Brandon Sedloff’s Post

We're proud to be part of a sector making a difference and showing that finance can be a force for good. And we're delighted that working with Ethex and its investor community is enabling us to scale up. Read more in Positive News 👇 #SocialEnterprise #FinancialInclusion #FinancialExclusion #AffordableCredit #SocialInvestment

Great to see the Waverton Charity Growth & Income Fund feature on Trustnet as "[One of] the balanced funds that have ticked (just about) all the boxes since 2021"!! ⭐ Our approach is: Global 🌍 Active 🏃♂️ Direct 🎯 And, not only is our Charity Fund a registered charity in itself but it has an ethical screen applied which takes into consideration the common concerns of the charity sector. If you'd like to hear more about our fund and broader offering for Charities, please do get in touch. Well done Ian Enslin, James Pike and Team! Capital at risk. Past performance is no guide to future performance. The value of holdings may fall as well as rise and investors may not get back their initial investment. Performance is to the end of 2023. Source: Trustnet, FE Analytics

“It’s tougher than I expected”. That’s what a fund manager told me yesterday about raising their first fund. The long hours. The constant travel. The endless follow-ups. A considerable burden on the family. (Not many talk about that) This manager told me they’ve been fundraising for nearly a year, and they’re only just beginning to see momentum. ‘’Why only now?’’ - I asked. “Everyone wants to be in after the first close,” he said. “Some want to hold off until the final days.” They weren’t discouraged, but they knew they had to get more strategic. More strategic with: →Their time →Their efforts →Their reach out →Their messaging →Their follow ups How? Here are 3 key changes we agreed to implement: 👉 To stop chasing every potential LP and focus on the ones that align best. 👉 To rethink their pitch: what makes them different, why now, and why them. 👉 To reinvent follow ups: insights, updates, and value (LPs need incentives & reminders) If you’re out there raising your first fund, remember: it’s not about convincing everyone, it’s not about the best returns, and it is not just about your Fund I. If you need support, we have your back. P.S What is 1 aspect you need to get more strategic with? I’m Diana Tenkova - Outsourced business development for emerging managers. Capital-Raising Made Simpler, Smoother & More Effective - The Institutional Quality Way.

Purpose and Investment Investment in Businesses is primarily sourced from three key avenues - the business itself through retained earnings, the stock market, and individual investors such as Business Owners and Private Investors. Challenging the notion that investors are solely driven by financial gain, purpose, when effectively harnessed, can lead to even greater returns on investment. This revelation is enlightening, underscoring the inspiring role of purpose in the investment process. While the financial landscape may vary for Privately Owned Businesses, Charities, and Not-for-Profits, the importance of sound financial management remains constant. Understanding the potential impact of purpose on their operations is equally crucial, and this awareness is key to their success. So whether yours is an established for-profit business, a startup looking for investment (Venture Capital or Angel) a not-for-profit or Charity, clarifying the financial impact of purpose is essential. Without this, Purpose is mainly meaningless to this critical group of stakeholders.

Founders, remember your worth… It’s your late nights and early mornings that have brought you to this point. Raising money is often a demoralizing experience. The thing you’ve spent your waking hours breathing life into is questioned and deconstructed far more than it is uplifted and fortified. But don’t forget, it’s only companies built by BOLD people like you that give VCs their returns and their ability to exist… Keep pushing, and you’ll find INCREDIBLE value-aligned investors. 

Why aren't you out there raising private money? Is it the lack of time, experience, or a belief that nobody would lend to you? I used to think so too, until I discovered my knack for building trust with strangers and turning them into investors. Let's stop depending solely on friends and family.  With our proven systems, everyone can access lucrative opportunities. Watch this and DM me for more details! 📈 #PrivateInvestment #RaiseCapital #FinancialFreedom

Raising capital for the first-time is NOT easy. Here’s a 5-stage breakdown of what the process really looks like: 1. Self-Doubt - You question if you can really raise the required funds. Doubts creep in, but you'll never know unless you try. 2. Taking the Plunge - You decide to go for it and start reaching out to potential investors (also family & friends). Networking, phone calls and self-promoting online are daily tasks. 3. Early Wins - Prospects show interest and make soft commitments. It feels like you're on the right track and momentum is building. 4. Reality Check - When it’s time to formalize commitments, many back out. The gap between initial interest and actual investment becomes clear; you now need to reassess your strategy (self-doubt creeps back in) 5. Crunch Time - With the deadline approaching and needing more funds than anticipated, you 10x your efforts. It's admittedly stressful and anxiety-inducing, but if you convince yourself that failure isn't an option, you'll find a way to succeed. It gets easier over time, but that first deal will be the one that really challenges you, so stick with it. P.S. Did everyone go through this their first time raising money for a deal, or just me?

When I first started, I was terrible at analyzing real estate deals. Then I developed the skills to analyze a deal in under 30 seconds. I had no clue how to buy properties out of state. Then I learned to build local teams on the ground. For years, I was scared to make offers on properties. Then I overcame that fear by taking action. I didn’t know how to raise capital. Then I slowly started raising money from friends and family. Even today, I’m learning something new every day. You don’t have to be perfect to start. Be bad. Try anyway. Get better. That’s how you grow. Agree? #RealEstateInvesting #PersonalGrowth #CreativeFinance #TakeAction #Mindset #Learning

Nearly all property investors will eventually run out of their own funds at some point and one of the great advantages of property investing is to leverage funds, property offers a unique advantage where you can pay high returns to your investors if the deal is right! If you can offer someone an incredible return on their money would you make them that offer? An opportunity is there to help people do more with their cash, would you be able to capitalise on it? Raising private finance is a big challenge a lot of investors can face, thats why i chose to get some extra guidance on this topic by asking for some assistance from Philip Hunnable. Phil has an enormous amount of knowledge on this and has successfully raised private finance on countless occasions. A hugely helpful contact to have in my power team and always able to help me understand the bigger picture in order to see things from multiple perspectives. 𝗧𝗵𝗮𝗻𝗸𝘀 𝘁𝗼 𝗵𝗶𝘀 𝗵𝗲𝗹𝗽 𝗶 𝘀𝘂𝗰𝗰𝗲𝘀𝘀𝗳𝘂𝗹𝗹𝘆 𝗿𝗮𝗶𝘀𝗲𝗱 𝗳𝘂𝗻𝗱𝘀 𝗳𝗿𝗼𝗺 𝗮 𝟲 𝗳𝗶𝗴𝘂𝗿𝗲 𝗶𝗻𝘃𝗲𝘀𝘁𝗼𝗿! If you're struggling with raising funds to get your win/win deals over the line then i highly recommended getting in touch with Phil!

In 2023, 20 firms accounted for over half of the LP capital raised - that left 1,680 firms chasing the other half... In this second edition of our four-part series, we explore how the difficult fundraising environment in 2023 positioned our current deal flow environment. (Where do you think the solutions lie? We will explore in our third edition...) #PE #alpha #MandA #fundraising