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Want to learn how to get access to…

top “pre-IPO” deals…
best sources of capital…

…and a Qualified Network

of industry professionals?

October 27th + 29th

Professional Investor Workshop

Want to learn how to get access to the

top “pre-IPO” deals…
best sources of capital…

…and a Qualified Network

of industry professionals?

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If so, read this brief message all the way through (and then sign up for our upcoming 2-day workshop at the bottom of this page)

Thanks to new  laws and regulations – like the JOBS Act of 2012 and the expansion of accredited investor definitions – there’s never been a better time in history to start investing in the private markets.

However, for the so-called “little guy” who’s looking for a chance to get access to some of the hottest pre-IPO investment opportunities, there’s lots of bad advice, misinformation, or outright lies that are putting them in danger…

Especially with the abundance of “get rich quick” promises from unscrupulous stock promoters and stock advisory newsletters, often promising massive, lottery ticket style gains with “as little as $100 invested.”

Because here’s the truth about investing in the private markets the majority of crowdfunding portals – and investing “gurus” – aren’t telling you about private market deals…

Unlike the public markets where everyone has access to the same opportunities, WAY more investor protection, and lots of freely (or cheaply) available research…

In the private markets, it’s all about who you know… who knows you… and positioning yourself as the kind of investor people want to invite to get a piece of their best deals!

Look…

We know there’s plenty of people telling you crazy stuff like “If you’d invested $100 in AirBnB, you’d be crazy rich right now!”

But you’re NEVER going to get access to those sorts of deals if you’re an unsophisticated “dumb money” retail investor investing the minimum.

People with deals like AirBnB, Uber, Amazon, and Facebook only go to “professional investors” who can bring value to the deal.

And before you ask…

Being a professional investor DOES NOT mean you need to be able to cut multi-million dollar checks…

It means treating your investing activity like it’s a real business… NOT a money-losing hobby!

It means you’ve decided to stop being an amateur investor who relies on “hot stock picks” from advisors and likely loses more than you gain…

But most importantly, it means taking 100% responsibility for your finances, thinking long term about your goals, and creating a plan that can get you there.

So here’s the deal…

If you want to swim with the sharks in the private markets – like venture capitalists, private equity, and hedge fund managers – you need to get proper training….

AND, you need access to the right people – like legal professionals, tax advisors, and plan managers – to help you structure your assets to help you build (and protect) your wealth, long term.

Because if you don’t know what you’re doing, your risk of losing everything you’ve invested is much higher than it is in the public markets!

And we’re sick and tired of seeing retail investors get screwed out of their savings because of the barely legal scams designed to swindle investors (like you) out of their money.

It makes us sick to our stomach when we hear our subscribers tell us about getting duped, misled, and outright scammed by unethical stock promoters.

So, instead of complaining about how “someone needs to do something about it,” we decided WE would do something about it.

Introducing…

THE EQUIFUND

“PROFESSIONAL INVESTOR”
WORKSHOP

The Equifund

“Professional Investor”

Workshop

The goal of this 2-day long workshop is simple…

We want you – our subscriber – to have all the success you’ve been looking for as a private market investor.

The best way we can help you achieve your goals is to provide the education you need to become a “professional investor”…

And get access to the top “pre-IPO” deals…  best sources of capital… and a qualified network of industry professionals.

To do that, eventually it means you need to open an investment business or an account designated specifically for investing (i.e. an LLC or IRA).

Why? Because serious investors don’t just invest from personal accounts…

They invest using a corporate entity!

Take, for example, the Walton Family, heirs to the Wal-Mart fortune.

Combined, Sam Walton’s heirs have an estimated net worth of more than $90 billion; more than Bill Gates and Warren buffet combined.

But that fortune is held using a private holding company known as Walton Enterprises LLC.

However, Sam Walton was smart enough to know that he didn’t just want to own retail stores – he bought banks, newspapers, and other assets along the way. 

Where are all of those assets held? Inside the Walton Enterprises LLC.

And not only does this vehicle provide the Walton family with more privacy, better protection, and greater tax efficiency…

It also forces the shareholders (i.e. the family) to create an investment thesis; or a plan for how that money will be invested – and passed on – for the years ahead.

And even though you might not have dozens of investments – like real estate, small businesses, exciting startups, and pre-IPO companies…

If your goal is to build a diversified portfolio of investments that can help you – and your family – live happier, healthier, and more enjoyable lives…

Simply starting your investment business – and creating a written down investment thesis – is a valuable first step in your journey.

Why? Because once you know what your goals are – and you understand what kinds of wealth building strategies best fit your needs – now you can narrow your focus to only a select few investments that meet your thesis…

NOT a hodge podge mess of random investments with no clear “reason why”…

PLUS! It’s going to help you get access to the right networks… so you can meet the right people… and be invited to participate in the top deals.

Here’s how the 2-day workshop works…

The next online-workshop is scheduled for Tuesday, Oct 27th (Day 1) from 10am EST to 5pm EST and Thursday, Oct 29th (Day 2) from 10am EST to 5pm EST.

Why the split days? We want to take into consideration the people who live across the world, and can’t attend the sessions live. This way, all attendees have extra flexibility to watch each day’s sessions on their own time.

We’re still finalizing all of the session times, but here’s what you’ll learn on Day 1

Day 1 – October 27th

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1) What’s REALLY driving the “Big Shift” from public markets to private markets

  • You already know there’s huge opportunity in the private markets… but unless you understand what’s driving the trend, you’re likely to miss out on some of the biggest opportunities (hint: the gurus will never tell you about this stuff).
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2) All of the rules, regulations, and qualifications you need to understand for private market investing

  • Since the JOBS Act was passed in 2012, there have been numerous updates to the rules and regulations in the private markets. Understanding what they are – and how they affect you – is a crucial element to your success.
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3) Understanding the “True Cost to Participate”

  • Guru’s love to tell you how rich you could be if you invested into companies like AirBnB early… but what they DON’T tell you is how share classes affect your returns… the effect of dilution on future value… the cost to clear shares… and how to calculate real return based on all these “hidden fees.”
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4) Proven Wealth Building Strategies

  • The end game for investors is to have their money work for them. To do that, it means building a portfolio, managing cash flow, and scaling their investment business. That’s why we’re going to take you “behind the scenes” and show you step-by-step how to open your holding company… get all of your investment accounts open… get access to capital you didn’t even realize you had access to… and creating your investment thesis.
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5) Launching Your Investment Business

  • The end game for investors is to have their money work for them. To do that, it means building a portfolio, managing cash flow, and scaling their investment business. That’s why we’re going to take you “behind the scenes” and show you step-by-step how to open your holding company… get all of your investment accounts open… get access to capital you didn’t even realize you had access to… and creating your investment thesis.

By the end of the first day, you should have a clear understanding as to why you’re investing in the private markets… know what types of investments you’re looking for (and how to find top deals)… and what strategies you’re going to use to maximize your chances of success.

But finding deals is just one piece of the investment process.

You’re going to need to be able to perform your own due diligence on every deal you find…

That’s why on Day 2, we’re going to show you…

Day 2 – October 29th

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6) The exact due diligence process we use to screen all of the deals on the Equifund Crowdfunding Portal…

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7) How to find, interview, screen outside experts, consultants, and professional service providers.

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8) Guest Interviews with true industry insiders who will share the details on the hottest trends they see in the markets today

  • Like affordable housing, rules-based funds, buying (and selling) small businesses, and the secrets behind “cashflow banking.”
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8) PLUS! We’ll have several or our hand-selected technology partners speaking at the event

  • They’ll talk about things like entity formation… using individual IRAs to invest in private market deals… and estate planning vehicles (like trusts) to pass on wealth.

By the end of Day 2, you will have a step-by-step process for qualifying every single deal you are considering investing in…

And you’ll also know how to find qualified professionals who understand your investment goals, and can help you get to where you want to go.

“This sounds great! But how much is it?”

Eventually, our goal for this workshop is for it to be so good, the SEC would recognize graduates of our program as “sophisticated investors”…

With that in mind, we’ve decided to put together a program that would rival any program you’d take at a top business school.

Right now, The University of Oxford offers a 6 week, online-only program for £2,200 (which is about $2,800 USD)…

A price we’re confident is probably worth every single penny…

But, it’s more-so designed for the needs of existing industry professionals… not individual investors looking to take control of their financial destiny by investing in the private markets.

If you do the math, 6 weeks x 7 – 10 hours per week = up to 70 hours of coursework

And to the best of our knowledge, they’re not going to be teaching you how to get your investment business set up the right way… show you how to build your network… or introduce you to hand-selected professionals who can help you out.

So, when we were thinking about how to price a 2-day intensive workshop that covers only the things you need to know to get started in the private markets…

We thought $500 was a fair price for an accelerated learning environment.

If you’re one of the first 100 people to sign-up for the upcoming workshop, we’d like to give you access to this 2-day workshop…

PLUS 30-days of additional support from  the Equifund Customer Success Team…

> For only $397!

But if you’re one of the first 100 people
to sign up for the upcoming workshop…

We’d like to give you access to this 2-day workshop…

PLUS 30-days of additional support from
the Equifund Customer Success Team…

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FOR ONLY $397

Again, the next online-workshop is scheduled for Tuesday, Oct 27th (Day 1) from 10am EST to 5pm EST and Thursday, Oct 29th (Day 2) from 10am EST to 5pm EST.

All of the sessions will be recorded; You will have lifetime access to all of them.

You will ALSO get access to the private Facebook group where you’ll get to network with the other attendees, as well as ask questions regarding any of the sessions…

PLUS! We’ll also provide you with an additional 30-days of support to help you get your investment business set up, your investment thesis written, and answer any questions you have about the workshop.

To reserve your seat, all you need to do is fill out the secure order form at the bottom of this page.

Once you complete the transaction, you’ll be taken to a thank you page confirming your order. You’ll also receive an email with your receipt.

To reserve your seat, all you need to do is fill out the secure order form below.

Once you complete the transaction, you’ll be taken to a thank you page confirming your order. You’ll also receive an email with your receipt.

Secure your spot now!

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Pre-Investment Agreement

The next 8 slides will allow us to process your investment. Note that these next steps are a legal requirement – Thank you for your patience and financial support of this investment opportunity. Jordan Gillissie – CEO

Before we execute the investment, it’s important for us to make sure you’re comfortable and knowledgeable in early stage investing. We want to make sure that you:

    • Received and have reviewed the education materials sent to you.
    • UNDERSTAND; that there are restrictions on your ability to cancel your investment commitment and obtain a return of your investment.
    • KNOW; It may be difficult to resell securities acquired under Regulation Crowdfunding.
    • AGREE; investing in securities offered and sold in reliance on section 4(a)(6) of the Securities Act involves risk. Investors should not invest any funds unless he or she can afford to lose the entire amount of his or her investment. Your investment may not work out, and you must be in a financial condition to bear the loss.
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