Investor Presentation: Exclusive or Open Invite?

6 Replies

Hello, currently my partners and I are working on a couple multi-unit deals, a fix-n-flip, and a mixed-use commercial property. We're planning on hosting multiple investor webinars on each deal so everyone receives the same information, including the answers provided from a live Q&A Session.

If you've ever hosted a webinar/presentation for a group of investors, do you think that the prezo should be exclusive to only those who are accredited or keep the prezo open invite to anyone, (including those that are just curious)?

I keep my deal webinars private to those I already have a relationship with due to securities regs and the requirements of 506(b) syndications.

What is the purpose of your webinars? Bringing investors into your deal, or providing general updates as you execute your business plan?

Depends on the investment offering. If you are doing 506(b), then you must have pre-existing relationships with the investors. If 506(c), they can be strangers but they need to be accredited. Something else to think about - expect to receive a lot of questions after the webinar. Do you want to answer a bunch of questions from people who are just curious about investing but either won't or aren't qualified?

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Originally posted by @Taylor L.:

I keep my deal webinars private to those I already have a relationship with due to securities regs and the requirements of 506(b) syndications.

What is the purpose of your webinars? Bringing investors into your deal, or providing general updates as you execute your business plan?

Thank you Taylor. I appreciate that. The purpose of the webinar was to educate the benefits of investing in multi-family in San Diego, and then it leads into the current multi-family deals we have going on. 

Originally posted by @Theo Hicks:

Depends on the investment offering. If you are doing 506(b), then you must have pre-existing relationships with the investors. If 506(c), they can be strangers but they need to be accredited. Something else to think about - expect to receive a lot of questions after the webinar. Do you want to answer a bunch of questions from people who are just curious about investing but either won't or aren't qualified?

Theo, definitely great point. I actually ended up inviting only Accredited investors onto the webinar and will keep it that way moving forward. Thank you for the good point brought up.

Originally posted by @Amy Wan:

What @Theo Hicks said. Also, make sure you talk to your securities attorney about what you can and cannot say.

True. Thank you so much for the suggestion.