Tools and Templates for Pitching Investors!

[Jared Haxton]

Hello everyone! I am trying to take the next steps in learning to raise capital from investors for Real Estate. I own a couple of single-family rentals and want to grow beyond what I can do with my funding alone. I have my eye on a property and am laying out the numbers but I am betting there are already tools, forms, templates, contracts, etc for what people show to an investor that answers most/all of their questions ahead of time and has the verbiage that is important to a transaction when using somebody else's money. 

Anyone able to attach what they use when laying out a deal? Something to show the value and time horizons that an investor will want to see? Examples of past, real-life contracts? I would love to see what experienced people use when raising capital from Private Equity or other investors. Excited to see what kinds of resources are out there! Thank you!

[Nathan Gesner]

Quote from @Jared Haxton:

Hello everyone! I am trying to take the next steps in learning to raise capital from investors for Real Estate. I own a couple of single-family rentals and want to grow beyond what I can do with my funding alone. I have my eye on a property and am laying out the numbers but I am betting there are already tools, forms, templates, contracts, etc for what people show to an investor that answers most/all of their questions ahead of time and has the verbiage that is important to a transaction when using somebody else's money. 

Anyone able to attach what they use when laying out a deal? Something to show the value and time horizons that an investor will want to see? Examples of past, real-life contracts? I would love to see what experienced people use when raising capital from Private Equity or other investors. Excited to see what kinds of resources are out there! Thank you!

 This is high-level stuff. I suspect most investors using other people's money have developed these tools over the years with experience, money, and sweat equity. I couldn't imagine spending 5, 10, or 20 years developing a system and then just handing it to a stranger for free.

If you find something, that's great! If not, consider hiring a coach to help you accelerate to the next level.