Mastering Fundraising w/AI: Streamlined Pipeline Management for GPs and IR Executives
Learn essential AI fundraising skills quickly with a 25% discount until midnight tonight! Plus, two news stories about raising a commercial real estate fund AND why your emails may not be reaching LPs
Well, we’re back! Here’s the course syllabus you’ve been waiting for. To give you a sneak preview of what the next 12 weeks are going to look like, here’s a little peek at what each of the courses contain.
As a way of saying thank-you for being a loyal reader, we’d like to offer all of the accredited investors who read the newsletter a promo code (promo code: SUBSTACK0611) worth nearly $250. If you enter this promo code for either course, you’ll receive a 25% discount.
Here’s a sneak peek at the first 3 classes for each course:
General Partner Track: [REGISTER HERE] (Promo code: SUBSTACK0611)
Week 1: Understanding the Pipeline and Fund Management
- Content Overview (20 minutes): Introduction to the concept of a sales pipeline and its importance in fundraising. Overview of fund management roles and responsibilities.
- Q&A (20 minutes): Address questions on pipeline fundamentals and fund management basics.
- Role-Playing (5 minutes): Identifying initial contacts and understanding their potential.
Week 2: Identifying Target Investors and Legal Considerations
- Content Overview (20 minutes): How to define and identify ideal investors. Overview of legal considerations in fundraising.
- Q&A (20 minutes): Discuss segmentation strategies and legal requirements.
- Role-Playing (5 minutes): Creating a list of target investors based on defined criteria.
Week 3: Utilizing AI for Research and Compliance
- Content Overview (20 minutes): Leveraging AI tools to gather data and insights on potential investors. Ensuring compliance with legal standards.
- Q&A (20 minutes): Open session for questions on AI tools and compliance.
- Role-Playing (5 minutes): Using an AI tool to gather data on a potential investor while ensuring compliance.
Investor Relations/Managing Director/Principal Track: [REGISTER HERE] (Promo code: SUBSTACK0611)
Week 1: Understanding the Pipeline and Investor Relations
- Content Overview (20 minutes): Introduction to the concept of a sales pipeline and its importance in investor relations. Overview of key responsibilities.
- Q&A (20 minutes): Address questions on pipeline fundamentals and investor relations basics.
- Role-Playing (5 minutes): Identifying initial contacts and understanding their potential.
Week 2: Identifying Target Investors and Communication Strategies
- Content Overview (20 minutes): How to define and identify ideal investors. Effective communication strategies for different investor types.
- Q&A (20 minutes): Discuss segmentation strategies and communication techniques.
- Role-Playing (5 minutes): Creating a list of target investors based on defined criteria.
Week 3: Utilizing AI for Research and Engagement
- Content Overview (20 minutes): Leveraging AI tools to gather data and insights on potential investors. Enhancing engagement through personalized communication.
- Q&A (20 minutes): Open session for questions on AI tools and engagement strategies.
- Role-Playing (5 minutes): Using an AI tool to gather data on a potential investor.
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Scholarship Guidelines Update
We are thrilled to announce updates to our scholarship program for our esteemed course. To qualify, enrollees must be raising a minimum of $30M and all firm General Partners (GPs) must enroll.
Additionally, applicants must demonstrate no W-2 income for the past 24 months. To validate this, we request either the first two pages of your federal tax returns (Form 1040) for the last two years, a statement of non-filing from the IRS, or 1099 forms if self-employed. For those who prefer not to submit these documents, we offer generous discounts on the course fee: 50% off for both enrollees or 25% off for one enrollee. We are committed to making our program accessible while maintaining rigorous standards to ensure the best learning experience for all participants.
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In other news…
How To Get Your Emails To LPs and Raising A Commercial Real Estate Fund
Understanding current market dynamics and doing super-effective communication are essential for investors in 2024. Our latest articles delve into crucial topics: the impact of cap rates on commercial real estate and the unique challenges non-Silicon Valley funds face in 2024, as well as strategies to improve email deliverability and the pitfalls of overusing AI-created content. Stay informed and start optimizing!
Deliverability Update: We have some key updates to last week’s big post on the changes made by Yahoo and Google and how they impact investment firms. This update includes details on when and when not to use AI-generated copy, as well as an important tool called Spintax, which will prevent your emails from going to spam.
Commercial Real Estate Funds: Here’s a short piece on what’s going on with cap rates, and what commercial real estate funds are up against if they’re doing a big raise in the next year, especially if they’re not from the Bay Area.