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Quickly & Compliantly Raise Your First $100 Million and Scale Past $1 Billion AUM
For the next couple minutes, I’m going to show you how we quickly and compliantly raise hundreds of millions of dollars for fund managers and financial advisors by substantively differentiating their firms and communicating their unique value proposition to our 130,000+ accredited investors, which includes over 15,000 institutions.
As you probably know from experience, raising money for your asset management business from friends and family can only get you so far… to raise capital at scale, you have to think and operate like a sophisticated financial institution.
It all starts with realizing the only three variables that determine the quality of an investment: risk, return and liquidity.
If you can generate superior true risk-adjusted investment performance, report it with the correct use of meaningful quantitative metrics, and validate it with third-party administrator corroborated valuations and annual audits, you can clearly and credibly communicate that your strategy is better than the traditional approaches peddled by every financial advisor and real estate syndicator, and win the battle for capital on merit.
The greatest opportunity to generate superior risk-adjusted performance—which means that not only does your strategy perform well during the good times, but it also performs well across market crises—exists in the arbitrage opportunities that are created by the inefficiencies of private markets like real estate and small business.
If your strategy is new, it must be objectively backtested (without cherry picking or fitting data) by a third-party to accurately measure its risk-adjusted performance as if you’ve been actually running it for over a decade.
Only then is it time to raise capital…
As a fund manager, you can spend hundreds of thousands of dollars hiring wholesalers and key accounts managers that work RIAs and family offices for years, or pursue the much more expensive independent broker-dealer route and never raise a penny. The reason for the high probability of failure through traditional distribution is that RIAs and IBDs don’t make decisions based upon merit. They make decisions based upon a mix of fear, complacency, and ignorance. And with each passing day, these traditional distribution channels get one step closer to going extinct…
As a financial advisor, when you learn to how to accurately evaluate the quality of investments and portfolios across asset classes, then make allocation decisions based upon what is objectively best, you can uniquely meet the needs and desires of clients in a manner unmatched by your competition and qualify to have us send you our retail leads. (We’re not a retail-facing firm and outsource the wealth management function.)
If your risk-adjusted performance is strong enough, we can use innovative feeder structures like funds of funds and private structured products organized around a shared risk-adjusted performance and time horizon appetite to access the capital markets at-scale.
While all this may sound complex, it all boils to one basic idea: plan for the worst and hope for the best—with a willingness to learn, the rest will take care of itself.
To get started, read The Shadow Banker’s Secrets: Investment Banking for Alternatives (for a limited time, we’re giving away free copies; just cover shipping), then schedule your free private consultation.