Investor Strategy Call – June 7th, 2023

Hi everyone. Nats Myers here. How’s it going everybody? So Derek and Lady L, how’s it going? It’s good. We’re good. How are you doing? Good. Good, good. Uh, yeah, just, um, yeah, June is usually a bit more calm than, uh, the other months, so we’re just catching up on a lot of, uh, […]

-

Hi everyone. Nats Myers here. How’s it going everybody? So Derek and Lady L, how’s it going? It’s good. We’re good. How are you doing? Good. Good, good. Uh, yeah, just, um, yeah, June is usually a bit more calm than, uh, the other months, so we’re just catching up on a lot of, uh, a lot of client support, so it’s good for us.

And so how are you doing? Good. Um, starting my workday, just got finished with the garden, so yeah, just kinda transitioning over into my next set of work. Nice. So, so listen, we actually got over the, um, Uh, just the draft, like the initial draft for the, uh, PPM for share offering. Um, okay. And the, just a basic draft pitch deck as well as a basic draft, uh, ppm.

Uh, so we just got that done. And then, um, I, I guess there’s also, I guess the next step, maybe just review it and then look at how your pitch deck is. Just go back and forth. Mm-hmm. Get feedback, get approval from your side. And then really we just focus on outreach. That’s pretty much it. We’re just confirming, confirming it on your side, then focusing on outreach.

So, uh, that’s where we’re at as of, um, thinking just yesterday, last night. Nice. Nice. Is So Sir Derek, was it Say again, sir? Derek? I’m trying to see if he, can he hear? Oh, I don’t see him on the room. Um, oh, he didn’t get on yet. Oh, it looks like he’s coming on right now. Okay. Yeah. Okay. There he is. That’s really, that’s really good.

I like that. Yep. You get everything started. So, uh, so Derek, how’s it going? Hey, what’s going on buddy? How you doing, Dave? It’s good. Good, good. So yeah, so basically just another q and a call. We’ll just go through everybody, but well just telling, uh, lady L that we already have the, uh, Draft pitch deck, draft private placement, memorandum for the chair offering Puerto Rico.

Um, and then the next step is basically just to, um, you know, just to do some review on your side. Probably get the pitch deck that you have combined it with ours in a way that makes sense, get approval, and then, then we just purely focusing more on the outreach. Uh, so just fy we, that was as of, uh, last night.

Right, right. Yeah. Okay. So is this one thing I was gonna ask was, cause I see that they’re all in view mode, so I was just wondering if, um, is it that we go back and forth? Like do we go back and forth, uh, to, to finish? Oh, sure. Yeah. I can get them to do, uh, I’ll, I’ll get them to allow editor, uh, access. So yeah, either editor access, feel free to edit it directly or, um, comment on it and then.

But, but yeah, we’ll allow editor access for sure. Okay. Okay, perfect. Perfect. And then we’ll go over it and then, uh, I guess go back and forth. Yeah, that, that’s pretty much it. Okay, perfect. Yeah. But aside from that, any other, uh, any questions or things you wanna discuss?

Um, not, not really at the moment. I mean, outside of, there’s another deal that, uh, that I was, that I was looking at. Sorry about that. No worries. Um, there’s another, uh, another deal, uh, um, that I was looking to, to, that I was working on, uh, well, at least considering, so I’m kind of vetting it right now and kinda seeing what.

What, what are all the obstacles that that’s gonna come from it? Uh, that’s gonna, just comes along with it. Um, so it’s a real estate deal. Uh, Colorado Hotel, mixed use, mixed use deal. Uh, but they’re looking for 20, 25 million, uh, to do that. But I mean, I’m still getting so.

Okay. Got it. It was a bit, uh, choppy. Yeah. Your service is choppy. Oh, oh, I’m sorry. You know what? I’ll, I’ll just email you about it later, later today. Okay. Sounds like a plan. Yeah. Can you hear me? We can hear you now. Yeah. Okay. Yeah, yeah, yeah. I’ll, I’ll just send you, I’ll send you the des on it. Um, so it’s, it’s either gonna be a lending, uh, uh, um, a lending raise or I’m sorry, so looking for, uh, a loan or it’s gonna be equity raise of 20 to $30 million.

So I’m still vetting it, but I’ll send you over the des later today cuz I was gonna send it last night, but I didn’t want it to, you know, kind of throw off everything. Okay. Yeah, because probably because they were, they would probably be confused with the, uh, exactly. First. Yeah. No, totally. So I wanted to talk to you, I wanted to talk to you first and just be like, oh, hey, I’m gonna send an email and, and I’ll just kind of address it to you just so you can see it and then know what we talking about.

Yeah, exactly. So yeah, I’ll go on my end, I’ll assign it to the right person on, click up, and then, uh, and then away we go. Okay. Just, just know that we can always, uh, have somebody underwrite anything as well, uh, if you like, uh, because they, they’re able to underwrite as well. So just, just a reminder. Oh, okay.

Yeah, yeah. No, I didn’t, I didn’t, I didn’t know that or I forgot about that. Okay. Yeah. Yeah. I’ll, I’ll send over, I’ll send over everything I have and, uh, then we can talk about that. I do have some other sources I’m already talking to, but, you know, just, and then we’ll narrow it down.

All good. So, uh, hey, I, I look forward to it. And then I think the, um, and yeah, just to reiterate, really, the, the idea is like we approve it. We’re just talk, we’re, we’re purely talking to people about, about putting their, basically again, exploratory calls with investors. Sign in the subscription agreement.

Tho those two things will be like the laser focus after we finish the, the bank side of it, and then the other ones as well. Same thing, just that there’s probably more underwriting upfronts, and then we prepare it, you know, and we’re just focusing on peer outreach. Just keep it real simple.

I think you may be on mute, but yeah, hopefully you got the, uh, the tail end. All right. Yeah. Yes, I did. Okay. All right. Perfect. Nice, man. Look forward to continuing the work. Mm-hmm. All right, Soro, Roger, how’s it going?

Uh, things are going well now too. How are you? Doing well, doing, doing well. Things are a bit calm, so we’re able to do a lot of client support, so it’s good. Oh, that’s good. Yeah. And so how’s business? Any, any updates, things you’d like to share or any, uh, questions or requests? Uh, let’s see. Um, right now I’m actually doing more like affiliate marketing and referrals.

Um, as for like real estate business, that’s actually, um, I started on Upwork, but I didn’t see much activity. So it’s kind of in a holding pattern, actually. Okay. Well, I mean, sometimes some people complain that June may be a slow month, uh, you know, for a lot of that, uh, in the, in the real estate side of it.

Um, but what is it exactly that you’re looking for? Is it more just on the, uh, the, the, the job side or, or on the acquisition side, or, or which, Um, right now it’s more like, um, my personal situation. Um, so it’s like before the business side even I was taken care of because I wanted to make sure my personal marketing was, um, up to spec.

So, and updating the website and other things.

Okay, got it. So, yeah, so I mean, we’re, we’re more focused more on the, uh, the capital raise and stuff, but, but I think something productive. There are tons of people, I don’t know if you’re able to network in the groups that are, um, like there’s somebody called Barn, uh, I mean, he has a fund where, uh, he manages a hundred million dollar reads and he is growing his team and he is on the, the groups in raising capital with him.

So I think he’ll be a good contact to reach out to, uh, because he is growing his team, uh, pretty, pretty quick, so, okay. But I, I’ve been applying to things like accelerators outside and, and also waiting here on those, so, So I’m like a plan accelerators and incubators, but also like fundraising I can’t really do much about, because I mean, it’s startups, there’s no income.

So I have to look for like angel investors or like seed investors, you know what I mean? That’s, that’s where I think, uh, where at or at least I’m at. Yeah. But I, I don’t, I don’t think you should have any, uh, if it can be both straight, straight up. I don’t think you should have any like, limiting beliefs or anything because the idea here is we’re getting an asset that has cash flow.

Or revenue. And then we usually use those to, um, you know, or we look for one, like a bank or something that has to get registered. And we, we usually try to sell something that has cash flow to investors. That that’s just the, the quickest way. Yeah. That’s what I mean. That’s why it’s, it’s a bit too early to like fundraise and, and raises, you know, because I know it has to be securitized by cap.

Yeah. Or, or an asset. Yeah. But you don’t do like ventures. Well, on the contrary, we have, uh, uh, sir Derek, so what he is doing, he is, he has a bank. So it kind of isn’t a nice exception because to, to do a bank, you have to have money inside of the bank. And so raising money to get money inside of the bank plus CapEx, I mean, from time to time you can, um, you know, but it is just a matter of, I mean, I mean, if you find an easy way to raise capital in a hard way, we always wanna go as easy as possible.

Right. Uh, so that’s why we’re, I mean it, yeah, I’m trying to, but it’s, I’ve already tried a few times. So that’s why I’m doing other things. Yeah. And that’s why, that’s why we can’t give up. So we, we just have to again, you know, see what we’re sending the messages, see how many introductions calls that you went on and, you know, we have to diagnose.

Uh, and we are happy to do that on one-on-one. Oh, okay. Uh, I’m not sure how to set that up though. Set up the, the witch, like the, the, um, get back on the process. Um, cause I think it kind of got off track, like I messaged, um, on the, using the app and things like that, but I didn’t, you know? Yep. Well, well, well listen.

So the idea is, you know, we’re, we’re doing not going on introduction calls with the investors and, and we can introduce, but if you don’t go on the introduction calls with the investors, we can’t force you. So, you know, we just have to go on those calls with the investors and then talk to them first. Um, you know, so I think that’s the next step.

Oh, okay. Yeah, but I also had other, like, email marketing I could do. Um, okay. So I guess we’ll talk off that. Yeah, no, happy to, happy to all day. But, but I think the next step is, um, there was Kevin on Yinka who was, he’s the one who was most similar to the renewable side of it cuz they were pushing e s G.

Uh, and I remember there was a solar deal that you were talking about. I’m just looking at not wasting time really. I’d, you know, Like, there’s a lot of runaround. You know what I mean? Okay. What, what, what happened in the, in the introduction, in the call? No, not in this call. In general. There’s a lot of runaround.

I’m not gonna waste my time unless like someone’s right there, like with an accelerator or like, I know something’s tangible, not gonna waste my time, like talking, you know? Yeah. The accelerators are hard too. Uh, they have an application process. There’s nothing that’s easier. I know there’s a point rather than just like talking about something.

Exactly, so, so listen, so what I can do, I will take a look at some accelerators. I have some good buddies in Toronto. They’re looking for, uh, applicants in their new court. And, uh, we can get you, you know, into their application process because if you go direct, there’s a lot of slowdown and you have to apply.

They don’t know you, but I think the introductions are the best way. Okay, sounds good. Yeah. Um, yeah, hopefully, hopefully things will change. Like, yeah, it’s almost half the year. Yeah, exactly. And I think let’s just stop the limiting beliefs and, you know, we introduce, you have to go on the introduction calls, so there’s no way around it.

Right? I, I, I was gonna ask a question cause uh, it, I was gonna ask like, when it comes down to the introduction calls, is it that these are introduction calls that, that you are making, uh, that, that raises are making? Two investors that they have themselves? Or is this introductory calls to the, the marketing campaign that, uh, I’m sorry, I I didn’t catch your name.

Um, uh, the, the, the guy who’s, who was talking, or is it, um, uh, this was, what would you say your name was again? Uh, Roger. Roger. Roger. Yeah. So, so is it, or is the introduction, investor introduction calls to investors that you’ve done, you’ve met through your, um, Like, uh, marketing campaigns? Yeah. It’s, it’s more the one, so these are like, whoops, go ahead.

Yeah, it’s, it’s more on LinkedIn. Okay. I, I’m referring to the ones we met because for example, like Cambridge Wilkinson, uh, they say, okay, raise.com, send us deals above 25 million. Uh, we don’t wanna see anything less. And then there’s another one, um, What’s his name? Brad Bruce. Okay. Send me deals above 10 million.

I don’t wanna see anything less, but then I want to see one’s in real estate. So sometimes what happens is we do a lot of marketing and we see people that, uh, they have requests from us or for us, and then we have a limited amount of around 50, uh, more, more limited but high quality warm leads. And so we do the introductions, and then the idea is you go on the introduction call to see, okay, um, you know, what’s the pitch, what’s the offer?

And I’ll see if I’m interested. So,

I mean, it’s a little out there. That’s why I thought like a Cleantech would be better, like a Cleantech accelerator that’s advertising rather just talking to somebody, you know, I could do that. Like I have 5,000 connections on LinkedIn. I could do that every day. Yeah, well that’s good because the idea is, you know, who wanna get in front of them.

Uh, so the, the list also has several in Cleantech as well. And so the idea is we get in front of them, you know, we get into their accelerators. And we move to the next step. Right. Okay. Sounds good. Yeah. Uh, I, I’m sorry, sorry, uh, someone was asking a question. Sorry. That was Sir Derek. Sir Derek, yeah, but I, I think Any other questions to Derek or, um, no, no.

That no doesn’t, that’s not any other, cause I, I get what you’re saying. So you have investors that ask, that works with you guys closely to ask you for deals in certain industries above certain amounts, and then, So, so if I, if I un understood it, right, those are the deals, those are the investor introductions that you guys set up, and that’s for the other, uh, way we meet investors.

That’s through you guys helping us with our marketing campaigns. Pretty Exactly. Yeah, because, so then the intros is, for example, uh, there was one, uh, his name was, Um, Brandon. Brandon. So he is doing a real estate fund, right? So he’s doing a marketing as on his on, again, going through the list. But then as he is doing that, we’re also doing some introductions where we can, you know, because the introductions you have, one investor we talked to that we introduced to that is a bit bottleneck because he is talking to like eight of our members in, in two weeks or in three weeks.

And so after they clear up, then we just do the next introduction to the next person until we extinguish all the 50 or so that we have. So that’s why, that’s why doing the marketing is like more, it’s infinite, but it’s, they’re cold. So that’s a downside. But then the warm one is, is high quality, but it’s limited.

So then it’s just the balance to both.

Okay. Okay. No, I get it. I get it. And, and this, and I guess, you know, and, and not to take up Roger’s uh, uh, time, but, um, Um, so for, for our situation, you know, one startup bank, do you guys have investors like that you could set up investment meetings with for what we’re trying to do? Or would that be something that we have that would be a little bit more cold?

So this one, this one would be, you’ll be a bit less than the, the one with the assets. Uh, so then the one with the, the real estate deal that has the assets or that. Has the cash flow. Uh, that one we have around 12 that are more warm and ready to go. But in this one, I can know off the top of my head without looking at a list, we have four that are looking for more banks or more pre-revenue, uh, because the pre-revenue is, is always a bit harder.

Uh, so then the pre-revenue will lean heavily more into the cold. And then the asset ones, we lean more into the, into the, uh, you know, the introductions and obviously the, the cold marketing. So, so basically we have more leads for the, for the cashflow, real estate business acquisition. Okay. Okay,

cool. All righty. So then, uh, let’s see who’s next here. So an, how’s it going? Yeah, man, I’m just, I’m just listening today. Cool. Yeah, just an update for you. We have, um, we did the financial performance, so we’ll just get that sense over. Uh, I just have to get, approve it and then. Uh, then we’ll do the rest of the materials, uh, because the financials just came through.

Well, yeah. Well I actually did want to look through some things, um, cause. The I R r I had somebody do that. Mm-hmm. But I don’t know if it’s, it’s, if it’s correct my i r and cos and, and, um, cash on cash. Cause I kind of, I might need to update that. So what I’m probably gonna have to do is set up a meet with y’all by the end of this week or somebody, your cf, your cf your, um, financial analyst, and um, kind of go through the numbers and see.

Exactly what’s what. Um, and take pretty much, we did all of the, all of the, um, I guess the hard work when it comes to that specifically just by trying to, coming up with the pitch deck and all of that, all of the stuff that I sent added in the folder, it is pretty much done. It’s just, and I hope the people that’s going through it understand that it’s literally just taking our data points like.

What we charge for property management, what we charge, how we charge, um, commission management fees and stuff like that. And literally just taking that information that’s already in the pitch deck and just inserting it where it matters. Like in the LPA or private place memorandum and stuff like that.

Only, only where it’s important. So I hope they don’t think they gotta reinvent anything. It’s literally just taking, you know, it’s literally just taking the numbers we already created. That’s why I added, I just gave y’all the folder, the data room. And I created a, um, a compliance manual that tells exactly what the fund is.

It’s three C five that tells exactly how many shareholders we gonna have, our classes of shares. It explains everything. Uh, I pretty much did all that work, so I kind of wanted them to do, cause I don’t want anything. They gotta reinvent the wheel. It’s just take that information. Cause like I said, it just comes down to time for me.

Just take that information and accurately plug it in. To the places like the LPA and the ppm, I can pretty much do the, the pitch deck myself and the one sheet myself. Um, I can pretty much do that cuz you know that that’s fluid, you know, that’s gonna change from time to time. This is how I learn more information and I, so I can do that, but I, but I want them to take that information that’s already there and just put it into the LPA and the private placement.

Like I said, this. 80% done. It’s just the stuff that takes a long time to do like the ppm, which is like 200 pages. And the lpa, which is like, I think 150 pages. Okay, got it. Yeah, so basically find and replace on steroids and, and, um, so, so we’re able to get somebody to do that by today. That shouldn’t be that much of a problem.

And then, um, they’ll manually review it. So by today they’ll turn it over and then, uh, I’ll assign matter matters, the one on Monday, the CFA on Monday. And then. Uh, he’s really the guy, you know, we will get you in touch with to talk about the numbers either on a Monday call or on a separate call, uh, as well.

So, yeah, I, I wanna do it on a separate call cause I kinda wanna explain what’s going on so we can really get it done. Nice. So cool. So I’ll get that set up and then, um, and then off to the raises as we always say. But, uh, that’ll be ready to go, uh, by today, so that’s good. All right. Cool. Any, anything else before the next person?

Nah, for me right now. Whoops. You muted yourself.

Maybe that’s it. So, no. Good, good. Uh, let’s see. So Greg, how’s it going? Gimme a second. Here we go. Um, yeah, no, things are good here. Uh, just a couple quick questions. Um, since you’re in Canada, and I am, I’m not sure if anybody else is, is what are your thoughts on the Bank of Canada raising it interest rates this morning?

Yeah, so my thoughts are just that it is going to cool down the market. Um, People, the problem is we can’t really take, because I want to get into that business model of buying notes and so on, the one that you’re getting into. But the thing, the only thing I don’t like is, is not as easy as the states, because in the states we can just buy, um, notes from banks and there are tons of regional banks.

So here I don’t really think it’s, there’s as much we can do because, um, you know, you only have these giant banks that take over the entire market. Um, so, so no, all I think, all I think is that, It just squeezes people into that whole Edmonton area that you’re in. You just squeeze people over to those areas.

Uh, drain people more out of the Toronto, the Vancouvers, uh, and more people are gonna migrate over to, you know, Edmonton and so on. Um, what else? Yeah, I think that’s my main, um, that’s my main feedback. We’re doing a lot of outreach as well. And then we noticed that a lot of real estate in investors, uh, people are cooling down in that sector.

People are focusing more on, uh, On, uh, m and a cuz whenever real estate starts to, starts to go down, then real m and a starts to, uh, go up a little bit because, uh, it’s not as debt dependent as the real estate deals, uh, because the LTVs are lower. So that’s the only thing is, that’s why we’re kind of between m and a and real estate, because if one goes down, then, then the other one, you know, doesn’t take as big of a hit.

Yeah, no, no, I agree. It’s the cash flow now on real estate is. Beginning to be a bit challenging because like the debt servicing costs and stuff, and I know I looked at a couple apartments came through in my email and I looked at them and you know, the cap rate was five, 6%. But then when the interest rate is 6%, it’s you’re break even break even at best or maybe a small, with 25% down, you’re still free even at best lots of times.

So it’s, it’s a bit of a challenge. So, but I, I do think that, Hopefully it slows things down in Toronto and Vancouver a bit, but I guess we’ll just wait and see, see what happens. Yeah, go ahead. Uh, the other thing I was gonna ask you, are you, I was doing some research here recently and I come across, uh, it’s a financing product outta the states called 1 44 A Bonds.

Are you familiar with them at all or heard about them at all or know anything about them? One four A Bonds you said. Yeah. 1 44 a bond, 1 44. No, I, I’m not, I’m not personally familiar. Uh, I, I just had, um, my experience is limited with bonds. I’ve, I’ve just been more on, you know, people who, uh, offer services to launch bonds on exchanges.

So I’ve just seen more of that, uh, much of which was in Luxembourg and foreign anyway, so, no, I’m not really as familiar. Uh, what, what did you notice, uh, in your research? It just there, like the, the starting point is either from 1 million, 5 million or 10 million and up, and it’s more, you basically, it’s more of a, I don’t wanna say the junk bond market, but the double A, uh, double B triple double C bonds that are issued into the corporate bond markets.

So it’s more like institutional markets. But the interesting thing that I found about is some of it you can do up to a hundred percent loan to value providing, provide a good cash flow. So that’s what kind of caught my eye and it’s, I reached out to some people, but I haven’t got a whole lot of information about it and stuff.

Um, so I just wondering if you’re familiar with them at all or they might be a good option for some of the stuff that I’m looking at and maybe a few others too. So, so more Go ahead. Go ahead. Yeah, it’s, it’s more dealing with the, you have to write up obviously anum and have it, uh, asset securitized to it.

Um, And then you just issue the bond into the institutional bond market essentially. And hopefully someone will pick it up and go from there, I think, but I’m, I’m still trying to figure out information about it, but I’m not getting anywhere really. Okay. So the issue, so the thing, the thing is that they issue the, the bonds and then the things that they invest in is you’re saying at a hundred percent the a hundred percent finance projects, and then they list their bonds for other people to invest in them is what they do.

I think so. I’m just trying to, like, I’ve reached out to some people and stuff like that and I got some information, but not a lot. And some are advertised on their websites and things, but it’s, I dunno, I gotta do some more due diligence and more reaching out to them and stuff and find out more details, like how it actually works and the timeframe.

What I can do is I can send you an email to support and then kinda explain it a bit better and send you some of the links. And then you can have a look at it and let me know what you think. Yeah, that’ll be productive. We have, um, Andrew Damon, he’s a business partner. He, he’ll be more familiar with, with a lot of that because I, I, I think at this point he spends money on every single type of issuance.

So, so I think he’s more experienced in, uh, in those type of vehicles. So I’ll, I’ll ask Andrew Damon via support and then, then I think he’ll be able to get up, uh, to his feedback if, if he’s aware of it. Uh, but, but if not, then, uh, really the idea is like, here’s the idea, like. They’re, they’re going to, there’s probably gonna be a service where you pay a hundred thousand dollars for some sort of offering, and that’s, that’s what allowed them to run into.

So, so just be wary too. Um, that’s, that’s kind of why I’m asking here and seeing what’s going on. And I know there’s some lawyers that deal with them I saw, so I might reach out to one of them paid like their retainer for an hour worth of work, you know, and just say, Hey, talk to ’em for an hour and say, Hey, what’s, what’s this all about?

Or something. They’d give you some better information, I think. But yeah, no, that’s what I was afraid of. If someone says, Hey, it’ll give us 5,000 or $10,000, and then you never hear anything from ’em again. Yeah. Well, 5,000 has not been that bad. But I think you can get even worse because you can get up to, we’ve seen people lose a hundred, like 80,000, a hundred thousand.

Uh, yeah. And that’s, and that’s what I’m trying to figure out what’s real, what’s not, what’s a scam, what’s legit. Cause I think they are legitimate. Cause I’ve seen companies issue these bonds, but it’s. A hundred million worth of bonds or stuff like that. It’s a little too big for me right now. So I’m just curious if there’s a smaller amount, like 1 million, 2 million or so, I’ll, uh, what I’ll do is I’ll send you an email here with some of the information and then, you know, have a look and let me know what you think.

Absolutely. Yeah, that’s the next step. And then I’ll sign one to Andrew Damon. And then, cuz usually in general what we do is, uh, we just go on court, uh, look at all the principles on Unicor to see if there’s, uh, any, anything litigious or any, uh, any lawsuits. Uh, pending lawsuits aren’t always bad. It just depends on, uh, I mean if they’re the plain separated defendants and if they want or lost.

And then, um, that’s what usually I do is just go to unicorn. Uh, they, they allow you to do 10 free searches as well. Okay. Also look at that then. Yeah. And other than that, that’s about it for me for today. Oh, good. Good stuff. I look forward to digging deep in that way. Good. Uh, just wanted to chime in. Um, you were talking about real estate bonds.

Um, we’ll deal with any type of asset, whether it’s real estate or like, I was looking at it for like oil and gas wells or businesses and stuff. The, basically the challenge is, is they have to. Cash flow well enough to offset the debt service. So if the bond payment is like 7, 8, 9, 10%, the asset has generated enough cash flow to cover that bond payment.

I think it’s like 1 25, 1 0.25 debt service cover ratio. So it’s, it has to provide enough cash flow to, and then extra to cover the, the bond payment. Yeah, I mean, it should depend on the rating, right? 1.2. Yeah. It, it all depends on the asset and, and the, the numbers and what it works out too. Okay. Um, do you have a Bloomberg terminal?

Uh, do I know, but it just, honestly, if you just do a search on 1 44 A bonds, uh, there’s some information that comes up and you know. Okay. Yeah. Cause I’ve, I’ve worked in a bond portfolio management and we use, uh, Bloomberg terminals. Oh yeah. So listen to that.

Cool, cool. Oh, good. So, so, um, think the next person in line is Tanya

too. I’m just listening. Just listening today. Okay. Good stuff. And, um, and just an update for you, uh, yeah, we’re, you’re lined up for. Uh, two introductions today. I’m just on click up and another window, uh, just ffy I to that, uh, email that we fixed. Okay, thanks. Good stuff. All right, so looks like we went through everybody, but, uh, I’m gonna circle back again.

Uh, anything else that anyone wants to discuss, uh, about either the markets or, uh, where they’re at with their deal? Yeah, let me jump in real quick. Um, you’ve mentioned something to me before. I forgot the name of the company. What’s the name of the company that we can use the process? Investor payments, kind of like a escrow, um, situation.

Oh, north Capital, right. North Capital, yeah. All right.

Yeah, the idea. Yeah, they, they do. Um, I mean, they’re broker dealers, so they’re able to do, um, ESCO payments. We know some people that use them in debts for real estate, but they also do, uh, equity. They, they allow people to accept in equity. And so, yeah, we, we totally send everybody to them. Uh, they’re just fantastic.

It’s like, super’s like almost cheap, uh, or almost free almost. It’s like, I think $200 for one, um, escrow accounts. Uh, so it’s, it’s the best that we’ve seen.

All right. I’m, I’m actually looking at, I’m actually looking it up right now. I’m doing like 50 things at this. I’m sure everybody is right now. Yeah. But, um, yeah, I’m looking it up right now and I, I’ll send a message to them. Do you know what their pricing is? Um, I found one, um, it’s called Colonial Stock Transfer.

It is, I think the price is 500 and it’s like $50 a month. I, I don’t remember. But, um, are there prices better than that? Slightly last I checked slightly, and this was a, this was months ago. It’s like, I, I think the biggest package is like 400. Um, so there’s that. And some people, it depends on also if you already have, um, uh, if you already engaged attorneys, then a, a lot of people end up just using their escrow accounts, but, uh, so I don’t know if you’re already engaged attorneys, but, but if not, then yeah, north Capital is pretty good at like under $400.

Last I checked. Um, and that, so we, so I, I had this attorney through this legal subscription service. Um, and I recommend if you can find a company that does that, man, that’s very helpful. Um, even though I had to stop mine because I was just spending money cuz I didn’t need it. But it’s kind of like having an attorney on retainer.

So basically the way a legal subscription works is you pay monthly whether you use it or not. Um, So, yeah, that and basically, yeah, so that’s kind of what we did. So when we’re ready to, I guess, engage on that, because really right now for us, it’s just setting it up. Even though I know some people, they started, they started reaching out to people.

But I’m gonna tell You’all what I did. So what I did is I started going into real estate groups, kind of like what I am now, and we with raises and just started mentioning the fund. And just from that I’ve already had people kind of reaching out. I, I say my LinkedIn nice and they kinda already start reaching out to us about investing.

But the only bad part is I haven’t really responded back, even though I know people are saying due to preliminary reach out, but I’m doing my kind of different because I, man, I got so much going on. I like to be focused on just Pacific projects cuz it’s easy for me to get caught up in three, four different things.

So, Uh, for me, I’m kind of going to wait until we got all of the paperwork set up, even though I know some people start reaching out. So once we on this, we can focus on this for like 2, 3, 4 months and we just focus on this. We not reaching out to people and then when they ready we don’t even have the company set up to accept investments and you know what I mean?

We don’t even have certain stuff set up. So personally we just gonna kind of wait till we get that set up. But, um, I think that’s all I got for now. Very good, but just, just to make sure, as long as uh, there isn’t a deal under contract, that’s is the timeline finishes out. Uh, so just as long as we’re, we’re not getting like a 30 day time under contract, uh, and then the investors close in 60 days.

As long as you don’t get into that type of, uh, bind, then yeah, by all means, focus on one thing at a time, you know? So, okay. Yep. Just so we can actually close this one and then, uh, and then get success in this one. All right, good. So anything else or, or how’s everyone going here before we hop off?

It looks like that’s it. So, so everyone, thanks for your time, everybody. Uh, the next one will be, uh, Monday at 6:00 PM Eastern. Uh, you know, if you go to raises.com book help call, you can book either, uh, there, uh, or you can book, uh, one on one as well. And, uh, we’ll see you in the next one and knock to the raises.

Talk soon. Yes. And ask to Quick question. Yep. I wanted to know, did you, you sent the email to me, but I, I didn’t see it yet. I don’t know if, um, I, but I think cause um, well, Perin, I know we emailed me and we fixed the email. Could you send the email again about the intros? Oh, Yeah. No, we, we actually didn’t do it yet because the investors were all tied up with the, the last week’s, uh, the last week’s messages.

So, um, okay. Yeah. So f y you’re not missing anything yet? Uh, okay. Yeah, I’m just saying that now. It’s, uh, lined up for today. Okay, cool. Cool. I’ll just email then. Thank you. Yeah, and if, if Everyth, if it doesn’t work, just let us know, but I think there’s a 99% chance it’ll work after all this stuff we checked out.

Okay. And then we’re meeting on Friday. Yeah, that’s too. So by then we’ll see what the feedback is. Okay, cool. Sounds good. Thank you so much. Good stuff. No worries. Talk soon. Cheers.

Content Restricted! You are not logged in.

  • If you are a member, check your email
    • Then login at Raises.com/login
  • Non-members: book us below


What are these calls about?

At Raises.com, we work with thinker-doers who are setting up new funds or acquisitions.

We work together to solve their problems in closing their transactions.

This is for you if:

1. You need:
  • To urgently want to set up a fund, or commence a larger acquisition
  • Help finishing the legals/financials/securities to prepare a fund or acquisition and also as well as raising capital for one
  • Have already invested in and/or syndicated minor real estate transactions but have not done a $10m+ transaction
2. Struggle with:
  • Minor profit margins on small deals or syndications and want to work on larger transactions (funds or acquisitions)
  • The unknowns, and lack of visibility from the complex world of high-finance to set up and close your transaction
  • Allocating time and resources while preparing and executing a sophisticated, large capital raises
  • Building relationships with investors with the mandate to finance your fund or acquisition
3. This is not for those who
  • Work on pre-revenue prototypes or no-asset deals
  • Have all the legals/financials/securities prepared
  • Are not principally in US, Canada, UK, or Australia

If Accepted, You Will

1. Join masterminds
  • Prior to joining Raises.com, many of our future members have never raised, more than $1m-$2m,
    • nor do they have trusted institutional relationships on the debt or equity buy-side for eight-figure transactions.
    • So, the same day that somebody joins Raises.com, we integrate members with Raises.com’s JV partners
      • who are either investment banks or family offices, who can directly prepare and complete your raise.
  • The result: you have a network of eight-figure plus capital raisers with whom you can build lifetime relationships and raise your standards
2. Ready Your Raises
  • Prior to onboarding, many of our future members have may not have their information ready for an institutional capital raise ($10m+).
  • For instance, many haven’t done a Reg D in the US, or complaint exempt offering in Canada, Australia, or other prominent commonwealth nations.
  • Our consultants and chartered financial analysts can assist you in all the financial, compliance and legal paperwork
    • to get members 95% through to completion so that you have the compliant offering,
    • you have a personal CFA, (Charter Financial Analysts), to assist you with the financials,
    • and testing all assumptions therein if needed on a 1-on-1 basis.
  • The result: you have a clear pathway to having everything compliant and so you have as many routes to go as possible, even possibly going public with support along the way.
3. Start Raising
  • Prior to onboarding, many of our future members have may not the contact information on investors with
    • the same mandate, a team to delegate the capital raising to, and a system
    • to predictably and quantifiable measure performance to get closed term sheets more systematically for an institutional capital raise ($1m-$100m).
  • Many CEO’s do not have the time to be able to go out and do consistent outreaches and measure all of the metrics and do all proper reporting,
  • so Raises.com has consortiums of trained appointment setters that are trained to assist you in hitting the markets
    • by contacting the tens of thousands of investors from the offices, private debt providers, and so on,
    • on our proprietary portal, underneath your company through the compliant structure securities council have created.
  • The result: The capital raising process in your organization is systemized and delegated
4. Systematize, Delegate and Repeat
  • With an extra set proprietary tools that can be delegated for somebody else to do, or you can do directly, for you to get, investors that even in our network.
  • Leverage Raises.com’s online reputation into your capital raise for added traction.
  • The result: countless avenues to continue to generated conversations.
5. Get added to the numbers

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

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

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

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

If someone qualifies for a membership, it will include:

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

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