Kim Lisa TaylorSecurities Attorney, Founder, Syndication Attorneys, PLLC · Corporate Securities Attorney, 2x Best-Selling Author, Nationwide Speaker | Private Placement

Mastering Investor Marketing: Do You Have a Plan?

11 Sept 2024 · 1 min

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0:37

In this brief segment, the presenter challenges viewers to consider whether they have a concrete investor marketing plan and urges them to define it clearly. He emphasizes that effective investor outreach requires two distinct pitch decks: one used between deals to educate potential investors about syndication—explaining how it works, how they can participate, and the benefits—and a second deck used when presenting a specific investment opportunity. Understanding the difference between a conceptual syndication pitch and a deal‑specific pitch is presented as essential for successful investor marketing.

Chapters

What is your investor marketing plan? Number one, do you have one? Number two, what is it? Have you fleshed it out well enough to be able to do it? I also would like to show you the 2 different pitch decks you need. And one is when you're pitching people in between deals, explaining to them what syndication is, how it works, how they'll be able to participate and why it benefits them. And the other is when you have a deal. So I think you need to understand the difference because one is just pitching, you know, the, the concept, the other is a specific opportunity.