Raise Capital Legally
Ready to invest in properties and projects bigger than you can manage alone? Then you're ready to syndicate. Our "Raise Capital Legally" host and Corporate Securities Attorney Kim Lisa Taylor, and co-host Krisha Young guides you through this complex and confusing world. Learn how to raise all the capital you need for real estate or small business and avoid legal potholes.
Each episode either teaches a subject related to capital raising or interviews service providers who offer services investors need as they grow their businesses. At the end of each show, Kim and her guests take live questions from the audience.
Kim is not just an attorney, she's also an investor. She has owned or controlled 30 rental properties; has been a general partner in a land development project; and currently owns vacation rentals. She is also the author of two Amazon best sellers on how to raise capital legally. Kim and her team have helped hundreds of clients raise ~$4B.
Information discussed during this podcast is of a general, educational nature and should not be construed as a legal advice.
Get one of our Amazon Best-Sellers mailed to you. Text the word SYNDICATE to 844-796-3428 and give us your address.
Raise Capital Legally
The 4 Stages of Investor Marketing: Turning Awareness into Capital Commitments
In this episode of the Raise Capital Legally podcast, we sit down with Dallon Schultz, founder of Capitallyst Pro, to explore how capital raisers can automate and streamline their investor relationships while staying compliant with 506(b) regulations.
Dallon shares how Capitallyst Pro helps syndicators and fund managers attract, nurture, and convert investors using pre-built systems, CRM tools, quiz funnels, and automation strategies. He breaks down the four key marketing stages for raising capital, how drip campaigns can build trust, and why an organized pipeline is crucial for turning leads into long-term investors.
We also discuss how Capitallyst Pro helps founders focus on relationship-building to develop and maintain relationships with new investors.
If you’re looking for a done-for-you system or a DIY approach to streamline your prospective investor outreach, this episode is for you!
Chapters:
Introduction and Background of Capitalist Pro (00:00:02)
Krisha Young introduces the podcast focusing on raising capital legally. Dallon Schultz shares his journey from being a registered nurse to creating Capitalist Pro after identifying gaps in investor relationship management.
The Need for Automated Investor Relations (00:02:40)
Dallon explains how a personal experience of losing a $200,000 investment opportunity led to recognizing the need for consistent investor communication and automated systems.
Value-Based Communication Strategy (00:08:42)
Discussion of the importance of providing value through regular communication, making strategic introductions, and maintaining an abundance mindset in investor relations.
Compliance and Relationship Building (00:39:31)
Exploration of maintaining compliance with 506B regulations while building substantive relationships with investors, emphasizing the importance of proper documentation and personal connections.
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