In this episode, industry veterans Rob Naka and Dan Lancellotti discuss with me the challenges of raising capital as we approach 2025 and the tips and tricks to be successful. They emphasize the importance of having a robust infrastructure, understanding the nuances of due diligence, and the necessity of a solid business plan. The discussion also highlights the role of technology and the emphasis on how to build strong relationships and the necessity of tailored marketing strategies.

Connect with Razor State:
Website: https://www.razorstate.com
Email: info@razorstate.com

Connect with Cap Intro Solutions:
Website: https://capintrosolutions.com/
Email: dan@ciscapintro.com

Speakers:
Lawson Stringer   
Rob Naka
Dan Lancellotti

Chapters:

00:00 Introduction to the Alternatives Industry
02:52 Navigating Capital Raising Challenges
05:46 Best Practices for Fund Managers
09:07 Evaluating Service Providers
12:11 Key Factors for Attracting Capital
14:53 Understanding Due Diligence
18:11 The Importance of Business Planning
21:05 The Role of Technology in Fund Management
23:54 Building a Strong Advisory Board
34:16 Building a Strong Foundation for Asset Management
36:57 Navigating Investor Relationships and Fundraising
40:43 Understanding Market Dynamics and Timing
45:46 The Impact of Political Climate on Investments
51:55 Marketing Strategies for Alternative Investments
01:00:15 The Long Game in Investor Relations