Private money deal pitch

[Montana Strunk]

I currently live in Seattle and I'm looking to invest in mobile home parks around the Washington area. I have a potential private money lender and looking for advice on how to present the deals. I'm in the process of creating my own version of an Offering Memorandum. Does anyone have advice on how a private money deal pitch should be set up? Or does anyone have an example of a previous pitch deck that they would feel comfortable sharing with me? I appreciate any advice! 

Thank you, 

Montana Strunk 

[Alex Breshears]

Quote from @Montana Strunk:

I currently live in Seattle and I'm looking to invest in mobile home parks around the Washington area. I have a potential private money lender and looking for advice on how to present the deals. I'm in the process of creating my own version of an Offering Memorandum. Does anyone have advice on how a private money deal pitch should be set up? Or does anyone have an example of a previous pitch deck that they would feel comfortable sharing with me? I appreciate any advice! 

Thank you, 

Montana Strunk 

 Hi Montana!

I love the enthusiasm and my business partner is a private lender in the state of WA, so if you would like to chat with them about what they want to see I can connect you. That would be getting information straight from the horse's mouth on what a private lender in WA wants to know.

In general, when putting together any sort of item like a pitch deck, you have to think constantly about what is "in it for them". Yes a private individual doing a loan is going to want to know about your experience, what you can bring to the table operationally, etc.  What they REALLY want to know is how safe is their money and what sort of return are they getting and when are they getting it. Make this information front and center early on, THEN dive into yourself as an investor and the property. Talk about what you will do to safeguard their money in the asset, who will be on your team to either manage or help get a prospective property on the right course. It doesn't have to be super fancy, but you can also make something in PowerPoint and then pay someone on Fiverr to jazz it up and make it look professional very cheaply.

Lastly, I will caution you to learn the laws in Washington state for raising capital. If you are soliciting capital for purely passive investment - there are some securities laws you need to consider. Also - depending on if you are looking for private capital for purely the debt side of the equation - you will need to find one person to do one loan, as putting many people into 1 loan in the state of WA is considered a security and would require licensure as a broker-dealer.  You need to deep dive into HOW you can raise capital legally in WA, as that is one of the toughest in the country when it comes to regulations related to securities.