Investor Presentation: Exclusive or Open Invite?

[Jeff Marzo]

Hello, currently my partners and I are working on a couple multi-unit deals, a fix-n-flip, and a mixed-use commercial property. We're planning on hosting multiple investor webinars on each deal so everyone receives the same information, including the answers provided from a live Q&A Session.

If you've ever hosted a webinar/presentation for a group of investors, do you think that the prezo should be exclusive to only those who are accredited or keep the prezo open invite to anyone, (including those that are just curious)?

[Theo Hicks]

Depends on the investment offering. If you are doing 506(b), then you must have pre-existing relationships with the investors. If 506(c), they can be strangers but they need to be accredited. Something else to think about - expect to receive a lot of questions after the webinar. Do you want to answer a bunch of questions from people who are just curious about investing but either won't or aren't qualified?