Capital raising topics

Entrepreneurship and wealth building

A film made for 1.3 million dollars was sold in 49 countries and grossed over 100 million dollars, according to Jeff. In his keynote, he also says he took a company from his giving program through a sale to a Fortune 500 company with zero percent voluntary turnover. He set a goal of dinners with families in 50 countries and has now reached 100 families. Kevin notes that radio took 38 years to reach 50 million listeners and the Pokemon Go app took 15 days.

The investor club talk covers lessons from about 15 to 16 years, since the club started in 2007. The Dental Club deal took 14 months to negotiate, and the price fell to about a fifth of the three million dollars first requested. The speaker's team bought privateequity.com for 138 thousand dollars and later sold it for 420 000 dollars. Joel says a $10,000 co-investment in an investment bank was worth $4 million a couple of years later. Walter is raising a $10 million Series A.

17 videos on this topic.

Videos with summaries and takeaways

• Jeff's Keynote on Legacy, Value and Building Wealth With PurposeA question Jeff asks of any business is whether many people would pay more for what it does than it costs to do.
• Kevin's Three Steps to Rebuild a Business Through Digital MarketingKevin describes how his television based business came under pressure when viewership fell 50 percent in ten years.
• 9 Lessons From 16 Years Running an Investor ClubRichard C.
• Joel on Asset Protection, Offshore Trusts and Building WealthA $10,000 co-investment in an investment bank grew to $4 million within a couple of years, according to Joel, an asset protection lawyer.
• Real Estate Wealth: The BRRR Method and the 1% RuleLloyd, president of the Los Angeles County Real Estate Investors Association, describes a simple path for new real estate investors.
• Closing Deals with Celebrities and Pro Athletes: Metta World PeaceMetta, a former NBA player with a 17 year career, describes how he moved into business through his philanthropy work in Los Angeles.
• Kevin Harrington on Building a Brand, Deal Flow and CelsiusKevin Harrington, an original Shark Tank investor, says he financed over a thousand projects across 20 plus years at a pace of 50 a year.
• How Joel Built a Multi-Country Single Family OfficeJoel, an international tax and corporate lawyer, describes his firm as the defense side of wealth.
• Building a $5 Billion Luxury Apartment Firm: Larry of Connor GroupLarry started the Connor group in 1991 with no real estate background.
• Self-Directed IRAs: Investing in Private Equity and Real EstateCarl describes self-directed IRAs and 401ks as accounts some investors use to hold real estate, notes and private placements, not just public market assets.
• How Family Offices Train the Next Generation of LeadersRespect for younger family members is the point this Beverly Hills Investor Club Summit panel returns to most.
• Why Investors Want a Family Office: Virtual, Single and MultifamilyA person worth $200 million can walk into a bank and have their money managed, but a bank often designs its offering around its own structure.
• Why Investors Want a Family Office and Which Type FitsA family office exists because wealthy people want more control and a structure built around them.
• Family Office Creation Case Studies and Real Client ExamplesRichard C.
• NFL Player Raising $10M and Creating 200+ Jobs: Walter's StoryWalter played two years in the NFL for the Eagles, Colts, Bengals and Bills.
• What Is a Family Office and Why Do Ultra-Wealthy Families Want One?A family office is an investment solution for ultra wealthy families, and this talk from a Las Vegas conference defines three types.
• Grooming the Next Generation to Help Run the Family OfficeA lemonade stand brought in $55 per day, and a later one brought in $250 per day in just 90 minutes.

Questions answered

• 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

• Family office fit check

Common questions