Table of Contents
Foreword by Joe Fairless
Introduction
Chapter 1 - Introduction to Private Capital
Unique Factors of Private Capital
Introduction to the Deal Provider
Introduction to the Cash Provider
Private Capital Uses
Sources of Private Capital
Final Thoughts
Chapter 2 - Prerequisites Before You Start Raising Money
Why Can't I Start Raising Money Now?
Prerequisite No. 1 - Get Educated
Prerequisite No. 2 - Develop a Track Record
Prerequisite No. 3 - Take a Personal Inventory
Prerequisite No. 4 - Create a Business Plan
Chapter 3 - The Deal Provider
Systems - The Key to Success
Working from the Inside Out
Getting Your Name Known
The Deal Provider's Investment Vehicles
Keys to Success
Chapter 4 - The Cash Provider
What Makes a Cash Provider a Good Fit?
Why Do They Need You?
Cash Source Part I: The Self-Directed IRA
Cash Source Part II: Real Estate Equity
Cash Source Part III: Cash
Final Thoughts on Cash Providers
Chapter 5 - Where to Find Cash Providers
Introduction to the Cash Provider Pyramid
Tier 1 - Core Group
Tier 2 - Referrals
Tier 3 - Taking It Public
Final Thoughts on Where to Find Cash Providers
Chapter 6 - How to Turn Potential into Reality
Fear of Asking for Money
Your Personality - The Good, the Bad, and the Ugly
The Cash Provider Enrollment Process
The Most Common Cash Provider Questions
Follow-up - Where Most Deal Providers Fall Off
Final Thoughts on Turning Potential into Reality
Chapter 7 - How to Structure the Private Loan Deal
Deciding on the Terms of the Loan
Private Loan Pitfalls
Documents for Setting Up a Private Loan
The Beginning and the End - Two Days That Matter Most
Final Thoughts on Private Loans
Chapter 8 - How to Structure Private Equity Deals
Revisiting the BRRRR Strategy
Reasons That Deal Providers Should Consider Equity
Which Cash Providers Are Right for Equity Deals?
Equity Investment Vehicles
Setting Up the Equity Structure
The Operating Agreement
Staying in Compliance with the SEC
Common Mistakes Made on Equity Deals
Final Thoughts on Structuring Equity Deals
Chapter 9 - Management, Exiting, and Beyond
Investor Relations Plan
Exit Strategies
Beyond the Deal
Final Thoughts
