Episode 121: Real Relationships + Bigger Checks With John Funderburk
In this episode, John Funderburk, Co-founder and Chief Investment Officer at Vertex Investments, shares his entrepreneurial journey from house flipping to managing multifamily real estate investments. John reflects on key milestones, including early capital-raising efforts from friends and family, the value of mentorship, and the evolution of his investment strategies. He highlights his consultative sales […]
Episode 120: 3 Ways To Have Investors See You As An Instant Expert
In this episode, we dive into how to establish credibility and be perceived as an expert, even as a new capital raiser. Expertise is not just about having knowledge—it’s about how you are perceived. We explore three actionable ways to create the perception of authority and attract investors without coming off as pushy or desperate. […]
Episode 119: SEC Attorney Wisdom On Crowdfunding + Key Mistakes To Avoid With Nate Dodson, ESQ
In this episode, Yakov sits down with Nate Dodson, a founding partner at Crowdfunding Lawyers, discussing various facets of capital raising, legal considerations, and strategic guidance in capital raising. Nate shares how he works with Grant Cardone and breaks down how the average investor can use a modified version of his deal strategy. He also […]
Episode 118: From “Old-School” To Online Deal-Maker
In this episode, we dive deep into the common challenges dealmakers face in scaling their capital raising efforts, particularly the shift from old-school networking to modern online strategies. With trillions of dollars in potential investment from accredited investors and self-directed IRAs, there’s a huge opportunity for capital raisers to leverage digital platforms. This episode covers: […]
Episode 117: 5 Surprisingly Simple Steps To Never Run Out Of Potential Investors To Talk To
In this episode, we explore five essential steps for capital raisers to ensure they never run out of high net worth investors to connect with. Drawing from a recent Q&A session, Yakov emphasizes the importance of leveraging systems and automation to build and maintain a robust network. Key strategies include identifying your ideal investor profile, […]