In addition to structuring and creating your Fund, for select originators and Funds in which we become a principal of the Manager of that Fund, we will take the lead in the area of raising capital for that Fund. Over the last 20 years, we have raised in excess of $200,000,000 in equity for our real estate trust deed investments, LLCs, and/or proprietary Funds. We have also successfully arranged and managed debt in order to leverage a number of these Funds (for the purposes of reducing necessary equity and increasing returns) including a $50,000,000 credit facility with one of the largest financial institutions in the U.S. We bring great experience and depth to your capital raising efforts and have access to a broad network of investors. For clients whose structure, offering and deal underwriting criteria meet our qualifications, we provide:
- Ongoing updated investor presentation(s) and materials
- Direct capital raising on behalf of the Fund
- Training, guidance and support on effective presenting
- Strategies for ongoing capital raising
- Updates and revisions to offering documents as needed
As a non-broker/dealer, we are required to be a principal of the issuer in order for us to actively raise money for any Fund. We are highly selective in our choice of partners for a Fund in which we are to be a principal and engage in a rigorous due diligence process. For a confidential discussion of your project or to learn more about our services, contact CEO Matt Burk at 855-503-0731 or submit your query in the form on our Contact page.
