Video 8-1 Overview of Module 8 – Equity Finance and Syndication In this video, Jonathan walks through the module on Equity Finance & Syndication and explains why some of the videos may look a little different from the rest . . .
Course 2.0 – Week 8
Video 8-2 What You Really Need to Raise to Fund a Deal Think you know what you need to raise to fund the deal? Think again. There are many costs new investors overlook when it comes to their equity raise. Make sure you don’t come up short. Watch this video! Download Slides
Video 8-3 – Timeline of a Syndication Deal To set the context for the syndication module, it helps to know the timeline, so you understand what parts are moving together, and what you need to do during the syndication. In this video, Jonathan walks you through a typical syndication timeline scenario. Handout: Simple Syndication Timeline
Video 8-4 – Rules Governing Syndications A syndication is an offering of securities governed by the Securities Exchange Commission. Normally, to sell securities, you’d need to do an IPO. But there’s a legal exception that allows syndicators to raise money without an IPO. To make sure you don’t get sideways with the SEC, Jonathan has […]
Video 8-5 – Syndication Structure How do you structure the syndication properly? How do you make sure that the investors get paid and you make money too? In this video, Jonathan explains how it’s done right. Download Slides
Video 8-6 The Fundraising Process Before You Have a Deal Think “if you have a good deal, the money will come”? Well, you’d be wrong – unless you invested the time before you ever get a deal in building relationships with investors. MOST of the work of fundraising happens before you get a deal. And, […]
Video 8-7 Raising Funds When You Have a Deal Once you have a deal is when syndication really happens. In this video, Jonathan explains in detail the process of how you market your deal to investors to ensure you raise all the equity before closing. Download Slides Investor Deal Room Materials (Large Zip File)
Video 8-8 Syndication Tax Issues Syndicated deals have specialized tax implications. In this video, Jonathan explains his layman’s understanding of the tax laws, and how they impact syndications. This video is for information purposes only. Be sure to consult your CPA to make sure you fully understand the tax implications of syndications. Download Slides
Video 8-9 Underwriting a Syndication Deal In this video, Jonathan shows you how to use the Underwriting Model in the syndication context – how to set up the waterfalls as well as how the price you pay will differ if you are doing a syndication.
Video 8-10 – Managing the Syndication The syndication doesn’t end when you’ve raised the money and closed the deal. Now, you have investors to take care of and fiduciary duties to fulfill. In this video, Jonathan explains how to keep your investors happy with proper reporting and profit distribution. Download Slides Managing the Syndication Checklist […]