- Get insight on keeping track of your investments with software.
- Learn the benefits of using software to keep track of your expenses across accounts.
- How you can manage your investment portfolios with software
About Our Speaker:
Perry Zheng is the Founder and CEO of Cash Flow Portal, a modern real estate syndication software. He was an engineering manager at Lyft for 5.5 years, and worked as a software engineer at Twitter and Amazon. Perry is also a lead sponsor on 850+ apartment units, having raised 20M+ for real estate projects and generating 30%+ annualized return for investors.
VIDEO TRANSCRIPTION
00:00
my name is garrison gilbert we are
00:02
multi-family masters my two business
00:04
partners and myself do this once a month
00:07
free content
00:09
a lot of content
00:11
all about spreading the
00:14
realness of multi-family real estate and
00:17
when i say multi-family real estate i
00:18
use that term kind of generally um
00:22
anything cash flowing wise self storage
00:24
apartment buildings mobile homes etc we
00:28
are multifamilymasters.com
00:30
uh i’m from baltimore maryland mr palchi
00:33
is from los angeles and mr ferris moosa
00:35
from houston i’ve been doing this uh
00:38
real estate thing full time for about 21
00:40
years powell owns a couple thousand self
00:43
storage units ferris just closed on a
00:45
500 plus unit apartment building has
00:47
another 400 units under contract right
00:49
now
00:50
we created
00:51
multifamilymasters.com because our goal
00:53
is to create the world’s largest cash
00:55
flowing platform and we’re well on our
00:57
way we have 50 plus meetups across the
01:00
globe we have the biggest the baddest
01:02
the best uh multi-family mastermind
01:05
around if you are looking to
01:07
really learn this business and surround
01:09
yourself with like-minded people and
01:12
really have people that know this
01:13
business inside and out looking over
01:14
your shoulder holding you accountable
01:17
and really digging down deep into the
01:19
weeds of this business because we want
01:22
you closing deals because plain and
01:23
simple we want to partner with you
01:25
that’s what we’re all about
01:27
um we are throwing a multi-family
01:30
conference coming up in orlando november
01:33
13th and 14th if you did not get tickets
01:36
get them now uh before the prices go up
01:40
it’s going to be our first conference
01:41
it’s going to be a good conference we’re
01:43
going to keep it kind of small for the
01:44
first one
01:45
um because of covet and because it’s the
01:48
first one and we want to kind of create
01:49
that family feel
01:51
that was our goal when we originally
01:53
created multi-family masters
01:55
if you’re interested in the mastermind
01:57
or the conference feel free to reach out
01:59
to me gigi
02:00
at
02:02
multifamilymasters.com that’s garrison
02:04
gilbert gigi
02:05
at
02:06
multifamilymasters.com if you want to
02:07
check out our conference
02:09
multifamilycon c-o-n-dot-com
02:13
multifamilycon.com november 13th and
02:15
14th my name is garrison gilbert
02:18
let’s rock and roll go ahead pal
02:21
okay uh i’m just sorry i’m just putting
02:23
that multifamilycon.com into our chat
02:26
here um so great my name is powell chi
02:29
i am one of the founders here
02:32
multi-family masters started this group
02:34
about four years ago in a small
02:37
it was a small
02:38
eight-person meetup
02:40
in the hotel lobby of of in la right and
02:44
since then it has grown significantly
02:46
like garrison mentioned but you know we
02:47
we started with just a couple chapters
02:50
uh grew it out from california out the
02:52
west coast then blew it up over on the
02:53
east coast as well filled out a lot of
02:55
the states in between
02:57
um i myself have been investigating
03:00
investing in
03:02
real estate for uh let’s see i guess
03:04
five years now um and
03:07
bought my first multi-family property
03:10
four years
03:12
four years ago yep four years ago uh
03:16
since then been involved in another
03:18
multi-family property these are both in
03:20
indianapolis and then i got involved in
03:22
five different syndications uh on the gp
03:24
side of all of them
03:26
they’re in all over the place so i have
03:28
myself being living in los angeles i
03:31
invest outside of the state of of
03:33
california all my investments are out of
03:34
the state so
03:36
they’re in
03:37
dallas san antonio atlanta jacksonville
03:41
phoenix
03:43
so number of different markets
03:45
and uh and then i’ve also invested in
03:47
some self-storage facilities as well as
03:49
garrison mentioned i have um
03:52
close to 300 units in terms of
03:54
self-storage
03:55
which is a different sort of category
03:57
and everything but um and you know that
04:00
all said super happy to be here super
04:02
happy to have our guest speaker today uh
04:04
perry speak as well um
04:07
and i didn’t see ferris’s
04:09
video come on i’m not sure if ferris i’m
04:11
here okay no video but i’m here sorry
04:13
okay all right sounds good sounds good
04:15
so that that’s my all right uh ferris
04:17
i’ll pass it to you okay
04:19
all right thank you paris and garrison
04:22
powell and i apologize guys i’m
04:23
traveling
04:24
um so for me myself ferris moose have a
04:26
company called disrupt equity we are a
04:28
vertically integrated uh kind of real
04:31
estate acquisitions and management
04:33
company we do have our own management
04:34
company which also does third party
04:35
management uh primarily we buy and
04:38
acquire assets throughout texas and
04:40
georgia and with that said i’m going to
04:41
keep it brief so you know obviously
04:44
multifamily master is something exciting
04:45
you know it’s been fun to see this grow
04:47
and you know all the people that we meet
04:49
across the the way right we do like to
04:51
say networking is key to
04:53
two
04:54
apartments and kind of multi-family in
04:56
general and so it’s a big kind of a big
04:58
proponent of it and so that said i think
05:00
for today’s presentation you know
05:02
typically we’ll do the presentation for
05:04
about 30 minutes or so do about 10 15
05:06
minutes q a and then we’ll kind of kick
05:08
it off into what we call breakout rooms
05:10
break out rooms is all about networking
05:12
and getting to meet other people that
05:13
you may know right we’ll break it up
05:15
into smaller groups and basically
05:17
whenever
05:18
you know whenever you get into a smaller
05:20
settings you can get a chance to have a
05:22
conversation with people
05:24
and
05:25
um you know get to know them right ask
05:27
questions meet them and you know that’s
05:29
how that’s how partnerships happen i met
05:31
my partner actually at a meet-up that we
05:33
started that he was running five years
05:35
ago so you know this stuff is real so
05:37
with that said pal i’ll give it back to
05:38
you and look forward to kind of today’s
05:40
presentation okay you know real quick
05:42
before we get started anyone on here
05:44
feel free to hop in the chat below um
05:47
type in where you’re from um it’s hard
05:49
to it’s hard to uh you’ll have trouble
05:52
believing kind of the people that will
05:53
be in your home market and networking
05:55
opportunities you’re going to catch on
05:56
here um and then we’re going to hop out
05:58
into breakout rooms here in a little bit
06:00
and if you find value in this if you if
06:03
you like these live presentations we
06:05
really go all out on these things feel
06:07
free to share it on your social media
06:09
and if you’re watching this right now on
06:11
social media and you’re not hopped into
06:13
this zoom you’re going to miss kind of
06:15
part of it
06:16
a big part of it which is the networking
06:18
so hit that link in the comments below
06:20
if you’re watching this on social media
06:22
make sure you’re registered for next
06:24
month uh one registration will hit us
06:27
for every month we do this once a month
06:30
um
06:30
the information is impeccable so let’s
06:33
rock and roll and take it away pal
06:36
yeah
06:36
awesome awesome okay so great today we
06:39
have a special guest um and today we’re
06:42
going to talk about something that we
06:43
haven’t really talked about we haven’t
06:44
really touched this subject but and this
06:47
is for what i like to think of like
06:49
investors as you’re trying to take
06:51
yourself to the next level
06:52
this is these are the types of things
06:54
the questions that you’re going to have
06:55
the kind of situations that you’re going
06:57
to have and potentially the problems
06:58
that you have maybe the solutions that
07:00
you’re going to have this is so this is
07:01
not necessarily i don’t i don’t know
07:03
perry’s presentation but i’m going to
07:06
suggest that it’s probably not for the
07:07
the first time investor right it’s
07:09
probably worth where the investors are a
07:11
little bit more advanced and have a
07:12
little bit more
07:14
a little bit more of a track record but
07:15
this is what everybody’s aspiring to and
07:17
these are the kind of things that you
07:19
want to be well aware of as you start to
07:21
grow your portfolio so
07:23
perry why don’t we uh you know we’re
07:25
going to have you give a presentation
07:26
once you go ahead and give us a little
07:27
bit of a bio before you go ahead and
07:29
jump in and share your screen if you’d
07:31
like and um and go ahead and give your
07:33
presentation and then we’ll go for about
07:35
like we said 30-35 minutes
07:38
and then we’ll we’ll pause for some q a
07:40
at any time if you do have any questions
07:42
we’d love for you to uh type them in the
07:45
chat
07:46
you know just type them in the chat and
07:48
then we’ll we’ll try to go back through
07:49
and garrison and i and ferris will will
07:52
read through some of the questions for
07:53
perry all right
07:55
so go ahead perry if you want to give us
07:57
your bio and then go ahead and jump into
07:58
your presentation that’d be awesome cool
08:00
i’ll just start my presentation and the
08:02
first slide is my introduction so yeah
08:05
hi my name is perry zhang
08:08
good to see everyone there um
08:11
it’s really interesting you mentioned
08:12
about the triangle i went to college at
08:15
duke so durham is a very uh close
08:18
hometown to me so and thanks for this
08:19
opportunity to speak here so i’m the
08:22
founder and ceo of cashflow portal
08:26
i was previously an engineering manager
08:28
at lyft
08:29
for more than five and a half years and
08:32
then before that i was a soft engineer
08:34
at twitter and amazon
08:36
i started off with single families
08:38
bought my first single family in san
08:40
francisco about six years ago and since
08:43
then i bought seven single families in
08:46
san francisco and seattle
08:48
i’m also a operator
08:50
sponsor in 840 apartment units across
08:53
three syndications
08:55
and i passively invest in about 2 000
08:58
units at this point
09:00
and
09:01
i’m super frugal i still live with four
09:04
housemates in seattle
09:06
things i like are credit card turning um
09:09
i have a bunch of credit cards and i
09:11
also enjoy playing poker so that’s my
09:14
intro um and
09:16
by the way this
09:18
um
09:20
webinar is going to be super interactive
09:22
so i do see the check here if you have
09:24
questions just type your questions into
09:27
the chat i’ll try to make it interactive
09:29
okay so there are three topics that i
09:32
want to go over is what kind of software
09:35
do you need if you’re just starting out
09:37
and then second is what kind of software
09:40
do you need once you have your letter of
09:42
intent or your first deal
09:44
okay and the third one is just in
09:46
general how do you approach investors as
09:49
a
09:50
you know upcoming sponsor or as an
09:52
experienced sponsor um we may not have
09:54
time to get into the last point but i
09:56
will talk about the first two okay
09:59
um paul do you have any questions before
10:01
we kind of jump into the meat of the
10:03
presentation
10:04
i don’t have any questions except for
10:05
that maybe i maybe i misguided everybody
10:08
and if you’re going to talk about how to
10:09
how to get started and everything then
10:11
then maybe i maybe i sort of jump the
10:12
gun and and it’ll fall start right there
10:14
but yeah yeah take it away barry this is
10:17
your presentation yeah i hope that’s a
10:19
pleasant surprise to everyone so
10:21
what you need when you get started is
10:23
you need a crm from as far as software
10:26
is concerned now technically if you
10:29
really really want a spreadsheet could
10:31
be a crm right when i started off i had
10:34
a spreadsheet it wasn’t until my first
10:36
deal that i signed up with mailchimp
10:38
okay and so let’s go over three main
10:42
softwares for crm and those in my
10:45
opinion are the
10:46
kind of the
10:47
the top of the market the most popular
10:49
crms
10:51
the pros of having by the way what is a
10:53
crm a crm is a way for you it’s a
10:56
database with your contacts it stands
10:59
for context relationship management okay
11:02
it’s a way to organize what you know
11:04
about people how many times you’ve met
11:07
anything you want to remember about them
11:10
and it also has these workflows for you
11:13
to keep up with them or keep track of uh
11:16
how much they might be invest in your
11:18
future deal okay
11:20
the goal of a crm is to be organized so
11:24
you know
11:25
approximately how much money you can
11:28
raise right a lot of times as a
11:30
first-time sponsor if i ask you how much
11:32
you can raise
11:34
if you want to be a co-sponsor on my
11:36
team that’s the first question i ask you
11:38
what’s your liquidity what is your net
11:40
worth and how much approximately you can
11:42
raise
11:43
without a crm or without putting down
11:45
those contacts on a spreadsheet it’s
11:47
really hard to answer that question
11:50
and so that’s why the crn comes in okay
11:53
now when you talk about mailchimp the
11:55
pro of mailchimp is it’s really good at
11:58
sending out emails it’s very intuitive
12:00
to use it was also just acquired for 12
12:03
billion dollars so it’s a very
12:05
legitimate company
12:07
the cons of mailchimp is it has
12:11
so-so delivery rate what that means is
12:14
sometimes if you send it through
12:15
mailchimp you could go into someone
12:17
else’s spam right but there are ways to
12:19
avoid that and you cannot send
12:22
individual emails unfortunately you have
12:25
to create a campaign in mailchimp and
12:28
there’s no note taking in mailchimp
12:33
which is very helpful and by the way i
12:34
will do a really quick demo right after
12:37
this slide so you can see kind of what’s
12:39
the workflow okay
12:41
hubspot the pro of hubspot is it’s all
12:44
in one you can take notes of individuals
12:46
you can send individual emails and
12:50
you can also send mass emails
12:52
but the con of hubspot is
12:55
this is like they have this concept of
12:57
lists instead of text and they’re kind
13:00
of not very intuitive in my opinion okay
13:03
i started off using mailchimp and then i
13:06
discovered hubspot and so now i’m kind
13:09
of stuck on mailchimp it’s really hard
13:10
to move everything over because getting
13:13
everything set up is quite difficult
13:16
lastly there is a active campaign
13:19
active campaign they boast that they
13:22
have a high delivery rate um so they
13:25
have 99
13:26
uh delivery rate and active campaign is
13:30
very good for automation so if you want
13:33
to say that they sign up on your website
13:35
and you want to follow up with them
13:36
three weeks later or three days later
13:38
and then another email a week later they
13:41
have all these triggers it’s very
13:43
intuitive to set up now it doesn’t mean
13:46
that the other two softwares don’t offer
13:48
that it just means that active campaign
13:50
really focuses on that part of the
13:52
system
13:53
activecampaign was also has a cool story
13:56
it was bootstrap as a company and then
13:59
10 years later they raised their first
14:01
round of funding and it’s worth quite a
14:03
bit of money
14:05
i did not end up choosing active
14:07
campaign because it could not send out
14:09
individual emails and i don’t really
14:12
really need the automation because i
14:15
only need to send out a mass email when
14:17
i have a real estate project so it’s not
14:20
that helpful for me okay
14:22
now hubspot is actually a really good
14:24
company so if i have one recommendation
14:27
is
14:28
sign up with hubspot um it does have
14:30
everything that you need and the free
14:33
version could allow up to almost 2 000
14:36
contacts so
14:37
basically you’ll be using it for free
14:39
for a long time before you even pay a
14:41
dime
14:42
okay now let me show you what i have um
14:47
so
14:48
i still have mailchimp unfortunately and
14:51
i also have hubspot
14:53
and
14:54
i
14:54
uh because i have two systems already
14:57
and i’m actually using another software
14:59
called pi sync that syncs between my
15:02
hubspot and my mailchimp so i’m sharing
15:04
my screen everyone can see it uh if this
15:06
has a tag of this thing it will be
15:08
propagated to mailchimp the other way
15:10
and then vice versa it gets really
15:12
complicated right so that’s why i
15:14
recommend people if you have hubspot
15:16
start with hubspot
15:18
i’ll give you a quick tutorial of mel of
15:20
hubspot so this is my hubspot account
15:23
this is you know i own a company so i’m
15:26
not showing any investors here these are
15:28
just uh
15:29
prospective candidates so that’s okay uh
15:31
they all went to cmu and mit and so i
15:34
can click into one of them so for
15:36
example i click into one of them and
15:38
suppose i end up talking to them over
15:41
the day i can create a note and i can
15:43
just type in type you know types of
15:44
notes here um mailchimp doesn’t have
15:47
that okay
15:48
if i want to create a follow-up i can do
15:50
that if i want to send an email i can
15:52
also send an email
15:54
hubspot allows you to send individual
15:57
emails and it has a pixel that allows
16:00
you to track if someone opens up the
16:03
email that is really important if you
16:05
try to reach your investors and just
16:08
know if they open up the email and you
16:10
can customize this individual email the
16:13
heck you want so that’s why hubspot is
16:16
probably the best out there okay
16:18
okay
16:19
i will pause here for any questions so
16:22
far
16:23
is this helpful is this what you
16:25
expected are people using another
16:27
software or are they using hubspot
16:28
already
16:30
this is good perry
16:31
uh general question
16:33
what is your thoughts on infusionsoft
16:35
slash cape
16:37
uh i heard of uh cape and i have heard
16:41
of infusionsoft
16:43
to my opinion
16:45
they are
16:47
they are good companies and
16:49
and hubspot in my opinion is probably
16:51
the best engineering company
16:54
i really
16:56
do research on the background of the
16:59
company and hubspot according to
17:01
glassdoor is the number one rated
17:04
company by employee satisfaction the
17:06
people who actually work there uh in
17:08
among all the small business and big
17:10
companies so that speaks a lot
17:13
that kind of joy in execution carries
17:16
over into how they handle their software
17:18
yeah
17:22
so
17:23
yeah so uh if you are using them already
17:26
and you find value out of them i do
17:28
recommend stick with them like there’s
17:30
not much you want to switch and you know
17:33
it’s a full-time job to find out all the
17:35
pros and cons of different softwares and
17:38
i’m because i’m in software that’s why i
17:40
know these things but most people don’t
17:42
really care right
17:44
if you like one just stick with one
17:46
there was a question about which one of
17:48
those three softwares are free are they
17:50
all paid they are all paid and they are
17:53
all free okay
17:55
all of them have a pr freemium version
17:57
for example hubspot allows you to use up
18:00
to say 2 000 contacts for free
18:03
mailchimp probably has a 30-day trial so
18:06
you can play with each one of them yeah
18:09
yeah
18:10
cool all right
18:12
moving on to the next slide
18:14
so here’s why i recommend if you are a
18:17
new uh sponsor right
18:20
um a new sponsor actually has a lot of
18:22
jobs right he it needs to worry about
18:24
how to find a deal it needs to work
18:26
about how to raise money it needs to
18:28
know how much money you can reasonably
18:30
raise so by using the software or even
18:33
if you have a spreadsheet
18:35
type in what everyone you know like
18:38
every person in your life that you
18:39
reasonably know that has high net worth
18:42
okay
18:43
put a column for how much you think you
18:46
can raise from them right don’t ask them
18:49
any question yet but say you put on john
18:51
smith and i can recently raise say 25
18:54
000 from them that is your expected
18:57
value and it’s better to keep track of
18:59
that expected value than not not just
19:02
like putting those numbers in your head
19:04
all right
19:05
okay so if you’re starting out you do
19:08
want to create a website you don’t have
19:10
to there are very successful syndicators
19:13
they don’t even have a website and
19:14
that’s fine right it’s a very
19:16
relationship business
19:17
that means you do need your own domain
19:19
right so if you your local you know your
19:22
company.com
19:24
you could use cashflow portal as a lead
19:26
magnet i will show you in a second we
19:29
have a linkedin like biography page that
19:33
allows you to put your entire track
19:36
record and resume on cash flow portal
19:40
and that is an amazing tool for upcoming
19:43
sponsors to use okay
19:46
and then finally you do need a google
19:48
suite google suite is used to create
19:51
your own email domain you can use
19:53
outlook you can use godaddy it doesn’t
19:55
matter but something along those lines
19:57
so that people can email you i’ll say
20:00
john
20:01
xcompany.com instead of gmail.com right
20:05
now
20:07
true story
20:08
i syndicated four deals uh four
20:10
properties three deals at this point at
20:13
850 plus units i still use a gmail
20:16
account so you don’t need your own
20:18
domain just to be clear okay
20:21
though whether when you are a successful
20:24
sponsor really depends on how the deal
20:28
does and your prior connections than
20:30
whether you have in your company domain
20:33
okay right let me show you okay real
20:36
quick real quick on that just sort of
20:37
question so that they know are you
20:39
saying they have your own website for
20:40
the property like an individual deal or
20:43
are you saying a pro
20:44
website for themselves like their own
20:46
business good question a website for
20:49
themselves which has a track record of
20:51
all the properties you either passively
20:53
invested in or maybe you have done one
20:55
or two deals that showcase that properly
20:58
okay all right sounds good good
21:00
right let me show you a example of a
21:04
sponsor that has their own website so
21:06
this is uh ivan who’s also actually on
21:09
this call um he’s just you know looking
21:11
for his first deal and then you can see
21:13
some photos about him some about page
21:16
and so on so forth okay so that’s a
21:18
beginner’s uh uh sponsor page
21:21
here is someone that has a ton of views
21:24
okay cool so uh nick has 2 000 plus
21:27
units 50 million portfolio value uh 1200
21:30
unique investors um that’s a small thing
21:33
about him
21:34
these are all the deals that he sponsor
21:37
they are closing september 2021
21:38
september 2021 august 2019 december and
21:42
then you can scroll down for more
21:43
information if you want to these are all
21:45
the passive deals that he he did uh
21:48
that’s avalon apartments uh class c and
21:51
so on so so you can also easily create
21:54
these in uh casual portal now
21:57
this part of the website actually
21:58
doesn’t generate us any money it’s just
22:00
a cool thing that we do for our all our
22:03
uh uh uh
22:05
customers and they are free you can just
22:07
register sign up this this is all really
22:10
cool um and
22:12
to me it allows the new sponsor to find
22:16
value out of the platform right okay
22:19
i’ll pause here and have other people
22:22
ask questions
22:26
so the the listing that we see here this
22:29
come from the software
22:32
the yes the listing come from the
22:34
software they can upload a photo they
22:36
can talk about uh what’s the role there
22:39
uh how many units uh what’s the cost of
22:41
the property and then when you click on
22:44
it it will show the projected returns as
22:47
well as actual returns if they want to
22:49
put that information
22:51
which is actually really really powerful
22:53
at the top here you can see that this is
22:56
their current market and these are the
22:58
markets they invested in they are
23:00
interested in multifamily and maybe
23:02
airbnb as well
23:04
and then we are adding features every
23:06
day so they will add also what they’re
23:09
looking for are they looking for
23:10
co-sponsors they’re looking for
23:12
investors or they’re looking for kps
23:15
right so
23:16
i have this dream of creating the imdb
23:20
of real estate syndication and that is
23:22
the first step towards creating a
23:24
biography page
23:29
thanks um follow-up question do you have
23:31
like an api so that i can encapsulate in
23:35
this whole thing within my own website
23:37
yeah so you could do that and you just
23:40
do an iframe and that’s it yeah um so
23:42
you don’t need an api but you can put it
23:44
on your website if you want to and a lot
23:46
of people do that which goes back to
23:48
this point which is that you could have
23:50
your own website and casual portal is
23:53
just an additional lee magnet generation
24:00
and that’s no good
24:01
yeah yeah so okay cool
24:04
um
24:05
now moving up so what is the marketing
24:08
flow the marketing flow is you can
24:10
create your own website but it’s
24:11
optional
24:13
you can also use cash flow portal as a
24:15
lead magnet but that’s also optional
24:17
right honestly the most important thing
24:20
you could do is just find a deal first
24:22
right
24:22
and then you can export um those
24:25
contacts
24:26
uh to hubspot mailchimp okay
24:30
and then finally someone asked a great
24:32
question do you what do you think of
24:35
investor management software like
24:37
juniper square or ground breaker
24:39
we are primarily a investment software
24:43
so you will also use cash flow portal
24:45
when you have a deal for investor
24:48
management and that’s actually the bulk
24:50
of our business a hundred percent of our
24:52
revenue right now come from a investor
24:54
management software the biography thing
24:57
that i show you is just a feature it’s
24:59
actually not a complete product okay all
25:01
right i’ll pause here again any
25:03
questions
25:07
all right cool
25:08
hey perry i just got a question oh well
25:10
i’ll i’ll ask it later actually that’s
25:12
all right go ahead sure let me talk
25:14
about why real estate syndication
25:17
software in general okay so what is a
25:19
real syndication software so garage
25:22
actually asks a really good question um
25:24
the purpose is to unlock more investors
25:27
right so you have a deal your investor
25:29
should be notified automatically in
25:31
addition to your hubspot email
25:34
it automates equity raising
25:37
so you can do all the
25:40
signatures and document signing directly
25:42
on the portal
25:44
it allows you to sign paperwork
25:46
it is also a centralized investor portal
25:50
that your investors can log in and look
25:52
at have a source of truth for all their
25:56
real estate investing opportunities
25:59
and it allows you to distribute your
26:01
distributions through ach directly from
26:04
the port
26:06
now
26:07
why a real estate syndication software
26:10
number one it helps you save time
26:13
right there are a lot of paperwork
26:15
between now and closing
26:18
it helps you to connect with both
26:19
investors
26:20
okay
26:21
it does make you come across as
26:23
professional and modern by having a
26:26
software that your investors can
26:28
directly go to instead of signing pen
26:30
and paper okay
26:32
and finally
26:33
you know we
26:35
as real estate investors get into real
26:37
estate investing because we want to
26:40
achieve financial freedom
26:41
but financial freedom also means time
26:45
freedom
26:46
if you’re spending most of your time
26:48
answering investors questions and doing
26:50
paperwork you haven’t truly achieved
26:53
financial freedom
26:55
okay now i’ll give you a demo of our
26:59
investor software okay
27:02
so now i am here
27:04
this is what you see uh i am logged in
27:07
as a sponsor okay cool all right now
27:10
click into a deal
27:12
okay i can go to the offering page and
27:15
click into the offering that i’m making
27:17
i can set the minimum investment the
27:21
offering size the type of investment you
27:23
can embed it a youtube or vimeo link as
27:26
well
27:28
go to key metrics i can set my cash and
27:30
cash return for every year
27:32
okay go to the summary page i can set i
27:36
can add paragraphs and paragraph of
27:38
information some really good questions i
27:41
will answer i will answer them right
27:43
cool and then
27:44
assets
27:45
uh you can upload images and you can you
27:49
can add multiple images if you want
27:51
the offering documents you can upload
27:54
your resume as well as your offering
27:56
deck
27:57
e-sign templates
27:59
uh this allows you to upload a
28:03
your legal documents and put signature
28:06
views on them
28:07
here’s one example in which we are very
28:10
uh
28:11
a lot better than our
28:13
competitors so let me delete one of them
28:16
say llc
28:17
i can click on create document
28:20
let me go ahead and drop a document here
28:23
i’ll put a document here
28:25
we have this amazing ability for you to
28:28
choose all the fields from a existing
28:32
template and just paste that into the
28:34
new document that you’re uploading so
28:36
you’re only doing the document
28:38
signatures
28:39
all the setup once once you do it for
28:42
one profile you can do it for the other
28:44
three profiles and i’ll select llc and
28:47
then go ahead and save okay and you can
28:50
edit them okay
28:52
lastly
28:53
you can edit your bank account
28:54
information here is a sample bank
28:56
account right all right so
28:59
now you can take this link
29:01
and i will just go here
29:03
and this is the single link that you
29:06
send to your investors right your
29:08
investors see a very very clean portal
29:10
right
29:11
that has the cash and cash return the 50
29:14
000 investment some key metrics about
29:16
page the location you have two assets
29:19
some documents it’s mobile responsive so
29:22
if it also looks great on mobile right
29:26
now
29:26
if they are interested in investing they
29:29
click on invest now
29:32
okay
29:32
here they’ll just need to create a
29:34
profile and in this case i will create
29:36
say a llc pro
29:40
investment so perry zane you know uh
29:45
sample lc
29:48
app profile
29:51
select the sponsors i know we support
29:54
co-sponsors
29:56
next
29:57
put in my
29:58
75 thousand dollar investment
30:02
next
30:03
i’m ready to sign
30:08
go ahead sign here
30:16
my wire instructions
30:18
i’m going to wire my money end of the
30:20
week
30:21
click submit
30:22
now they are submit
30:25
they can see that once they invest it
30:27
well i did a bunch of demos so this is
30:29
showing a big number here
30:32
this is a property information
30:34
my ownership section documents
30:37
transactions activities and you can see
30:39
this cash flow history right
30:43
our software is the only one that allows
30:45
you to switch back to
30:48
syndicating like in airbnb you can
30:51
switch between hosting and traveling
30:53
other softwares want you to create a
30:55
different email for investing well i
30:57
think that’s too much so if you click
31:00
click on back to in syndicating
31:03
you go back now you are back into the
31:05
syndicated view the sponsor view i saw
31:08
that this parisian sample investment
31:10
just made a 75 000 investment as october
31:14
19
31:15
and one of the two people have signed
31:18
now as a sponsor
31:20
your only job is to click on this thing
31:22
called sign out
31:24
which allows you to counter sign as a
31:27
sponsor
31:28
right that allows you to counter sign as
31:30
a sponsor and agree
31:32
now the document has been counter-signed
31:35
the status is changed to counter sign
31:37
when you’re ready to wire the instructor
31:40
send the wire instructions you click on
31:43
this button called send wire
31:45
instructions and the status now is
31:47
changed to wired instruction set
31:50
okay
31:51
when the wire is received you click on
31:53
this button and the wire the email about
31:57
the wire received has been sent okay
32:00
finally this is the we are the only
32:02
software that actually does this and
32:04
it’s incredible how people don’t do it
32:07
if you want to create an addendum like
32:09
how many times your investor actually
32:11
messed up their document and you need to
32:13
create an addendum we have a super easy
32:16
way to create an attendant you just
32:18
create an addendum here
32:21
and i will say you know investor i’m
32:23
sorry i misspelled your name i’ve got a
32:25
portion here here and then i’m gonna put
32:27
ask for your initials here okay go ahead
32:29
and continue
32:32
now the addendum has been created
32:35
and i will go ahead and send the
32:37
addendum okay
32:39
right right here
32:40
click on this button called send sign
32:42
email go ahead and send
32:44
now let me check my email
32:49
i shall have received many many emails
32:51
at this point
32:52
as you can see
32:54
i got an email that this i have uh uh i
32:57
got an email that someone has invested
32:59
in my deal
33:01
i got an email saying that
33:03
congratulations for investing you can
33:05
view your wire instructions here
33:08
i got an email that your wire has been
33:10
successful
33:12
and finally i got an email that there is
33:15
a addendum and i can go ahead and sign
33:17
their addendum right so go ahead and
33:19
i’ll click on it i’ll sign their
33:20
addendum
33:24
and also okay yeah uh oops i messed up
33:29
and then i’ll go ahead and sign that
33:34
this is my initial that’s why it’s pc
33:37
go ahead and save agreed and now the
33:39
attendance has signed up inside
33:42
all right so now
33:44
uh go back here uh
33:46
great so let me go over some questions
33:49
first and then i’ll open up for more
33:50
questions by the way
33:52
are people following what i was doing um
33:57
yeah and i just want to recap before you
34:00
before you’re going to go into this
34:01
period because
34:02
uh you know
34:04
when when you are you’re syndicating
34:06
you’re put together putting this
34:07
together you put putting together a deal
34:09
it’s a 10 million deal 15 million deal
34:11
whatever it is you’re gonna raise four
34:13
million dollars five million dollars
34:14
something like that right and you’re
34:16
gonna raise it in 50 000
34:18
lunches from from your friends and
34:20
family or people you know things like
34:22
that
34:23
you gotta think to get to
34:25
four million dollars at fifty thousand
34:27
dollars a slice you’re adding 50 people
34:29
or i don’t know how many people you’re
34:30
adding a lot of people right so there’s
34:32
50 investors in this deal right maybe
34:35
and if you’re having a you know an 8
34:37
million well now you’ve got you’ve
34:39
gotten 100 you know investors in this
34:41
deal
34:42
and
34:43
everybody is getting
34:45
you know documents sent to them you know
34:47
here’s a ppm here’s the sign this here’s
34:50
the wiring instructions where’s that
34:52
what about this if you have a hundred
34:54
people all emailing you different things
34:55
like that your email box is gonna get
34:57
blasted and you’re gonna be there all
34:59
day right so
35:01
this whole thing what perry is kind of
35:03
showing you is when you’re getting to
35:04
this level hey you’re raising your uh
35:06
you know you have a a property that you
35:08
you’re raising capital for and you’re
35:10
managing anywhere from ten to eight to a
35:13
hundred i don’t know what the maximum is
35:14
for perry but you know 10 or 20 people
35:17
and you start to you get this level
35:19
where you you have that many investors
35:21
you’re going to probably want to start
35:22
to manage this some way that’s other
35:25
than a spreadsheet other than your email
35:28
and and just bouncing back and forth
35:29
between emails because you’re going to
35:30
get kind of lost in this so this is the
35:33
types of things that um that you know
35:36
paris
35:37
has a solution for and and he’s showing
35:39
you like different things sometimes if
35:40
you’re not aware of of the other ones
35:42
that are out there you may not know what
35:44
are all the features and everything but
35:46
um i think you
35:48
like for many people i mean i’ve raised
35:51
capital for deals too and when you start
35:52
to raise capital like your investor
35:54
relations become
35:55
something that comes up very often you
35:57
know like every month they’re gonna hey
35:59
what happened why why isn’t this going
36:01
what about this are we gonna do this are
36:03
we gonna change the
36:05
are we gonna go for some you know
36:06
environmentally friendly uh water saving
36:09
con you know conservation project are we
36:11
gonna fix the basketball court or you
36:13
know what’s what’s going on with
36:14
delinquency all these questions that
36:16
happen you know so you’ve got a way out
36:17
of a way to manage a lot of this so just
36:19
wanted to illustrate that for people a
36:20
little bit
36:22
yeah so there are lots of thank you paul
36:24
that’s a really good um
36:27
context there
36:28
to
36:29
answer some of these questions um
36:32
do we pay to investors as well
36:34
absolutely we have this distributions
36:37
tab and you can add it easily at added
36:39
distribution
36:40
now i want to be super clear
36:43
there is the functionality called ach
36:45
where you can distribute directly from
36:47
the portal that feature is coming up in
36:50
a month
36:51
it’s not live yet okay but everything
36:53
else is there now my counter argument
36:56
against that is if you are closing a
36:58
deal right now you probably wouldn’t do
37:00
a distribution for at least three to six
37:02
months so i think it should be okay okay
37:05
but we’re actively working on it in fact
37:07
our version will be better than
37:09
competitors the competitor version is
37:12
you do two micro deposits into your bank
37:15
and then that’s how you verify your bank
37:17
our version is that we use plot to
37:20
directly authenticate with your bank and
37:22
you can distort distribute money from
37:25
you know
37:26
five uh like ten minutes later okay
37:30
yeah so you can do ach as well as wires
37:32
yeah exactly
37:34
now the other question is um
37:37
uh how are we different from the other
37:40
software’s out there um for people who
37:43
are already using it we are definitely
37:45
the newest stock in town we are the
37:48
newest the newest new kid on the block
37:51
it might be a combination of my
37:53
background as a software engineer
37:55
manager as well as engineer that i just
37:58
have a different level of
38:00
technical you know i used to work in
38:03
silicon valley and i just feel like the
38:05
current software’s are not the most
38:08
intuitive and they don’t really think
38:10
like a syndicator they’re a little bit
38:12
more cumbersome they are a little bit
38:14
inflexible in their pricing
38:17
and also that is just it’s hard to get
38:20
support because they are you know
38:22
getting pretty big or not
38:24
so as you can see from our ui we really
38:28
really put the focus on ease of use
38:30
intuitive modern and making a great
38:34
experience for your investors to give
38:37
you example there are couple people a
38:40
couple of our customers that lost
38:43
investors with other software because
38:45
they just like gave up like i couldn’t
38:47
figure this out and i just i forget
38:49
about it and then they have another deal
38:51
they end up using us uh as a software
38:54
and those two investors easily went in
38:57
and just finished all the subscription
38:59
documents that shows you the difference
39:02
in uh user interface right yeah so how
39:06
many active gps are using our software
39:08
right now uh we are growing so we are
39:11
the newest kid in the block
39:12
we have about 50 uh customers right now
39:16
so not a lot but we started only a year
39:19
and a half ago so so there’s that okay
39:21
and it’s really been picking up in the
39:23
last year and a half um
39:26
last three months
39:28
and that’s why i’m i’m here to giving
39:30
you a demo
39:33
yes so if you do i have a recording so
39:37
you can go to not not youtube oops
39:40
go to cashflow.com
39:42
uh this is our website it’s free to sign
39:45
up like once you sign up like we don’t
39:46
charge you because i really really
39:49
believe in you getting value before i
39:52
receive money right mailchimp allows you
39:55
to sign up for free hubspot allows you
39:57
to sign up for free that’s my mindset as
40:00
well sign up for free if you don’t close
40:02
on the deal
40:03
then we shouldn’t be charging you
40:05
and then if you scroll down to the
40:07
bottom these are all the equity rating
40:09
folks this is the demo
40:12
so you can click on that and then watch
40:14
the youtube video right these are all
40:16
the passive investors
40:18
that invest in the deal
40:21
by the sponsors and now um i did i did a
40:25
6.7 million dollar race using my own
40:28
software and that was finished in about
40:30
48 hours without any glitch
40:32
yeah
40:33
um
40:34
and then
40:35
okay so moving on to
40:38
another question which is what is the
40:40
pricing model right so if you click on
40:42
pricing um it is 199 per month if you
40:46
have one property if you have two
40:48
properties it’s 2.99 per month and then
40:51
if you have three properties it’s uh
40:53
3.99 per month but if uh if you you know
40:57
com apollo if you know power just let us
40:59
know uh pricing will never be the issue
41:03
that you don’t use us we are almost for
41:05
sure uh more affordable than everyone
41:07
else yeah okay um
41:11
last thing i want to mention now that i
41:12
want to go back to here which is about
41:15
co-sponsors
41:16
right um okay before i go to that slide
41:20
any other questions
41:26
how is this helpful um
41:30
very humble i know it is for me for sure
41:33
very helpful
41:35
hey
41:35
harry let me ask you a quick question um
41:38
just say i have five million dollars
41:39
under management
41:41
um do you charge that that fee plus a
41:44
management fee of how much money i have
41:47
nope no okay
41:48
yeah okay definitely the best pricing
41:50
that i’ve seen out of all these
41:51
companies so good for you man pricing is
41:54
not the issue here yeah i i almost
41:56
guarantee that yeah um
41:58
yeah so no um we are definitely because
42:02
we are new kid we try to ruin your
42:04
business and so you’re only almost early
42:06
adopter but i think
42:08
the level
42:09
of sophistication still needs to be
42:12
there and i’m confident that our
42:14
software is sophisticated as in many
42:16
many folks in many mentorship programs
42:20
are already using us and they highly
42:21
recommend us so
42:23
um
42:24
okay um all right and
42:27
it’s a free for the investor looking for
42:29
investment opportunity uh it is free if
42:33
if you are the sponsor that’s inviting
42:35
investors in so it is free for the
42:37
investors okay all right
42:39
yeah yeah so perry several deals i’m
42:42
using are using this yeah the overview
42:43
is very helpful as lp awesome thank you
42:46
charles all right let’s talk about
42:48
co-sponsors that’s a difficult question
42:51
so
42:52
what do you do if the co-sponsors are
42:55
different using different softwares
42:57
right
42:58
so you are a co-sponsor you’re working
43:00
with different lead sponsors
43:03
one sponsor lead sponsor a is using
43:06
software a right the other sponsor is
43:08
using software b right
43:10
you don’t really want to fragment your
43:13
investors right you don’t be like until
43:16
one you will just go to use this
43:17
software and the next deal you’re gonna
43:19
use another software
43:20
it is important for you to decide
43:23
upfront
43:24
what is the software you won’t use for
43:26
your investors in the long run
43:29
it’s the same idea that you don’t use
43:31
mailchimp because your lead sponsor uses
43:33
mailchimp and then you switch to hubspot
43:36
when you’re
43:36
other responses using hubspot you decide
43:39
on your own software right
43:42
that has the benefit that syndicator a
43:46
using software x can never poach your
43:50
investors because you are technically on
43:52
different platforms right
43:55
one question i often get asked is well
43:57
in that case how do you do distributions
44:00
do you go from the same bank or how does
44:02
it work it’s very easy
44:05
you have your own software you’re
44:06
raising money say 1.5 million dollars
44:08
from your investors you use cash flow
44:10
portal your lease sponsor can be using
44:13
whatever doesn’t matter which software
44:15
and you tell them hey you know i’m going
44:18
to raise 1.5 and today i have raised
44:21
500k so you can put credit entry for me
44:25
of how much perry can raise and it’s
44:27
500k today so you can you tell the least
44:30
sponsor they can keep track of the total
44:31
in their software and then you just do
44:33
your own thing once you raise the 1.5
44:37
you can update you can tell the least
44:39
sponsor to update that entry to 1.5
44:42
when the investors wire in the money
44:45
they will wire into the centralized bank
44:47
account so it’s still using one
44:50
operating account okay so the money
44:52
still go in into the same operating
44:54
account so the lease sponsor have access
44:56
to that you also have access to that
44:58
when you are distributing money
45:01
the lease sponsor will distribute to
45:03
only the investors that he knows or she
45:06
knows and you are distributing money
45:08
from the same bank account to the
45:11
investors that you know right so that
45:13
way it’s complete separation of concern
45:16
the business goes out as usual it’s
45:18
almost like a fund of funds but that you
45:21
have complete separation
45:23
i hope that makes sense
45:25
because
45:27
the world is changing
45:29
and i believe that at some point people
45:32
are going to run into conflicts of they
45:34
start with software x and then the next
45:37
leasing data comes in using solver y and
45:39
they don’t know how to reconcile the two
45:42
so
45:42
instead of
45:44
following
45:45
make a decision upfront on what you are
45:47
going to use
45:49
does that make sense
45:52
i’ll say that’s an interesting point
45:54
there perry because i’ve never heard
45:55
anybody talk really about that and you
45:57
know the co-sponsor part so that’s
45:59
that’s a really interesting part for i
46:01
think a lot of people who
46:03
maybe haven’t even thought about that
46:04
but that’s you’re providing a solution
46:05
that you know it hasn’t been out there
46:07
that i’ve heard of so
46:09
i would have never guessed to think
46:10
about that but it seems like a common
46:11
problem right pal
46:13
yeah i mean when you’re talking about
46:14
your investors right i mean that’s big
46:15
thing is you’re trying to protect your
46:16
investor list right and prayer is
46:18
helping you do that and not many you
46:20
know
46:21
a lot of times when you’re working with
46:22
somebody else you have to give up your
46:23
whole list because they already know
46:25
who’s investing right and so you have to
46:27
have that relationship with that with
46:29
that other team that you’re like hey you
46:31
know understand these are my investors
46:33
that i’m bringing to your to your table
46:35
i don’t want you to just bombard them
46:36
with all your other deals that i’m not
46:38
in that’s not a good relationship to
46:40
have right and so to perry is providing
46:42
an actual way to mechanism to to prevent
46:44
that whereas
46:46
instead of just relying on the trust
46:48
and
46:49
you know you obviously want to trust
46:50
people but you know mistakes can happen
46:52
rather regardless if you trust people so
46:54
let me give you yeah let me give you
46:56
another analogy
46:58
so
46:58
it has happened before that if you are a
47:01
co-sponsor on a platform the lead
47:04
sponsor by definition has full authority
47:07
on looking at your investors data right
47:09
almost by definition
47:11
so when they have a deal
47:13
it’s very possible that your investors
47:16
get notified and when you have a deal
47:19
because you are a co-sponsor you’re not
47:21
the person paying
47:23
so your investors don’t get notified so
47:26
it’s just like a double whammy now
47:28
whether the box has been fixed that’s a
47:30
different question but it’s possible
47:32
that this could happen right so the only
47:34
way to protect yourself is just like i
47:36
have my own account so nobody can like
47:38
mess with me
47:40
good point that’s great yeah
47:43
all right um and we um yeah and then uh
47:46
okay the last one i want to say
47:48
is this one some parting thoughts
47:51
so
47:52
real certification is a very new
47:55
development
47:57
it was 506b was only passed as part of
48:00
the jobs act in 2012
48:03
and it wasn’t recognized by sec until
48:05
2014
48:07
so there are a lot of software’s out
48:09
there i will argue that you can try a
48:11
couple of them because you don’t know
48:13
who will be the ultimate winners and
48:16
ours you can sign up for free you can
48:18
use it you don’t get charged until you
48:20
have a deal and you it’s a relationship
48:23
business right you can start create an
48:25
offering and you can stop creating an
48:27
offering and then come back to where you
48:29
left off it takes less than five minutes
48:32
to create an offering
48:34
when choosing the software focus on
48:36
acceleration then velocity and finally
48:39
feature parody you know compared to the
48:42
software’s out there we might have the
48:45
least amount of features but we are
48:46
constantly building but i do know the
48:48
things that we do have we have amazing
48:51
user experience okay
48:54
next point is the cost of switch is
48:57
actually not that high
48:58
it’s actually more of a reflection of
49:01
the company than the actual switching
49:03
cost okay so if you’re already using
49:06
another software there are two solutions
49:09
one is you have a new deal try using us
49:12
instead of um you know instead of
49:14
continuing that existing solution
49:16
of
49:17
hedging right against different
49:19
softwares
49:20
if you really really want to switch
49:22
we have a 15 minute call
49:24
you can give us the login credentials to
49:27
the other software
49:28
and i guarantee you 24 hours later
49:32
everything is moved over we have a
49:34
proprietary way of migrating all the
49:36
data out and then putting it on our
49:38
platform so sometimes people tell me i
49:41
spent 70 hours setting up on this
49:43
platform i do not want to set up spend
49:45
another 70 hours no you don’t that my
49:48
team will take care of it for all of it
49:49
for you um free of charge
49:52
and then finally um when talking i am
49:55
happy to put on my syndicator hat on
49:58
for example
50:00
if you just raise money using software a
50:04
i would not recommend you switch because
50:07
that will look kind of bad to your
50:09
investors that you just raised money and
50:11
you’re changing the software already
50:12
right so you may need to like let that
50:14
one go and then maybe focus on the next
50:17
one right so so there’s that okay um our
50:20
company revenue users is growing 80
50:24
month over month so we are doing really
50:26
well right now
50:27
um
50:29
one question there is can you send
50:31
update monthly or quarterly uh during
50:33
say the construction process yeah so
50:36
i’ll show you a quick example here
50:39
we have this uh feature email and then
50:42
you can just select all the investors
50:44
that you know and then you can you can
50:46
delete them you can select okay i will
50:48
select all the
50:50
uh the sole investors
50:52
and you can write your email super easy
50:55
your co-sponsor can write emails to
50:58
their investors only as well okay so we
51:01
do have that feature
51:02
and then finally can investor and their
51:04
cpa signing sign a letter verified
51:07
accredited investor on the platform
51:10
great question
51:11
um
51:12
accreditation right now is done outside
51:15
of the portal because most of our
51:17
customers are 506 b doing 506 b again
51:22
this is something we are working on so
51:24
i’ll just be like super honest with you
51:26
okay
51:27
and then lastly how the investor
51:29
prioritize when sponsor comes in your
51:32
website uh maybe you can elaborate on
51:34
that question
51:37
uh oh so i think if the question is
51:40
asking you know i have five million
51:43
dollars i need to raise i’m almost fully
51:45
subscribed what do i do um
51:48
that’s an easy that’s a good question
51:50
it’s easy so if you go to offerings
51:53
right you can make the status as close
51:56
and then no longer accepting investments
51:59
right um
52:00
sometimes they will make the investment
52:03
and we decided not to take that
52:05
investment
52:06
and we will just not counter sign it and
52:08
we’ll send it back and void it that’s
52:10
fine as well
52:12
all right i’ll pause there i know that’s
52:14
a lot of information i think that’s good
52:16
for the evening
52:19
i get great so if you’ve got any
52:21
questions definitely make sure oh sorry
52:23
perry go ahead go ahead go through oh no
52:25
i was going to say here’s my contact if
52:27
you want to take a screenshot email me
52:29
if you have more questions someone asked
52:31
me to uh you know to to network yes i
52:34
would love to chat
52:36
my goal is to help people just sponsors
52:38
and investors achieve financial freedom
52:41
i’ve achieved it and now i’m doing this
52:43
because i want to help more folks so yes
52:46
um here’s my contact go ahead
52:50
something real quick in regards to these
52:51
portals this is something you don’t
52:53
realize you need until it’s too late
52:55
almost this is something i should have
52:57
set up
52:58
i don’t know a long long long time ago i
53:01
legitimately just signed up on his uh on
53:04
his website
53:05
three minutes ago i’m switching over
53:07
from another company that is a lot more
53:10
clunky or whatever word you want to use
53:13
just not not not nearly as many uh
53:15
benefits and ease of use so i appreciate
53:18
that perry
53:20
yeah that’s awesome that’s awesome yeah
53:22
i’m
53:23
perry
53:24
one question that i had and anybody else
53:26
you can write any more questions that
53:27
you have we’ll ask perry uh here right
53:30
now the one question that i had that um
53:32
you went over in the very beginning say
53:34
you’re going to send somebody the link
53:36
of your uh you know you created an
53:38
investment you put up all the details
53:40
you put in pictures uh you have the and
53:43
you want to send people the link
53:45
um do they have to register on your
53:47
website to see that link or is it uh is
53:50
it like open
53:51
it’s uh it’s open uh you can set the
53:54
permission what you want i set it to
53:56
open so to give you an example um let me
53:59
take this link
54:02
so this link and let me log out right so
54:06
what happens here is you will just see
54:08
this without login and then when you
54:10
want to invest you can create an account
54:13
and once you create an account it
54:14
automatically takes you to the
54:15
investment funnel
54:18
and yeah it’s
54:19
i i thought through all of that parts
54:21
yes so it’s pretty cool um yeah
54:25
yeah yeah yeah and then if you the other
54:28
thing is
54:29
we are a little bit different and this
54:30
might be you know take it or leave it
54:34
is if you have one account it’s the only
54:37
account you have that will invest in all
54:41
dues
54:42
okay so
54:44
so that means you don’t have to go to
54:46
sponsor a’s website to invest sponsor
54:49
b’s website to invest and so on and so
54:50
forth now the sponsor do get the
54:53
recognition that this is you know their
54:55
logo is on it whatnot but
54:58
what we are trying to create is almost
55:00
like the airbnb of real estate investing
55:02
by definition it’s on cash of portal it
55:05
has that kind of legitimacy that this is
55:07
for real and yeah in the future
55:10
we will bring in
55:12
fresh blood investors
55:14
from silicon valley and whatnot and our
55:17
goal is to help sponsors
55:20
never worry about raising money again
55:22
because you have these amazing
55:24
biographies and then you can send this
55:26
to anyone you know and then they can
55:28
just connect with you so it’s also a way
55:31
to increase your investor network
55:34
um the last thing i want to mention here
55:37
the last thing is
55:39
uh if you go to cashflowportal.com
55:42
you can learn more about how this
55:44
connect with syndicators work okay
55:48
specifically
55:49
uh this is very important it’s a one-way
55:52
discovery so passive investor can find
55:55
sponsors through a platform but not the
55:57
other way around which means the
55:58
sponsors can never poach other sponsors
56:01
passive investors so this allows the
56:03
passive investors to spot the best
56:06
investors to spot the best sponsors and
56:08
connect with them in just one click
56:13
yeah
56:14
that’s awesome perry i know that you’ve
56:16
grown since like i you know the first
56:17
time that we connected was i don’t know
56:19
it was probably like a year and a half
56:20
ago or so and yeah and and
56:23
your uh your your platform and
56:25
everything has grown a lot since then
56:27
and that’s that’s great to see it’s
56:29
awesome yeah um i know c v you just
56:32
asked a question about can i invest in
56:35
cash flow portal um would you accept
56:37
investments um it is a 506 b
56:40
but it’s funny that we’re speaking on
56:42
this i don’t i feel fine saying that
56:44
um
56:45
i
56:47
i’m actually having a webinar tomorrow
56:49
for the equity rating for the business
56:51
um and we are
56:53
four million dollars
56:55
self-committed on a 1.5 million dollar
56:58
race so we’re gonna be like way way way
57:01
way oversubscribed at this point so yeah
57:03
uh but uh if you’re interested in the
57:06
business uh if you’re interested in just
57:08
knowing more being our customer or just
57:10
send me an email and we can chat more
57:14
yeah
57:16
yeah
57:18
yeah and that might be a combination
57:20
that i am a pretty good um
57:24
sponsor um my real estate deals are
57:26
doing well so uh so that helps yeah and
57:30
so and i came from technology so i know
57:32
how to create good software yeah
57:34
perfect very much much much much
57:36
appreciated my friend
57:39
yes thank you so much for the
57:40
opportunity i really appreciate that and
57:42
thanks for the engaging audience here
57:44
absolutely pal do you want to go ahead
57:46
and uh we can launch out into breakout
57:48
session since we answered most of the
57:49
questions and then get back uh in about
57:51
5-10 minutes or what’s your thoughts
57:54
yeah why don’t we give it uh when we go
57:55
ahead and launch into the breakout room
57:57
let’s um
