🎓 Advanced Lesson 23: Raising Private Finance with Confidence

✅ 1. Investor Pitch Deck Template (Outline)

1. Slide 1: Title Slide
   Project Name, Logo, Your Name, Contact Info
2. Slide 2: Introduction
   Who you are and why you’re presenting
3. Slide 3: Market Opportunity
   Brief on the UK property market and current demand
4. Slide 4: The Deal
   Overview of the specific investment opportunity
5. Slide 5: Numbers
   Expected ROI, purchase price, monthly rent, exit value
6. Slide 6: Security
   How their investment is protected (e.g., first charge, deed of trust)
7. Slide 7: Timeline
   Key project milestones and exit plan
8. Slide 8: Your Experience
   Quick summary of past deals or team credibility
9. Slide 9: Next Steps
   Call to action – what do you want from them?

📌 Tip: Present it in Google Slides, PowerPoint, or Canva to look professional.

✅ 2. FCA Exemption Guidance Summary

Understanding FCA Compliance & Exemptions

As a property professional raising private funds, it’s crucial to understand the Financial Conduct Authority (FCA) guidelines. Here’s a simple breakdown:

• You must not market to the general public asking for investment unless you’re FCA regulated.
• You can work with:
  • High Net Worth Individuals (HNWI)
  • Sophisticated Investors
  • Friends and family
• Always issue a signed statement confirming investor status.
• Include a clear risk warning on all your investor-facing material.

⚖️ Best Practice: Ask your investor to complete a “Self-Certification” form before you pitch.

✅ 3. Investor Risk Warning Statement

⚠️ Risk Warning Statement

The information presented does not constitute regulated financial advice or a public offer. Property investments carry risk. Returns are not guaranteed, and investors may lose all or part of their capital.

This opportunity is only open to individuals who qualify as:

• Self-certified high-net-worth individuals
• Self-certified sophisticated investors

By proceeding, you confirm that you meet these criteria and understand the risks involved.

We always recommend seeking independent legal and financial advice before investing.

✅ 4. Email Pitch Script to Private Investors

Subject: Investment Opportunity – [Project Name] in [Location]

Hi [Investor Name],

I hope you’re well! I’m currently working on a new off-market opportunity that I think may interest you.

We’re securing a property in [Town/City] that offers:

• Strong monthly cashflow
• Below market purchase price
• Secure exit plan within [X] months

We’re looking to partner with a private investor for £[Amount], offering [XX]% annualised return, backed by a [charge/deed/guarantee].

Would you be open to a quick call to see if this aligns with your current goals?

Best regards,
[Your Name]
[Phone]
[Email]