Closing deals
Investor wires should arrive only after documents are signed, and they should go to a segregated account such as escrow or a securities attorney's trust account. Personal or operating accounts are the wrong place for them. Wiring instructions belong in the closing package, and investors should confirm them by phone. Every wire should be recorded. Securities counsel should check the setup before any money is taken. The guide on how to close a committed investor and get funds wired covers this step.
Getting to that point starts earlier. Richard C. Richard says to find out what the investor wants and offer that, then ask directly for the next step. A soft commit after a short pitch counts as interest only. Urgency should come from real reasons, such as a closing date or a limited allocation, said once and plainly. On fees, keep the structure simple enough to explain in one breath. When an investor goes silent, change the channel before sending another email.
1 video, 5 questions and 1 guide on this topic.
Guides
- How to Close a Committed Investor and Get Funds WiredAn investor says yes on a call.
Videos with summaries and takeaways
- The FAST Fundraising System: Find, Assess, Show, TransactThree questions sit at the center of Ray's FAST fundraising system from Exit Experts.
Questions answered
- How do I handle investor objections about my fees?Answer the objection directly and keep your fee structure simple enough to explain in one breath.
- How do I collect wire transfers safely from investors?Many sponsors collect investor wires after documents are signed, and send them to a separate account such as escrow or an attorney trust account instead of a personal or operating account.
- How do I get an interested investor to commit?Find out what the investor wants and offer that, not what you need.
- How do I create urgency without pressuring investors?Use real reasons to decide, like a closing date or a limited allocation, and say them once and plainly.
- What should I do when an investor goes silent?Change the channel before you send another email.
- How do I close a funding round?I close a funding round by focusing on investors who fit the opportunity and moving each interested prospect through clear, consistent follow-up.
- What documents do investors request during due diligence?Prepare a clear, organized package covering your operations, investments, compensation, team, and track record.
- How do I raise capital for my business?I raise capital by building a repeatable system for attracting the right investors, establishing credibility, and developing relationships before asking for money.
- How do I raise money with no track record?I would raise money without a track record by focusing on credibility, relationships, and evidence of my ability to execute.
Tools for this topic
Common questions
Where should investors send their wires?
Investor wires should go to a segregated account such as escrow or a securities attorney's trust account, not a personal or operating account. Send them only after documents are signed.
What is a subscription agreement?
It is the contract an investor signs to buy a set amount of securities in a private offering. It usually covers the amount and price, investor and issuer statements, closing conditions, transfer limits and signatures.
What should I do if an investor stops replying?
Change the channel by trying a text, a short call or a quick video during business hours, then close the loop politely. If you still hear nothing, stop chasing and move on.
