1. Setting Up Your Fund Legally, Financially, and Marketing-Ready

• Network with funders: Funders will be at the event seeking good deal flow
• Legal Setup: How to establish a fund or SPV structure, ensuring compliance with all regulatory requirements.
• Financial Proformas: Building strong financial models that demonstrate the deal’s profitability and value to investors.
• Marketing Materials: Creating persuasive pitch decks, executive summaries, and visuals that attract investors.
• Stages of Growth & Key Roles:
  • 0-1M: Fund setup and early-stage documentation.
  • 1-5M: Financial modeling and basic marketing materials.
  • 5-25M: Professional-grade presentations and detailed market research.
  • 25M+: Sophisticated, investor-targeted materials and fully compliant legal documentation.

2. Building and Managing Sales Teams for Investor Engagement

• Qualified Sales Calls: Tactics to generate and schedule high-quality investor calls.
• Lead Management & Quality Control: Reviewing outreach efforts to maintain high standards in all investor interactions.
• Key Roles by Fund Size:
  • 0-$1M: Initial outreach and relationship-building.
  • $1-$5M: Specialized roles in investor relations and consistent follow-ups.
  • $5-$25M: Expanded team for investor support, including closers to secure larger investments.
  • $25M+: Full investor relations team with specialized roles for institutional investors.