Guest: Josiah Mann, Founder & Creator of Investor Deal Room
Josiah shares his expertise on:
- Who syndication portal software is / is not a good fit for
- The problems every successful syndicator encounters as they scale
- How your management process equals the investor experience
- Why having clarity and a good business process is critical
- What are the signs you’d be a good candidate for a more robust investor portal?
- When in your syndication business should you consider it?
- What type of sponsor/syndicator would never need to use such software?
- Why technology can’t solve all pains and make things perfect
- Free solutions for those just getting started
- A live demo of Investor Deal Room through the investor’s eyes
- Things Investors should not be bothering the syndicator about
- Your business won’t be scalable if you’re spending your time on this.
- How one syndicator woke up to an extra $300,000 in capital waiting for him
- Going from nightmares around getting K1’s out on time, to 1-click and done
- Why you should be concerned about security
- One free tool to manage all your passwords
- The #1 way syndicators become a target risk for hackers
- The 3 second check to see if your account’s been compromised
- The biggest practical concern a syndicator should be looking out for