|
Private Funding For Real Estate
Deals Or Other Business Ventures
If you are looking for the solution to obtain the private investor
financing you need for your business, you have just found it.
You will obtain
financing from private individuals who are actively
seeking to invest in small businesses.
IMPORTANT NOTICE - CLICK HERE TO READ
Determine whether you fit into any of these categories:
-
You need other financing
options than an SBA loan, Bank loan or Hard Money Loan because you
don’t meet the qualifications for those funding sources.
-
You have submitted
business plans to everyone under the sun, including Banks, Venture
Capitalists, Angel Investors and even private individuals who have
money – and you can’t understand why no one calls you back. Or,
maybe one or two investors seem interested, but never get to the
point of actually writing you a check.
-
You know that private
investors are a source of financing, but you are not sure how to
properly approach them or how to put together the necessary
documentation that is required.
Contact The Right
Investors For Your Particular Business Venture Or Real Estate Deals
And They Will Want To Invest With You
Just like professional
investment institutions, private individuals also want to see their
money grow to the maximum. They also want a higher return than
“traditional” investments such as Certificates Of Deposit, T-bills,
Mutual Funds, Bonds or a Savings Account can provide. Private
investors enjoy being involved in financing a variety of smaller or
start-up businesses as well as larger ones. This is where your
Business or Real Estate project comes in.
Whenever there is a small, or large, solid Business or Real Estate
project with a good exit plan and clear potential to make money at a
higher-than-average rate of return (and possibly quicker than with
traditional investments), there is a private investor out there
willing to provide the money to help finance it. Even if there is
higher risk involved.
Two Basic, But
Critical, Things You Must Understand In Order To
Successfully Approach Private Investors And Be Able To Persuade Them
To Finance You
First: Do not expect a serious investor to get anywhere near the
point of actually giving you money for your company or project
unless you have presented them with a properly structured and legal
Private Securities Offering.
Having a sound, well-written
Business Plan is obviously a critical
component in the process of obtaining funding, but it should never
be relied upon as an investment document and it cannot take the
place of a legal Private Securities Offering.
Second: Proper documentation for raising capital from investors is
of vital importance. The specific documents needed for raising
private capital are:
Private Placement Memorandum:
Or
"PPM", is the document that discloses all pertinent information to
the investors about the company, including: proposed company
operations, the transaction structure (whether you are selling
equity ownership or raising debt financing from the investors), the
terms of the investment (share price, note amounts, maturity dates,
etc.), risks the investors may face, etc.
NOTE: Do not confuse the detailed corporate disclosures, SEC
disclosures, and transaction structure contained in a properly
prepared Private Placement Memorandum with the business operations
information that a Business Plan provides - they are not the same.
Promissory Note: In a debt-structured Private Placement Offering,
there must be a Promissory Note that outlines the terms of the
funding arrangement with the investors. The note is the actual "loan
document" between the company (you) and the investor. It is not
possible to have a "loan" without a "loan agreement" that sets forth
the terms and conditions of the loan. Don't expect investors to
provide you funding based on a handshake. You must have the proper
documentation to protect both the investor and yourself.
Subscription Agreement: This is what is necessary to authorize the
investor to actually transfer their funds to you. It is the document
the investor signs and returns to you with their investment check.
NOTE: You must know how to properly structure the aforementioned
documents. We provide you with the properly structured forms and
exact instructions on how to complete them.
Ask yourself:
Would you invest funds into a company without having
the protection of legal documents that set forth the terms and
conditions of the investment, including when and how much you are to
be paid back?
Without a properly structured and prepared
Private Securities
Offering, that is exactly what you are asking an investor to do.
There Are Rules That You Must Follow When Approaching Private
Investors
In order to legally
approach private investors and accept their investment funds,
you must follow the rules and regulations forth by the
Securities and Exchange Commission (SEC) and State securities
regulators. The information included with The Private Investor Toolkit
enables you to make sure that you are in compliance with the rules and conditions under which you may approach investors
under SEC Regulation D exemptions for selling private
securities.
The most common exemptions
used by private companies in the sale of private securities are
SEC Regulation D 504 and SEC Regulation D 506.
Blue Sky Laws:
The "blue sky" laws are state laws that regulate the offering
and sale of securities (even private securities) and are designed
to protect the public from fraud. It is required that you
follow these laws. To do so, you must understand what the
compliance requirements are for the state(s) in which you will be
making your Private Securities Offering. These laws require
sellers of new securities issues to register their offerings and
provide financial information about the company selling the
securities and its principal officers or managers.
While not difficult to
understand or do, failure to follow these rules and regulations can
result in severe fines and penalties. So,
not being aware of
these rules is not accepted as an excuse in the eyes of the law.
Now you know.
So, Who Should Use A Private Securities Offering?
Any private company or entrepreneur that is seeking to raise money
from private investors must have a Private Securities Offering in
place. Only a Private Securities Offering can provide the required
legal framework to accommodate investment.
Even if your transaction will
only involve one or two investors, you
are still legally required to provide the proper transaction
framework, which includes the necessary disclosure documentation and investment agreements.
CLICK HERE to review the
earlier caution about the need to make sure you do things legally.
What Is Your Risk In Funding Your Business Through Individual
Private Investors?
Let's face it. Even the best planned Business or Real Estate project
can fail. However, when you have executed a properly structured
Private Securities Offering, you are not held legally
responsible for repayment of the funds
if things do not work out. As long as you can demonstrate that you
have put forth your best effort and have been responsible in how you
run your business, the monetary risk falls entirely on the
investors.
This Is Your Solution To Raising All The Money You Need For Your
Business Or Real Estate Projects Without Needing Any Credit Or
Collateral
When you join our program,
we provide all of the materials and
support that you need in order to create a professional-quality
Private Securities Offering and you learn how to effectively present
your proposal to investors in a way that will persuade them to want
to invest their money in your Business or Real Estate project.
This support also
includes phone/email support and a final document review by an
experienced, licensed attorney.
You Will
Learn Very Effective Methods And Techniques For Obtaining Funding
From Individual Private Investors
There is a technique for getting money for tough-to-sell projects
and ideas. It is rarely used, but is extremely powerful when used
correctly.
A step-by-step formula for locating hard-to-find Private Investors.
These investors have deep pockets and can offer large amounts of
cash for good, workable ideas.
Determine if an "Angel" investor
is actually the right type of investor for your business. You may be
surprised at the answer.
8 answers to questions you will be asked when you are looking for
money. You need to have the answers before talking with potential
money sources. If you don't know these answers you can forget about
getting the money.
The 10 most common mistakes people who are looking for money make.
Without knowing them, you'll likely make one or more of these
mistakes, putting a virtual halt to your efforts even before you
start.
Learn the 1 reason why you either get all of the money you need or
you don’t. Only those understand this are able to capitalize on it.
A sure-fire way for you to get investors to back up your proven
projects. Follow this technique and it’s possible that you can have
people offering you more money than you initially needed.
A simple strategy which
enables you to raise money through the mail. Used correctly, you can
eliminate the need for face to face contact or clumsy conversations
with others. A great option that is perfect for the beginner.
A nine-word phrase you should say to potential investors which will
ease their doubts about you when you begin talking about
profit-making ideas.
Where you can quickly get $10,000 to $500,000 or more to fund any
project you can think of in the next 30 days or less.
A simple strategy that can enable you to multiply up to 10 times the
amount of money you receive within 24 hours of putting it into
action.
The toughest, most important decision you have to make when you are
searching for money and how to make it intelligently and morally so
you never have to second guess yourself.
Learn the insiders’ knowledge on why certain projects and ideas
always get money and why others never seem to get any at all; and
what you can do to make sure you're always on the right side.
How and where to tap into
sources that can provide you with several unusual financing options
for your projects.
Why not being afraid to ask for money will make you more respected
by the "movers and shakers" of your field of interest.
A subtle and powerful mental strategy which can motivate even the
most reluctant investors to invest with you. Applied correctly, this
strategy will get them to invest almost every time.
A professional approach will get your foot in the door. An
amateurish one will prevent it from ever opening. With private
investors you usually only get one chance to make a good impression. Why blow it by not being
prepared when it’s so easy to be?
More advantages that you’ll have with our personalized service:
The ability to create a professional-quality private securities
offering for your business or Real Estate projects as well as full
review of all your final documentation by a Licensed Attorney.
Knowing that you will always be in compliance with government
regulations regarding the sale of securities
CLICK HERE.
Knowing that your
investment proposal will be taken seriously by serious and
sophisticated private investors.
Knowing how to find all
the investors and money you need right in your local area.
Knowing exactly how to
approach investors and precisely what to say and not to say to
investors.
An understanding of why it
is critical that you choose the right type of investor for
your business. There are differences between an Angel Investor,
Venture Capital and an Individual Private Investor. You need to
understand those differences in investor types and what they mean to
your success.
Proposal presentation
techniques that will have investors practically "eating out of the
palm of your hand" and eagerly asking you to let them invest in your
business or project.
Comprehensive explanations
about the differences between “equity” offerings and “debt”
offerings including the benefits of each as well as when and why to
use either. Not knowing this can cause big problems later on.
Explanations about
different types of corporation structures (C, S, LLC) that your
business can take, including examples of why and when each should be
used. You would be surprised at how many people make mistakes with
this aspect of their business.
Step-by-step instructions
on how to complete a Private Placement Memorandum (PPM),
Subscription Agreement (SA) and Promissory Note (PN)
PPM Templates in MS Word
format to configure and print out for each type of offering (Reg D -
504, 506, Debt, Equity, C/S Corp, LLC).
A Subscription Agreement and a Promissory Note Template in MS Word
Format.
Sample investment offering
transaction structures and a transaction structure calculation
spreadsheet for both equity and debt offerings.
Additional strategies on
how to structure your offering to investors.
A list of private
individuals who have anywhere from a few thousand dollars to a few
million dollars to invest in your business.
You’ll
Also Receive These Materials/Services:
#1 A library of
40 highly effective contact letters designed to attract the
interest of potential private investors based on the industry or
type of project you are raising money for.
Many investors receive
several investment proposals a week. Used correctly, these specific
contact letters will ensure that your executive summary or business
plan gets attention right away.
#2 List Of
Hard-To-Find Private Investors
Once you have put together
your investment offering, you’ll want to start contacting Investors
using one or more of the contact letters in Bonus #1.
By applying the methods
and tips that you will be given, you will be on your way to
successfully raising the financing you need.
#3 Three (3)
months of phone/email support.
For a three month period,
we will support you in the process of creating your private
placement offering via document draft reviews as well as final
review of your PPM by a licensed attorney.
THE PRIVATE INVESTOR
TOOLKIT provides you with the information and support you need to
obtain financing from Private Investors for your Business Ventures
or Real Estate Deals
|
Our
services and pricing are based upon your specific business goals
and financing needs.
We do not
just offer you a set of "cookie-cutter" downloaded PPM templates,
and a "home study" course and then leave you on your own.
Why?
Because in order to be successful, you need to have a plan that is
tailored to your specific circumstances and business when it
comes to obtaining financing from individual private investors.
There are
plenty of websites on the internet where you can download Regulation
D PPM templates. However, when you use our services, you will
receive a customized private financing plan and the
benefit of our years of experience raising millions of dollars in
private investor financing for ourselves and our clients. |
|
Business Plan Services
We can create a professional-quality
business plan for you or review your existing plan and provide
tips on how to tweak it to make it as attractive to investors
as possible.
To request a quote, email
businessplan(@)privateinvestortoolkit.com |
|