You
need this if you fit into any of these categories:
-
You need
other financing options than
an SBA loan, Bank loan or Hard Money Loan because you don’t meet the
qualifications for those funding sources.
-
You have submitted business plans to
everyone under the sun, including Banks, Venture Capitalists, Angel Investors
and even private individuals who have money – and you can’t understand why no
one calls you back. Or, maybe one or two investors seem
interested, but never get to the point of actually writing you a check.
-
You know
that private investors are a source of financing, but you are not sure how
to properly approach them or how to put together the necessary documentation
that is required.
Want A House And Can't Get A Mortgage? CLICK HERE
With Our Coaching And Support, You'll
Be Taught Exactly Where To Find The Right Investors For Your Particular
Business And Exactly What To Say And Do To
Have The Best Chance Of Convincing Them To Invest With You
Just like professional
investment institutions, private individuals also want to see their money grow to the maximum. They also want a higher return than “traditional”
investments such as Certificates Of Deposit, T-bills, Mutual Funds, Bonds or a
Savings Account can provide. Private investors
enjoy being involved in financing a variety of smaller or start-up businesses
as well as larger ones. This is where your Business or Real Estate
project comes in.
|
Join our twice-weekly teleconferences on Tuesdays and
Thursdays! For the call-in number and access code, send a blank email
to:
teleconference@privateinvestortoolkit.com
If you have a question about private securities
offerings or private investors that you would like to have discussed on
the call, you may also send them to the above email address. We will
attempt to answer as many questions as the conference time allows. |
Whenever there is a small, or
large, solid Business or Real Estate project with a good exit plan and clear potential to
make money at a higher-than-average rate of return (and possibly quicker than
with traditional investments), there
is a private investor out there willing to provide the money to help finance it.
Even if there is higher risk involved.
Two
Basic, But Critical, Things You Must Understand First In
Order To Successfully Approach Private Investors To Give You Their
Money
First:
Don't expect a serious or even somewhat knowledgeable investor to get anywhere
near the point of actually giving you money for your company or project
unless you have presented them with a properly structured and legal
Private Securities Offering.
Business plans serve an
important purpose (especially for start-up companies), but they should never be relied upon as
investment documents and cannot take the place of a legal private securities
offering.
NOTE:
Properly raising any amount of debt or equity capital from private investors
goes well beyond just having a business plan in place - It requires what’s
known as a Private Securities Offering. The Private Investor Toolkit
instructs you how to do it,
step-by-step.
Second: Proper documentation for raising capital from investors is of
vital importance. The specific documents needed for raising private
capital are:
Private Placement Memorandum: The Private Placement Memorandum, or "PPM",
is the document that discloses all pertinent information to the investors
about the company, including: proposed company operations, the transaction
structure (whether you are selling equity ownership or raising debt financing
from the investors), the terms of the investment (share price, note amounts,
maturity dates, etc.), risks the investors may face, etc.
NOTE:
Do not confuse the detailed corporate disclosures, SEC disclosures, and
transaction structure that a properly prepared PPM provides with the general
information that a business plan provides - they are not the same.
Promissory Note: In debt offerings you need to have a Promissory Note
outlining the terms of the loan arrangement with the investors. The note is
the actual "loan document" between the company (you) and the investor. It is
impossible to have a "loan" without a "loan agreement" that sets forth the
terms and conditions of the loan.
Don't
expect investors to provide you funding based on a handshake.
Subscription Agreement: Provides the documentation necessary to allow the
investor to actually invest. It is the document the investor signs and returns
to you with their investment check.
NOTE:
You also have to know how to properly structure these documents. I
give you the proper format and all the forms and exact instructions on
how to complete them.
Ask yourself: Would
you invest funds into a company without having the protection of legal
documents that set forth the terms and conditions of the investment, including
when and how much you are to be paid back?
Without
a properly structured and prepared private securities offering, that is
exactly what you are asking an investor to do.
Did You Know That There Are
Specific Ways That You Must Approach Investors In Order For You To Legally
Ask Them For Money?
In order to legally approach investors
and accept their investment funds, you must follow the rules and regulations
forth by the Securities and Exchange Commission (SEC) and State securities
regulators.
The information in The Private Investor Toolkit tells you the rules and conditions
under which you may approach investors.
Failure to follow these rules and
regulations can result in
severe fines and penalties.
Who Should Use A Private
Securities Offering?
Any
private company or entrepreneur that is seeking to raise money from private
investors should have a private securities offering in place. Only
a securities offering can provide the needed practical legal framework
to accommodate investment.
Even if your transaction will only
involve one or two investors - you still need to provide the proper
transaction framework, disclosure documentation and investment agreements
necessary for raising capital. Raising capital from investors, debt or
equity, of any amount requires very specific documentation that far surpasses
what a business plan provides.
CLICK HERE to review my earlier caution
about the need to make sure you do things legally.
What
Is Your Risk If The Worst Happens?
How would you like to borrow money without having to be personally and
legally responsible for paying it back if the Business or Real Estate Project
fails?
Let's face it. Even the best planned Business or Real Estate project can fail.
The good thing is that when you do a properly structured private securities
offering, you do not have to pay the loan back if things do not work out. As
long as you have put forth your best effort and have been responsible in how
you run the business,
all of the monetary risk falls on the investors!
THE
PRIVATE INVESTOR TOOLKIT With Personal 1-on-1 Coaching And Support Is Your
Solution To Getting All The Money You Need For Your Business Or
Real Estate Projects Without Needing Any Credit Or Collateral
When
you join our program, you will receive the personal 1-on-1 coaching and
materials that you need to put
together a professional-quality
private securities offering for your Business or Real Estate deals, along
with the information you need to know in order contact hard-to-find
individual private investors and effectively present your proposal to them in
a way that will persuade and allow them to invest their money in your Business
or Real Estate projects legally.
During Your Coaching Sessions, We
Reveal To You
Little-Known, But Very Effective, “Must-Have” Methods And Techniques For
Raising Money From Private Investors.
-
There is a technique for getting money for tough-to-sell projects and ideas.
It is rarely used, but is extremely powerful when used correctly.
-
A
step-by-step formula for locating hard-to-find Angel Investors. These
investors have extremely deep pockets and can offer large amounts of cash for
good, workable ideas.
-
8
answers to questions you will be asked when you are looking for money. You
need to have the answers before talking with potential money sources. If you
don't know these answers you can forget about getting the money.
-
The 10
most common mistakes people who are looking for money make. Without knowing
them, you'll likely make one or more of these mistakes, putting a virtual halt
to your efforts even before you start.
-
Learn
the 1 reason why you either get all of the money you need or you don’t. Only
those understand this are able to capitalize on it.
-
A
sure-fire way for you to get investors to back up your proven projects. Follow
this technique and it’s possible that you can have people offering you more
money than you initially needed.
-
A
simple strategy which enables you to raise money through the mail. Used
correctly, you can eliminate the need for face to face contact or clumsy
conversations with others. A great option that is perfect for the
beginner.
-
A
nine-word phrase you should say to potential investors which will ease their
doubts about you when you begin talking about profit-making ideas.
-
Where
you can quickly get $10,000 to $500,000 or more to fund any project you can
think of in the next 30 days or less.
-
A simple
strategy that can enable you to multiply up to 10 times the amount of money
you receive within 24 hours of putting it into action.
-
The
toughest, most important decision you have to make when you are searching for
money and how to make it intelligently and morally so you never have to second
guess yourself.
-
Learn
the insiders’ knowledge on why certain projects and ideas always get money and
why others never seem to get any at all; and what you can do to make sure
you're always on the right side.
-
How and
where to tap into sources that can provide you with several unusual financing
options for your projects.
-
Why not
being afraid to ask for money will make you more respected by the "movers and
shakers" of your field of interest.
-
A subtle
and powerful mental strategy which can motivate even the most reluctant
investors to invest with you. Applied correctly, this strategy will get them
to invest almost every time.
A
professional approach will get your foot in
the door. An amateurish one will prevent it from ever opening. With
private investors you usually only get one chance. Why blow it
by not being prepared when it’s so easy to be?
More
advantages you’ll have with our personalized coaching and support:
-
The ability to create a
professional-quality private securities offering for your business or Real Estate
projects.
-
Knowing that you will
always be in compliance with government regulations regarding the sale
of securities (CLICK HERE).
-
Knowing that your investment
proposal will be taken seriously by serious and sophisticated private
investors.
-
Knowing how to find all the
investors and money you need right in your local area.
-
Knowing exactly how to
approach investors and precisely what to say and not to say to
investors.
-
Proposal presentation techniques
that will have investors practically eating out of the palm of your hand and
eagerly asking you to let them invest in your business or project.
-
Comprehensive explanations about the differences between “equity”
offerings and “debt” offerings including the benefits of each as well as
when and why to use either. Not knowing this can cause big problems later
on.
-
Explanations about different types of corporation structures (C, S, LLC)
that your business can take, including examples of why and when each
should be used. You would be surprised at how many people mess this up!
-
Step-by-step instructions on how to complete a Private Placement
Memorandum (PPM), Subscription Agreement (SA) and Promissory Note (PN)
-
PPM
Templates in MS Word format to configure and print out for each type of
offering.
-
A
Subscription Agreement and a Promissory Note Template in MS Word Format
-
Sample investment offering transaction structures and a transaction
structure calculation spreadsheet for both equity and debt offerings.
-
Additional strategies on how to structure an offering to invest
-
A
list of private individuals who have anywhere from a few thousand dollars
to a few million dollars to invest in your business.
You’ll Also Receive These Materials That Are Included With THE
PRIVATE INVESTOR TOOLKIT
#1 A library of 40 highly effective contact letters designed to attract the
interest of potential private investors based on the industry or type of
project you are raising money for.
Many private individual
investors, Venture Capital firms and Angel Investors receive several
investment proposals a week. Used correctly, these
specific contact letters will
ensure that your executive summary or business plan gets attention right away.
#2 List Of
Hard-To-Find Angel Investors
Once you have put together
your investment offering, you’ll want to start contacting Angel Investors
using one or more of the contact letters in Bonus #1.
Start contacting them and
apply the methods and tips I show you and you will be on
your way to raising all the money you need.
#3 3
full
months of phone and email coaching and support.
Over
3 months, we will coach you 1-on-1 through creating your private placement
offering and teach you how to legally approach and effectively negotiate with
private investors.
THE
PRIVATE INVESTOR TOOLKIT
is the personal coaching,
materials and support you need to help you raise money from private investors.
THE PRIVATE INVESTOR TOOLKIT
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