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Updated almost 2 years ago on . Most recent reply

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12
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2
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Jay Ben
  • Vendor
  • Beverly Hills, CA
2
Votes |
12
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Looking for tips on how syndicators pitch investors

Jay Ben
  • Vendor
  • Beverly Hills, CA
Posted

How do you syndicators offer a pitch deck to potential investors? Looking for tips and advice. Thanks! 

Most Popular Reply

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516
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350
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Greg Kasmer
  • Rental Property Investor
  • Philadelphia
350
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516
Posts
Greg Kasmer
  • Rental Property Investor
  • Philadelphia
Replied

Jay - I think it's best to start talking to investors well in advance of the active deal. You can do this by sharing an example deal to them and guaging their interest level and triage their initial questions. At the end, you can ask "If I come across an opportunity similar to this would I be able to share it with you?". When you actually have a deal under agreement you're not starting from scratch and can talk through any nuances about the deal relative to your previous conversations with that investor. Good Luck!

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