Capital Club Part 1: Questions that LPs Don't Ask but Should
As investors, we all know the standard questions to ask during diligence. But what about those questions that aren't always asked? In this episode, we explore the importance of asking unique and insightful questions to understand a deal better. Our host brings a unique perspective as both a general partner with pitch experience and a member of a family office who has been in the room during diligence for various investments. He emphasizes the significance of a company's technology stack and how it can impact an investor's experience. Brian encourages investors to be open-minded and willing to explore different areas when evaluating deals.
Tune in now to learn more about how Excelsior Capital enhances investor experiences through cutting-edge technology and personalized communication strategies!
[00:01 - 03:31] Opening Segment
• Introducing the new series "Questions LPs Should Ask But Don't."
• Sophisticated investors ask standard diligence questions
• Some essential questions often get overlooked
[03:32 - 04:34] The Overlooked Question in Real Estate Deals
• Why investors should ask about the tech stack of the company
- How Brian's firm leverages technology and impacts investors' experience
• The real magic is in asking unique questions that nobody else does
• How to open up investors' eyes to other areas they should investigate when looking at a deal
[04:35 - 06:49] Top Alternative Investments
• Tech platforms for communication, reporting, and transparency
- Juniper Square & HubSpot
• Reviewing offering materials, tracking investments, and updating financial information
[06:50 - 10:50] Closing Segment
• How to offer value-add components beyond just investments
• CRM is crucial for connecting investors with opportunities
• Text notifications provide a unique and effective way to communicate with investors
Key Quotes:
"The real magic is in asking the questions that people don't often ask." - Brian Adams
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