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Set Up a Private Equity Fund to Buy Notes

Tuesday, March 06, 2012 Warren Kirshenbaum

If you want to get access to better, bigger note deals you need more money. You can earn it, you can borrow it, or you can find some people with it and pool your money.

In the following podcast, Warren Kirshenbaum, a successful attorney who has been helping investors assemble successful private equity offerings for some time, discusses capital raising questions related to assembling a mid-7 figure fund.

Some of the things covered in the podcast include:
  • What type of legal structure do I have to have to invest with other people’s money?
  • What are my options for compensation for myself from the fund?
  • What sort of equity should/can I retain?
  • What rules or regs do I need to be aware of before I start soliciting investors for funds?
  • Who can (or should!) invest with me?
  • How do I determine what I should set for a minimum level of participation?
  • What are some acceptable ways to find investors? Who can help me with that?
  • What happens if an investor wants out?
  • What does it cost to put this all together?

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Capital is capital, it doesn’t matter if you’re looking to raise it to buy real estate, notes or other assets, what we talk about in this podcast likely applies.

It’s important to note that we are not providing legal advice. You should seek out personal advice from Warren or someone like him before you attempt any of the things we talk about in this podcast.

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