Crafting Your Own Investor Script

People often ask what is the secret script to engage with investors..
In today’s episode, Cody Laughlin and Brian Alfaro take a deep dive on how to break the ice with a potential investor, aligning real estate philosophies to best fit your business, and the true value of being confident. All of these and so much more in today’s episode.
For today’s episode we will cover:

[00:00-4:56] Opening Segment.

• The Secret To Making A Genuine Connection With Investors.
• Brian tells the truth about “the script” on connecting with investors.

[4:56-9:42] How to break the ice.

• The first question you should ask to start a conversation.
• Brian shares the importance of small talk.

[9:42-14:05] Learning how to leverage time.

• Putting a value on your time
• Understanding that everyone is risking something.

[14:05-18:16] A deeper look at potential investors.

• Their philosophy when it comes to investing.
• Brian discusses what questions to ask for different types of investors.
• How their personal investing philosophies match with yours.

[18:16-20:40] Why you should refer potential investors to others.

• Cody shares why there is confidence in referring the investor to someone else .
• Brian explains how to not get in the way of the investor.
• The reason why you should keep everyone in your database.
• Cody’s tip on why you should continue to build the relationship.

[20:40-26:06] Sorting out the accredited and the sophisticated in your database

• Cody’s thoughts on making sure that everything is aligned in the database.
• Jonathan shares how to be comfortable asking the awkward questions.
• Building a rapport and being confident.

[26:06-34:50] Having confidence to drive the conversation.

• The impact on being confident in speaking.
• How confidently answer your investors' questions.
• How to figure out the proper timing for investors.
• Asking on their liquidity to make the best case deals.

[34:50-41:05] The truth about “the script”.

• Continue to get granular in order to get that alignment.
• How to now sound like a sales pitch.
• What to do if you lack experience.
• The importance of being transparent.

[41:05-45:49] Closing Segment

• Cody highlights the importance of building personal relations with investors.
• Brian’s quick tips to be confident.
• Setting daily digestible goals.

Tweetable Quotes:

You can’t just look at it from the aspect from “how does it benefit you?” But “are you a benefit for them as an investor?” - Cody Laughlin

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• Cody on LinkedIn, Facebook, and Instagram
• John on LinkedIn and Facebook
• Brian on LinkedIn and Facebook