Oh, that things quiet down. 60s tonight, temperatures getting into the low eighties tomorrow. Low clouds break for sun and barely a shower around, which is great. Sharif. It was just your TV in the background. How’s it going? I just have to mute it because in the background is a bit loud. All right, let me try to unmute now.

Unmute.

Okay, so while Sharif is getting it fixed, we’re gonna go Sharif, then Ernest, then Dr. Kevin Jackson as well. Okay, let’s see. Sharif, are you able to unmute?

If you’re speaking, I can’t hear you.

Okay, so maybe I’ll just go to the next. I’ll still be on the call, so I’m not on a, in a rush. Maybe I’ll go to the next person, and then we can circle back. Then we can discuss, because I can’t hear you, Sharif. Okay, so Earnest, how’s it going if you’re here? Oh I can go out to Joshua.

Okay. Joshua is actually he’s actually part of the team and the so Joshua has a tax p practice or tax practice, and he’s a C f A. So he’s more of replacing matters role on the support. Okay. And he’s taken the lead from there.

It’s okay. So I assume you go last. And then so Sharif, you’re unmuted on site. Remembering? Yes, families. Can you hear me? Yeah, if you can just lower the TV in the background so I can hear you from 9 11 related illnesses. All right. Can you hear me? Yes. All right. I’m basically here as the last man.

I was just wondering, so when you bring in people that want to put up money, what do you give them? You give them I assume you give them stock for their money. What do they get? Yeah. For your case. They’re getting stuck because I remember your deal very closely. Common or, is that common or preferred stock?

Ideally common. Because you don’t want them to have voting rights. Common. All right. Okay. That was the main thing. The other thing is, again I started to I’m looking VA.

And I, I decided to look at it myself before I retained somebody to do it since I have more time than I have money right now. So I will be going through that training to see if it’s something that I can do. Other than that, I’m going to listen. Okay, absolutely. Yeah it’s nice to see you back here and then we’re always here.

So then so same process and then we’ll just, the main idea is just to get the investor appointments. That’s the main, whenever anything is confusing, that’s just the main point for you, based on where you’re at. All right. Thank you. No, no worries. All right. Dr. Kevin,

Dr. Jackson. I think you’re on mute if you’re speaking or maybe you’re not here.

If he’s not I can go next. Okay, Ernest. Yeah, I did have a v8 for a month, but he’s been putting out emails to the investors, but I’m getting almost nothing. I get like 1 response, but I had like several, like dozens of them. I don’t know what’s going on. So I want to speed things up while I still got the membership for the 1st year.

So we’re going to have to try to get to the investors 1st. I found something that’s not, someone trying to get to them. The only obstacle that’s in my mind is I’m going to offer them equity, but. And then I’m going to, have the other investors, lenders, but I just don’t want to think that they might say I’m just in the past.

They might say that you don’t have any skin in the game, but is that something that’s comes up because I’m not going to be having them bring the down payment. I don’t know if it was more feasible that or just having an equity in the deals. So I’m trying to get the 1st 1 and then I’m going to start the fund.

Okay. Okay, roll up. Okay. Got it. So the first thing is, yeah, sometimes the VA is like like I’m happy to talk to them or look what they’re doing directly because when they get started and they don’t fill in the tracker sheet because there’s a sheet that’s supposed to track how many calls that they’re booking and if they’re not booking any calls and we say that, hey, listen, like in this role if the calls aren’t being booked or they’re not any replies.

We can write that down and there’s a sheet in the tracking sheet. I can share then they’ll see there’s punishments if they don’t, they’re on discipline and writing down the numbers. Because we had that before where there was somebody who they were using the VA and then they weren’t tracking either.

Probably through the communication, or there was just something missed where they weren’t writing down how many emails are being sent out and how many people responded. It’s raises. com slash instructions, and it got updated. Yeah, then that can be a problem. So so what I’m saying in a nutshell is.

Can I walk through before I go to the question about. Can I walk through the instructions that yeah, so let me allow screen share. So screen shares on, and they’re using, so let me guess they’re using GMAS and doing outreach for that, right? No go level go high level. Oh, okay. Okay. Yeah.

Let’s see. Let’s just see what we can find.

And so the screen is ready to be shared whenever you’re ready.

You want me to go to? Sure, yeah. If you feel comfortable. Yeah. Just so I can see what exactly the VA’s doing so I can put it in the right direction. You want me to go to where In the raises? So if you can go to, go high level. Oh, hold on. I see. Alright.

Okay.

All right.

Okay, now I’m here. I, me to Where should they be? Okay, I see. I already see a lot here. Even that last screen was really useful. So conversations, the conversations. Yeah, the last screen.

Okay. Where the recents.

Okay, conversation is just loading.

Yes, if you take that scroll bar on the right and you scroll down, I just want to see what the message is. Okay. So do you see those 3 dots? If you click on those 3 dots next to good day. Okay, good. But also it’s possible.

Okay. Okay. I don’t know. I don’t know if it was putting a calendar. So I spent time with it today and make sure it was in there. Okay. Scott. Okay, good. So then this message, so how did we get to, and obviously we, you can say out whatever you like but how did we get to send out this specific message?

I think I think maybe the money you sent me, I emailed in support and I guess whatever you sent, I copied and pasted on this for the initial 1, though, but I didn’t have, I didn’t have the calendar link in there. Okay, because I remember getting, so I think let’s update that email because I remember getting an email like that initially.

And then I made a quick comments to update it. Let me, because the message, if we updated a bit, because it looks like it’s a bit wordy. Okay. And it’s 2, I think it’s 2 lights without a clear call to action. So let me just do this. Let me just send over. A different message that we can send out to start, so that’s number one.

Number two and I’ll do this as I speak. And number two, the the VA is sending out how many per day?

The ones I had, he didn’t tell me what day, but I had the whole batch he was sending out all of them. So I don’t know what he sent, but he already sent out. These ones right here, these are the ones I picked that I got on my own. Okay. About ten, eight or nine of them. Okay, got it. Okay, I want to stop, but I start hearing from them.

Okay. Okay. So I’m just looking at the initial outreach. Okay. Sorry. Okay. So here, let’s take a look at it. So I’m going to share something with you because. We did send an update this is from July and there is a better email that we can send out. I don’t think this got over to you, but so if you see the screen, I’m going to send this to you in the chat, but you see how this 1 is really just a 1 liner.

The screen share is loading, so it may take a few seconds,

or I guess if you can quickly stop your screen share so I can share mine. I don’t think it works at the same time. Okay, good. Okay, good. Let me share what I got. This message has worked really well for others. So you see this 1 right here. Subject notice lender in this case. Body 1 liner, I’m not going to waste your time reading it, but 1 liner.

Okay, and I this works way better. So let me do this. Let me just save this as a documents and send it over and I’ve been already sent it over, but I’ll send it over again. So use this, and this is from me.

Yeah. So use the, use what I send you. And then if you can tell them to replace that that’ll be more productive. You’ll get more replies. Another thing you can do is make sure that every day you’re, they are following raises. com slash instructions. We made it simpler for them to follow, so this has all the instructions for them to follow and every day they’re supposed to tell you when they start working, tell you when they leave.

It’s pretty detailed. If they’re just not telling you when they start working and work is a problem. So just tell them to just review all these things. Because we update it and it’s a lot of work for them to do. So those are the two updates I have for you. And I think you would start getting more replies if we put this in place.

Okay, I do have them do a daily report for me. It’s supposed to, but sometimes you don’t do it. Say again? You’re supposed to get a daily report at the end of the day. Yeah, there’s a daily report, and then there’s even tracking okay

This is the most important thing potentially. They’re supposed to say, hey, here are how many emails we sent. Okay. Here are how many Cosby books. So these are the two most important things, right? I mean if they’re not doing it, then there’s a problem. So Worst case if they’re not been doing it, you can just tell Jella you can replace the VA Because this thing should be done religiously Yeah,

so yeah, so

It’s all embedded in that documents it’s in that big document races. com slash instructions And there’s a link that points to them to do it. Okay. All right. Let’s start there. Let’s not overwhelm her. Let’s just fix the email. And then after we fix the email, then we make sure that they’re filling in this tracker and are following all those instructions and.

You just want to hound them like crazy and then maybe we can even start getting some incentives in place. For example there’s a warning if this many calls aren’t booked or there’s like a 1 bonus for every 10 calls that are booked that works really well as well. Just small things like that.

Yeah. I need to get some action going, man. Yeah, I agree.

All right. So any other questions, but I think those are two action items, but any other questions Ernest? No, for now, I just have to get find a deals with including real estate first. Yeah. That’s a suggestion of the real estate. And then some of them are like, just way over, like some of this way over there, I get one or two things, all those, and then I can go from the front.

That’s my real aim to get the funds so I can get the roll up and take a fragment of industry and start building together. Yeah, but then it all starts with this one deal at a time and then once you get the first one done, then we go from, but yeah, the lender should be really like, it shouldn’t be really anything ridiculous to find.

So we’ll fix that script and there are also some introductions that I think we did a while ago, but if you’re to follow up back to those introductions, like the guys Vipple, Camille Vipple, Camille, there’s Paul and Joy, there are several others. As well, so if you hit the introduction button, because it’s been, I think, 6 months since you hit the introduction.

We can we have a lot of new lenders since that last time that we initially did the intros. We can also add some more introductions as well. Okay. I saw that today. All right. That’s it. Good. Good stuff. All right. Next person was Roger.

Hi, can you hear me? Yes, sir. How’s it going? Hi, Nhu. It’s en res. It’s eh it’s a rough day for me. I actually started off the day getting a rejection from Greentown Go Make, which is the largest clean tech incubator in North America. Got just got rejected by Salton. I applied with Salton Energy.

Yeah. Just got injection this morning, so it wasn’t good news for me. Yeah, it’s, it depends. Yeah. Yeah, I’ve been trying to apply like salt and energy to a few accelerators. But it’s, since I’m the solo founder, it’s been challenging. I thought it’d be easier actually, since I had 10 years of real estate experience and Salton energy is a real estate startup.

But yeah, I haven’t been getting a lot of traction. So that’s what I’ve been up to. Just applying to business accelerators. I probably got a bunch of rejections by now over 10. So it’s been pretty cool. Okay. So then what about the remember the, there was a brief ride share distance with the ride share deal.

CrowdFleet. Yeah, CrowdFleet is incorporated at Gust. But I listened to a Gust conference call like a few weeks ago. Gust says they want revenue before fundraising on Gust. So I was like, it’s weird because I have a startup and my startup is originally incorporated there. But they said, on the conference call, they would prefer startups with revenue.

I’m like, I don’t know what this is for then. You know what I mean? Crowd fleet is actually more of a holding pattern. Cause I would need to raise money right now. It’s just a concept and a corporation in Delaware, but, you’re aware, but not the other people are aware crowd fleet is also was admitted to electrify California.

It’s actually in a government stimulus program. My other companies are not but crowd fleet is a Delaware corporation. And the stimulus is with the Asian Pacific American chamber of commerce out of Sacramento. So I may need to form a new company for crowd fleet in California. Maybe it would be a different name, like Karmada or, instead of Carvana, Karmada, I don’t know if that’s a good idea, you get the idea, but that’s what I’ve been up to here.

Let me turn off the radio. Oh, no, Norris, Ken’s been here.

Yeah, so it’s been a struggle. So I have two companies on deck. Both of them are pre seed and pre revenue, so it’s really early. And I was, I joined Raises to, originally with Sultan Energy. In the meantime, I was, I applied to Google Climate Accelerator, Greentown Go, which was with Shell, Shell, the oil company.

They had 110 applicants, so I didn’t get in. But I thought it’d be easier, actually, given my real estate background. I have 10 years in real estate. It’s unusual how difficult it’s been really. So yeah, I’m, I’m sorry. That’s a little negative for the group, but that was my, that’s how it started off my Monday.

Yeah. Let’s do this because I think Chris was texting me about the different memberships, because we can do a we can do a Hail Mary, but then the 1 let’s, let me ask you this, the 1 project that you want to focus on, if you can get anyone in any incubator, that 1 is it still Salton or because I think we need to just choose 1.

so then would it be anything that works or would it be Salton or would it be which, I would my background is in real estate, so I have particular expertise for salt and energy, but I would say this land development and renewable energy development and geothermal, that’ll take a while, like that’ll take years and probably I have to be much better capitalized.

So the truth is, I think CrowdFleet monies. Like revenue, like net profit much faster, right? Because all you have to do is buy the car by a portfolio of cars. And within probably within month one or two, you’re already revenue, right? Within a year, maybe you come close to paying off a lot of the debt for the car, but for land development, the timeline is much longer, right?

It’s years. So I think materially speaking, for. As an investor, I would say it’s Crowdfleet because Crowdfleet revenue is much quicker. It’s easier to build a team when there’s revenue and debt for cars is very easy to come by, right? So all we need is like VC investment, angel investment, and then can get corporate debt for the cars, which will be at like 5 percent rate.

It’s a good plan. And the ROI for renting on Turo or or other like ride share platforms, the ROI, you’re making like 50 bucks a day, right? For each car. It’s really good, and also it’s better that raises. com is geographically diversified, right? So we could actually have other people in raises help crowd fleet.

But for salt and energy, it’s very localized with real estate. So it’s different, right? Cause it’s only in California. It’s, and there’s a lot of regulation with energy. So it’s a different ballgame. But for crowd fleet car rental, a lot of people can do car rental and people know auto shops.

People can transfer cars to, the work is cleaning the cars, transferring cars to the customer, like the airport. And just, maybe charging batteries or doing other things that needs to be done, but the major reason for crowd fleet is because most people can’t, a lot of people can’t afford electric vehicles, right?

You look outside, you see maybe 10 percent Tesla cars, right? So the idea for crowd fleet is to have more hybrid or electric vehicles in people’s hands. And I don’t know how that happens. We had cash for clunkers, but I think corporate debt is the way to go. So we buy like clean energy vehicles.

We rent them on crowd sharing platforms like turo. com. There’s a lot of videos people run a hundred car portfolios on Turo. No problem. So I think we should go after that because salt and energy land and geothermal development that takes a long time. I was hoping for a shell partnership.

Which didn’t pan out so that looks like that’s like dead in the water really, you know Even though I have a background in real estate, you know what? I’m just trying to like keep the lights on right and to me that means cars, cars is better I think it’s a superior. Okay. In the interest of actually getting you know getting you like a step or you know a little stepping stone that can take you to your vision we do, there was a lender that we do work with that he used to, he’s an auto in the auto business in terms of offering loans.

And he’s a broker for those types of loans. What we can do is just give you an introduction to, somebody on the debt side. And then it looks like, okay, you want to raise VC, you want to raise capital from VCs and with, so you’re able to get an institutional loan to cover a lot of cars.

Is it possible to build a pathway to bootstrap it too? Because if you only depend on the VCs, then. The VCs are the only thing that makes this thing possible. Would you be able to, bootstrap it from the ground up, or must it only be you raise the VC capital first before you progress?

Two things. First off Ernest from Raises. com, he’s on the call. He did contact me regarding CrowdFleet. I did not respond to them. I owe him a response. And that was the first part. The second part is my credit is pretty shot because I started five startups. So my fight goes like 500 is really bad.

But the funny, the so that’s why the debt option is made. That’s why I didn’t respond to earnest. Just so Earnest understands now, right? Because my FICO shot is below his meet minimum, so I can’t do anything. So actually that’s why I was applying to Accelerators. And as to your point about R VCs, the only path I would say no VCs are not the only path.

I’m registered on sam.gov. I’m also on grants.gov hero x.com. And I’m in Electrify California with the Chamber of Commerce, right? Another option, aside from VC, is grant making, or or government loans or government stimulus, like infrastructure stimulus. You see a lot of grants on grants.

gov. I’m registered, so my company is able to apply to those grant opportunities. VCs aren’t technically necessary because Six months from now, I could send off 10 applications for grants and maybe get three of them, right? And those would provide seed capital to buy the portfolio of cars and get cash flow and then raise VC or debt, probably debt, right?

I leave it to the group. Those are my thoughts. I’m just being open about this. My startup has, I’ve invested only a couple thousand dollars. So I have little skin in the game, but I do have skin in the game. So I’m opening up to the group to problem solve really, cause that’s the issue.

And like I said, my, my FICO is weak. I work a lot, but I’m trying my best, but it looks like grants infrastructure, stimulus debt, but my credit needs to be repaired or like angel investing or raises. com. So those are our options. But we know cars, but we know cars, they return on investment, right?

You’re making 50 bucks a day. You rent out the car half the month, you’re already making the car payment and the insurance and whatever else, whatever, right? You’re probably paying some people too. Because it makes it I think it’s like a over a hundred percent ROI per year. It’s a lot fair enough okay.

So then yeah me and anyone can share but I think by defining the problem like that’s when a solution pops up and I’m gonna let Joshua start but then you know, yeah, I think like I like the way that you don’t only depend on the VC because, only dependent on vc. I, honestly, I’m just being honest I haven’t really seen it work the best, because bootstrapping, like I know somebody who’s 29 who Ra who made a hundred million dollars in lifetime revenue, all bootstraps, didn’t raise money from anybody.

So it is possible and he had the right connections, but he has the same 24 hours in the same day. But the point I’m making here is is Yeah. Either through the grant program and then we can get. We can continue to feed the list and everything, and then that’s fine.

But, the VCs, the grant program, the debt providers for the cars. And if you were to just have an enterprise B2B almost a purchase order before the product is sold get a few thousand bucks, it’s really B2B sales. And then there’s some people that design companies that way, too, and to get a combinator, because, they’re able to sell enterprise before the investor comes in.

So they can actually eat. So I know that many people here are real estate and business, but then just for the startup minded folks, it’s they just get really good at enterprise B2B sales. They pre sell make 5 or 6 figures, and then they use that to build to just have runway for 6 months.

And then that’s sometimes when YC and all these guys can come in. But anyway so I’m on board next step on my side. We’ll just provide the, some grand contacts as well happy to do that because I know I think the membership Chris was telling me that he was just going through everybody.

So we’ll do that. ASAP and then Josh, you raised your hand here. Oh, sorry. Sorry to just really quickly before we get to Josh. For the I think he’s going to talk to you. Oh, yeah. Joshua, please. Yes. Yeah, not you. I completely agree with you. And just to add to what Roger was saying when it comes to since you’re.

You, you’ve registered on a government grant sites, you will find that grant applications of three types, right? Seed start up, seed set up really start up and growth, right? Expansion. Most Infrastructure and government grants around the startup phase, right? And then a few ones on the growth phase.

Those are the heavy lifts, right? There are quite just handful that will look at setup. That is by setup means There’s no credible capacity on the ground for grant utilization, or there’s no cash, the same things you’re facing with the attracting investors or the banks, right? So they are more likely to push you to a bank that will say, okay, do you have cash flow?

Do you have this? So the same questions. So where I come out strongly to support Nazis and they bootstrap it generally. At this level, bootstrapping will probably get you to a pole position with a grant. So you bootstrap to start a phase. And then the grant, which we look at it as okay, this is potential.

Otherwise, there are millions and millions of ideas being that idea owners are used to apply for grants and the grants are usually limited without regard to what they say. And they look at the same fundamentals. Yeah. So there are some you will come across. I will give you the, so set up grants are around 5, 000 and below really.

And that is to fund that is set up. I’m not talking about startups, quite a bit, but set up because they are trying to test credibility, capacity, all those types of things. Yeah. So this is just to add that bootstrap partners might be the way to go. Yeah. And I was thinking, Joshua, that maybe there’s a crowdfunding that, I could run an Indiegogo or a Kickstarter from 0 or whatever the cost to run a Kickstarter is.

And maybe that’s the way to provide, more like an angel replacement is like a crowdfunding, which I could explore, but I wanna see what the, I’m in the Cal Asian Chamber of Commerce in one of, in Electrify California. So that’s an EV charging program. So there, there are grants for like installing EV chargers, which are significant, right?

We’re talking quarter million to five or $10 million to install EV chargers. It’s a lot of money. So in addition to the vehicles, we could also install EV chargers. And that would be the B2B route. Another B2B route is you work with Amazon and you buy like vans and hire drivers to deliver Amazon packages.

Or or Walmart. Amazon and Walmart have very high delivery needs and they would prefer for business providers rather than lots of people, so there are also B2B opportunities that I’ve identified. Which is good because that’s what, because there’s a common misconception I think is that they think that if you, if it doesn’t make cash, it is not scalable, which is a lie.

Some people think that things that are service based or where you actually make cash is unscalable for VCs. Whereas. You can produce cash while also producing doing something that is scalable. So even if it’s, maybe sometimes it may be more grunty where you’re just, there’s just a person where you have to talk to.

At least there’s a, there’s cash. And then when there’s, when the investors are not needed, that’s usually when they start coming. But anyway, I don’t want to I don’t want to prevent others from speaking. But but those are at least I’ll help a little bit or what are your thoughts roger?

Yeah, certainly. So i’ll be I would yeah, it does help a lot because, it’s like sitting on my own over here. So it’s great to hear what the panelists that raises things, I’m happy to continue with the, I like to be part of the community. I just want to know the next steps.

So it’s great to hear because it’s been rough today. And Joshua he’s he’s been experienced to page the older tax experts. He knows he’s been through the ringer and he knows. He knows what he’s experienced, so I’m glad to give a different perspective.

And then we’ll also send you a note with some context for both the grants, the debts side for the car crowd fleet as well. So I’ve just put that in the schedule. Yeah. And just so you’re aware before I close out. This week Electrify California is talking about accessing capital grants and loans.

And then next week is venture capital, navigating equity financing. I’m looking at their itinerary. Got it. So next week is VC, but this week is grants and loans. So we’re actually in sync, there we go. And let’s be proactive. And then you’re still on the back end. You still have that B2B plan, by the way.

If you push forward and then you talk to providers and… At least even showing them they have a contract from a business saying that they would be interested, even if they pay or not, that’s what you can use to sell people sell the grants and sell the startups that you have a sales pipeline.

So that’s why. Yeah, so so good stuff. And Kevin, how’s it going?

It’s coming on pretty well. Good stuff. Good stuff. Yeah, we actually went through your notes and we were just getting it. We did another round of human review today of just, getting our way out, getting out of all the brackets. And making sure that it’s more ready. But did you have any questions about that or where would you like to go?

Yeah. Basically because I I took what you provided and I did some updates. So I’m more, I want to send that back over so you can review it, review that again, because I updated, I consolidated the two where I was had one on real estate and the other one in business. I just consolidated it all on the.

One as a 25, 25 million, million raise. Because I just have various businesses coming in that of interest the particular one down in, in Central Florida with the doctor’s office. He really wants to exit that. And so he wants 6 million and so I wanted to I’ll go over that, but also have some soft commit some soft commitments.

And so I just really wanted to have all my documentations in order. So I really been going over all that you represented. Under the security side. I know you separated into three or had it separated into three separate divisions and folders, the corporate, the securities, and the finances. And so I pretty much with the corporate side, it was basically the pitch.

And so based on the data room and everything I was able to put together the pitch that you provided for me, and I’ve been pitching a few investors and have one that is very interested. So I put the brakes on it because now the next phase of what to do with this investor now.

On the securities, I put, finish what you provided for me with regards to the subscription agreement. And so I’ve been working on that and I want to I’ll send that back over to support so you can review what I have put it together, the subscription agreement, the private place memorandum.

I just made a few changes and updates. I still have some questions pertaining to me being the manager of the fund, but now I have a few individuals as directors, but even I heard you, you spoke on today about not having voting rights, or I just don’t want to structure it where it’s a Steve job type situation where he created the team and then the team voted him out, and cause you know, when the things start coming in, rolling in funds and all that, sometimes. People have a change of heart, a change of mind, and I just don’t want me to build something that I end up having someone that has the power to vote me out of, if that makes sense. I’m sure it makes sense, but so that’s, go ahead.

I just said it does, I don’t, not interrupting. I said it doesn’t make sense. Okay. Yeah. So I just wanted to make sure in a private placement memorandum as I put now the difference between the directors and the light board, the advisors those that are advised because I have a couple of, I have two attorneys that I have on the sideline as I spoke with them today as advisors.

And then I have a few directors which are other individuals that were helping me with the pitch and the presentation when we get these investors on the phone with the initial calls. So I guess my question today is with regards to the continual preparation of Making sure that once I have the investors that say, yeah, we’re interested that I, what my next steps is to provide them with the private placement memorandum to provide them with they, that is good.

With them to provide them with the the subscription agreement, because I think that’s where I’m at with the guy that had made a commitment to to the fund to fund it. He’s ready. So I guess with the subscription agreement, then also support send me over because I seen it as I was reading through the private placement memorandum.

I believe it talked about an additional document, which was the Q. I. The qualifications for the accredited investors. Yeah. Yeah. So I have that as well. So I just, I guess I went in and we did everything now I’m working on the limited partner, the LPA, the limited partner agreement.

Yeah, and that’s pretty extensive. The one that you sent over. And so I’m just fine tuning that. And so I think that was sum up everything with the corporate side and the security side. And then after that I was able to get the commitment and he really didn’t go into the numbers at the moment.

And so I’m the finances. I wanted to get with you actually set an appointment this week to sit, sit with you so we can go over if I have everything ready for these for the investors. Yeah, good, because our plan was to actually get everything done for the human review by Friday, and then we have to extend that to Monday so then, let’s finish the, so then here, yeah, I have this little sheet here, let me share my screen yeah, so then we have a few things here, so then we finish the human review, so the second round of human review.

And so for the limited partnership we actually have to like, we actually have to launch the actual limited partnership. So we need to still send you the information on this. So this is the actual not incorporation because not corporation, but the creation of a limited partnership and then.

We have to say no. So with the limited partnership, I have the one, I have one that I had launched in 2020 in Delaware. And so I have the LP limited partnership and I have the general partner, which is my the LLC. I have the general partners is here in here in Florida.

And then I have the LP is in Delaware, the limited partnership. Okay, good. Yeah, we don’t have to create another one. We would have created one, a redundant one. Okay, so that’s good. And then there was a thing where this investor, we have to really, me and you, we both have to move because before he changes his mind.

We just remember the bonus that we said that if this guy continues to invest before X time then we can give them like, so then we can just make it instead of discriminating on who’s getting the benefit. We’ll just make it time based so that nobody can say that we’re favoritists. So we can just do, by this time frame.

So we didn’t actually add in that clause yet. So that’s the last clause we have to add in as well. And and yeah, so if you go to the we’re updating it on the Google drive. So hopefully when you send yours, it’s not a bit of a clash, but that’s what we’re updating on our side. And but to answer the question, really, the next step, we just have to, we have to do 2 things.

We have to call, we have to just call the Blue Sky I guess we have to go through the Blue Sky filing by calling the California Statewide Securities Regulator to see what forms we have to fill out, if any, and then get them to sign a subscription agreement after attorney review. That’s literally it, after attorney review, and then they review the PPM, they review the LPA, they review the subscription agreement.

We could get our 1 of our attorneys as well to even review it on top of any attorneys that you have, because we do that as well. Now, because, a lot of people need these attorney reviews, or if you have your own attorneys, they can review it as well. But we have to just get them to review all this.

They sign this and then not before the attorney reviews everything. And then we’ll be ready to accept in the capital. So so that’s pretty much what we should focus on. I think it’s just. Finishing this and then making sure the attorney reviews and then they sign a subscription agreement. So the attorney would sign, what would the attorney reviews all the documents.

I ideally, ideally ask the p M and the ideally focusing on the P M and the subscription agreement the L p A potentially as well, because it has some securities matters inside it. But the real part here is really the subscription agreements and the P M. This is really the most important most important part of this entire this entire deal.

Because if he, since he’s ready to go, the reason why I’m saying this is because he is ready to send the money. So that’s why we have to really Because usually most people they start doing the outreach before any investors even to the table, but because he’s ready to go, we just want to take in the capital while he before he changes his mind, right?

Does that answer the question? Yeah. So the best way to all the adjustments that I’ve, I made I just went into some of the blue, just filling in the blue and those things. What’s the best way for me to put it back into the file for the Google? Sure. Yeah, sure. It’d be uploaded.

Yeah. So upload it. And then. We’ll be able to do a diff check to check the differences. So if you upload it, you tell us what you’ve done. We’ll do our own review and then confirm everything. Another thing, too, is don’t hesitate to ask because sometimes they’re working on the file, and then maybe they’re silence, but they’re actually still just editing the file.

Not the attorneys, just, Juan Cardona and David Donovan. Non attorney human checks so so, yeah, the quick answer is, yeah, if you just click here to this document, I think we gave you gave access to and then upload the. You can upload what you have in another folder, then we’ll just, put our own comments on it and we can continue to continue just working on Google drive too, because for example.

Let’s say there’s a document here, and then you have a problem, let’s say you have a problem with a document, or a lawyer has a problem with a document. There’s a way on Google, if you just edit it right directly on Google Drive. For example, let’s see here, for example let’s say there’s like a misspelling, or there’s a problem.

What the attorneys do, they just let me see. So I’m signed in as this. Okay. Yeah. Aha. So you see editing. So what some people do, they click suggesting, and then they just start moving things around and making comments,

like replace with past prosperity, for example, so people can, the point I’m making is. And, you can actually just edit, write it on here and then, we can upset or decline changes, right? As opposed to sending back and forth.

So what I had to do and the reason why I combined it, because I was reminded about, see this is the the LP right here. Yeah, I’m Delaware, but it’s it’s legacy wealth international group LP. Okay. But we put the legacy wealth property fund one. And so I just was thinking I can instead of this was from 2020 Instead of this one is still like ready to go, ready to rock and roll right now.

Yeah. So the limited partnership and then the general partnership, which is an LLC in which I’m the sole manager of the general partner. But I just want to we later in the week. And I go over, make sure my structure is correct with the general partner which is my LLC and then the limited partner which is a Delaware limited partnership.

And then the limited partnership agreement is what is a limited, is it safe to say the limited partnership agreement is like the equivalent of an operating agreement with the LLC? That’s the way it’s safe to say right now. That’s the way I understand it. And maybe Joshua tell me if maybe I’m wrong, but that’s what it’s like the rules that govern that it’s like the SOP of the LP.

Yes, that’s the way I understand it. And it talks about the role of each partner in that limited partnership. And the role of the general partner in that limited partnership.

Sorry, just before, could you please clarify your question? Okay. All right. So I have the limited partnership and it’s based in Delaware. And now as I’m starting to take in limited partners within the limited partnership agreement has created for me, it my understanding of it is just like when I have with my LLCs and my corporations with all my transactions, the first thing before closing and everything, they say, send over your operating agreement.

And my, it’s the limited partnership agreement is much more extensive. I think it was 119 pages or something to that effect. Whereas my operating agreement for my LLC is usually about seven to eight pages. But I was just trying to say is that limited partnership agreement with the investors basically the same as the operating agreement that I use with my LLC.

No, it’s not. Again, when you say that you have set up the limited partnership or the limited partner in Delaware, is it set up as a corporation or because the implications are different, right? Or are the individuals signing up? Now, the way limited partners usually come in, they can either come in as individuals, depending on their own experience of tags, income, whether they already are organized as corporations or entities or individuals, or you can set it up as a corporation where they they own shares in the corporate entity.

So the corporation relates with the with the GP as one entity, instead of them coming and dealing as one too many. So when you, and two of them have very different operating tags. And when I mean operating, operating, the ability to write off expenses or the ability to report the two of them have very different regulatory environment.

So when it comes to tax, so what are you? Doing with a limited partner, is it a corporation or is it a partnership itself? So I don’t understand what you meant when you said you set it up. Okay. See, so this is my one, one unit. I don’t know if it’s clear, but this is one unit of my certificate of partnership, legacy wealth, international group, LP.

And it’s of course I have my seal down here, which I already have my seal and then have the general partner, which is an LLC, a Florida LLC that I have here that I signed under, but this, I have several of these units, how I broke down the as far as the limited partnership is with a 25 million raise.

I did a minimum of each one of these units is $25,000 a minimum, and I did a thousand of them at $25,000. So the limited partner is an L S C, is it, is that it? No. The limited partner in Delaware, the limited partner in Delaware, is a limited partner. Lp. It’s Legacy Wealth International Group, LP Limited partner.

And now my general partnership in Florida, Legacy Wealth International Group, LLC, is a limited liability company, which is the general partner. So I have the general partner and the limited partner. And so the limited partner is where I’m, has all the shares. These right here, all of these shares I have, and these are 25K each.

But I have a thousand of these available. Yeah. So each of them is a partner. Each of this unit is a partner that one person can buy and become a partner, or are they going to subscribe to one LP? All of them, and then they will own all the 25 million. That’s, what I’m asking, because you see, the GP is very clear.

The GP is very clear unlimited risk can write off operating cost and all that. If the LP is set up in a way that it has to do operating, because it’s supposed to remember in the purest form, the LP is supposed to be a flow through. And the risk is limited to that, what they’ve been, what they’ve contributed.

But if you set up the LP as a corporation, then the corporation is of as risk and operations and their requirements regulatory requirements that are not necessarily float through. Let me, for clarity, Natu, could you go to my L the LP agreement. LP agreement that you’re, oh yeah.

This basically outlines what I have this LP set up this limited partners to do here. And if you can’t let me, I can The corporate, yeah. Here’s the first step. It’s on the SE security. Yes. Oh, security. Okay. So my question straightforward question is, will each of the partners with 25, 000 sign each of these limited partnership agreements independently?

Okay. Yes. Based on for example. The one guy he already committed, he said he’ll do 25 K a month, so that’s 12 a year, but he may do possibly do more, but he just, he’s committed to 25 K a month. So that would be 12 of every month he’s buying, he’s subscribing he’s subscribing to one unit at 25 K a month now based on.

I guess I, I have the answer I’m looking for. In that case, you cannot operating expenses because that is on the LP side because the LP’s tax filings would take into account the cost of investment within that. The GP will have its own management and coordination expenses written off. So there’s no middle.

There’s no, no gap that you will not use to write off more. So much of it, the LP is going to deal with the cost of investment on the LP side. The GP will deal with the cost of getting investment in and and actually managing the investment and taking the risk. Yeah, so there’s no gap. You understand?

There’s no… Yeah not to, if you can, yeah, there it is. Yeah, okay. Here’s the, here’s one of the drafts for the draft LPA.

And so on there, yeah, it lays out the purchase of the, a unit one particular, or how many units, but just if you could scroll through browse it a little bit cause this was my understanding of it gives an outline and I’m just following this.

It speaks in there about the general partner. Investment guidelines, which is a limited limitation of liabilities and everything, the general partner. As a LP. But then it goes down to the limited partner 5. 1 and I just I followed the flow of everything that that, that was that raises has assisted me with preparing.

Okay. Would you like me to go through this document to try to. Understand how the structure, the tax implication of the structure. Yes, please, sir. Yes, please. That will be extremely well now this is not like I’ve edited it to make it more applicable to this is what they originally gave me.

And I’ve gone through it. And then like I say, I have all the documentation. Like you say, I have the attorney that will. Do a final review before it goes over to the actual investor.

Fantastic. Yeah. And I think for that one, and you, we can just set it up so that you connect you connect directly because. Google is Dr. Google. He’s like the expert with the tax implications of it. So that’s something to really look at for the LPA.

But yeah, in short I guess this is something we’re trying to, I’m trying to bring everything together. In short the idea, I think the idea that Josh is communicating to you, in my interpretation, is just to make sure just to make sure from the tax side that, you optimize the tax side of things.

As well. So that because, like an LLC and an LP, they both flow through entities just to make sure that, you optimize the tax side of it. So that’s the way I understand it. And then this is just one of our institutional we use Ross law groups who do these LPAs and we just try to make it fit your situation.

But anyway, so we have this. So does this at least satisfy some of the questions from foreign clarify? Yes. Yes. Yes. Yes. Nice. And we’re not really the tax experts. We have more to securities and, we can get you to financials and securities, but Dr.

Google is really the tax expert. So if we can put in the email, Josh, if you can put in the email and then maybe we can CC support and then he can really provide more consults on the attack side. So that can be productive, but so any more questions before I hop over to I think Peter.

No. I’ve taken enough of your time. I’ve taken a lot of appreciate all the time. Yeah no, no worries. Yeah. So listen, so we know our next steps are next steps. Really the next step is just to see the documents that we’ve uploaded share yours. We come to an agreement on what the next ones are attorney review signed subscription agreement.

Those are the next steps Okay Fantastic. All right, peter. How’s it going? All right. Thank you. How’s everybody doing? Yeah Hi, Natu. How you doing? Yeah. Pretty good. Pretty good. Nice to hear from you. You too. Yeah. I feel pretty stuck and it’s because it’s extremely difficult to get things done in Delaware.

Like I said going to about three months now. And what I was told last week is that when my resident agent was changed, that it took over 30 days and because it took over 30 days, The new resident agent didn’t know that they have to do what’s called they have to do what’s called reinstatement, and that’s the reason why the filing took so long.

So the reinstatement was done two days ago. So now after the reinstatement has been done, that’s when the conversion can happen. And so that’s what i’m still that’s what i’m still stalking but it took like almost two months For somebody to be able to tell me that but I didn’t know that was the reason why the conversion wasn’t able To go through for the last three months.

Yeah, so and if we knew we should have just done another limited Exactly. Yeah, I would have done I would just do it this dissolution and i’ll you know Do a new one, but I didn’t know that so yeah, but it’s almost done And also I’m just going to need support and get the outreach in place so we can continue to work on sending the outreach up.

You sent me a data on respective investors in Maryland. And, we can go ahead and just keep setting things up. Prior to conversion getting completed probably in a week or 2, that should be done. So once that is done, so we should be good to go. Yeah, nice. Yeah, I remember that.

Yeah, we got yeah, we got the Maryland investors from the database. And then, yeah, so it really, yeah, go ahead, please. I’m just saying we can start slowly rolling forward on that slowly because you have to remember, because the thing and this, we have to train somebody up.

Somebody was doing email marketing and there was. They didn’t run the email by us, and then they got, somebody, somebody sent them the can spam X. When we’re sending the emails, we always want to make sure just a reminder. We just want to make sure that. We’re not positioning the email as a commercial email position it as almost an inquiry because we have a newsletter style email, or we’re selling too hard to people who don’t know us or then it can, we can get irates people, but then once we ask them okay Hey, I’ve reviewed your website and I have questions about X, Y, and Z.

But after reviewing, I’m still a bit confused. When would work to have a discussion about what you offer? Would it make sense to discuss at this time? Or, so something messages that are plain text, like plain text that they work really well. And it gets past all the inquiries because, spam acts have a, there’s like a 10M dollar liability on that.

Okay. So the reality is we just to be plain text, we don’t be too salesy, but and those always work to get calls and a lot of them be happy to talk to you if you position it like you’re somebody who wants to just ask questions, and you’re not hard selling people so so that you know then you can not legal advice but and that’s how a lot of people make sure to get out of the whole, because those acts are referring to commercial messages that are electronic.

But then once you’re not in a commercial message, then, not legal advice again, but then you’re not subject to that act. That, which is very good. But for me, I think that building from scratch even though I prepared myself at so many level in terms of building from scratch, but it takes a while to really get things in place.

And that is a reason why, if you remember the last time we were talking about acquisition that I’m leaning towards acquisition. The moment you acquire an asset and I’ve talked to a few companies in terms of, and I’m leaning towards acquisition of an hotel because the moment you acquired the hotel, which is already having revenue coming in, you just have to make sure we have to make sure that we’ll look at it to make sure that the book is in good standing before we buy one.

I’m leaning towards that. Is there a way we can actually raise know that when we reach the people, we actually talking to them that look, this is what we have. We want you to come on board and subscribe. And we are planning to actually acquire. Hospitality businesses that’s the intent.

And immediately we actually buy an asset. We know that we have revenues coming in. And for me I’m feeling more comfortable with that because beautiful from the scratch take time, but it takes time and your outcome will come to about, it might take you about three years to really have a possible outcome that you want to have.

And instead of staying stuck and not knowing how soon the outcome is not going to come over time. It takes time for you to have the kind of results you want to have. So I’m leaning towards actually acquiring, because I’ve talked to a few companies that would support you in terms of buying what you intend to buy.

They’ll be responsible for managing of the hotels. They’ll be responsible for staffing of the hotels. So if you think it’s something that you and Josh will like, we can, I can schedule a call so you can really have an understanding out this really work as so that we can probably lean towards that side of raising a bit, having a bigger fund that if we raise the fund, then we can go out and just go out and start buying the private one or two hotels.

And then immediately we acquire what we acquire. We can actually start having see the gains that we hope to see. And I’m leaning towards that. Yeah. But if I can get the support in doing that I’ll be, I will really appreciate that. Yeah. Yeah. No, the question is not really, we’ll support you. The question is more about what the market will accept.

So we’re so happy to do it. And then we had a, we had somebody called William. He was part, I don’t know if you’re familiar with Bridger Pennington. Bridger Pennington, he’s pretty big in this business. And, some of his clients came over to us to to set up a hospitality fund. So You know, but then they ended up doing, and we recommend that they ended up doing he just joined literally yesterday and he’s ended up doing just 1 off syndicate, like a 1 off acquisition.

It’s harder to sell. He has a really good operator that, constructed over 500Million in hotels and then, we just got him just doing a 1, 1 deal at a time set up. Basically, the quick answer is yes, I’m on board, but then I’m really just pushing. I’m really going to push back and do more of the 1 deal at a time because that’s where people have more success.

All right, so so do you want me because i’m comfortable scrapping the other one and going with this one Yeah, because i’ve spoken with the management company. They manage more than 257 hotels nationwide and They’ll be willing to talk to us. They’ll be willing to look in the pipeline of new hotels coming on board for sales they’ll be able to Immediately is bought The management will be in place, the staff and support will be in place, the revenue will come online, everything that will make sure the, that it actually succeed, that the whole acquisition succeed, they’ll be there to provide the support, and they’ve been in business for over 100 years, so I spoke with them at length about that, so I’m leaning towards that, because building it takes time to build, you have to get buy land, do approval, it takes time, and we know that But so for me, I’m leaning towards the acquisition of hotels knowing too well that the management company will be there to provide support to make sure that the revenues that come in need the proper management of the hotels happen.

Yeah, but the only thing is that if we can do that, to me, I’m more comfortable with doing that. Think I’ll be leaning towards that. Yeah. And you don’t have to deal with all this permitting risk, licensing risk, zoning risk. Exactly. Exactly. And that takes time. It takes, all those things takes a lot of time for you.

Yeah. So I’d rather do something that I know that immediately we’re able to at the partnership fund of start raising funds and the merely we have raised enough funds that we have what to buy. And we know that immediately the asset is bought the revenues coming into management is the place and we can start having the kind of outcome that investors the partners want to have from the first day and you’re not going to buy something that is not having revenue.

So we carefully look at the OBDF to provide assistance from the beginning to the end and to make sure that the deal actually succeed. Thank you. And that’s what it do. So if for me, I’m more comfortable with that. Yeah, better idea. So it we’re happy to the same process we can just jump on for the call Yeah, book away and then just on the accounts and just message me in the app if you need anything But basically we just book book you in and then we just do another Data room run through and then we just spit out the documents again similar to how kevin jackson that is that we’re getting together Same story.

Okay. We just get your together. Yeah I’m not really the construction is great and everything, but the market that we’re in, let’s us go where the money is, go, where the money is. That’s that, that is my, yeah. That is my intention. Yeah. You rather go big or go home.

So that’s my tension. And do something that you know, that the first day you are having the outcome that you hope to have, you are having the returns coming in, proper management is in place. And, we can, at a later time, once, once we, once some games start coming, we can, I can now decide that I want to start building from scratch.

But for now, I’m thinking that the best approach to go is just… Do acquisition and start seeing the returns and start seeing the gains and start building the reputation So that’s what i’m leaning towards. Yeah, awesome. One more thing is somebody just called will just join the app i’ll try to introduce you because I think before you’re talking about board of advisors They’re yes.

Yeah, they’re in a slightly different business. Okay and they’re doing hotel, the hospitality and hotel. So maybe just try to see if you can get on you can make me work out a deal privately between you two, where maybe there’s a board of advisor role that they have because I remember you’re looking for, they’re doing the exact same thing that you’re doing, to be honest but like more in California, you’re more in Maryland.

It would be pretty. And on that side, too, I’ve been able to have some success. I think the total number of people that I’ve been able to get involved is about five. And so I’m also, I’ve seen some, some positive results on that side as well, too. But I’m willing to also reach out to make sure that I have more professional people, more people with experience.

It’s always about experience to make sure that every call to you. You take and everything you do that you’re hoping to have a good outcome for partners. You don’t want to waste time and you don’t want to have a bad negative outcome. You want to make sure that every dime invested in you bring the gains that everybody hoped to see.

And if you’re not. Willing to do that having proper people in place on the table, then you should not be getting into this And so that’s the way I see it. Yeah, I agree and congrats on the progress. Yeah Hey, we’re all getting older and then time’s passing. So we still have to we have to produce results quickly, right?

so so so listen, so we’ll get you the Yeah, just but let’s book that call and then we’ll do the new deal for the hotel focus Existing one and it’s just an edit of the existing. We’ll get that done. And next there’s somebody Yeah, and then the other thing is somebody who jumps in the room. So if you just introduce yourself, I’ll tag you and just introduce yourself to him and then have a discussion.

He’s in the same business. His partner did up 500 million in a hotel construction. So just talk to him and I think you, maybe something will ring. So it’s been good stuff. And I’ll jump over to anything else. Okay, sure. Please go ahead. Go ahead. Cool. Good stuff. IMO, how’s it going?

IMO, you around?

Going once. Okay, maybe he’s not around. Okay, while he gets that sorted out Stan, how’s it going? Yeah, it’s all good. I keep being busy with a lot of stuff. See, trying to push a thing. Yeah, that’s a commodity and it’s not a real estate and yeah, a lot of things. Yeah, no good stuff.

Good stuff. This is just a taste because I know you’re a big contributor to the community and here’s some of the other members as well. Yeah, these are the types of chats that we usually have. And just to get you acquainted, and it’s a lot of high level talk, but, then the rest of the week is action.

Yeah, I still have you here. Appreciate it. Thank you. No worries. So no, no questions or topics of discussion for you. Economist here. I’m not the top of my mind, but I will contribute as I go along. No worries We’re actually just about to wrap up. One more call for IMO.

Okay, IMO may not be around. Okay, so everybody so listen so it’s been a pleasure working with all of you and Everybody would get their deliverables as promised And if there’s a problem or anything, then just support that raises a comments where the email will be back here next week and goodbye, everybody.

Until next time. Thank you. Take care. Thank you. Thank you. Bye. Have a good evening.

 

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• 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.