Welcome to Kind Equity Partners!
As syndicators, we know how tough it is to raise money and communicate with investors, but we also know that with proper help, achieving our ultimate goals with our investors and enjoying life with our family can be possible!
Watch the video below and discover the advantages of working with a Virtual Professional for your investing business.
Do you want to focus on finding potential investment opportunities? Do you need help in putting together deals, raising money to close the deal, and making sure the deal is run effectively and profitably for all investors involved? Do you need someone to extensively underwrite a deal to determine if the asset should be acquired for a syndication? Do you also need someone to help communicate with the passive investors to keep them updated on the investment project through monthly or quarterly reports?How about all the back-office operations?
YOU’re struggling to raise money, CLOSE THE DEAL AND DELIVER THE RETURNS because you’RE DOING ALL THESE THINGS ALONE.
1
Gather information about the
Property or market
.
2
Create a
Webinar
Deck
and
Investor Kit
.
3
Build and manage
your
Investor Database
.
4
Host and
manage meetings
and
webinars
5
Document
the processes
and systems
all throughout
the deal
F@B virtual professionals can TAKE CARE OF THE NITTY-GRITTY SO WE CAN FOCUS ON building relationships and delivering STRONGER RETURNS TO OUR PASSIVE INVESTORS.
WHAT CAN THE VIRTUAL PROFESSIONALS DO FOR YOU AND YOUR INVESTING BUSINESS?
during the Discovery phase:
- Connect with your target market on different platforms
- Conduct Market Research and Competitor Analysis
DURING THE EVALUATION PHASE:
- Assist in an underwriting analysis
DURING THE OFFERING PHASE:
- Assist in preliminary due diligence
- Maintain and document communication with investors
- Maintain templates of important letters and agreements
DURING THE DUE DILIGENCE PHASE:
- Create survey forms
- Organize reports, statements, plans and documentations
- Keep track of collections, fees and expenses
DURING THE CLOSING PHASE:
- Post and share updates with investors and their teams
SOCIAL MEDIA MARKETING
- Create social media strategies
- Plan campaigns
- Set up business pages on different platforms
CONTENT CREATION
- Write articles and creating videos and social media content
- Schedule social media posts and upload blogs
- Create lead magnets to attract potential investors
INVESTOR COMMUNICATION
- Host and manage meetings and participants
- Handle incoming and outgoing calls to follow up on deals and investors.
INVESTOR PRESENTATION
- Design presentation slides
- Put together important information in pitch decks
NETWORKING
- Arrange meetings, dinners, speaking gigs
- Save contact information of potential investors
EMAIL MARKETING
- Create newsletter wireframes
- Draft emails and create email templates
- Create automations for different investor types
- Create investor update emails
- Create ad hoc, monthly, quarterly, annual and investor reports
INVESTOR PORTAL
- Update information in the Investor Portal
WEBSITE DEVELOPMENT
- Create unique landing pages and webpages for events and deals
- Integrate necessary website plugins
Which level is your investing business at?
the job
An investor without a regular team, systems, free time, or a clear direction. Works all day at their day job, and ends up doing every bit of paperwork, investor calls, underwriting, managing investments, and bookkeeping. Burns the candle at both ends.
the cog
An investor with some outsourced piecemeal help, some processes but no real systems in place. Makes the final decision on everything. Without the investor or his feedback, no real progress is made.
the operator
An investor with a few team members, some automation, decent processes but no documented systems. Needs to capture and document processes the team uses. When a team member isn’t available, that part of the business stops.
the owner
An investor with a team who understands the vision where the company is going in 3-5 years and has clear, documented processes and systems. Confident in the execution pipeline, and cashflow gives the ability to diversify portfolio.