Capital Raising Workshop. By Richard C. Wilson

Capital Raising Workshop By Richard C. Wilson Capital Raising Perspective 1. 10 Years of experience 2. Raised over $250M on sell-side – Advise o...
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Capital Raising Workshop

By Richard C. Wilson

Capital Raising Perspective 1.

10 Years of experience

2.

Raised over $250M on sell-side – Advise on $10B+ on buy-side with $700M in assets in two single family offices I help run as CEO and Head of Direct Investments.

3.

Heavy in third party marketing/capital raising past for fund managers, currently hands-on in merchant banking and investment banking, as well.

4.

Large family office focus, single family offices, $1B+ ultra-wealthy families.

5.

Consistent failures upfront, limited resources, (Oregon), non-Ivy league entry…. Challenges

The Family Office Club is the #1 largest family office association globally with Over 1,000 registered family offices. We have the #1 most attended U.S. family office conference series, and the bestselling book in the industry. Our platform business model approach allows us to provide family office training, conference, investor data, executive search, and single family office creation and management services all through the Family Office Club brand and relationships.

Visit FamilyOffices.com for membership options or call (305) 503-9077.

Bad News No magic bullet “If you want to have what others don’t you must do what others won’t.” Capital raising takes planning, hard work, longterm strategy, and time. That is also the good news.

I hated every minute of training, but I said, “Don’t quit. Suffer now and live the rest of your life as a champion.” – Muhammad Ali

Part 1: Capital Raising Fundamentals

Fundamentals of Capital Raising 1) Meet in person as often as possible. Jeffrey Gitomer lesson: life is unfair and that is great news to those with friends. It is also said that in 2 years you will be the result of the 5 closest friends and business friends around you. What 2-3 key investor friends would push both your personal development and capital raising to the next level? 2) Most marketers and capital raisers give up after 2-4 attempts at reaching or selling an investor. Most investments are made after at least 9-12 follow up attempts. Robert Cialdini’s work on influence and persuasion shows that after 5-7 attempts you become “familiar” and more influential. Interesting that psychology shows we can only hold 59 pieces of information at a time, could be that we have to form an overall opinion after the first 5-9 touches because we can’t store every individual time that we have engaged with that person? 3) Constant improvement – Constantly pushing to the next level of evolution within your marketing materials, marketing knowledge, CRM system, your authority status, and connections.

Multi-Modal Capital Raising Definition: Capital raising that leverages the combined effectiveness of email, web, phone, and traditional mail-based avenues to maximize the impact on the potential investor. To execute this effectively requires: 

Template emails to be sent out immediately before phone calls.



Educational folders with valuable white papers, studies, surveys, etc.



Trained professionals who can reach out via the phone to 30-80 investors a day.



A CRM system which tracks the number and timing of touches.



Bulk purchasing of mailing materials, return labels, business cards, and printed promotional materials.

Goal: Create a highly documented, repeatable system that can be duplicated, replicated, and followed. The system is the asset, not the marketer

Capital Raising Trifecta Components

1.

2.

1.

Writing: Whitepapers, reports, surveys, interview transcripts, Books, Columns

2.

Speaking/Video: Panels, whiteboard videos, recorded webinars, full day workshops

3.

Proactive Selling: Foundation of Authority, Credibility, Thought Leader, Niche Focus, Advisor Positioning Who has the time?

Targeting Appropriate Investors $1.5B/Year Private Company Call $10B State Pension Fund Meeting Publicly Traded Company in Poland Opportunity $100M Roll Up in Lower Middle Market

Capital Raising Basics Checklist PowerPoint Pitch Book (20-40 pages) Single One-Pager Promotional Piece. One-Page Case Studies of various investors within your fund (3-5). 10+ FAQ Pages with complete research, diagrams, charts, disclosures, sign-off by compliance, etc. Educational Marketing Folder. Marketing materials on one side and whitepapers and educational pieces written by your team or others (Arthur Bell, etc.) include inside. Master DDQ: Should be at least 40 pages long with complete, reviewed, 5th draft answers for each question including charts, pie graphs, diagrams, etc. It can be tempting to blow through these and check it as done. That is a mistake. One-Page Marketing Plan: Top 5 priorities & Top 1 in 5; investor channel focus; daily goals and schedule; strategic initiatives; monthly, quarterly and annual goals Database Updates: Important to update all databases with your performance as some investors will rely on these to learn more after a phone conversation. I recommend completing your data within at least the HedgeFund.net, HedgeFundResearch, EurekaHedge, HedgeCo, and CogentHedge databases (or whatever databases specific to your industry). You may want to outsource this to maximize your “with investor” time.

Blocking & Tackling 1.

Update your CRM Daily

2.

Tell Stories/Pictures (78% statistic)

3.

Leverage Direct Mail, Email, and Phone Calls

4.

100 Face-to-Face 1st Name Basis Relationships

5.

Don’t Like the Harvest? Talk to the Farmer. Wood First.

Introduce yourself to someone you don’t know and share what you do daily to raise capital.

Doctor Approach 

Laser Focus, Niche Expert



60% Questions



Develop Your Authority



Based on everything you have told me…



Influenceable to Influence (Covey)

No Investor Avatar What: An Investor Avatar is a complete picture of exactly who your targeted investor is, what they need, worry about, fear, and act on. Why: Develop relationships with people not companies. We speak with people, not to companies. Most marketing speaks to “customers” instead of individuals.

Doctor Approach: Focus more on your avatar than any of your competitors, describe their problem better than they can, doctor approach. What does your investor avatar look like?

Rockefeller Habits Top 5 and Top 1 in 5 for your capital raising priorities. Priorities may include things like CRM implementation, hitting your 40 call/email mark every day, creating your first 3 whitepapers, completing at least 4 investor in-person visits each month. Different in a unique way, valuable to customers, that you can be #1 at? What are the choke points? Identify Your Choke Point



Research? Talent?



Local investor relationships?



Institutional consultant relationships? (ChannelSpecific.) Press relationships?

Part 2: Raising Capital from Family Offices

More Money More Problems Single Family Office: A full-balance-sheet 360-degree ultra-affluent wealth management and CFO solution for a single individual or family. Multi-Family Office: A full-balance-sheet 360-degree ultra-affluent wealth management and CFO solution for multiple individuals and families. Minimum Wealth Comparisons.

Wild West

5 Core Drivers of Family Office Growth 1.

MFOs lowering standards

2.

WMs raising standards

3.

Raise of Global Wealth

4.

Rise of Family Office Service

5.

Bank/Trust talent leaving

Crystal Clear Advantage 1.

2,000+ pitches a year.

2.

86% of investors won’t invest in something they don’t understand.

3.

Half of all “passes” on a strategy are due to educational barriers.

4.

Geographical & Sandbox Family Focus.

5.

Families are fee-sensitive.

In one sentence maximum describe the crystal clear advantage of investing with you to someone you don’t know.

First on the Beach 1.

Open to Create arrangements.

2.

In private equity Fund #3 or Fund #4 or later most well received, for hedge funds 5 year track record is the standard.

3.

Prove the concept, market, business plan.

4.

Capital preservation is their chief concern, not a timeline to allocate or checkbox forced allocation to a region.

5.

Don’t kill my money (Kevin O’Leary).

Long-Term Perspective on Strategy Reverse cognitive bias How you do one thing is how you do everything.

The Brian Tracy Character Test

Expedient or Done Right?

22

Listening Influence-Able 5th Habit: Seek first to understand and then to be understood . 5 levels of listening 1)

Ignoring

2)

Pretend listening

3)

Selective listening

4)

Attentive listening

5)

Empathetic listening

We speak at 150 words per minute but can listen at 500 words per minute. Charles Grace Story

Start High Stay High

Niche Monopoly

Operate in Your Space

Full Chess Board Portfolio

Knock Yourself Off

Expedite the Inevitable

Part 3: $100,000+ Mistakes

Francis Underwood Such a waste of talent. He chose money over power. In this town, a mistake nearly everyone makes. Money is the Mc-mansion in Sarasota that starts falling apart after 10 years. Power is the old stone building that stands for centuries. I cannot respect someone who doesn't see the difference.

Not Mapping Out Investor Experience

Don’t be Too Creative

Spreading Yourself Then Geographically

Lessons in Local UHNW Networking Identify Top 10 Connectors In Your City Add Value First Position With Branding Identify Top 5 Communities

Identify The Gap Generate Press Direct Mail Be Noticed – Ogilvy Strategy (Office Space/Car/Memberships)

Doing Too Much

More Capital Raising Mistakes 1.

Out of the gates 3-month capital raising goal (4-14 months realistic sales cycle.)

2.

If you build the track record they will come. (They will most likely not come.)

3.

Not dedicating enough personnel or funds to capital raising resources.

4.

Speaking at conferences full of competitors instead of investors.

5.

Under-estimating the power of real business friend relationships with potential investors or institutional consultants.

6.

Lack of marketing training: a little can go a long ways, even 2-3 days/year can be enough in addition to training via reading.

7.

Thinking they don’t have time for educational marketing or authority building work.

8.

Writing off PR completely – “hedge funds can’t do that” (but they do).

9.

Boring run-of-the-mill USP (or, worse yet: none at all). (“Our portfolio is uncorrelated with the broader markets, our team is experienced, and we actually may do best in down markets” it sounds all the same to investors).

Part 4: Using Authority in Capital Raising

A Preview of Ideas

My Path to Family Offices

Best Way to Capture HNW Prospects: Don’t.

Our $5M+ Three Step Process

Generic Family Office or HNW Strategies

Tightly Define Your Sandbox

Organize Your Niche or Investor Set

A Niche within a Niche – Counter-Intuitive Lesson 1.

German families living in New York

2.

French families living in London

3.

Commodity and Natural Resource Families

4.

Real Estate Families

5.

Physician Focused MFO in Canada

6.

$1B+ Families from U.S./Singapore/London

$1M Lesson: The more niche your focus the larger and more powerful the network you will have (More Value). 46

Over Invest in Specialization

Become THE Authority

Maturation= Need for Specialization

Sandbox Domination - $10,000 Slide 1. Identify a keyword term or phrase that you will own 2. No matter how long it takes aim to be THE #1 expert of that sandbox, and make sure you think it is worth it to do so.

3. Current Examples: Billionaire Family Office, Family Office Executive Search, Family Office Book, 4. Tools: Blog posts, whitepapers, YouTube videos, Amazon book titles, “Cheat Sheets” or “Guides”, Audio Resources, PR, guest blog posts, Slideshare, LinkedIn, Twitter, etc.

Selecting Your Sandbox 1. Geographical, Service, Industry, Asset Level Specialization 2. Germany Family Office in New York 3. Billionaire Family Office 4. Wine Fund, Commodity/Energy Fund, etc.

What is your sandbox?

Influence & Persuasion • • • •

Fixed Action Patterns & Helpful Shortcuts Expensive = Good Quality Reciprocation Authority

• John Stuart Mill, Economist 1873 • Cognitive Overload: Knowledge doubles every 15 years, 400,000 scientific journals • Common Sense

• Ethical Persuasion = Effective Communication & Marketing • Theories based on thousands of hours of solid research • 3 years of sales positions + Tactics organized in 3 categories • 35 years of scientific research

Authority Drives Influence 1. 2. 3. 4. 5. 6.

Authority Commitment Reciprocation Similarity / Liking Scarcity Social Proof

All of these may be triggered by Authority

Why Gain Authority Status? It will become easier to get meetings, prospects will take your meeting requests Investors will begin cold calling you (150k emails) New business ideas, partnerships and opportunities will naturally develop as other leaders in the industry see that you are a mover in the industry If you keep focused on writing for 18-24 months you will have enough content and clout to negotiate a book deal and speak at conferences for a fee (Wiley, 15 speeches/year, e-book 50k times) Advertising costs go down as your name and firm name are read by thousands of people reading your writing each day

The Scarce Authority Combining the power of scarcity and authority makes for a potent capital raising advantage in the hedge fund industry. Scarcity: Limited resources are seen as More

valuable. Loss is greater motivator than gain in all cases. Become extremely authoritative, or great USP. Create competition to invest within your fund. “Looking for 3-4 family offices to partner with” Has to be believable – Family Offices.com Example. (Because…)

Authority Example Authority: Establish yourself as the #1 authority in your asset class, strategy, and/or investor channel. Hedge Fund investing whitepaper and research example Side Benefits of Growing Authority: •Books •Clothing •Publications • Cars (Aesthetics) • Speaking • Designations • Job titles • White papers • #1 in …

Authority Construction Jeffrey Gitomer Inspiration (44 years old) Rainmaker Training

Blog Launch, Guest Articles, Speeches, Events, Free Association, Self-Published, etc. Result: Articles read 20 million times, e-book downloaded 100k times, 125k emails a year Despite: I was working full-time when I started writing an hour a day, I am a poor writer, I have ADD, I knew relatively little when I started out, I was not a “go-to expert.”

The Point? Nobody is born an expert and almost nobody finds writing every day an easy task to pick up. Still a challenge. In Authority there are results, tangible resources or excuses. What is holding you back?

Authority Toolbox Write 1 hour a day (Focus on 1-2 Niches). Grow a free blog. Self-Publish a book, or free e-book with your top 50 articles you have written. Speak at prospect and industry conferences (Record Speeches).

Organize quarterly networking events. Grow a free-to-join association of prospects online & offline. Create a weekly email newsletter to reach all prospects. Use FreeConferenceCall.com and interview 1 expert a month and record those interviews. Record audio or video best practices tips and burn them.

The more educational material you can give away to your prospects the more you have “moved the free line” and better positioned yourself.

The Catch 

Fact #1: Out of 50 professionals only 5-7 will attempt to follow this strategy and only 1-2 will succeed.



Fact #2: If you follow this formula you will become well-known, you will do well, and clients and business will flow towards you.



“If you want to have what others don’t, then you must do what others won’t.”



“Successful people dislike doing the same things that unsuccessful people dislike doing, but they do these things anyways because they know that this is the price of success” - Brian Tracy

Unquestionable Credibility 1.

Tangible

2.

Verifiable

3.

Authority or Social Proof Enforcement

4.

Specialized Value & Niche Relevance

5.

Mutually Exclusive with Not Credible

Authority is Taken

Part 5: Investor Funnel Construction

Benefits of Investor Funnel Creation 1.

Synergy: It is always a lot of work to build a funnel, but planning before hand can save you 100’s of hours.

2.

Expertise & Network Growth: Over 5 years you can become more of an expert both in perception and reality than those with double your total experience in the industry, this leads to a massive network of relationships.

3.

Niche Saturation: You can fill a small niche with content using a funnel so that you become a “household name” within your sandbox.

4.

Productive Relationships: Even if the investor you are meeting with didn’t come to you through the funnel you can use these IP assets to boost credibility and be a genuine resource to them very efficiently.

How the Funnel Functions 1.

Straight Experience: Many investors will experience your website, articles, possibly a book or whitepaper, and move down the funnel through most of the steps.

2.

Fragmented Experience: Some investors will consume one piece, such as a book and then contact you directly. ($5B Family Office Example – Book)

3.

Logical Path to End Goal: Some potential investors will learn about you and your brand, view the fact that you have all of these resources in place and while obtaining many of them, may not read any and just ask for an in person meeting directly.

Lessons on Realizing Synergy in Your Funnel 1.

Order: You should start at the top of your funnel and work your way down. Blog posts or articles can be combined into whitepapers or reports, whitepapers can be turned into books and speeches, etc.

2.

Outsource: Once you have many articles and/or whitepapers the book writing or report production piece can be outsourced, with your review of the end materials.

3.

Sandbox Synergy: You must have congruency between your focus and identified investor avatar and authority sandbox so that you will be motivated to learn everything possible about a niche topic, this is the most important “synergy” to make sure to have in place.

Remember These Sandbox Examples… 1. Geographical, Service, Industry, Asset Level Specialization 2. Germany Family Office in New York 3. Billionaire Family Office 4. Wine Fund, Commodity/Energy Fund, etc.

Granular Example: 1) 2) 3) 4) 5)

Identify Target Clients: Avatar process, who & why, define sandbox Blog posts (free): We use Wordpress but started on Blogger Guest blog posts (free): Favor trading, very common for bloggers Articles (free): Newspapers, magazines, newsletters Free Report (free): Free PDF download from your website/blog, capture email addresses or phone numbers. 6) Whitepapers: Copy paste articles together to get a whitepaper published quarterly. 7) Printed Newsletter: We have 50 key relationships, identify the next 200 dream relationships and send the newsletter to each. Short 1-7 page newsletters with granular practical industry insight. 8) Book: A short 100 page book is better than no book if you are sharing insight and genuine value. This is a copy paste job with some editing if you have done the above. 9) Webinars: 90-120 minute webinars can be turned into whitepapers and sometimes books. Free or low cost ($100 or less) is best. 10)Live Events: This should be done last after you have built up a larger following.

Why Leverage This Strategy?

Funnel Implementation Decide what your investor funnel will look like, how long will it take you to put into place and who can help you do so? Write out a plan for building your funnel and decide who you need to contact in the next 24 hours to schedule a meeting to discuss this and start taking action on building it. Discuss your plans with someone you have not met yet and decide what is going to be done by January 15th, June 15th, etc. and this time next year.

Part 6: Copywriting for Capital Raising

Reminder: $40k on Legal Formation $0 on Copy? $100,000 investment and $10M investment? $3,000 - $10,000 worth of time and money spent on a pitch book, but how much time went into thinking about the wording, attention grabbing design, engaging writing, and headlines within that pitch book? $0? Nature of the business: Traders and Portfolio Managers Result: 99% of your competitors completely ignore copywriting

Story Telling Use Stories: Heroes' Journey - Called, Declines, Forced, Challenge, Personified, Grows More Evil, Struggle, Victory

Translate your bio into a story: share how you found your investment process or trading strategy. Picture & Signature: Use a professional photographer and have your picture and actual signature within your marketing materials and communications.

Tell Stories

Use Video to Engage

Write a Book

Copywriting Fundamentals 

Focus on the Headline: The #1 most important part, the headline must grab the reader with the use of your avatar customization



Subject Lines: Marketing Sherpa – 30% Increase vs. 20% for full name



Hook: Your first few sentences have to engage them from the start



Automate Relationship Development: Tools such as Aweber

How can you improve your copywriting in how your emails, Pitch books, or one pagers are crafted?

Part 7: Capital Raising Automation & Working the System

Wyatt Woodsmall 

Most fund managers and marketers know what they should be doing, but actually executing the plan can be difficult. What you are doing when you are not doing what you are supposed to be doing is the problem. Will power is the most scarce resource within the human brain



Learning is doing, it is taking action – not taking notes.

Key: Describe your investors’ troubles and fears better than they can and they will naturally trust you and follow your direction. Get inside of their heads at a level the competition is not or cannot.

Education Marketing helps create this awareness and provide evidence of your deep level of understanding of the major issues. The topic of educational marketing ties into something we will be discussing later – expert status construction

Eben Pagan 

$28M-a-year marketing guru. Setting up a blueprint for capital raising success. You need to structure your work day and life so that your success is “inevitable.”



If educational marketing is what your fund is missing send a note out to someone on your team to create a educational marketing plan on Monday of next week. Then work that plan and execution of it into 20% of someone’s quarterly compensation plan on your team and it will get done.

If you list out the top 5 things you need to be doing, one of these will hold 80% of the value. What 1 daily habit would guarantee your success? Examples: 

# of phone calls and emails



Writing 4 pages every day for a newsletter and/or book



Identify one new source of higher quality research for your investment process



Meet in person with one potential investor every 2 days

Structuring Marketing Execution My friend Brian Tracy says that successful marketers and unsuccessful marketers like and dislike doing the same things but successful marketers execute what is needed because that is the price of success. Habits are over 91% of what we do every day, almost everything is automatic. It is critical to make a habit of following a ritual at work starting with your #1 most important priority and then following a productive pattern of work. Every habit is helping you raise more capital or is stopping you from raising capital. Tony Robbins talks about “getting leverage on yourself” and a lot of marketing is executing on what you know should be done. Free Audio Interview with Brian Tracy: http://FamilyOfficesGroup.com/Audio3

Capital Raising Feedback & Monitoring Edward Deming: “What gets measured gets improved” “If you can’t write a system or process of what is happening you don’t know what is going on.” 3 Critical Numbers to Track for Capital Raising 1) Measure daily actions that are key to raising capital for your fund (40 Phone Calls & Emails a Day) 2) Measure due diligence phone calls or on-site visits completed in a month (Mid-Stage Result) 3) Measure assets raised and capital invested (End Result) Note on Role of CRM Sales Reporting: Forcing monthly and quarterly prioritizing, allows you to analyze responses and warm leads between channels of investors, provides tangible evidence of your actions taken to fund principals or stakeholders who are eager to see the $’s come in from new investors

What will you start measuring?

Operational & Capital Raising Systems

Work the System 1.

Develop and document your core 5-10 capital raising processes and place them in a operations binder.

2.

Assign accountability and update these processes each week so they reflect the ideal reality of how capital raising operates within your firm.

3.

Ensure employees own the system and that it is used and “alive” within the organization.

Listen to my free audio interview with this author here: http://FamilyOfficesGroup.com/Audio2

Build a Capital Raising Machine 

Build clocks, not watches (choke points) - Jim Collins



Example:

Can you steal this process? Discuss what 3-5 core processes you need to document internally.

What is Capital Raising Automation? Marketing Automation: The leveraging of technology to automatically and tactfully only follow up with the most interested investors. Examples: 1.

Only call on those who have opened emails, clicked on a link, or watched a video you sent them.

2.

Assign opportunities to sales staff based on qualification scores of potential investors.

3.

Automatically send a newsletter, email, or have a team member call a prospect every X number of days/weeks, etc.

Leverage marketing automation software to improve your capital raising.

Final Comments & Implementation Focus

6 Capital Raising Audio Interviews

Final Comment: Speed of Implementation Definition: The focus on instantly applying new ideas, lessons, methods, and tools to gain real life feedback as fast as possible.

Benefits: Leapfrog those waiting to conduct more research, stuck in compliance approvals, bogged down in bureaucracy, stopped in their tracks by politics, or lack of hunger for growth. Applied to marketing it means you move up the learning curve 3x faster than your competition and waste less money while doing so. 2009 Conference: 10 speakers all with businesses of $5M – only 1 piece of advice in common.

Final Comment: Speed of Implementation A  B  CDT (Huge Progress) Example #1: White paper  RIA Network Partnership  Educational Resources for RIA Network  $500k/week in AUM Example #2: Hedge Fund Blog Book  CHP Designation  Wiley Book  CHP Expanded  Hedge Fund Marketing Materials.com + Hedge Fund Marketing Mechanics

How to Run Circles Around the Competition “If you are not pissing someone off by lunch each day you aren’t doing very much.” – Dan Kennedy

How to Apply Speed of Implementation To Your Marketing 1.

4 Tangible Projects / Day 28 Projects/Week 112/month 1,000 strategic projects a year. These could be white papers, new website pages, FAQ documents, Master DDQ pages, speeches, newsletter articles, etc.

2.

Invest 20% of your time in reading, completing training, being mentored and implement a new idea or marketing strategy every week

3.

Runs mall tests and pilot studies to gauge reactions instead of asking others for opinions

4.

Define THE Big Hairy Audacious Goal (BHAG) that would set yourself or your fund (or both) ahead of the competition and work backwards breaking it up into 5-7 projects

5.

Keep single page laminated page of what you need to be doing to raise more capital in front of you at all times. Desk, Kitchen, Bathroom – Brainwash yourself

6.

Create a “best of” MP3 of marketing and business principles or summaries you record of your “one pager” mentioned above, listen to this every day for 1540 minutes while working out, commuting, eating lunch, etc.

Ironman Strategy

7 Proven Capital Raising Strategies 1.

Apply Copywriting Best Practices

2.

Identify Choke Points

3.

Develop your Investor Avatar

4.

Become a Scarce Authority

5.

Capital Raising Automation

6.

Speed of Implementation

7.

Be THE #1 expert in your sandbox

What are you going to implement between now and Monday? By New Years?

The Family Office Club is the #1 largest family office association globally with Over 1,000 registered family offices. We have the #1 most attended U.S. family office conference series, and the bestselling book in the industry. Our platform business model approach allows us to provide family office training, conference, investor data, executive search, and single family office creation and management services all through the Family Office Club brand and relationships.

Visit FamilyOffices.com for membership options or call (305) 503-9077.

Working Together to Raise Capital 1.

Investor Databases: We bespoke custom investor databases as well as investor database packages that are all excel-based. The databases we offer includes single family offices, multifamily offices, pension funds, endowment funds, fund of funds, private banks, private real estate investors, private equity funds, and more. Please see back few pages of this handout or FamilyOfficeDatabases.com for more details. You can also email [email protected] or call (212) 729-5067 for direct help post event.

2.

Positioning Implementation: We don’t want to be doing this for more than a few participants but if you do need help implementing these ideas we have thought through where we can help most. Please see the last few pages of your workbook for the Positioning Implementation pricing and options including help with structuring your investor funnel, writing your book, and creating custom investor databases for your specific capital raising goals

Disclaimer

Connect Directly

Richard C. Wilson CEO/Founder Wilson Holding Company Direct Line: (305) 333-1155 328 Crandon Blvd. Ste. #223 Key Biscayne, FL 33149 [email protected]

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