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

Why Investor Relationships Matter: A Warning for Syndicators ⚠️🤝

5 Jan 2025 · 1 min

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In this advisory segment, the speaker cautions syndicators and fund operators that failing to establish direct, personal relationships with investors who are introduced through third‑party platforms can lead to regret and strained investor sentiment. The speaker explains that when investors lack a personal connection with the syndicator, they tend to feel aligned with the platform instead, perceiving a lack of care and understanding. The core recommendation is to get to know each investor individually before allowing them into the syndicator’s investment world, thereby fostering trust, clarity, and long‑term partnership.

Chapters

I would caution every single person who's listening to this that if you don't take the time to establish a relationship with those investors that come through this third-party platform, you will regret it later. That's been the experience of our clients is that when they didn't have the relationship with those investors, the investors felt like they had the relationship with a platform because they just didn't have that interpersonal relationship where they understood what was happening or they, you know, felt like they were being taken care of. So we always always suggest get to know your investors before you let them into your world.