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.

For more information about our products and services, contact us at:  services(@)privateinvestortoolkit.com

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.

For more information about our products and services, contact us at:  services(@)privateinvestortoolkit.com

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.

For more information about our products and services, contact us at:  services(@)privateinvestortoolkit.com

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

Privacy Policy | Terms of UseDisclaimer | Purchase Policy

Copyright MIYP Publishing - PrivateInvestorToolkit.com - All Rights Reserved