Finding an Unlimited Amount of Investors
4.3 (6 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
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Finding an Unlimited Amount of Investors

Funding your startup, increasing crowdfunding success, and building a network of accredited investors.
4.3 (6 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
1,187 students enrolled
Created by Kelvin Mah
Last updated 3/2016
English
Price: $80
30-Day Money-Back Guarantee
Includes:
  • 42 mins on-demand video
  • 5 Supplemental Resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I Learn?
  • Find an Unlimited Amount of Accredited Investors
  • Build a Larger Financial Advisory Business
  • Fund your Equity Crowdfunding Campaign with Accredited Investors
View Curriculum
Requirements
  • Absolutely nothing. Just be open to the possibility of always being able to find investors.
Description

Are you building a business that is dependent on high net worth clients or investors?

Is your company about to embark on a crowdfunding campaign to raise investment funds?

This course will show you how to find and build rapport with investors. Not only will I show you how to find an unlimited amount of accredited investors but you will also get access to the simple tools I used to reach out to them. These are free tools and helped me raise capital for several private businesses. Mostly in the technology space but this strategy is applicable to any industry. If you are looking for oil and gas investors - perfect. If you are looking for healthcare investors - that's perfect too.

I hope you will come and join me as I share the knowledge I have gained through investment banking, private equity, venture capital and crowdfunding.

This course should open up doors for you in both your entrepreneurial journey as well as your professional career in finance.

Who is the target audience?
  • Entrepreneurs
  • Financial Professionals in Venture Capital, Private Equity & Investment Banking
  • Crowdfunders
  • Business Owners looking for a Merger or Acquisition
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Curriculum For This Course
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Introduction
1 Lecture 02:49

This course is for any financial professional looking to find more affluent clients and build a larger book of businesses. Entrepreneurs also benefit from this knowledge and bypassing the difficult task of raising capital for their companies.

Preview 02:49
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Foundations
2 Lectures 13:19

You will know the legal definition of a high net worth investor from a legal standpoint and also learn the different ways in which the government allows individuals to invest into private businesses.

Preview 06:04

Here we will learn how the different stages a business goes through in raising capital for itself. You will also learn the necessary points in a pitch deck and the only document you actually need for someone to make an investment into a private business - a subscription agreement!

Preview 07:15
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Finding Accredited Investors through Government Documents
2 Lectures 16:26

We are going to go through the closing documents in Canadian private placements to find accredited investors throughout the world.

Closing Documents
07:14

Now that we know where to find these documents, how do we read them? In this section you will learn which parts of the documents are the most important and how to organize the information in a way that is easier for us to prospect.

Reading the Documents
09:12
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Tools & Services
1 Lecture 09:45

These are the exact tools I used to prospect investors. Some paid but most are free. You should be able to maximize your ability to lead the conversation and leverage the knowledge of their portfolio risk.

Tools & Services
09:45
About the Instructor
Kelvin Mah
4.3 Average rating
6 Reviews
1,187 Students
1 Course
Sales Strategy Development & Digital Marketing

I am an expert in Sales Strategy Development and Digital Marketing. Most of my career has been within the Financial Services industry but digital marketing has allowed me to move beyond the horizons and work with companies in all types of industries. I love helping companies grow their recurring revenue and scale their services.

Come join me and learn the strategies I have utilized in investment banking, venture capital, private equity, crowdfunding and internet marketing.