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Updated over 3 years ago, 08/01/2021

User Stats

7
Posts
1
Votes
Stetson Randolph
  • Rental Property Investor
  • Marietta ga
1
Votes |
7
Posts

Raising private capital

Stetson Randolph
  • Rental Property Investor
  • Marietta ga
Posted

Good afternoon,  

I am looking at learning how to raise private capital so I can get into bigger Realestate deals. Does any operators have a template that they us to stay organize during the process? 

User Stats

1,026
Posts
752
Votes
Justin Goodin
  • Investor
  • Indianapolis, IN
752
Votes |
1,026
Posts
Justin Goodin
  • Investor
  • Indianapolis, IN
Replied
Originally posted by @Stetson Randolph:

Good afternoon,  

I am looking at learning how to raise private capital so I can get into bigger Realestate deals. Does any operators have a template that they us to stay organize during the process? 


I highly recommend you watch content from Goodegg Investments 👍

User Stats

591
Posts
807
Votes
Spencer Gray
  • Syndication Expert and Investor
  • Indianapolis, IN
807
Votes |
591
Posts
Spencer Gray
  • Syndication Expert and Investor
  • Indianapolis, IN
Replied

I would look at several CRM systems to see what will best suit your needs / style. 

We use Hubspot and it is very helpful in organizing prospective investors, raising capital, marketing, tracking data , etc.

Many capital raisers / syndicators use Active campaign. 

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User Stats

38
Posts
14
Votes
Ethan Wagner
  • Financial Advisor
  • Philadelphia, PA
14
Votes |
38
Posts
Ethan Wagner
  • Financial Advisor
  • Philadelphia, PA
Replied

@Stetson Randolph maybe this is old school, but my firm uses excel mostly. We have our own accountants and everything though so excel might not work for your situation.