real estate financial models that go down to like, And into improvements and capital expenditures, it goes down to roofing on 1 building, even though, like, the portfolio is like, 150 buildings. Um, so, uh, yeah, I’ll just have to figure out how to do it for cars.

I mean, it’s a different structure, obviously, but depreciation. Yeah. I mean, if you have like a hundred companies and you want, and obviously there’s going to be some capital investment and let’s say most of the properties of 50, 000 of those properties, then maybe you can just show club those, uh, uh, capital expenditure and show that in the consolidated one and not in the individual one.

Yeah. I’m not making a real estate model right now. Okay. Got it. I’d rather wait, you know. I’m not what, sorry? What kind of model are you building? It’s a car rental model, so it’s for crowd, fleet, car. Okay. Yeah, for real estate. I’m not, I’m not, yeah, far. Sorry for car rental model. Sorry, go ahead. Yeah, just want, I just wanna help out, um, you just for context, uh, because there are a lot of deals, uh, because Roger was admitted to an accelerator and then this is a startup company.

That is in the business of renting cars. Uh, so that’s just the context matter behind it. Yeah. Yeah. For example, for a car rental model, you should definitely have, uh, the, the costs associated with sourcing those rental. So, and I, I believe that’s going to be mostly marketing costs because you’ll be selling that through advertisement and things like that.

So I guess like having that component in the revenue bill would be important.

Oh, okay. Or if there’s any, yeah, or if there’s any other way that you’re generating revenue. Yeah. Just. Uh, thinking from that perspective, it is somewhat unclear, frankly, because like, for example, for a car rental, you could, you could post a car rental on Turo. So, there’ll be a top line item, uh, under revenue.

There’s a sub breakdown of Turo. And direct, or, you know what I mean? There’s a, so the top line revenue, there’s going to be Turo as 1 line item with, like, let’s say. Monthly, um, it should be maybe weekly. Um, and then it rolls up quarterly, but yeah, but they’re also could be charging. Right? So I don’t know, because electrify California, which not to mention, um, they talk about, uh, they talk about, uh, consumer vehicle, electrification, medium, heavy duty truck, electrification, charging stations, um, and building, um, building efficiency.

So there’s. You see what I mean? There’s like, um, in order to put that into a model is it’s quite complicated and I don’t want to do overwork for like, um, you know, I don’t want to do free work that people are just going to copy. Yeah, that’s understandable, but it also depends on the proportion of revenues of, for example, majority of if majority of your revenue is going to be through Turo or let’s say marketing and all.

The other components that you just mentioned is only going to be 10, 15 percent. Then perhaps you don’t really have to break that down too much and, and you can show that in one line or two lines. Okay. Okay. Sounds good. Yeah. And I’ve also, have you used, um, like financialmodels. com or those off the shelf ones that you can buy for a couple of hundred.

Have you tried those? No, I haven’t tried those. Uh, I have my own template that I use. So I just use that. Yeah. Okay. You use standardized deals. You try to standardize your deals. Yeah, uh, we have a, like the company that I work for, we have built our custom templates for specific businesses. For example, SaaS manufacturing and investment management.

So we have different, different versions of it. But yeah, that’s, that’s what we leverage. Oh, okay. Yeah. Cause I built the, for the real estate financial model that was, um, linked to Yardi and Argus. So Yardi for the accounting and Argus for the forecasting. Yeah, I haven’t used that, but I have heard they’re good, you know, they’re good to use.

Well, they’re the, they’re the, um, ones for, um, they’re the largest ones. Yeah. Yeah. Okay. Well, um, yeah. Um, but yeah, for CrowdFleet, uh, we’re in, we’re entering our third week of a 12 week program. Um, so still proceeding. It’s still early, actually, you know, and I actually haven’t posted it on social media either.

So it’s kind of, you know, uh, anyway, thank you. Thank you for the time. I yield my time. Oh, good, good. Hopefully it was productive. Good. And, um, so the next, uh, a Nadi. Either a Natty or Elijah. I think it’s a Natty solar energy investment fund.

Hello.

Hello,

let me just meet. So, I don’t know if a Natty is here. I’ll give you a few more moments. Hello, Natty.

Oh, yep.

I don’t know if it’s internet. I don’t know if it’s zoom. I don’t know what’s going on It just keeps saying connecting the audio and but I can hear everybody else perfectly. Can you hear me? Yep. We’re good I can hear you. How’s it going? All right Yeah But I was saying I think somebody might have came before me so they can jump in if they need to I’ll give them a second if they want to jump.

Okay. Uh, the only person before you I think is And I think he came out to me, but, but Dr. Kevin.

Good evening. Yeah, I actually came after him, but, uh, yeah, but, um, but I have a few questions. Um, if it’s okay, uh, with regards to the, um, one is, uh, I’m receiving quite a few, uh, investor intros and just, I want to really, uh, make sure that I engage them correctly. Thank you. But before that, all the questions, the primary question that I have is what the setup of the software, because I was, uh, working with go high level, and I just wanted to know the, the difference in comparison.

And I know that I looked at the trial, and it’s only a 2 day trial. So I said, my, uh, what I’m doing with go high level to be able to switch that over. I just really want to make sure the best in roads. To making that shift on the majority of the things that my team is focused on is the, uh, text messaging and that platform and the email messaging and that platform and also the development of the websites and, uh, the, um, what do you call the one pages for the websites?

Um, the landing page landing pages. Yes,

exactly. So then, um, really, it’s really just a white like. Many business owners wouldn’t tell you this but really we’re just white labeling them. So the reason why we’re doing it is because somebody would go on go high level and then There are a lot of audit like scripts, so somebody would send a bunch of emails saying, Oh, I’m an investor or, Oh, hi, investor.

Thanks for booking a call of us. We look forward to sharing information about our fund. Here’s our deal in all these, uh, automations that happen after somebody books a call. So when you, when we white labeled it, we’re able to just have those scripts on there so that instead of, you know, creating the scripts from scratch, uh, we just have it there, uh, on our own version of goi level, which we forked.

Um, so then that’s the main reason. I guess the second thing is, um, for the trial, we’re really flexible. We can extend it probably like a few weeks, you know, if that helps, you know, just so you can get used to it for a bit. Uh, yes, probably 14 days. Okay, 1 of the things go ahead. Excuse me. Go ahead. But that’s mostly it.

And then the 3rd thing is the, um. All the features are the same because we’re just like working we’re forking the whole just imagine we’re taking go high level and then we’re just copying pasting it and then adding some stuff to it. So it’s really the same thing.

Okay. So, um, well, one of the things, one of the things, uh, another one of the things is with regards to go high level, uh, we, uh, I’m actually reselling. I have another one of my marketing companies. So the agency, the marketing agency So do you have that side as well where you can resell it? The sauce, um, you know, is that with the, uh, raise that com software as well?

That’s a good question. I’m not sure if you can resell or resell. That’s a very good question. I have to check, uh, maybe on the call or Google it, but I know that you can, um, I know that you can refer. You can set up referrals for your own subset of it. Like you can set up referrals, but yeah, like I’m not, I’m not sure if it’s white label or white label.

So I’m not, yeah, I don’t know if you can probably not, but I’ll, I’ll go check, uh, and then if we can, I’ll let you know, but I’m just going to assume that we can. Some of the other ones they call it, they call it like black label or a different thing of that nature. Yeah. But the thing is, is because like, uh, with my lending company, I have, uh, I’m developing some, several.

Processors and individuals. And so I want to provide them accounts at, you know, at their different levels as well of like what you’re doing as well with, uh, raises that car, but, uh, they provide that opportunity. And then, so yeah. Uh, yeah. So you see that next layer that I’m, I’m referring to, like, as far as what, what, what, what you, but the offer, that’s what One of the things I had going would go high level that I was like my different lenders I mean not lenders, excuse me, but yeah, yes Loan processors slash brokers having their own set up and kind of labeling it themselves There’s one thing that Yeah, there’s one thing that I thought about when you’re speaking here It’s the so then the top plan can make so I think the top line you can make infinite websites I’m sure even, yeah, I’m sure with us or with goi level, either one, you can make infinite websites.

So even if you, you don’t white label it, and I know white labeling is the best thing, but even if you don’t, you can make websites for the, uh, lenders and then have a template, lender websites and lender automation. So, so what I’m trying to say in a nutshell is if you can’t copy and paste the entire GOI level or the entire raises.com cm, uh, you could also just.

Copy and paste the, uh, the websites and emails that go out because they can be like saved and copy and pasted infinite times, uh, and you can just charge up charge them, you know, casually. So, I don’t know if that helps, but that’s just another angle. Okay, so, yeah, I guess, uh, the 2 to see what a transition and that, um, that trial will definitely help with the transition.

Over, but I just, you know, the, just the things that dealing with them helps. I mean, what, where I’m at, and then also if I can get the same thing, just working right through you, because I know I did it a time ago, about six months or seven months ago before, and I didn’t even utilize it. I was planning on utilizing it, but they gave me an offer.

And, um, to be able to do that. And then when I, I, I wanted to upgrade to it,

he kind of went off there.

I think I lost you

and then nationally. I, I learned throughout all throughout the United States. Okay. Yeah. Let’s, let’s start with, yeah. Oh, let me see. Yeah, I’m back. Yeah. I hope all was well. Yeah, no, I don’t know what, what happened with my, uh, connection, but. What, what did I miss? No, we, uh, well, I stopped, right? I, I, I’m used to that happening to me.

So , I’m glad I’m not the only one that happens to like that right in the middle. I’m sharing something with one of my team members or a client or something, and it just, I try to figure out what happened. But, um, what we were talking about was the, uh, they call it the sauce. Is it sauce? Am I pronouncing that right?

S a A s. Um, yeah, a lot of the pieces, yes, and, um, and the difference between the two, um, with raise. com and with, uh, go high level and just, uh, the comparison with, uh, the product that I’m, I’ve created to offer to my, uh, to continue to offer to my, uh, clients. So being able to do that comparison, but for the most part, everything is the same except for the levels of the tiers of what the programs are that you offer.

Correct. I mean, the different programs. Yeah, exactly. Let me try to, um, you know, let me let me do this. Um, I’ll share my screen to look to show you exactly what the differences are, but at the end of the day, I think we’re best suited for equity raises. Because if somebody wants to raise equity, like, they want to raise, like, the down payment money for any deal, we seem to be the better suited for that because, like, the features are the same.

See, the features are the same, but the only thing is that we’re just saying that we’re, like, instead of it being a membership site to sell a course, we’re doing a membership sites to sell. Um, investors onto a deal, you see? So like, we’re just best suited for the equity side. So then if, if, if what you’re doing goes outside of equity, then um, then probably it’s best to use your stuff.

But then if you want to get people, you want to say that I want to sell, sell people on equity, it’s best to use us. But, um, yeah, so then the, the developer gave me access to this finally. So then, yeah, we’re just saying for the, uh, lemme just see the payment plan to see if I can change that for the free trial.

Yeah, we can extend it pretrial, we’ll try to beat go high level, we’ll do 31 days, that’s fine. But then here’s what we have. So here it’s, so there to it say trial period up there it says two days. And, ’cause I was just getting ready to click. I had put the information and everything. I said, oh man, two days.

That’s gonna run into my transition with, uh, with, um, . Okay. Yeah, that’s definitely, but, um, um, um, go ahead. Um, yeah, yeah, no. So then, um, Yeah, no, we’re happy to do this. So then 30 days is fine. But then what we’re saying on the actual offer. So then the CRM, the SMS and email templates, the marketing, the pipeline.

So the CRM, basically the calendar, the workflows, the forms. So we’re calling this like sales platform because some people that come to us, they already have the website, but then they don’t have like the way to track the investors. So then we will just package this for this, for the investor side of it.

We put like a 10, I believe we put 19 or 10 on top of whatever GoHighLevel sells. So we made it a bit more expensive, but any feedback, if you, if it helps to make it lower, we don’t really care. But, uh, we just put in a markup. So then for marketing, for the second plan, we call it marketing because it’s the same thing.

And then we just add the funnels and websites. So basically, if you were to repackage everything, you can make infinite websites. And then the last one, we just added all the features. But then a real feature that we care about is mostly the memberships because sort of like when people, you know, how there’s like a login portal for raises.

com. Ours is custom, but it could have a login portal for the investors, you know, because how like, you know, app folio or if there’s somebody looking to invest in the deal, they log into a portal and say, okay, yeah. So here are all the deals on the portal. You know, they can just like, log in, uh, to your fund.

And then see, okay, here’s where I signed a subscription agreements or here’s like the link to DocuSign or here’s the Google Doc, whatever they need to know, or here’s a video of the deal because some people have been asking us like, Oh, should I use app folio or should I use you or can I come to you with app folio or not?

So we just decided to do that. So I hope that gives you some better context. Yeah. And also, um, like the feature on the investor marketing platform that I saw interesting. Um, I don’t see it on this list here, but it said it had chat GPT. Yes, I’ll show you where that is so you can add in AI with the workflows and the contents and Conversations.

So whenever somebody replies to you you can send back an email or a text Using AI to understand it and to send a response. So so that’s pretty much what that is. That’s about So that’s for it. So that’s for the car. Let’s see That’s for the conversations And then the workflow is, is automated. Uh, because if you’re in a conversation, this is more just like a human being going and texting them manually or emailing them manually on a one to one basis.

And then the workflow is an automation where it’s like, Oh, if somebody signs up to my investor deal room or whatever, if they sign up to have a call of my fund, then. Check if they say this and then automatically send them this so this is more an automated version for like Hundreds and thousands of people at the same time and then this last one is more just like hey I want to make like tell a tell AI to make an image of a blue bear sitting on a gold mine or something and Then you automatically check so it’s really just like making turning words into images or into paragraphs like chat GPT Okay, perfect.

So I understand all of that what I’m trying to wrap my head around is simply Um, so, when I sign up with Raise, you know, with this particular platform here, then the platform would go high level, um, I mean, with Raise, it won’t, I won’t be able to whitelist, it won’t say like, legacy wealth, uh, legacy wealth, it’ll just be raise.

com, correct? Yeah, correct. I think so. I have to check on that. I’m not sure I have to ask the developers, but i’m 90 You can’t even uh, you can’t because I see it has the same thing like the sub accounts

I plan yeah allow some accounts. Uh, is it possible you can go to um, uh, raise. com so I can uh, I can I mean, excuse me, go high level. I mean, excuse me. Yep. Look at their plans. Yep. Absolutely. Kind of compare and you can open up another tab and just like kind of compare side by side, you know, so we can see that’s um, I’m going to do that, but just bear with me because, um, I’m going to go charge my phone because I’m tethering.

So just one moment.

 

 

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