Sounds good.

Morning in progress. All right, so it looks like everyone. All right, so looks like everyone, welcome to the call. Welcome to the call. So, okay, so it looks like first it was, uh, it was Ernest, then Kevin, then Chamara. So welcome Kevin. I see Kevin, uh, this is the first q and A call you’re on as well. So, uh, welcome to the show by way.

Thank you. Welcome. All right. Okay. You’re not first. Yeah, I was counting first in the waiting room though, but, um, but I guess No, no worries. If, uh, you want to decline your position, I mean, it can always go with whoever has the, uh, whoever wants to take the mic first. So, um, would you like to go first tomorrow?

I do have questions. Thanks nato. Um, no worries. So I started my, uh, VA uh, last week. Um, so, uh, I’m still waiting the, uh, go high level website to up and coming, but I talked to him. Um, so one thing I learned is like, I told him like, I want to see whether are you good at doing cold calling? And he’s like, I’m good at this thing.

And I’m like, okay. So I have a list of companies that I want to reach out and I gave to him. He’s doing pretty good, but he’s using Skype and he’s keep calling and he’s doing the regular basic stuff. Mm-hmm. So my question is, do I need to wait the go high level set up and coming, or shall I give him a list that he can keep calling?

I, I’m a big fan of keeping it simple. So if you were to give him, have him, I recommend just have him continue and then when you have go high level set up, then we just transition everything to go high level. Um, okay. Yeah. Yeah, because, and, uh, and just a few things I check because some, some of those, some of those assistants, some of the, sometimes you can get ones that have a really good mic and they talk almost like an American, sometimes they have a bad mic, sometimes they have a bad accent.

So like, hopefully you’re getting one where, uh, where they’re really high quality. So, um, so, so how, how is the overall quality there? Um, pretty good. Okay, good. He used, he, he used to work on a, previously on a, a couple of, uh, co, um, core centers. So because of that accent is not that much thick in my mind.

Good. Okay. So it’s reasonable. I’m not saying it’s like a Brooklyn level accent, but I think he, he says have a verbally, someone can, you know what I mean? Talk and convince and see the things. So it’s, in my mind, it’s good. Uh, where I look at is like, uh, like what I did is like I gave him a list and what I wanted is him to get into the, um, like, uh, So it’s a cold calling for a, like a H V A Z plumbing Home Services company.

Yeah, right. I have a list of companies. So I told him like, you going to get the first barrier is the receptionist or someone in the front desk, then you need to go to the business owner or can you go there? So I give him a couple of scripts, but scripts are just, uh, what do I call? Um, you need to understand how people operate.

So then you need to have like a psychology be behind, how are you going to operate them? Yes. So that way you figure it out. He was able to reach out to like seven owners out of 80. So I was like, that’s not bad. Like normally it’s a 1% on, out of a hundred, I think. Uh, so it’s like a pretty, pretty much cold calling.

So he was able to go there or at least convince there to get it. Uh, so far so good. I’m not saying bad, but I, let me look around and see without how much he can do. So that’s why I was asking, um, should I wait until the go high level comes on, or, uh, what’s, what, what should my approach should be? Okay, good.

But before I answer, the only thing to clarify is, so you’re using them to originate the deals as, uh, rather than only using them to talk to the investors for that initial call, right? Yeah. So until the go high level comes, I thought I need to use it because he started on the Monday. Yeah. So I was thinking to myself, like first day I told him like, Hey, go through the scripts, learn it.

Then I was thinking to myself like, um, the learning, the scripts good, right? Maybe like one or two days after that he’s, he has nothing to do, so I need to use him for a, because I’m, anyway, I’m paying him like, right. So I was thinking like, okay, that’s great. Here’s the list. Do the cold calling and tell me like what’s the, what’s the output you’re getting?

And I gave ’em some scripts. Um, not necessarily the exact script, that investor script, but it’s like, Hey, um, I’m, uh, Shamara. I want to buy this company abc. See whether, how are you going through, because. He did a pretty good job. Not, not great job, but he did a pretty good job in my mind. So, um, let, let’s see.

Yeah. Um, that, that’s my experience. This is just a week. So he went last week and he started, uh, this the second week he’s going on right now. Oh, okay. Well, well, it’s a good start. So that’s good. So, uh, yeah, I’ll have him do that. And then, and then I also have him, you know, review and he can even role play with you maybe just a, a tiny bit, like not that long, maybe just a few minutes.

Uh, do the investor script because by the time we’re doing, we’re ready for the investor script. Then he would be already, he’d be quicker to ramp him up for the investor outreach. Uh, so that’ll be good. And then, um, I have, we have some scripts for origination. Um Oh, really? Okay. We did, we, we don’t really focus too much on origination.

We focus just on the, on the funds and the capital, but there was a script, uh, that we have in, uh, just in another, uh, I just made a ticket. We’ll get you a script that we had. You can, you can take a look at it, but it is not our main thing, but just for you to, uh, consider as well. That’d be nice. Yeah, definitely.

Definitely. Yeah. Um, yeah, so I got more details with the senior housing facility thing. Um, so I was looking at and thinking, um, what would be the next approach? Um, I’m thinking to go and see the property maybe this week, uh, if everything goes on, if not, at least a week down. Um, cashflow wise, it’s, um, still I think a great option.

So, um, I’m not saying it’s a, a great deal, but it’s have the, um, reasonably good in my mind. Um, yeah. So, um, is there any way that if we put into like a investment investor structure, is there any way I can do that thing? Maybe like analysis, uh, so that way I can start the process, I guess. Oh, you mean, you mean like the, the lp?

The LP waterfall? Yeah. Yeah, we can do that. So then, um, let’s just refresh if you, are you able to quickly share the screen just so we can kind of, um, remind ourselves where we’re at? So I’ll allow screen? Yes. Yeah. Yes. Gimme one second. Yep. Uh,

how’s the weekend? Martu? You busy on the weekend? Yeah. Well, I mean, I, at this point I work every day, so it is what it is, right? So what a bad thing. As the stage comes, you don’t have to work. That’s the one point. Well, I kinda, in a way, I kind of like it because on the weekends almost I actually have time to work.

It’s kind of ironic. So,

All right. I think I got the first one. Let me see what the notes look like.

Oh, yeah.

Okay. Yeah, I think, um, okay. I remember this so, so, so matter. I don’t know if you remember, so David, sometimes he made models where there was another tab for, um, that included, um, like an LP g P waterfall. Uh, so, so based on this, would, would you be able to do that, uh, if we just give you a ticket to help on that?

So LP G, so you’re talking about, um, basically how much, uh, no. So what exactly are you looking for in the LP G thing? So, go ahead Dan. I think you have better experience than me. Sure. I was just gonna say, um, there’s some example mom, that David, basically the point is just showing. Like an investor paying for the down payment of it, how much money are they gonna make?

And then just that five year projection saying if an LP were put in that money in a down payment, how much money will they make? Yep. And if you go on that route, um, like of course selling and all those things there, but I think it’ll give us the option on like, okay, within five, 10, whatever timeframe that I think they will make the money on the property wise.

Uh, and also in my mind, uh, that 25%, uh, how much, like maybe 8%, 10, well, not 8%, at least two times their money, three times their money, right? Something like that. Yeah. So, so even in this model, right? So if you look, for example, you go down. You already have those numbers. So the enterprise value or the equity value per share.

So this is basically the return to equity investors. Oh, that includes the whole equity investors. So you were saying like if you go on a 10% cap rate, and if we sell it, it’s, they’re getting 280%. Uh, so this number probably is wrong. The equity value per share. Um, could you go up for a second? There might be some.

Um, so four. So what is this 4.2 million amount, just to confirm? 4 million. 4.2 million is I’m thinking, um, if we, if we buy the property right now, uh, by the, um, this is the number I’m thinking. So, um, let’s see, 4.8. Just, uh, this is the number they sent. I just play around. That’s what it’s, yeah, no, that’s fine.

So if you go down a bit now, taxes and can you just go to sell C 70? Sell C 70. Sell C. 15.7 million that you have over there. Okay. So C 68. You want me to make it smaller so that way you can see? Yeah. What is C 44? I can’t make it smaller. Alright. C 44. Uh, at the formula, that’s I think somewhere, yeah. C 44 is the equity capital 75.

25% of that, I think it by,

no, the 4.8 million. Okay. 25% is 1.2. That’s fine. We get to that. 25 and yeah. Um, just, just remove this, uh, C 44 from it. Just C 68 is fine on this one. You want me to delete the C 44? Yeah, just remove C 44. Yeah. Okay. Dividing by C 44. So that’s saying there’s nothing to divide by or just Yeah. Nothing to divide.

Yeah. Okay. So now if you go down,

yeah, that’s, so you were saying is like minus, even if you do 10% cap rate on this thing, on a 6% growth is no. Eeb is 4.4. No. That is enterprise value. Do you. Wanna share this file with me? I just, uh, did you make changes to this one after, or no? Um, I, I did changes like I have then like, while typed down those things, then I was playing around on this number.

Right? Yeah. If I, if I get 4.8, if I get 4.2, what would be the prices? Uh, yeah, I, I think that there is just, I think there is an issue with the formulas here, so I, I just need to Okay. I can send it to, yeah, definitely. Yeah, if you can just share it with me, I can quickly take a look. Yeah. Can I, let me see if I can get something.

Let’s see. Uh, let me show you something. Uh, this thing.

Yeah. So the, um,

is there any way you have a model? Like, I, like what, what I’m saying? Is there any way we can say, okay, um, this number, um, like a income, uh, and a debt ratio and the some D C S R number kind of a thing? Yeah, we would need to build that on top of this, but what, what I was trying to say is basically, uh, if you want to show the investors what, what returns would they be getting?

So you multiply whatever the results that you have for enterprise value, for the free cash flows on, on row 61. So you multiply by their equity value and that’s what they’re getting because you’re getting a result for equity value for, uh, based on the model that you currently have for the total equity.

So for example, you own 80% and somebody owns 20%. Yeah. So you multiply all these results by 20%, and that is going to be, uh, the return for the limited partners. Okay? And if you’re talking about the percentage, this, the percentage won’t really change because that is going to be proportional to, uh, the return for your investors, uh, and, and yourself.

So that’s going to be proportional in terms of percentage wise, the amount would, based on the total amount invested. Okay. Because I was thinking, I was trying to, I saw example, but I cannot remember exactly how it’s looked like. Um, I saw I have some sort of document in my, I think I have under races.

Lemme see. Yeah, no, I think it what you mean because I, I think matter too. It depends on like, I mean, what you’re saying makes sense for the shares. Uh, I think, but then if he, if he was to do a limited partnership, you know, because there’s a thing with the hurdle and you have to add that too as well, right?

Yeah. Like if it limited partnership. So I think it depends on if it’s a limited partnership, then there’s that other tab. But if it’s not a limited partnership then manages this. Yeah. Correct. Yeah. Um, yeah, if you can send me the, just the template, like what exactly are you looking for? I can probably build it, but, uh, I don’t really know what you’re talking about.

Um, Haven’t, I haven’t really built that thing before, honestly. Yeah, it was, it was David, David was the one that was doing it. So, uh, so that, that’s just y f y, so. Okay. Alright. No worries, no worries. I, I dunno what? I don’t know, right? So I was thinking, I dunno much. Well, well, here’s a, here’s a, here’s a big question there.

So, so remind me again, Matt, which one is better to do the, the LP or the, uh, shares? Like, because there’re different pros and cons here. Uh, so let’s just walk through which one we’re doing before we even make a model. So LP and gp. So LP and GP is beneficial when you want to do multiple things. Um, under the same umbrella and, and you want to raise a capital once and, and you want a freedom to invest in, in those, you know, in whatever investments that you think are are good.

Uh, whereas the shares would be just a one-time thing that you will, uh, ask people to invest in and they’ll invest in that specific real estate or specific company based on the merits of that particular company. And it’s not really your merit. So that’s Whoops. You go. No, that’s the difference between these two.

Yeah. Yeah. I think, I think Sues shamar, like if you don’t want to have the investors, if you wanna have them more active than shares, but then also if you want, have them more passive than lp because LP they have limited liability as well. Uh, and then also some. So which, which direction do you think I should go?

I, I, I’d never done a, um, so this is you just for choosing one property? Correct. I do, but I have a Ulti motive on this thing, but I’m buying this part. Ult Motive is the same guy. He is selling another prop, another senior house, senior living facility, um, 35 to 40 minutes away. That doesn’t have management.

This one have management. Okay. So if I get this thing, if I can get both of them, that going to, um, offset the stuff in my mind. Oh, so this one have like a 27, 27 beds, 27 units, that one have 27 units. Okay. So, but do you plan on adding more assets or besides these two or these two are going to be just the only two assets?

Um, I, I wanna start somewhere. Right? So that’s the, yeah. The beginning, right. Then after that I can keep add, right? I want to go from deal to deal. That’s what I think the most sense to me. Right? Correct me if I’m not, correct me if I’m wrong guys, because you guys know better than me. So, raising money side wise, Yeah, I mean, fund fund is usually difficult to raise in my opinion, because in, in a fund structure, you are asking your LPs to just trust you on your judgment and your experience and what you can produce from the assets.

Whereas in, in a share kind of a deal, or even a syndicate for a couple of companies, a couple of uh, uh, assisted care facilities, I think shares would make a lot more sense because you’re just raising money specifically for that, and the investors would know what, where they might putting the money in.

Whereas in a fund structure, you’re just expecting the investors to trust you on, on your judgment and. Uh, so I think that’s, that’s mainly the different, it is harder to raise a fund than, than a company, but not to can, uh, say more about that. But yeah. In my opinion, this is, the share structure would be very competitively easier in this scenario unless you, you, your strategy, long term strategy is to grow this fund and keep on adding assets and keep on adding different kinds of assets in the future, in the, in the coming months or years.

Yeah. Then maybe, but if, if this is your only plan that you’ll purchase these two assets and, and you’ll just hold onto that and manage that, then I would recommend going for a, uh, share structure is much better. Yeah. So let me do this then. I think I need to buy, so nato, you are more expert than me, right?

So I don’t know what I don’t know. So I think I need to start one, one deal, right? That make, I solidified that thing, then I keep adding the things to there, right? Yeah. Real estate previously, but I’ve never done, never done. Um, you know what I mean? Like, uh, um, the, uh, assisted living kind of a thing. This much level of, uh, human resource involvement or Yeah.

Yeah. No, I totally agree. Matter. I I agree a hundred percent. Well, I guess 99%, the only 1% I don’t agree is, is the, uh, some people do have limited partners for one deal at a time, but then that’s what I tell a lot of these people before they even come in just to kinda set their expectations before they come in, is just, yeah, the, the one at a time is usually better except for people that are doing small, um, single family portfolios and stuff like that, that are really basic or small fix and flips.

Uh, yeah, usually one at a time. And then, and then the only thing too is because this is a business. That has, it’s not just real estate. You have the real estate and then you have this whole, this whole these services, right? Yeah. It’s like real, it’s like services with real estate connected to the services.

So it is more business and I, I think you can, you can go with just getting the first one done and then they just invest. We can give, give this one, uh, that direction and then they invest into the shares of the actual target company. Um, you know, so then we can start there. It’s really, it’s really, it’s really not a giant difference, just that the limit, the only thing is that you’re not, they’re not gonna be passive and say, oh, uh, we’re going to be passive investors.

Uh, I think the real concern and the real reason, the, the main part I agree with matter on is like, if you do a limited partnership and then you’re saying, I’m gonna acquire these five in the next like two years or whatever, then that’s like the typical fund where you’re doing multiple at the same time.

And I think it’s too early for that. But if you’re doing one at a time, uh, you know, share versus li limited partnership is slightly better, uh, in shares, but not hugely better, in my opinion. Okay. Yeah. Okay. Yeah, well, I, I didn’t know what I don’t know, so that’s why I was asking the question. And this is one of the things I built it up, um, before I joined with you guys.

We, we don’t have to go that level, but I like these charts so I can show it to the people and said, Hey, this is really good deal. We, it is to a certain extent where, where the number’s working. So that’s why, um, so like a models wise, profit and cashflow, that kind of a thing. Uh, it’s just a, um, I found a, well, he’s not an expert or anything like that, but he’s more like a, you know what I mean?

Like guy, I found a fiber, but I want to pitch the idea on, hey, someone asked me, like I have a numbers, it works if I get like projected revenue and the certain cash flow. So that’s, that’s what I was trying to do. So, uh, yeah, and the couple of graphs, I’ll create the graphs as long as if I get the numbers right, that’s what it’s Right.

Profit and loss statements. So that’s what I was trying to build it up. Nice. No, it’s, it is beautiful. That’s way we want. Yeah. So, um, it’s just a idea. So if I can get the five year period of time, then I can build it up something that, hey, you are getting you like, like this, like, uh, projected revenue, cash flow, profit, gross profit.

Right? So that way everyone can see it, Hey, if we do this thing, it’ll give you a, you know, um, ratio and all those things. Yeah, yeah, exactly. You just want to just point to the project instead of taking all the onus on yourself, so then they can just say, oh, if there’s something wrong, it’s the project zombie.

That’s, that’s the sales perspective. Yeah. Just to anchor everything on the project. So that, yeah, that was good. Um, so, um, yeah, I, I’ll send this thing, um, uh, du so there you can, you can tell me what’s, uh, what I need to change, or, or you can change it. Then you can gimme feedback based on that. And also, um, yeah.

How much I need to raise and all those things. Yeah. So let me ask you a question, uh, uh, nato, so the, is this kind of a deal? Um, what, what’s the, how is the structure? Is it like a more debt or the equity or how is that going to work? Oh, just, well, I mean, as much like whatever debt is, is a, is available and then every other piece that isn’t available, because there’s always gonna be a an L T V unless there’s seller carry or unless there’s something else or seller carry.

So then whatever we can’t get from, um, from debts, we just raised the rest in equity, right? So yeah, let’s say we take this to, um, who knows Kennedy funding or somebody, and then they do, they do like, they do 70% ltv. Uh, and then we just raise the other 30%. So then the idea would be raise whatever percent is not already available.

I mean, ideally, ideally they carry everything, but like realistically, that doesn’t always happen. So, Okay. Uh, okay. Alright. Yeah, so I would like to move forward, um, little by little and also I’ll put on the, um, WhatsApp group and ask like, uh, people who have experience, I would like to chat them with the, um, senior housing, living senior housing facilities so that we, I can get more exposure knowledge on that part.

Yeah. Um, yeah. Um, yeah, like, uh, Devon and, um, there are a few of them, Devon Henry, um, there are several others. Caleb, like a lot of them have been in this, this business for years, so they can, uh, share feedback. I think they ha they’ll be happy to, there’s, they’re, for them it’s like giving back so they Sure.

Feedback. Okay. Alright. Definitely, definitely. Yeah. Thank you Nadu, appreciate um, all your feedback. I know I took almost for 30 minutes, so Yeah, no, no worries. Good work as always. And then, uh, we keep pushing so just let us know. We’ll get back to you as soon as we can. We’ll try not to. Last week I think it was a bit slow, but this week we’ll, um, we’ll be moving.

Yes. Alright. Okay. Thank you. I appreciate. Yeah, no worries. All right, Ernest, you, you sent a, a message, I think I you had the question, right? Yeah, just a quick question. Um, what, uh, how do you out Kamara, how do you start up with the va? Um, finally getting, um, getting set up this week with the va. I just wanna have question, uh, how much work should they do when you first use them?

Cause it’s gonna be like three different things. Like this is gonna be dealing with the investors and know, dealing with, uh, business sellers and then some marketing stuff I need to do. What would be a recommendation or I’m gonna, I’m, uh, I, I use VAs, but not very consistently. I normally put 40 hours, that’s what I put, and I will break it down what they can do.

And, um, based on the timeframe, cold calling, maybe three hours, other two hours on some research, another couple of hours on the analysis. So like that. So, um, I, I would try to utilize the time, right? Plus they, like, in my mind, when you have their 40 hours in one place, rather than you want to go 40 hours at somewhere else because they won’t make enough money.

And also, uh, my, my, my thought process is, well there’s one thing, there’s a lesson I learned from previous va. I did not, did a pretty good job on training him way I won. Then I had expectation of what him to deliver, but what he needs to deliver. So I think, uh, One. Uh, I, I thought raises have like a pretty good, uh, script so you can give ’em a couple of days for them to learn it.

Then even the cold calling and all those stuff, I would highly encourage in my mind, like, train them where you want so that way your life is easier in a longer run. That’s my feedback. Need to can jump. I think he had more experience than me. You sure? I dunno if it’ll go 40 hours though. It may not be every week, but it’s, it’s just about the hour though.

I just wanna know how much they should do. I have a guy who’s, who’s doing, Brandon is doing from, from 10 to, in his new campaign, Brandon is raising money for, uh, Indiana LP at, with goi level, and then he’s doing 10 to two. It depends on how you want to do it, because like, cuz again, cuz with Chamara, shammar has a bunch of, like, he’s doing the origination and all this stuff, so he has a lot, but then Brandon’s just like, oh, okay.

Do LinkedIn outreach and book the investors to my calendar. Boom. Okay. Jamar, are you gonna share something? I think so. Is the Brandon’s person is in Philippine too or somewhere else in US or somewhere on a brand? Brandon is the, the guy who is in Chicago raising money and then he got a va. Uh, what’s funny, he, this guy, he, he got very lucky.

His VA is like a wizard at GOI level as well. So she was actually building the goi level automations for him too. And then she has a good accent. She sounds like almost like an American. Uh, he’s just wild look. Um, but anyway, yeah, like that one is just from between like I think from 10 to 2:00 PM So not that much.

How much is paying, Hey, what’s that? How much is paying? I think six. Between six and $7 an hour. That’s not bad. Yeah. The ones from Jello, you can get them for six an hour. Like, don’t say eight. Like they’re gonna say eight, just say six. And then they’ll, they’ll say, yes, I got for five. Oh, good. Good work. So she got levels though.

So yeah, that’s the thing. If they’re doing the go high level and the technology part that make your life easy a little bit, right? So, uh, yeah, yeah. It, it’ll, it’ll cost more. I’m like, should I make the initial, like, like, uh, business sellers, should I handle all that? And then set the, again, get ’em to do the assist system to do like the other stuff, reaching out to the investors, then initial contacts and all that.

And I focus on, um, the business that I wanna acquire, or should I just have ’em do both? Like say, like, say first instance, I have like a whole list of stuff. If I have a list and it’s gonna be long time, should I just like train them to go through it? What was that last thing you said? What was that last thing you said?

Uh, you have a list of, if I have a list of things, things to do, like, um, companies and people to go through. Yeah. So I just train them and then have them go through it and then set up if they respond and, and then have them set up meeting with me. Yeah. That’s all. And we can go into the details if you like, but Yeah, literally all they should be because different people, you can use ’em however you like, but then the way that we’re just focused on getting, raising the money and reaching out to the investors and then make options thing you set up.

So then we, here’s the high level. Um, so Okay. Where’s the, so the next, so this quarter is ending, so we’re gonna have new investor list and we’re gonna have a new tracker. So basically this is just what they should be like religious about is just the amount of messages they send, the calls that they book.

And then they’re tracking how many presentations. Um, they get the portal logins, the commitments. Th that’s what they should be tracking. So they’re basically how many messages they’re sending and they should be tracking this. This is for the messaging and on LinkedIn and the emails. And then for the outbound calls, uh, if you choose to get them to use outbound calls, which we recommend, uh, they should be tracking their dial, their dials, their connects, and their meetings booked.

Um, you know, cuz after this, they should be booking like two to 5% of the outbound dials. And then this one varies wild wildly, to be honest. But this one we’re seeing for every, uh, for every either LinkedIn accounts or for every, uh, day worth of around 200 emails. You know, they should be booking like minimum five to 10 a week, uh, if it’s done well.

So let’s just say five a week from this, two every day from outbound calls. So seven every day. Seven times. Five times four. That’s how many calls they should be getting every month. So then that’s the only thing, like I, I just want, like, when, when we get going to just focus on so we can fix and make sure that they’re hitting that.

Uh, and then basically they’re, that’s what, if that answers the question, that’s what they should be doing. So they got their, oh, nevermind. I’m sorry. I was gonna ask the question. Yeah, no worries. What was that? Uh, Ernest. So they, they’ll have their own numbers to call from. Yeah. Cause really we get them. Uh, so here are the instructions that we give them.

And if they ever have questions, this is what they should be following. Uh, so because this thing, it really just tells them to do this. And then if they don’t understand it, then it tells, it tells them to email us. So really we’re kind of sending them everything to do. But they do all this, they go into the accounts, they pull out the emails, um, and then they just email using GMass.

Really? That that’s really, and then they outbound call, um, based on the instructions, I’ll here. So see they’re getting, they’re going to our portal, they’re pulling the investors, and then they’re emailing them, right? Mm-hmm. This one is more focused on the email part of it, and then this is another part where they do the LinkedIn setup.

If, if you choose to do LinkedIn, um, this is what they do on LinkedIn. The only part that we haven’t updated here, because it’s the end of the quarter, so every quarter we update all this is that they have to do outbound calls as well. And the outbound calls is when they go through the list and simply just either use closed.com or Zoom, zoom, you can actually get a phone number or, uh, go I level, and then they just call the, um, the list of investors and follow the scripts, uh, to book them to you, uh, if they’re, if they’re like a good fit.

So, okay, so I have to interview, um, some this week, so I’ll make sure I ask the right things. Yeah. You talking about the VAs. Yeah. Yeah. And what, I mean, I find that the best thing is just to, um, get them to send a video, like a one minute video of, of, so I, I’d ask the questions and then I just get them to reply via video before you even talk to them.

Because then you can see their mic quality, you can see how well they talk, uh, because if you send them, if they reply via text, everyone’s just using ai. But when they talk, you can see how good they are, how much effort they put in the video and all this. So, oh, so I should have, I should add, request that before I, I talk to them.

Yes. I recommend it. Yeah. Yeah. And, and she’s good anyway. She can always replace them. Um, that’s why I like her. She can replace and as whenever you need. So there’s no problem. Should I get male or female? I don’t know. Like they’re pros and cons of both, but then, uh, you know, need to be politically correct.

But the, um, yeah, it depends like. Pros and cons. Sometimes it, it just based on the, in the voice and the tonality, I found that the best, the Philippines, like, it’s a very kind of, um, traditional culture. So, you know, if, if you tell somebody them to jump, they’ll jump. So they’re very traditional. Just keep that in mind.

Um, it’s more about the accents. If you just find one with a, with a really good accents, that’s like 99% of the, the troubles to be honest. Um, and the follow through, and then that’s it. But male, female, like I’ve seen more males that have the good accent because a lot of them seem to do more high risk work, uh, in general.

But, but yeah, that’s just what I noticed. Okay.

Yeah, that’s it. That’s all I got. Thank you. So, so I have a question, um, about this. Like, do you have any videos like going over, okay, hey, here’s a walkthrough on kinda how, how, um, I guess starting off your, your, your campaign, so like, do you have like a full like video or even like a, like maybe once a month?

I don’t know if you, you, you know, if you ever thought about this, but doing like a training where it’s like, oh, let’s say if we had some VAs or if you had like some interns or something like that, you kind of wanted to do this. Like, hey, we do a monthly training or a quarterly training and this is how you put together your entire campaign, you know, um, your capital raising campaign.

Yeah, no, good point. We’ve, we’ve tried to do one even, uh, more fluid, but, uh, we’re happy to do that. But what, what we, what we usually ended up doing is, uh, I would just get lumped in with a, a one-on-one and then just move the mouse around on somebody’s go high level or somebody’s, uh, cuz you know, on Zoom you can move everything around and then, and we’ll just manly set it up and get it going.

That, that’s just been the quickest way because sometimes we found that when, when we show people videos, We just have to get people to, to just do the thing. So then we just do the thing sometimes for people just to get it to the next step because we don’t wanna leave too many things, uh, in limbo. Uh, but yeah, like most of the time, uh, it’s that.

The second thing is, whoops, wrong screen. So the second thing is, um, what do we have here? We do have some information for the outreach. Yeah. Standard operating procedure. So this just goes into, uh, it’s just 20 minutes. This goes into all the things that we’re doing to get them to do the outreach. It’s a different, uh, format than what we have, but it just explains everything behind you.

But yeah, no, the quick answer is like, we honestly just go in on a one-on-one and then just manually just move everything around because some people it’s really custom sometimes. Hey, cuz some people are using clothes.com and Calendly. Um, but most people are using Go eye level and they’re just these little tweaks in these little.

Technical things that are just very, uh, nuanced, you know? So if that answers the question, uh, yes. Yes it does. Um, so like, what’s the difference between like, like go high level and like clothes.com and like Calendly? Cause I mean, I use Calendly all the time and everything, but like, I guess what’s the difference between Yeah.

clothes.com and, and go high level? Cause I, I mean, I, I, I had never heard of, of uh, clothes.com. Sure, yeah. No, I walk through it. So, um, so clothes.com go high level. So clothes.com is very good for calling people, so for calling, texting, um, and sales. It’s ama one of the best CRMs I’ve seen for that. Uh, because each, I think it’s between, um, I think it may be between 20 to $40 a month.

Each phone number is like a dollar a month for each phone number. Uh, let me check the price to confirm. Oh, it’s more, more expensive than I, than I saw. So it’s like a hundred bucks a month. Each phone number is like $1 a month, but it’s, it doesn’t have all the features at, of GOI level. So this is just for somebody who wants to just sell.

And it’s one of the best softwares I’ve seen for, for sales. Sales to investors, sales to customers, uh, you know, be, I I it is just one of the best I found because it allows you to record everything and to build a sales team underneath you. Uh, I found that CLO or GOI level, it does all the same things that close.com does, but it’s just a bit less, uh, user-friendly, but it’s really cheap.

So for goi level, it’s cheaper than the monthly price of close.com, but it also includes all the things that Calendly can do. Uh, it does all the things that, uh, ClickFunnels can do, does all the things that Kajabi can do. It does all the things that, um, active campaign can do. Uh, what else does it do? Yeah, I mean, it does all this for the same price of closeout com.

So then that’s why we, we recommend GOI level. It’s just the cheapest and the most economical that I’ve seen. Uh, so, so that’s all answers the question. Oh, okay. All right. No, I was just wondering. I know, um, my wife, she was looking to, you know, kind of to, to run, basically run the campaign and everything since she has the marketing experience and, and kind of all of that ex experience there.

Um, so I just thought, you know, for like, cause we gonna start look looking at a couple different options, but Okay. Okay. And I’ll take a look at the. The instructions, I guess raise.com/instructions for the, like, how to put everything together. But I think I will go ahead and book a 1 0 1 for that, to get that stuff set up.

Yeah. No, e exactly. Yeah, it’s a bit nuanced, but, um, we can take care of that. Um, and then while we’re still talking, I do recall that, um, there was a question, I think unanswered because we did have to do your, um, for the bank acquisition, uh, a section with highlighted marks, just to, for you to know where the gaps are.

Uh, the ticket took so long that, uh, that, you know, it took two days. So then now, uh, we might as well talk now. Uh, there was that. And then he also wanted to, um, he also wanted, there was something else that he wanted. With that, if you can remind me. Oh, I mean, I know you supposed to talk to, I think you said Richard, about the proof of funds or something like that.

I think that was one question I asked you about. Um, Yeah. Yeah. You said, um, that you gonna talk to Richard about that, everything, but that was for one of the other deals. But as for the acquisition, um, no, I mean, I was going to, I was going get on ahead and I was gonna ask, uh, uh, Madar if we could, um, if we could set up, uh, another 1 0 1 for, to go over the financials again, you know, to kind of flush those out.

Um, but, you know, other than that, I’m not, I’m just, it’s not coming to mind me if there’s anything else, but I haven’t received anything. If, if, if that’s what you’re talking, if that you’re talking about Yeah, exactly. Because, um, the signing, it took a bit of a while because, uh, we had a ton of, um, a ton of inquiries.

Yeah. So, so yeah. So then this one, yeah, we can set that up. And then the goal would be just to have that, um, that highlighted part for, so that you can put in the assumptions there, uh, for the bank. And then you also had a que there was a question on the. On the, uh, what, what the market cap meant. I remember that.

Oh, yeah, yeah, yeah. So yeah, so we, we, we actually went, went over all that. Cause I was wondering what was the, what was the market cap? So was the, on this particular, on the template for the financials was the market cap and the, um, price, uh, um, uh, let me, let me go to, sorry, I can pull up the exact words. So it’s like, was the market cap and the current price, were those acting as the same?

Because typically in my experience, that’s, you know, um, that’s normally the same, but meaning like, oh, this is the value that we’re, that we’re raising the capital at. But it’s like, um, so I was just wondering was that, but we actually, we actually fi figured out, figured that, that part out. Oh, good. Nice. Yeah.

Yeah. So, so we end up jumping on a call the next day. And then we wanted the first bid of the financials. And that’s why I was saying I needed to, um, to, to book another call with, uh, with Madar so that we can go over the, you know, the other, cause I kind of needed some, some guidance on that for the month, creating the month to month, uh, financials.

Okay, got it. Okay. So, and then you, you guys are on the phone right now, so I mean, if, if you can do that or you send an email and, and get that done, then uh, then awesome. So yeah, I mean, I mean, as after that mother, um, what, what was your availability like, you know, this week, I mean, my week’s pretty open until sat, uh, Friday.

Cause I think, but even still, I still have time in the evening. But I mean my, you know, um, like today and, and tomorrow, like all, all day Tuesday, Wednesday, and Thursday, I’m completely free.

And matter, just checking if you’re still, uh, in the line of the living here. Yeah. Uh, so the timing, uh, I can do afternoons usually. Mm-hmm. So lemme just check my schedule.

Yeah. I can do Thursday afternoon if that works. You said Thursday? Yes. Yeah. Yeah. That, that can work. If you could send me a, a invite, that, that’d be great. Okay. Uh, so I’ll send you an invite for around, uh, 3:00 PM pst. So, six. Okay. So time. Yeah. Yeah. Okay. Yeah, that works fine. Okay. Sounds good. Thank you. Yeah.

Awesome. All right. And Kevin, how’s it going? Oh, great. How about yourself? Very good. Very good. Going in the right direction. Going in the right direction.

Excuse me. Oh, no, I just said things. Oh. Just said things are going. Oh, oh, yeah. That’s great. That’s always great. Exactly, exactly. So, so, so listen, again, welcome to the, uh, raises.com and, and everything. Uh, you had, you had a little orientation before, but, uh, yeah, yeah. Basically just to notify you before we, you get into it, basically we just sent over like a quick shell jet data room.

So all the information we went through, we started to create the private place memorandum so that it is, it’s almost ready to be, um, sent to a credit investors. So if you just take some time to just go through it and see what, uh, see what’s, what’s there, then uh, we can go back and forth via email, me and the other helpers, and then.

You know, we can get to the point where, uh, we’re confident to send it out and then start doing the introductions and the outreach. Yes. As I, I received it and I was taking a, uh, a look at it and as we, uh, talked initially, you know, I have a deal, deal on the table right now. However, I was thinking, uh, should I just, this was basically, uh, directed towards that one deal, or should I, uh, expand the capital raise amount to, uh, cover like deals over the next year or so?

Sure. So raise will be continuous instead of, or, or, uh, just raised capital for this, this one portfolio, but I, every, every month like, like every day I have more deals coming in. So, and should we do it for the cont perpetual deals or just this one particular deal? So, so then, uh, I think it was the, you, you’re, you’re, you are more kind of in the single family, uh, focus.

Right. And then it was like a residential. Yeah. Okay. So then we can come up with a, um, the quick answer is I think, I think we can consider doing the fund, uh, because we’ve seen success with people doing single family funds, even, even more off the get go. Uh, the one that I think is too, is too, uh, advanced, I think is a commercial, uh, fund that, that one is, is it’s a bit of work to sell that one.

But, but yeah, the quick answer is yes. We just have to have like a buy box we call it, of just all the types of deals that we want to get into there. Like whether it’s, you should say, Hey, we’re getting houses between this and this price, this and this strategy value add this and this location. And we just keep that buy box really tight.

Yes, yes. If we just say for example, only in let, let’s say like only in Jacksonville, you know, these, these zip codes, then, uh, bam. And then, and then that’ll be it. Uh, and then we can just kind of like ignore everything outside of that buy box because then it will be easy to sell something that is specific.

It’s always seems, it seems to always be easier to sell something specific than something that is more broad. So, um, so yeah, the quick answer is yes. I think we just have to come up with, um, the acquisition criteria and then keep it in that box and then yeah, we can totally sell it because then we just keep on selling this, targeting the same investors instead of us having, because if we do a deal and then we, we say, okay, we’re doing Florida, and then there’s a deal out of, uh, Nevada, then we have to do new marketing to new investors, and then it’s like a whole new, uh, product market fit thing we have to go through again and then change the messaging until they start responding and doing all that.

So then, so then I, I think once we focus and then, uh, then we’ll get it moving and have success.

I think you may. Yeah. Yeah. That sounds more, um, yes, I think so. We should, instead of 1 million do like maybe five or 10 for the continuation. Cause it kind of goes pretty quick, you know, as far as what the, the property’s coming in. Yeah. Because if they go off the market that quick for single family, yeah.

Then I’d focus on just having that tight buy box. Uh, and then the properties have to be like the similar sim, like super similar. That’s just my feedback. Uh, run that last part you said. Uh, could you run that by me again? The last part? Yeah. I just, I just recommend the properties to be, uh, pretty, like the deals to be pretty similar in that criteria.

Then I think cuz then you’re almost selling, you’re almost selling the same thing even though they’re different assets. Uh, then I think that’s, that’s a sim cuz we have a fellow called, um, Matt Johnson. Uh, that’s how he’s structuring it with the single family, uh, portfolios for section eight. He gets deals that are outside of that but that outside of that initial portfolio, but then it’s the same deal anyway.

So it’s not, it’s not as big of a headache to uh, rearrange everything if he gets more deals because the deals come and they go, but then the fund is really the same strategy, so he doesn’t have to worry about that. So the bottom line is, yeah, let’s just, um, keep it in that similar buy box to that first, uh, to the same fund that we have, is what I’m saying.

Okay. Sounds, sounds good. Cool. And Matt matter, do you have any other, uh, feel free to share any feedback if you got any matter. I don’t know if you do, but, um, nothing really on this one, honestly. Yeah. Okay. No worries. Good. So, um, so a any other, um, uh, main questions about this or, well, I’ll, I’ll continue to review it cause I just received it about a, a little over two hours ago and I, um, I’m kind of still really excited about getting everything going, so I’d just be reviewing it and I’ll definitely have some more questions here shortly.

No, absolutely. Yeah. And, and bear in mind as we go through it, um, you know, don’t, don’t waste any time, like manually doing anything, like, like spending too much time because we can get somebody to, you know, edit, make some edits and things like that as we go. So just, um, just keep that in mind as you make notes, uh, on what we got there.

All right? Yes. And also, um, as you mentioned, uh, go high level, just so happen I, I’ve been using that for the last few weeks. I’ve already, so, um, I guess I gotta really, but I was using that for my, my actually my lending business as opposed to for the raise.com. So it’s, it’s good to know that I can incorporate it with the raise as well.

Yeah. E exactly. Everybody. The thing is spreading like hot fire, like everybody’s using it because, um, uh, well, what I do is, is later on when we get going, you can make a new, um, sub-accounts and then we can just do all the automations just to sell, uh, securities for you to sell, um, your deal to a credit investors and then the calendar and everything will just say, oh, are you a credit?

Are you this? Instead of it being, oh, is your F ico this? Instead of that, then it is this more, oh, are you an accredit investor by this definition? Are you willing and, and able to invest if you found a deal that fit what you’re looking for? No. No. And then we just have that same, uh, process, but except to raise money, so it’s totally the same thing except for just to raise money.

It was good. Excellent. Okay. And then also, um, go ahead, go ahead. No, I was gonna ask go high level. Like I know that you can make websites and that, so like, is that the, cause I know you were saying something to Tamara about, um, like, and having investors log in and stuff like that. Or, or like, like what, like what was that?

Or was it like logging in to kinda see the pitch deck and see the financials and or, or I’m sorry. See the business plan, see the financials, stuff like that. And then of course you have your, um, wiring instructions and, and, and everything. So the ppm and the wiring instructions and everything is, is, was go high level.

Is that what you’ll use for, um, for I guess, uh, dealing with the investors or is that, was that something else? Oh, good question. No, we, we could, but the, the snapshot, so the quick answer is most people that are coming into raises, like how many of them, like Kevin, they already have half go, half of a high level setup, you know, already.

Uh, some of them don’t. So we have a little snapshot. We have actually have like a templates, um, that we, that we give to people if they choose to use it as well. And then that’s not a problem. But the one that we have, we, we don’t really have a login and that could be made, but all, we just say, we just say, okay, let’s just keep it on, you know, just Outlook or Google Drive, like all the documents.

Um, they could have a login, but I, we just focus the energy on just getting the investors on a phone call. That’s what we just focus on. And then we just say, um, there’ll be a calendar. So there’ll be, um, an initial call, initial call, and then it will qualify the investor to see if they’re accredited, if they’re open and willing to invest in a deal in the sector.

Um, so do that. And then we have the people outbound dial or take in that initial call. Uh, then you’ll go to the call, the second call the founder. And then in between these two calls, there are a bunch of automations that we run, uh, or that we can, you know, just manually set it up and so that it runs and then reminds the investor and sends them the Google Drive.

So basically what I’m trying to say is, uh, instead of it being a login, which it could be, you know, some people, they could send them AppFolio, some people they can send just a Google drive. Some people send an Outlook drive. It doesn’t really matter where the drive is or where they log in or whatever. The only thing that we say that matters is like if they said that they’re a credit in writing on some sort of like, call booking system.

And then after that, then yeah, then we send them everything on a deal up until including that second call. Um, and then after that, then we’re just, we’re taking the, the subscription using an escrow of some kind or directly to the bank account, but ideally an escrow. Uh, and then, yeah, we don’t really focus too much on the investor management.

Uh, we just have some templates that we can send for like quarterly reporting. But yeah, no, we’re just focused more on, um, getting the investor in and we just say, oh, let’s just use our third party glue drive or anything, uh, if that makes sense to how we do it. Yeah, yeah, that makes sense. Yeah, and it’s, it’s not a bad idea.

We could totally opt to do it. We just focused our energy on just getting on the calls of the investor, because that’s, that’s the most important thing. Right, right. Well, well, I was had another question, but I didn’t want to interrupt Kevin. Uh, so Kevin, you were about to say something.

No, no. It’s, it’s fine. It’s fine. I’m, I’m, I’m new to this, so I’m just chiming in and, and excited to be in the group and getting, getting, getting things accomplished. So, uh, go ahead. So Derek, uh, okay. All right. Um, so, okay, so now I. So I got introduced to the four investors that you were talking about. So two of them, you know, I, I was kind of going back and forth, uh, with, um, one was from Cambridge and the other was from fund wise.

Um, I went to get back from Melissa though and everything. So I, so I sent her the dates, you know, I kind of sent her the, the, the deal details, everything. So I think I’m gonna probably do a follow up email with her maybe, probably after the call. And I’m waiting to hear, I was waiting to hear back from, um, uh, what’s that guy’s name?

The guy from Cambridge? I, I forgot hiss name. Oh, ish. Ish. Sha, yeah. Ishish. Yeah. So, um, I was waiting to, to, to hear back from him, but I also had to call him though. I, I called him and then he was able to see the email and then he sent me a response, a response back. And then I sent him a response back last Friday or Thursday.

Thursday or Friday some, something like that. Mm-hmm. Um, actually, you know what, no I didn’t, I’m looking at it now. I sent that over on Saturday cause he, so I talked to him on Friday. Um, cuz I called him. He, he sent that back. Uh, and everything questions. So I gave him the, the detail for the bank deal cuz he was asking me about, cuz I was like, I’m not sure which one did they, um, ha you know, which one you guys had in mind for the introduction.

So I just gave him, Hey, this is my deal, my personal deal that I’m trying to do, which is the bank acquisition, then you have the other two deals. This is what those look like. He asked me for details. So I sent him a pretty long, pretty long email, um, um, uh, uh, with details on that. So, yeah, so I mean, that was only two days ago.

So, yeah, I’ll just, I’ll probably follow up with him maybe tomorrow or something if I, uh, probably by noon if I don’t hear anything back. Um, oh, okay, good. You go ahead and I’ll, yeah, and I’ll follow up with Melissa probably tonight. I mean, we’re six hour difference, so, you know, she’s probably knocked out right now.

Um, so, so she’ll definitely see my email in the morning. Um, yeah. Yeah. I guess I’m gonna have, I’m gonna have to book that one on one to kind of, to kinda set up, cuz I need to figure out like, what’s like, cause I’ve been going through the, the investor database and you know, kind of, you know, I look at the website, see, see does it fit?

So, you know, I spend like three to five minutes, oh, I’m sorry, one to three minutes on the site. If, if they’re like a general fund or a, you know, general investor and stuff like that, I’ll, I’ll, I’ve made another spreadsheet where I just have them on and everything. Um, and then, and then the other ones for, you know, and I, right now I’m just talking about the, uh, the, the, well the bank.

Yeah. Um, so with go high level, so basically you just kind of plug, you just feed in all all, do you feed in their number or would it be like their email and then you’ll just send out a blast email to to, to all of them? Is that, is that, is that the idea that we’re going for a almost, but we wanna be care?

We don’t really focus too much on the blast, but almost, so you’re almost on there. So then before I jump to that, like I, I should’s a serious player there, so, um, so for him, like, like him, you really want to sell the, uh, just sell the, sell the things that you understand, right? I, I think that’s how you get him.

Uh, you know, he’s a really serious player, but that’s good progress so far. So, okay. Y yeah. Like, that’s what he told me. He’s like, yeah, just n to make sure that they have good track record and then that’s it, that’s the most important thing that these family officers are looking for. I’m like, okay. So that’s his way.

He told me last time, I, I chatted with him, but, but no, he’s a, he’s a good guy. And then, um, Uh, just keep on pushing. Um, okay. And then the main thing though, it’s like you want to kind of stay for him, like when you send him deals, if he, if he rejects a deal, try to stay fluid. Just try to say, okay, uh, we have other ca like heavily cash flowing, uh, acquisitions that are coming down the pipeline.

Oh, yeah, yeah, yeah. You know what I mean? Yeah. No, no, no. I know, I know. Yeah. I’ve, I’ve dealt, I’ve dealt with guys like that before where it’s like, oh, you know, you don’t wanna, you don’t want to get emotional about any deal. You wanna keep it free. Like, okay, cool, well I have some other deals that we’re working on that’s in this space, you know, that, that’s more, maybe more tailored to you.

Cuz again, it’s the, you’re learning, you’re trying, cuz it is a new relationship, so it’s like, oh, I’m trying to learn exactly what you’re looking for, so I know to see that when I seen you deal, this is fitting your criteria and stuff like that. So, yeah. Yeah. I, I, I, yeah, I mean, I, I don’t know the guys, so that’s why I was, I was just let, letting you know, you know, kind of.

Kinda what, what the feedback I was giving you feedback on, on, on the people you introduced. Th that’s good. Yeah. Like, um, uh, what was the other thing? Yeah, as long as you don’t a, attach your, not even so much emotion, but attach your identity to the deal, then, then they just see you as an issuer and then you’re, you’re like the issuer who’s forever the issuer.

But if you’re like, oh, this guy brings me deals, I bring me money, then it’s like, oh. Then they start thinking differently about you. Um, yeah, but it’s good so far. So then to answer the question about, um, uh, about like, help me on, help me get back here. So then, what was the second thing? Um,

shit, I don’t know. Yeah, yeah. Um, hmm. I, I don’t know off the top of my head. I’m sorry. I have Oh yeah. I could put them if we put them in an email blast in goi level, so, oh, yes. So, so, so the only reason we’re using g I level is cuz it allows us to call them. Cheap, uh, right. We’re, so we’re just using them. So yeah.

The quick answer is yes. We’ll, we’ll do an email blast, but we want to focus more on the calling because it allows you to, because we, we, we want to build a sales team to call them. Right. So that, that’s the only, that’s the main thing. Cuz when we put their phone number there, they’ll be able to follow the scripts and then book them in.

But then the, the, the email, we don’t want to focus too much on the, the blast is good on forgo eye level, but, um, yeah, it’s, it’s more just to get them on the phone. Cuz we find that that converts higher, it converts like between Okay. Two to 5%, whereas the email converts to like 1%, so. Oh, okay. Okay. Yeah, I mean I’m, I’m used to calling people anyway.

Okay. You know, but again, I mean, you know, I was just trying to, cause I know you said some about emails and other, I just wanted to make sure I’m following, you know, following the system. Everything. But Yeah, if it’s e if it’s phone calls, I mean, cuz I talked to, uh, somebody from Brooksfield. Um, I need to follow up with her though and everything.

Um. Yeah. You know, and everything. So I mean, yeah, if it’s just calling, then I have no problem with that. And then doing the email as a follow up, you know, to our conversation type, type situation, you know, you know, and everything that, that’s, that’s, that’s kind of, that’s the feel that, you know, that that’s, that’s my lane.

That’s awesome. Yeah. Okay. Okay. Cool, cool, cool. Yeah. I, I, I don’t, um, and then when needing to get, when needing to nudge, like, let’s say the other two guys, uh, I think it was, let’s see, it was Brad, hold on. Lemme see.

Oops, sorry. Brad. Brad, Brad can be pretty easy to nudge if he, we, so then for him, you just wanna say, uh, for him, you just wanna say a big number and then that, that’s pretty much all he wants is just say, a really large number, uh, associated with the pipeline of your deals. Say, oh, you know, hey, um, You know, he, he’s somebody, he likes trying to make control acquisitions so he can say something like, uh, it’s like our pipeline.

I mean our, our pipeline is actually now it looks like our pipeline is 170 milli or whatever your pipeline is. Um, yeah, right now it’s like 120. Yeah. Yeah. It’s pretty substantial. So, um, you say, are you looking to, are you looking to uh, you know, make control acquisitions and something like this? That’s what’s, that’s what would get him?

I think so try something like that because he brings in his own capital and then he brings in other people for control acquisitions sometimes. But that, that’s the only thing where he may step on his toes if he, if he moves forward. Cuz uh, you’re making the control acquisition. So just be aware of that.

Um, you know, you want to be the main person doing the acquisition if he moves forward. Right. Right. Okay. Okay. Huh. Okay. All right, well that’s interesting. And then what, and then the other person, what, do you have any insight. On them. Yeah. After I actually go back in the, in, uh, click up and, uh, yeah, it was um, so you have a, she I think Sean?

No, no, not Sean.

Mm.

Uh, yeah. No, Sean, Sean from Blue, uh, blue Seed. Oh yeah. No, he’s, uh, well, I mean he’s on the WhatsApp, so if, if anything, uh, he may just be busy. Uh, yes. Oh, oh, he on the WhatsApp? Yeah, he’s actually on the WhatsApp. You know what? Oh, okay. You know what? I should just tag you right now. Lemme just get this over with.

So Sean, so.

There done. So then just feel free to have at it. And then, um, the thing with Sean is that, uh, you know, I, I, I, I, I’d follow up a few more times. He’s kind of, uh, a bit slow sometimes, but, uh, he’s a family office in Vancouver. Right, right. Yeah. They, they like, they like deals that are, that are offshore sometimes.

So I think it would be a good fit. Mm-hmm. The only thing is that sometimes it goes a bit quiet, so just if it goes quiet, just let me know and then we can just keep on nudging them there, so. Okay. Okay. And now, yeah, I just wonder and, and I actually would prefer to deal with like a family office that doesn’t mind providing, um, Providing capital, you know, for, you know, minority stake position.

But you know, either guaranteed payout, Hey, hey, be quiet. Oh shit. I’m sorry. All yelling everyone. Hey, I’m sorry. Hold on.

I think my brother and and his family, uh, are here now. Um, but yeah, no, and I actually prefer that I would prefer to deal with family offices. Um,

Y’all are about to get it. Um, yeah, actually, sorry. Uh, I wouldn’t mind working with family offices that provide capital. We wouldn’t mind taking a minority position, but like with a big pay, maybe end that, you know, kinda like our little bit more flexible meaning like, oh, you know, we can, you know, writing, you know, writing our, you know, investor, you know, agreement that we can buy the shares from them at, you know, a two x or three X multiple, you know, within for five years.

You know, stuff like that. So that, that’s ideally what we’re looking for. Cause we’re kind of looking for it for a borrow, but it has to be in an equity form. Oh, interesting. Or at least 10 million of it need needs to be in there. The others can be, um, can be alone, but, you know, that has to be to the whole holding company.

So I can’t remember if I, if I kind of gave you those details before, but I’m thinking about it at, at the moment. Because, you know, we need 5 million for that, for the acquisition, and then four, uh, 5 million for equity, and then the rest can just be a line of credit. Cause I mean, with our business plan, uh, we’ll, we’ll, we’ll, we’ll generate numbers.

We’ll gen it’ll be self sustainable in a year. No, understood. So, so tell you this, like one thing is that the, the family offices is really, they just seem to be, and you probably already know all this stuff, but they just seem to be really relational driven as opposed to the PE shops where they’re more, um, good ibs.

Uh, because we actually have, we have, we have something called a do not Engage list. So a list of all investment banks that we actually recommend. We do not even touch in private equity firms, which they, they’ll say, pay a hundred thousand or pay 200,000, and then nothing happens. So, um, you know, but then there’s some that are the opposite extreme that are amazing.

Cambridge is one of them. Um, many people swear by Cambridge, they’re the best. Uh, so wait, I’m sorry. Could you repeat that last part? You broke. Oh, sure. I’m, I’m just, I’m just praising Cambridge Wilkinson here. Uh, Ashish and, and, um, and Howard Churn and those folks, uh, they seem to be one of the best. But the point I’m making is like, the family offices seem to be just kind of like so relational driven, whereas the, the PE shops, they’re relational driven.

Yes. But they’re also mandate driven more than, than a lot of the family offices. Cause the family offices, they’re just like, you know, sometimes it’s, it’s, it’s more just who you know, and then that’s it without any mandate. Whereas the, the PE shops, like, if we can just go through the list, Brookfield Asset Management, they’re invested in this.

They’ll talk to you even if they don’t know you, which is why we like the PE shops. Um, you know, but, but then I, yeah, but, but sure. I still get your, I still get what you’re saying, but, but that’s why we have more PE than, uh, family offices, cuz we just noticed like it’s less talk and it’s more just yes or no.

No. Okay. Okay. So, so yeah. So, okay. I get what you’re saying. So for the family offices, gotta be a little bit more careful with that. If, if, if, if I heard you right. Cause I was coming upstairs. Um, versus, versus the, the PE or, or did or did I miss something? I’m sorry. That’s what I said. Just that I won’t say careful.

I mean, I just noticed that they’re more um, be mindful. I mean, mindful. Yeah. They seem to be really selective. Like Andrew Damon who’s talking, he talks like he builds, he talks to like people that sell paintings to connect with somebody who sells wine, who connects to somebody who plays golf, you know, that type of thing.

Uhhuh family offices, they have to do a lot of that. And then the PE shops sometimes that they’re just, they’re just looking, uh, without you, without you having to, yeah, you have to have a relationship, but they’re more, they’re more democratic. They’ll find a deal on its merits more than, oh, like you, you’re on my son’s soccer team, you know?

Yeah. Okay. Okay. That’s just why I know. Okay. No, I mean, not, I mean, that, that, you know, that, that makes sense. That makes sense. Everything. Um, okay. Okay. Perfect. Cool. Well, we, we’ll tell you this. So I think, uh, unless there are any more, anything else that I think we may as well end it on high notes, but, uh, anything else before we wrap it up, sir?

Derek? Um, on my end? No, no. Um, I’m gonna book the, I’m gonna book the 1 0 1 to kind of go over the, uh, the, the campaigns like put setting up your campaigns, stuff like that. Please do. Um, yeah, so I, I’ll do that, uh, matter. You’ll send me a, uh, a. The stuff for Thursday, for the appointment on Thursday. Yeah. And we can kind of, you know, kind of finish out those financials, um, and then Yeah.

Mean, other than that, Hey, welcome Kevin. Well welcome to, welcome to the Family Man, push. Sure. Thank you. You know, I, I’ll send you an invite. Yeah. Nice. Yeah. Thanks. Thanks. Nice. Welcome Kevin. We’ll take good care of you. All right, everybody will soon. All right, great. See you on the next one. Cheers. See you next one.

Cheers.

 

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