The video provides high-value, actionable professional advice that solves a specific pain point for founders, while seamlessly integrating the creator's product as the solution to the workflow described.
Summary
The creator outlines a step-by-step fundraising playbook for real estate and venture capital projects, detailing the use of email, deal pages, and webinars. He demonstrates how his platform, Buckshot, manages the entire process from investor interest to final subscription documentation.
Structure
1Introduction to the fundraising playbook
2Explaining the initial email and deal page setup
3Describing the investor intake and management process
Finalizing the subscription list and closing the raise
Product placement
The creator uses his own platform, Buckshot, to demonstrate the fundraising workflow, showing the dashboard and deal pages throughout the video.
Call to action
Comment below if you want me to go into the subscription DOC in actual signing and funding part.
On-screen text
this is the exact fundraising playbook that took my partners and I
to over 200 million in capital raised across venture capital in real estate
this is assuming you have an investor list
this email has an image
the description of the opportunity in a link to the deck or the deal page
deal page is what we're using now for the deck
it says everything to do
everything about the opportunity in it
that's a separate video that we'll get into
but just know that this deal page also has forms
as a form for emails
as intake forms for investor interest
requesting calls with the project team
or access to the data room
in the financial model
all of these forms link to a backend dashboard
where we handle investor requests
so we send them the data room
if it's someone we feel comfortable sharing it with
we schedule a call
if it's someone we deem that's worth having it one to one call with
next step in the playbook
is to send out an overall email
where you include these materials
like the Excel model
any other supplemental materials as well
this is also where you have
the RSVP to a webinar
what we use for this is actually add event
this is a little free game for you
add event allows you to have zoom webinars
without paying up for it on zoom
there's a link where they go
and then the prospective investors from your email list
particularly
you wanna target the people who have came in and looked at the deck
send them this email
invite them to RSVP
to a call with the management team
a group call
you have the webinar you host it
it's usually like a panel style
if it's real estate
it's the project team
if it's venture capital
it's the startups
executive team or founding team
after you have this call
it gets recorded
you follow up again with
another email with the recording of that call
again sending out a link to the deal page
and any other investor materials that you wanna share
and you also request people to send in their final indications of interest
throughout this whole process
you are taking in those indications of interest
from the very beginning
when you send out that final indications of interest list
and you build your total subscription list
who you're gonna send out your subscription docs to
that's the next step in the process
that's really moving towards the close of the raise
but this is the playbook for getting your raise out there
or getting your project and investment out there and bringing it to market
if you want me to go into the subscription DOC
in actual signing and funding part
comment below
I'll get into that in the next video
Transcript
this is the exact fundraising playbook that took my partners and I to over 200 million in capital raised across venture capital in real estate. We're gonna go through it right now. The first thing is the main email that goes out. This is assuming you have an investor list. This email has an image, the description of the opportunity in a link to the deck or the deal page. Deal page is what we're using now for the deck. These are the virtual pitch decks. It says everything to do, everything about the opportunity in it. That's a separate video that we'll get into, but just know that this deal page also has forms. There's a form for emails in order to view the deal page and as intake forms for investor interest, requesting calls with the project team or access to the data room in the financial model. All of these forms link to a backend dashboard where we handle investor requests. So we send them the data room if it's someone we feel comfortable sharing it with. We schedule a call if it's someone we deem that's worth having it one to one call with. Next step in the playbook is to send out an overall email where you include these materials like the Excel model, any other supplemental materials as well. This is also where you have the RSVP to a webinar. What we use for this is actually AddEvent. This is a little free game for you. AddEvent allows you to have Zoom webinars without paying up for it on Zoom. In this email, there's a link where they go and then the prospective investors from your email list, particularly you wanna target the people who have came in and looked at the deck, send them this email, invite them to RSVP to a call with the management team, a group call. You have the webinar, you host it. It's usually like a panel style. If it's real estate, it's the project team. If it's venture capital, it's the startup's executive team or founding team. After you have this call, it gets recorded. You follow up again with another email with the recording of that call, again sending out a link to the deal page and any other investor materials that you wanna share and you also request people to send in their final indications of interest through a dedicated form. Throughout this whole process, you are taking in those indications of interest from the very beginning when you send out that final indications of interest list and you build your total subscription list who you're gonna send out your subscription docs to. That's the next step in the process. That's really moving towards the close of the raise, but this is the playbook for getting your raise out there or getting your project and investment out there and bringing it to market. If you want me to go into the subscription DOC in actual signing and funding part, comment below. I'll get into that in the next video.
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