Manage episode 378309489 series 3311431
Finding good investment opportunities is crucial for fund sponsors. But attracting investors is equally important. Start with your inner circle of family and close friends. They already know and trust you. Past clients who you did right by are another option. Educate and add value to build relationships. Ask how you can help - don't just talk about yourself. And always show appreciation for referrals.
Your "fishermen" can spread the word and refer new investors. Identify professional advisors who can connect you to high net worth clients. Attend networking events to meet potential whales. Follow up consistently with your prospects. Aim for 8 points of contact over 8 weeks. Then continue nurturing leads with a yearly 36 touch program.
When pitching an event, nail down the date, speaker and agenda upfront. Offer food and drink if possible. For the agenda, focus on topics that attract your target audience. Market the event aggressively through your contacts.
Stand out by sending physical mailings. A handwritten note and small gift make a big impression in today's digital world. Books and gift cards work well. Customize them with your brand when possible. Shock and awe builds instant affinity.
Follow this friendly advice and you'll gain the investors you need to fund your Reg D syndications and funds.
Read more about Reg D Rule 506b - Rule 506b of Reg D: Non-Accredited Investors & No Solicitation: https://www.moschettilaw.com/rule-506b-of-reg-d/
Read more about Reg D Rule 506c - Rule 506c of Reg D – Solicitation & No Non-Accredited Investors: https://www.moschettilaw.com/rule-506c-of-reg-d/
Moschetti Syndication Law Group is a boutique syndication law firm, serving small and growth-bound syndicators, as well as private equity firms. Our attorney, Tilden Moschetti, is determined to keep the firm’s ‘boutique’ size so we can tailor the services to each client’s unique needs without turning the firm into a faceless factory churning out private placement memorandums or passing unnecessary overhead expenses onto our clients. (As our client, you’ll only pay a fixed fee, so no surprises.) As for the client experience, we give real-time answers with Tilden Moschetti without making you book an official appointment or get passed along to associates or paralegals. We’ll work with your ambitions and overall vision to help you close the current deal and fill in that ‘missing’ piece – whatever you need – to keep adding more syndications to your portfolio. We keep syndicators syndicating (TM).
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