For entrepreneurs, investments can help us reach our goals, make a profit, and grow our businesses. Learn to build good relationships with investors to create an investment fund.

Dallon Schultz, President of REV Equity Group, shares his expertise in nurturing relationships and creating funds to invest in the business. How can investment and equity funds benefit us, our team, and our customers? What should we know to set up an investment fund?

Tune in to the episode to learn more about investment funds and how to create one!

Here are some power takeaways from today’s conversation:

• Relationships can change your life
• Sharing profit and getting investments
• Starting an investment fund
• The importance of a securities attorney
• Aligning and connecting with your investors

Episode Highlights:

[09:06] Connecting the Investor With the Deal

Many successful entrepreneurs have the mindset of building and nurturing transformational relationships. REV Equity Group is a private investment firm that realized the importance of these relationships. Dallon and his team noticed a disconnect between investors and operators and saw the need to bridge this gap.

[18:43] Getting Customers Invested

Profit sharing can get the team, consumers, and investors more deeply invested in the company. To do this, be aware that there are multiple layers. In most situations, you have more than one customer. Find what connects them, and remember to consult with a securities attorney before you raise capital.

[29:46] The REV Equity Fund

REV's fund works in two ways. They can use the fund to buy shares in a company purchasing a property. Meanwhile, a tenancy-in-common structure is more of a partnership. They purchase a big percentage of the ownership.

Their fund should generate enough profit interest to distribute to investors and hit their target returns. This works with multiple investments as REV underwrites the many deals that flow into the fund.

[40:18] Setting Up Your Own Fund

Stress test your ideas before you set up a fund. Ask your network for their insight. Having a fund involved in several unrelated things may deter investors. Consult with a security attorney. Often, they can provide ideas and suggestions to help set up your investment fund.

Notable quotes from the Episode:

[14:39] “We're bridging that gap between the investor and the operators.”

[24:08] “Before you raise capital, consult with a securities attorney.”

[35:16] “If we're bringing in half of the capital, we absolutely want to have more of an involvement and say in how that deal is operating.”

Resources Mentioned:

Connect with Wyatt Graves: LinkedIn | Website

The Mentee Podcast: Website | Apple | Spotify 

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