3 Curious Things I Learned From One of Our Investors

The other day, I got a call from one of our investors / advisors…

Rob Kramarz at Intelliversity.org

He had a question about using one of our 5-year financial model templates with a client.

(As an investor himself, Rob also helps entrepreneurs raise capital.)
And he uses Business Power Tools and our BizPlanBuilder to get it done.

We got to talking…
One of the conclusions he’s come to realize along the way is that our
fundamental premise must be to trust in the people over the product.

How do you do that?

You may have heard that investors, “bet on the jockey, not the horse.”
(Rob takes that to a whole new level.)

You’ve found it difficult to get commitments from investors…

You don’t have access to the right kinds of wealthy investors who are active in your industry sector.

For those you have approached, they either don’t understand your message
or don’t trust you and your team to execute and scale the company.
So, there’s no funding at all or an insulting low valuation.

Now Rob has created a program called, “Fast-Track to Funding”
to help you raise the capital you need and I’m working with him to promote it.

These are all problems that Rob knows how to correct.
And… time is running out!

Step 1: Qualified Investor Contacts

First, Rob starts by providing you with contact information on hundreds of individual wealthy investors who have already benefitted from an exit in your industry sector of $100M or more within the past 5 years.

Step 2: Create Messaging Investors Can Trust

You must address the 3 most damaging problems you face in communicating with investors successfully:

Their ability to understand your message
Their ability to remember and share your message with colleagues
Their trust in your integrity and ability to execute

We may believe you, but investors are highly skeptical…

Theranos?
Fire Island?
WeWork?
FTX?

The idea is to instill a different way of raising capital based on the human relationships & trust between entrepreneurs and investors. In other words, emphasize the people over their product.

Step 3: How to Maximize Valuation

Even if you can reach the right qualified investor, and even if the investor is excited by your product and market, and trusts you personally, the deal will collapse if they don’t accept your valuation.

This is one place where our BizPlanBuilder “Visionary Funding” financial model plays a key part.
And one of the things Rob likes most about it.

Rob specializes in increasing valuation by decreasing the fear of, and actuality of, events that could sink your business.

Step 4: Methods to Get Your Deal Done Quickly

No method of communication, planning, modeling, and everything else is worth a damn if you can’t close the deal. You’ve likely experienced investors who find every plausible reason to delay closing.
Rob will share with you his proprietary method of negotiating deal terms that creates urgency and gets you funded quickly.

Rob calls what he does, “Sherpa-Coaching”

Like a Sherpa, Rob climbs the mountain with you, carries much of the burden,
points out the best path and methods, assembles the tools, and does whatever it takes right up to the law’s limits.

Using BizPlanBuilder to make all of this easier, you’ll know what to say, what to do,
and how to do it at every point in the funding process.

Also, by not operating as a “licensed broker/dealer” (who may also charge as much or more for lesser support), Rob eliminates their “brokerage fee” for raising the capital you need by supporting you to work directly with investors yourself — with Rob in your corner.

Remember, since YOU are the jockey investors are betting on, it’s crucial for you to be knowledgeable and fully prepared for successfully working with your investors.