Title 0 - Foundations - Start Here | Capraiser.io ✅

COPYRIGHT CAPRAISER.IO 2024 THIS DOCUMENT IS PROTECTED BY U.S. AND INTERNATIONAL COPYRIGHT LAWS. REPRODUCTION AND DISTRIBUTION OF THIS DOCUMENT WITHOUT THE WRITTEN PERMISSION OF CAPRAISER.IO IS PROHIBITED. This is a working document. CAPRAISER.IO Customers will be notified of its changes. Updates occur frequently. 0 - Foundations - Start Here | Capraiser.io 0.1 - Solving For Investor Message Fit - Start Here: 1 Welcome Message: 1 Capital Markets Trends: 2 Pedigree: 3 Team Introductions: 4 Solving For Investor Message Fit: 5 0.2 - Mindset: 7 The Truth About FundRaising: 7 Winning Frame: 7 What Investors Want: 9 Positioning, Hierarchical Dynamics, and Investor Relations: 10 Basic Health: 11 0.3 - Crafting Your Thesis Story: 13 The Art of Storytelling in Capital Raising: 13 Genesis: 13 Pedigree & Context: 13 Simplicity in Complexity: 13 0.4 - Hiring Out Professional Help - For Busy Founders: 13 Navigating Talent Acquisition in the Digital Age: 13 Targeting Talent in Emerging Markets: 14 Crafting Your Job Posting on LinkedIn: 14 Hiring on Upwork: A Step-by-Step Guide: 14 Maximizing LinkedIn and Upwork for Your Capital Raise: 15 0.5 - Understanding Filing Requirements: NOT LEGAL ADVICE CONSULT LAWYER* 15 Regulation Crowdfunding (Reg CF) 15 Regulation D, Rule 506(b) 16 Regulation D, Rule 506(c) 16 Regulation A (Reg A) 17 Accredited Investors 17
0.1 - Solving For Investor Message Fit - Start Here: Welcome Message: The purpose of this protocol is to demonstrate how you can raise capital efficiently in the shortest amount of time possible, regardless of geographical region, industry, vertical, stage or space; in all market conditions, especially during QT. In this protocol you will learn how to achieve investor-message fit, and build a targeted-scaled machine to market an equity or debt product. To understand how to achieve the investor-message fit state, defined as targeting the right investor segment with an aligned mandate focused message, you must shift your perspective on raising capital from “seeking investment” to marketing and selling an equity or debt product. In other words you must market your investment opportunity as you would a product or service. This is for you if you’re a founder or exec with product-market-fit, meaning you’ve identified tech to exploit, have a unique moat, market segment and channel validated and have operational capacity. Or a strong PMF hypothesis guided by first hand experience (meaning this isn’t your first rodeo and you’ve had cash pile up in the chequing account before) and you’re looking to raise at the pre-seed to Series B stage, or secure a business loan. But you don’t have the personal connections for warm intros, time necessary to conduct investor research and outreach, or the domain expertise to effectively connect with mandate specific investors. Or you are a General Partner at a Real Estate or Debt Fund, or Real Estate Investor and you’re struggling to effectively find both institutional and accredited retail LP capital. Either way, you’re looking for the shortest path to get funded and ultimately achieve escape velocity - the point at which the income from your capital base exceeds your expenses resulting in financial freedom. Capital Markets Trends:
Post COVID currency devaluation, war preparations, the ending of a long-term debt cycle and the resulting Quantitative Tightening (QT) or market contraction has caused massive stress on the capital markets. As a result of structural inflation asset managers like BlackRock, VanGuard, State Street and BlackStone have tightened their balance sheets causing a trickle down effect to all institutional investors, and thus retail. The state of the capital markets hasn’t been in this poor shape since 2010-2011. Making it near impossible for people to close rounds or sell debt instruments without the tactical knowledge of how to build a marketing machine that produces term sheets or signed sub agreements. Thus leaving most everyone in the 99.9976% of business owners that don’t make it past 5 years, never achieve escape velocity, don’t change the world or can’t achieve personal freedom. Even in this trying time, you don’t need to be a statistic if you understand how to solve for investor-message fit, and scale attention to reach investors that have a current mandate in your vertical and geographical location. Meaning you can effectively generate attention with the few investors still in play, not hoarding dry powder. When this state is achieved, you can produce meetings within a week, use the learnings from each meeting to iterate your presentation on the fly, and produce term sheets or signed sub agreements within a month. However most founders, execs and GPs aren’t equipped with the ability to do so, since the technologies are relatively new and require digital marketing domain expertise to execute. We are the only firm on the planet dedicated to solving this particular problem. Pedigree: ● Kinesis Manufacturing Solutions (Zac S.): ○ Transitioned from pre-revenue to ramping up first facility in approximately 90 days after generating significant investor interest. ● Modular Construction SPAC: ○ Raised $25M PIPE after generating interest from 30+ institutional meetings in around 60 days. ● Renaissance Bioscience (Maurice B.):
○ Produced 4 term sheets in a month and pivoted strategy to remaining private after banking syndicate difficulties in approximately 120 days. ● SkyH2O (Alexander VW.): ○ Secured meetings and began fundraising efforts in approximately 30 days for this early-revenue cleantech company. ● Futurum Kids (Chris L.): ○ Generated meetings with key investors, including SpinMaster and Hasbro, and received 3 term sheets after connecting with 15+ institutional investors in around 120 days. ● Vinivia (Marcello G.): ○ Signed a sub-agreement and secured institutional meetings in approximately 30 days for this Swiss media company. ● Select Fuel (David R.): ○ Initiated due diligence with 3 institutional investors within a week for this pre-revenue renewable fuel tech company. ● Infinity Stone Ventures (Zayn K.): ○ Achieved $20M CAD in retail volume through a $60K marketing budget within 90 days for a company that recently IPO'd. ● HyperCharge (Liam F.): ○ Reached all-time high (ATH) trading price of $6 CAD within 60 days after IPO with the help of investor relations and influencers. ● Indie Power Systems (Bern L.): ○ Successfully filled a $1.5M Reg CF round and generated investor leads with an 18% close rate within 30 days. ● Wealth Hospitality Group (Umang M.): ○ Produced 200+ accredited retail leads for Reg D filing, totaling $20M+ pipeline, over approximately 210 days. ● Wealth Share (Natasha P.): ○ Generated 48 accredited retail investors and a $10M+ pipeline over around 180 days for a private REIT in Canada. ● H2R Quality Fund (Jeff H.): ○ Secured 84 accredited retail/institutional investors and a $10M+ pipeline for a private debt fund in around 60 days. ● Launch Cart (Greg W.): ○ Generated 246 retail leads and $1 million in term sheets for a company with high development costs over around 120 days. ● Keys Token (Noah K.): ○ Achieved $30M in market value via ICO/trade volume within 90 days for a pre-ICO digital asset project. ● MetaMansion (Nima G.): ○ Generated $9M in purchase orders with an $800K marketing budget within 30 days for a pre-launch metaverse digital asset project.