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Updated almost 8 years ago,

User Stats

405
Posts
458
Votes
Jillian Sidoti
  • Professional
  • Murrieta, CA
458
Votes |
405
Posts

Marketing for a note fund

Jillian Sidoti
  • Professional
  • Murrieta, CA
Posted

Hi all -

I am not sure this is the right forum, but let's give it a shot. I am looking for your opinion. 

I have a client that is doing a Tier 2, Regulation A+ offering. What this is, for those that don't know, is an offering of up to $50 million that is available to all investors (both accredited and non-accredited.) This format also allows them to utilize crowdfunding and crowdfunding platforms.

The basic premise is they buy notes. This client has privately been very successful in purchasing, renegotiating, and disposing of notes in a private fund model. They are now bringing it to the next level. They are wondering "how should we market this?" 

Do they market it as a "mortgage fund" or a "note buying fund" or something else? I really appreciate your input! Thanks!

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