Udemy
    •  
    •  
    •  
    •  
    •  
    •  
    •  
    •  
Subscribe
Turn what you know into an opportunity and reach millions around the world.
Learn More
Your cart is empty.
Keep shopping
Raising Capital: How to Find Private Investors & Raise Money
Rating: 4.2 out of 5(17 ratings)
339 students

Raising Capital: How to Find Private Investors & Raise Money

How to Raise Capital & Get Investors - Best Practices, Mistakes to Avoid, Case Studies & Tools to Use
Created byRichard Wilson
Last updated 7/2018
English

What you'll learn

  • After completing this program students will understand the fundamentals of capital raising, how to prepare to begin raising capital, what the common challenges are, and why it is so important to set yourself up for success when raising capital.

Course content

2 sections • 22 lectures • 7h 18m total length

  • 5 Stages of Inbound Capital Raising5:15

    This short lecture recorded in India goes over the 5 steps to creating a consistent flow of potential investors coming to you directly instead of you spending all of your energy chasing investors.  Please watch this video first and then make sure you read the modules on the 5 step system before watching the supplemental capital raising videos below.

  • Introduction to the 5 Step System to Raising Capital9:03
  • Step 1: Analyze12:14
  • Why you must worry about positioning1:16

    Investors are overwhelmed by pitches, offers, opportunities and requests on their time.  After being in that flow for some time however lots of it tends to look the same.  Everyone is claiming similar things and everyone charges similar fees, they naturally are looking for anomalies and you have to figure out how to be one for your targeted investor set.

  • Step 2: Position26:53
  • Architecting Your Conversations2:28

    This lecture is on the importance of thinking a few steps ahead in investor conversations so by the time you get on the phone with someone you know how you could potentially add value, what their top concerns or perspective is, and where the conversation will most likely go.  This way you appear relaxed, prepared, and sharp with ready-to-go ideas and you will stand out as someone worth meeting with who is always ready to add value.

  • Step 3: Architect31:40
  • The Holy Grail of Thought Leadership1:19

    This lecture was recorded in Toronto on how recently a $1B+ capital raiser explained live at one of our investor events how thought leadership is the holy grail of capital raising because otherwise you just get lost in the noise of the space.  Everyone says they are unique, everyone says their team is best, most people have a great investment track record.  Adding genuine value, often, is a great way to stand out and build trust with investors.

  • Step 4: Execute31:10
  • Capital Raising Systems3:00

    This lecture was recorded in Cuba on the topic of how without a system to raising capital you are always hunting for the next networking event or committing random acts of capital raising which may not always have a positive ROI on your time and money invested.  You must develop some key performance indicators, systems, processes, checklists, and consistent actions which make you ever more likely to be attracting and booking meetings with potential investors if you want to raise a lot of capital over time.

  • Step 5: Iterate10:45
  • Send the Sizzle1:01

    Investors are busier, the bigger check they can write the less time generally they have to weed out their email inbox, figure out who to take meetings with or decide whether your offering makes sense for them or not.  This means that one pagers, one liners, and sending over the critical facts is required if you want to make progress with sophisticated investors.

  • Wrapping up the 5 Step Process6:06
  • The Importance of Integration1:36

    The more aligned everything in yourself and your organization is the less friction there will be and the more progress you will make. When everything is integrated and you act with full integrity with where you are and where you are trying to head it is picked up on by third parties and you will make great progress over short periods of time. 

Requirements

  • This course does not require any previous investment, finance, or capital raising knowledge.

Description

Raising Capital is a course created to help those looking to consistently raise capital over time from investors without having to cold call them or slowly network through existing connections. In this course we provide a 5 step system to attract investors to your offering over time so they are wanting to get their foot in the door at your office instead of having to cold call potential investors endlessly with no response. 

While this course does discuss marketing material fundamentals, and top mistakes to avoid while raising capital its unique value is in the holistic evergreen approach to building up capital raising momentum in a way that adds genuine value and builds your firm’s reputation over time. This capital raising system was developed based on author Richard C. Wilson’s experience in raising over $250M in capital, building the Family Office Club community of over 1,500 family office investors, and now building up a single family office advisory business overseeing $5B in assets. The methods suggested in this course are what has led to that success and they have been tested over the course of Richard offering over 93 live events and speaking to over 40,000 professionals globally over the past 11 years. 

Who this course is for:

  • Those looking to raise capital for their first deal or for their operating business would benefit from this course on how to find investors. We provide best practices, time saving strategies, expensive mistakes to avoid, and many case studies of how to implement the advice that is provided.

Report abuse