Unlock the Power of Events to Raise Capital for Your Syndication Deal

So just how do you find
investors to get into your

syndication deal? Or your
investment fund? How do you find

them out there, in this video,
we're going to talk about one of

my absolute favorite ways to do.

It so what is one of my favorite
ways to bring people into an

offering, whether it's a
syndication Investment Fund,

whatever it is, it's this first
elk Asterix it, it works,

whether or not you're doing F
rule 506 C, so you can use it

with a 506 C, for a an offering
where you can openly solicit

from the general public, but you
can only let in accredited

investors who have been verified
that they're accredited

investors, it also works for
rural 506. B, for those who you

already have a relationship
with. And I'm going to talk

about how you do that with both.
In this video, what is my

favorite way, it all boils down
to what the offering is, too, I

should mention. So if my
offering is has some sort of

local component, or a lot of my
investors are local, this is the

way you do it. It's with events.
Now, events you're thinking

about? Well, it's you bring
everybody into a room and you

talk about your offering. And
almost but not quite. So if you

say, hey, come to my event, I'm
going to try and sell you why

you should invest in my
apartment building, you're never

going to get anyone to show up,
I've tried to dress me, no one

shows up. What you need to do is
get people there to an event for

something a little bit different
before you bring him in the

offering. So the first step in
doing this is getting the word

out that there is this event. So
the best tool I've found for

this is, you know, certainly not
letting everyone you know, do

it. But and if you're doing a
rule 506 C, where you can openly

solicit people you don't know,
then it works well to do things

like cold calling. Or if you're
if it's a real estate deal, and

you have a relationship with a
real estate company, have the

agents talk about it. It's
something that they need to do

anyway, they want to be talking
to potential sellers of real

estate, right? Well, there's
something for them to talk

about. So getting the word out
that way. Now, I see there's a

nuance here. So under 506 C, you
cannot you cannot know anybody

who's coming to the event. And
that's okay. Under Rule 506 B,

you can still re invite people
you don't know. But here's the

thing, if you're inviting people
on a rule, and they have a 506 b

offering, you can't talk about
the investment. What can't talk

about the investment, what's
that? Well, that's goes back to

what the whole event is about.
So the event itself should not

be about your investment. Even
if you're doing a 506 C, the

difference between them is at
the very end of your

presentations, you're going to
talk about your offering, if

you're doing a 506 C offering,
or you know everybody in the

room already. If you invite all
of your friends over and do a

pitch and do an event where
you're talking to everybody that

way, that's totally fine. You
can certainly do that. But if

you don't know people who are
going to be investing in it, and

you want them to be investors,
you don't talk about the

investment, if it's under Rule
506 B. So you have this event,

what exactly are you going to
talk about? So make it something

interesting, something that
people would want to know about?

If they all know that you're in
real estate, for example, talk

about the real estate market and
how it affects them. Right. So

the market in general, is
oftentimes kind of interesting

for investors. Now I spent some
time in the commercial real

estate world. And so a lot of
times, we would talk about

things that were very duplicable
to commercial real estate

people, whether that was energy
efficiency, or talking about

changes in legislation, or rent
control, or things like that,

generally, those are very
interesting topics for those

kinds of people. Those were the
people that I knew anyway. Now,

if it was residential real
estate, it might have to do

without their home values going
to be doing what those things

are. You want to get them in the
room, not because you're

pitching them to do the real
estate side specifically, right,

because we're trying to
syndicate, we're trying to start

an investment fund. Whatever
you're trying to do, you're

getting them in the rule for
something of value. So so that

they have a reason to be there
in the first place so that they

even show up or do something
that directly affects them that

doesn't have anything to do with
it. How is the economy right

now, I've got an economist who's
kind of come talk about exactly

where we should be. I've got a
wealth manager who's got an

Uber, that is the wealth manager
to the stars. And he's going to

talk about what opportunities in
investing he sees in the market

in order to maximize his
client's portfolio, and what you

can do about it for you, because
you're probably interested in

that, too. Or the best one I've
ever put together was we had a

relationship with a Navy Seal,
and ex Navy Seal, who was just

who had just left the service
and wanted to become a business

consultant, and was starting to
make talks and go around and do

that. So it was a win win, we
gave him a platform in order to

speak. And he got to put
together a really interesting

speech. And people just like
Navy SEALs, it's interesting

people like that sort of thing.
Special for the United States,

Special Forces, hats off to
them. They're interesting, they

have an interesting job, they
defend us. So we've got an

honorable component. And it's
something that draws people in

that sort of thing. I'm not
saying go get a Navy Seal, or go

get an Army Ranger, I'm saying
find somebody who's got

something interesting to tell
that's somewhat aligned to what

you're going to be doing. And
bring them in the room and have

them be the star of the show.
Because right now, you don't

actually want to be the star of
the show. What you're trying to

do is get that introduction in,
think about the sales funnel,

this is just the advertisement
that overlays it right. So the

whole thing is about them. But
really you for you for your

purpose, just want to get that
advertisement and to make sure

that people know about what
you're doing. If it's a real

fiver succeed. Now, if it what
do we do? What do we talk about,

if it's not a 506? C, if it's a
506, B, and we have people

coming that we don't know? Well,
they're I would want to talk

about investing in whatever. If
it's if your offerings in real

estate, if you're offering,
excuse me, if your offerings in

commodities, whatever it is, or
Bitcoin or whatever the it is

that you're putting together,
talk about that, in general,

you're not talking about your
offering. At the end of that

presentation, you say,
specifically, hey, I would love

to get to know more of you, I,
you know, really talk of get to

know. So if you have anything,
that's if you're interested in

this, let me know. So I'd love
to have a carry on the

conversation with you, you know,
in the next day or two. And

people will sign up, people
generally be interested because

it's there's no pressure, right?
If they're interested, they'll

still have that conversation.
Aha. Now, these are people who

are now moving from people you
don't know, to people that you

do know. And when they're people
that you do know, you can start

selling them, what you're
offering is, if it's a 506 B,

that's how we build our network
of people that we don't know, so

that they become people that we
do know how another little

nuance on this is partner with
people. So people who are

putting these things together,
oftentimes will bring in another

person, right, so I mentioned
like a wealth manager, they're

great. Like, if it's in real
estate, your title company a lot

of times will also do this will
partner with you and contribute

some dollars. So they want the
exposure, they want add time,

there's plenty of room in this
for everybody. So they can

advertise essentially, to this
same audience. They get to spend

money on their marketing dollars
in a good way, you get to spend

your marketing dollars in a good
way. And the price is now half

because you got another person
there. So use other people and

partner with them in order to
promote these types of events.

And they'll also bring in all
the people they know and you'll

bring in all the people you
know, and everybody wins across

the board. The most important
thing is put together a good

event, right? So treat people
well make sure they have a good

time, make sure they learn
something and make sure that the

conversation gets carried on. So
this is your opportunity to take

all that that you got from it.
Right because it may not feel

like much when the lights go out
at that event. But you now have

more of a relationship than you
did and you move them further

down the sales cycle. My name is
Tilden Moschetti. I am a

syndication attorney with the
Moschetti syndication Law Group.

Our job is to help people just
like you, syndicators,

investment funds, businesses
looking to raise money from

either people that you know only
or people that you don't know

under Regulation D rule 506 B
and or 506 C. If you'd like to

talk to me about your offering
and see what we can do for you,

that would be fantastic. Visit
us on our website or give us a

call and we can set up a time to
talk

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