Need a pitch deck template that raises capital? In this solo masterclass, Fund Playbook host Jimmy Atkinson reveals the exact 7-slide framework he’s used to help private fund managers and real-estate syndicators raise more than $1 billion. Follow along and grab the free template to build your own deck today. Download our pitch deck template: https://fundplaybook.com/template/
If you want to build a brand that raises capital, you need more than a nice logo and a slick pitch deck. In this live Fund Playbook episode, PR and branding expert Amanda Samoyloff breaks down what makes a financial brand resonate with investors, and what quietly turns them away. Show notes and summary: https://fundplaybook.com/2025/06/fp-021/
How do the wealthy really make their investment decisions? In this live Fund Playbook episode, capital-raising strategist Angela Hwang shares what actually wins the attention and trust of high net worth investors. Learn proven messaging frameworks, outreach channels that still work in 2025, and the compliance pitfalls to avoid. Show notes & summary: https://fundplaybook.com/2025/06/fp-020/
Thinking about launching a real estate fund in 2025? In this episode of Fund Playbook, Jimmy Atkinson and Andy Hagans break down what it really takes to get started. From structuring your fund the right way to crafting a clear brand story and navigating today’s capital-raising landscape, this episode is packed with insights for emerging fund managers. Show notes & episode summary: https://fundplaybook.com/2025/06/fp-019/
Tired of expensive ads and cold outreach? In this episode, Andy Hagans shares a simple guerrilla marketing strategy: appearing as a guest on other people’s podcasts. Learn how fund managers, syndicators, and financial professionals can grow their credibility, build visibility, and generate high-quality leads... all without launching their own show. Andy walks through his 3-step playbook for leveraging podcast interviews as a marketing channel: craft your brand story, create a one-sheet, and start booking appearances. If you want a smarter, lower-cost way to grow your investor base and build authority in your niche, this episode is for you. Show notes & summary: https://fundplaybook.com/2025/05/fp-018/
This Capital Raising Playbook gives you a step-by-step plan to build your pipeline, pitch investors, and raise your first $1 million. Download the free guide: https://fundplaybook.com/capital
Unlock the art and science of raising capital from accredited investors. Angela Hwang of RevGen Consulting joins Fund Playbook to share proven frameworks for finding, nurturing, and closing sophisticated investors—without burning bridges or violating SEC rules. Show notes & summary: https://fundplaybook.com/2025/05/fp-016/
In this episode, we break down the key differences between Limited Partners (LPs) and General Partners (GPs)—two essential roles in private equity, venture capital, and real estate syndications. Show notes & summary: https://fundplaybook.com/2025/05/fp-015/
New data shows that the U.S. economy contracted at a 0.3% annual rate in Q1 2025, making a recession appear imminent. How should fund managers and syndicators prepare? Show notes & summary: https://fundplaybook.com/2025/05/fp-014/
Starting your own private fund or real estate syndication can be daunting, in part because of all of the legal complexities. Securities attorney Andrew Doup joins Fund Playbook to answer common legal questions from emerging fund managers. Show notes & summary: https://fundplaybook.com/2025/04/fp-013/
Jim Sorenson of the Sorenson Impact Foundation shares how he combines philanthropy with private capital to drive transformative community development. Plus, his favorite strategies for aligning financial returns with measurable social impact.
Sacramento Kings co-owner Alex Bhathal shares how he built Revitate into a leading family office-backed real estate investment firm. Plus, his best strategies for uncovering undervalued markets poised for long-term growth.
Origin Investments CEO Michael Episcope shares the story behind Origin's rise to becoming a top-decile investment manager with over $3 billion in assets under management. Plus, his data-driven strategies for identifying the best multifamily real estate.
Real estate syndications are increasingly popular among passive investors, but what happens when they go wrong? Expert panelists Andrew Doup and Brett Siglin join Fund Playbook founder Jimmy Atkinson to share real-world stories and how you can learn from these lessons. Show notes & summary: https://fundplaybook.com/2025/03/fp-009/
New guidance from the SEC makes capital raising easier for 506(c) funds by loosening accredited investor verification rules. This March 2025 change to Reg D Rule 506(c) is a game changer for private funds and real estate syndications. Show notes & summary: https://fundplaybook.com/2025/03/fp-008/
A new report reveals that family offices plan to increase their real estate investments in 2025. But which sectors do they favor right now? Show notes & summary: https://fundplaybook.com/2025/03/fp-007/
Raising capital from investors? Here's the beginner’s guide to Regulation D Rule 506(c), including key requirements, plus the differences between 506(b) vs. 506(c) offerings. Show notes & summary: https://fundplaybook.com/2025/03/fp-006/
Need help with your pitch deck? Here are some proven pitch deck examples to help you raise capital for your next real estate syndication. Show notes & summary: https://fundplaybook.com/2025/02/fp-005/
Want to raise capital faster? Here are 3 proven ways to create urgency with prospective investors, so they get off the fence and write you a check. Show notes & summary: https://fundplaybook.com/2025/02/fp-004/
Are you struggling to raise capital for your new fund or syndication? Here's how to find your first investor. Plus, get your own capital raising questions answered LIVE, every Thursday at 3:00 PM Eastern Time. Show notes & summary: https://fundplaybook.com/2025/02/fp-003/