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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.
Not for you? No problem.
30 day money back guarantee.
Learn on the go.
Desktop, iOS and Android.
Certificate of completion.
|Section 1: Introduction|
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.
|Section 2: Foundations|
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.
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!
|Section 3: Finding Accredited Investors through Government Documents|
We are going to go through the closing documents in Canadian private placements to find accredited investors throughout the world.
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.
|Section 4: Tools & Services|
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.
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.