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

Why Telling a Coherent Story Matters in Capital Raising

5 Oct 2024 · 1 min

Watch on YouTube

0:49

In this instructional segment, Kim Lisa Taylor emphasizes that developers, syndicators, and anyone raising capital must present their investment opportunity with a clear, linear narrative—beginning, middle, and end. She critiques common client materials that jumble the story, such as discussing exit strategies before explaining the capital needed. Taylor outlines the proper sequence: introduce the project and its vision, describe the current status (e.g., raw land), explain the development steps (rezoning, entitlement, unit count), and then detail the funding requirements. By structuring the pitch this way, investors can follow the logic, understand the value creation path, and be more likely to commit capital.

Chapters

developers, it's any syndicator, anybody who's raising money from investors, you know, making sure that you're telling a story, okay? And you have to tell the story coherently. Your story has a beginning, a middle, and an end. Tell it in that order. I can't tell you how many times we read literature that comes from our clients or marketing materials from our clients and things are out of order and they're all jumbled up and they're talking about how they're going to exit the project before they've even talked about what money they need to get in the project. So, you know, start with Here is our project. Here's our vision for this project. Maybe it's just a piece of raw land. Okay, we're gonna get it rezoned. We're gonna get it entitled, and we're gonna build this beautiful building. We, you know, we're trying to get it rezoned so that we can put 200 units on it. And, you know, then we're gonna try to get that entitlement. Right now it's, you know, it's eligible for it to be built as this, you know. So that's a development project.