Joe Varnadore is Joined by Wayne Garrett and Mick Kuehn for a “Capital Raise Discussion.” They Share Their Experience with Investor Presentations Along with How They Took Action. Are You Utilizing All the Tools Available: Spreadsheets, the Financial Calculator, and Presentation Templates?    No. 205

Welcome to Water Cooler Wednesday!  In this episode, Joe Varnadore is joined by Wayne Garrett and Mick Kuehn for a “Capital Raise Discussion.” They share their experience with investor presentations along with how they took action. Are you utilizing all the tools available: spreadsheets, the financial calculator, and presentation templates?

Notes/Summary:

Introduction by Joe Varnadore. Guests: Wayne Garrett and Mick Kuehn.

1:45 Capital Raise Discussion

• 2:45 Joe discusses his visit to the Raleigh REIA. Burned out landlords were the individuals that were the most interested in learning more about NoteSchool.
• 4:17 Wayne discusses being the new guy and using the tools that are available. Becoming proficient with the financial calculator and other areas where you might be weak.
• 6:15 Questions on using the spreadsheets that are made available on the membership site. Use the spreadsheets while listening to a call so you can get some practice.
• 7:23 The financial calculator is the big hammer in your toolbox.
• 8:28 Partial spreadsheet / Pledging a Note Spreadsheet. All of the spreadsheets are downloadable from the membership site.
• 9:45 Wayne’s first capital raise presentation is discussed. You have to know yourself. The good and the bad. Do you learn by doing? Take action and improve as you do.
• 11:34 Joe talks about his comfort level asking people to invest.
• 12:30 Wayne’s first presentation had one couple show up. He continued as if 25 people were there. The couple decided to invest with Wayne.
• 13:39 Wayne’s form for potential investors to complete.
• 14:30 Wayne’s second presentation had more people show up. Wayne made sure not to get discouraged after the first meeting. The second presentation went even better.
• 16:06 Wayne is now going to do a Facebook live presentation. His goal is to do this once a month.
• 18:00 The Private Capital Playbook.
• 18:40 Joe asks Mick what advice he has for someone coming on board. You can use a template for your first presentation, but make sure you change the slides and develop your own so that you own it. Your confidence will increase.
• 20:23 Justin Bogart joins the call. Joe’s question: Was it worth it after you did your first presentation?
• 21:00 Justin talks about his first presentation and dealing with being nervous. Learning something new with every presentation. Continuing to grow and changing your presentation.
• 22:14 Justin talks about doing his presentations on YouTube Live.
• 23:20 Creating credibility.
• 24:00 Justin Bogart and BrightPath Notes. Presentation on the 2^nd Wednesday of every month.
• 24:50 Wayne Garrett and NoteFellow Group on Facebook. Live presentation tomorrow.

26:00 The times are changing: Starting Monday Feb 14^th, 2022

• Money Maker Mondays – 4 PM CST, 5 PM EST
• Creative Terms Tuesdays – 4 PM CST, 5PM EST
• The Water Cooler Wednesday – 12 Noon CST, 1 PM EST
• Wednesday Distressed Debt Deal Maker – 4 PM CST, 5 PM EST