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CORONAVIRUS RELIEF MEASURES – A PHASED APPROACH
INSTA-START AND RAISE CAPITAL FOR YOUR OPPORTUNITY ZONE FUND
April 29, 2020
Presenters
Copyright OZE, Inc. © 2020
Jeffrey MaganisCo-Founder, CrowdcreateCrowdcreate has successfully raised over $130 million dollars across 80+ projects and has been featured on Forbes, CNBC and Huffington Post. Crowdcreate helps companies get introduced to investors, influencers, thought leaders, and their ideal customers.
Jimmy AtkinsonCo-Founder, OZ ProsJimmy is founder of OpportunityDb.com and host of the the Opportunity Zones Podcast, two of the leading online resources for Opportunity Zone education for investors, developers, and tax professionals. His background is in economics and Web marketing.
Ashley TisonCo-Founder, OZ ProsAshley is a business attorney with extensive real estate experience, acting as general counsel to several firms and advising on document review, litigation support, business risk management, and operating contracts. Ashley is also the founder of OZ Consultants.
• Every OZ Deal Needs a Fund: How to Structure Your OZ Fund
• Overview of Opportunity Zones Benefit and Why This is Important to Educate Your Investors in Your Pitch Book
• General Fund and QOZB Structure
• Documentation to Start a QOF/QOZB
• Capital Raising Process
Agenda
Interactive map available at: https://opportunitydb.com/map/
Where are the Qualified Opportunity Zones?
Copyright OZE, Inc. © 2020
Slide Describing Opportunity Zones
What is an Opportunity Zone
What is An Opportunity Fund
What type of investments can an Opportunity Fund Make?
We pulled this slide and replaced it with a general description because part of our business model is the custom creation of Pitch Decks that include slides like this one. If you would like to have a pitch deck done, give us a call or send us an email so we can talk pricing. We will have our standard slides available to
purchase as a package on our website soon. We would welcome your feedback on pricing structure for such a product - send us an email at [email protected] with your thoughts on pricing and we will send you a promo code for a discount when it is available.
Opportunity Zones – Three Tax Benefits
Copyright OZE, Inc. © 2020
This slide describes the three tax benefits of OZ - Deferral, Reduction and Permanent Exclusion
We pulled this slide and replaced it with a general description because part of our business model is the custom creation of Pitch Decks that include slides like this one. If you would like to have a pitch deck done, give us a call or send us an email so we can talk pricing. We will have our standard slides available to purchase as a package on our
website soon. We would welcome your feedback on pricing structure for such a product - send us an email at [email protected] with your thoughts on pricing and we will send you a promo code for a discount when it is available.
OZ vs. Conventional Investment
Copyright OZE, Inc. © 2020
This slide showed the math of what you would get with an OZ investment vs. a traditional investment. One of the participants pointed out that the conversation should also include an explanation that your investment will be much better than an investment in the S&P 500 because you are placing it directly.
We pulled this slide and replaced it with a general description because part of our business model is the custom creation of Pitch Decks that include slides like this one. If you would like to have a pitch deck done, give us a call or send us an email so we can talk pricing. We will have our standard slides available to purchase as a package on our
website soon. We would welcome your feedback on pricing structure for such a product - send us an email at [email protected] with your thoughts on pricing and we will send you a promo code for a discount when it is available.
Pitch Deck and Pro Forma
I.II.
III.IV.
Copyright OZE, Inc. © 2020
Fund Structure – Org Chart
Copyright OZE, Inc. © 2020
Show an illustration of the typical two-tiered structure of a QOF-QOZB combination.
We pulled this slide and replaced it with a general description because part of our business model is the custom creation of Pitch Decks that include slides like this one. If you would like to have a pitch deck done, give us a call or send us an email so we can talk pricing. We will have our standard slides available to purchase as a package on our website soon. We would welcome your feedback on pricing structure for such a product - send us an email at [email protected] with your thoughts on pricing and
we will send you a promo code for a discount when it is available.
•QOF Formation • Articles and Operating Agreement must have TCJA language
•QOZB Formation • Articles and Operating Agreement must have TCJA language
•Offering Documentation tracing investment into QOZB
•31 Month or 62 Month Business Plan for Deploying Capital
• Compliance Resolution to perform testing and report to QOF
•Don’t have to actually do anything until QOZB takes money from a QOF
Documentation Steps to Start a QOF/QOZB
Copyright OZE, Inc. © 2020
•Move into (or be ready to move into) the QOZ
•QOZB Governing Documents • Amend Operating Agreement or Bylaws to include TCJA language• Compliance Resolution• Must perform twice annual testing and report to QOFs
•31 Month or 62 Month Business Plan for Deploying Capital
•Don’t have to actually do anything until QOZB takes money from a QOF
Documentation Steps to Convert to a QOZB
Copyright OZE, Inc. © 2020
•Create Paper Trail of Compliance with 31 or 62-Month Business Plan
•Track properties and businesses to OZ census track
•Report on 70% ratio of QOZBP “Good” Assets with backup documentation
•Collect evidence of OZ assets owned or leased by OZ businesses
•Record/Collect appropriate expenditures and jobs reported of underlying property or business for economic impact reporting
•Track basis value of property to conform to ≥ 100% improvement over 30 months for the Substantial Improvement test
•Bi-Annual calculations of OZ percentages for IRS reporting purposes
Compliance Requirements at the QOZB Level
Copyright OZE, Inc. © 2020
Capital Raising Process
• Any time you are taking capital from an outside investor, it is a securities offering. Must comply with state and federal securities laws. • Best way to do this is through a regulation D private placement. • Regulation D – exemption from 1933 securities act which allows an
exemptions from state securities laws by filing form D with the securities and exchange commission• Reg D has a number of rules associated with its potential offerings. Rule
506B and 506C are the ones most often used. • 506C is the most recommended because its allows an offer to generally advertise
the offering.• Regardless of the rule, all offerings require disclosures sufficient to overcome the
anti-fraud provisions of the Securities act and the most efficient way to do this is through a private placement memorandum.
Copyright OZE, Inc. © 2020
Process Flow of Performing an Offering1) Pro Forma and Pitch Deck. This needs to include an easy to understand executive summary including what they are investing in, what are they going to get and what are the returns are going to be. Include appropriate disclosures in this. 2) Soft-circle money from your close network of investors. 3) Private Placement Memorandum (PPM) and Subscription Agreement. Your PPM should allow for investment at either the QOF or QOZB level. Your Investors will need to sign the Subscription Agreement to become an investor in the deal. This becomes the certificate of their investment. 4) Marketing materials, website, and video. Advertise the deal to prospects, and send potential investors the PPM and Subscription Agreement.5) Closing. Investors tender the subscription agreement back to the sponsor with their investment funds. 6) Use a custodian and/or fund administrator if you want a third party to maintain physical documents and the funds, in order to increase investor transparency and provide a communication portal.
Copyright OZE, Inc. © 2020
OVER $130 MILLION DOLLARS RAISED ACROSS 80+ PROJECTS
Marketing is always changing. The first month, is always different than the next month, and every company has a different need.
The goal of this webinar is to give you a blueprint and framework so you can have an unfair advantage against your competitors who aren’t leveraging the power of digital marketing.
HOW DID WE DO IT?
A PROVEN TRACK RECORD OF BEING FIRST IN EVERY MAJOR BREAKTHROUGH
SUCCESS
What people thinkit looks like
What it reallylooks like
We specialize in 6 main categories:1. Startups2. Crowdfunding3. Blockchain4. Real Estate5. Cannabis6. Gaming7. Finance
We’re run marketing campaigns for clients of all sizes; from bootstrapped garage startups to billion dollar brands.
We have a diverse background of knowing what people buy and invest in.
OUR BACKGROUND
CASE STUDIES
https://crowdcreate.us/category/case-studies/
• This formula works across all of the categories
• However, you must formulate it to yourtarget market
• We’re going to show you how to do that
GROWTH MARKETING FORMULA
Checklist
• Research your Top Competitors• Pay Close Attention to their
Marketing Assets• Website• Pitch Deck• Video• Email newsletters• PR/Influencer strategy• SEO strategy
BUILD A MARKETING STRATEGY
StrategyWe create a roadmap with deliverables on how we’re going to grow and scaleyour business
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https://ozrev.com/
FUNNELS TURN VISITORS INTO $$$
Sales Funnel Stages
1. Awareness
2. Discovery
3. Evaluation
4. Intent
5. Purchase
6. Loyalty
Pipeline Stages
Stage 1: Prospecting
Stage 2: Qualifying LeadsStage 3: Initial Meeting
Stae 4: Define Prospect Needs
Stage 5: Make An Offer
Stage 6: Negotiation/Finalize Proposal
Stage 7: Closing The Deal
Stage 8: Deliver The Product
FOCUS ON THE HEADLINE AND WINNING IMAGE
{What you do} and {Biggest Differentiator} and {Link to Video Explainer
{Why this is important to them} and {Brief Introduction}
{Accolades} and {Social Proof}
{Portfolio}
{Call to Action}
{Testimonials}
KEY ELEMENTS OF AN INVESTMENT FUND WEBSITE
Key Points❏ Follow the Leaders $❏ Know what works
Website Must Haves❏ What you do and
Biggest Differentiator❏ Team❏ Track Record❏ Portfolio❏ Testimonials❏ Previous Returns❏ Strategy
Examples of the Best Opportunity Zone Websites
● https://origininvestments.com/● https://www.urbancatalyst.com/● https://cressetdiversifiedqoz.com/● https://sortis.com/
USE YOUR COMPETITIONAS THE BASELINE
• Create a Brand Guidelines Deck• Keep your branding consistent
• Create a Website• Messaging - Hire a content writer that
specializes in your industry• Show pictures of the team
• Video• Establish yourself as a thought leader• Prove your track record
and credibility• Share your vision• Questions to answer:
• What makes you different?• Why are you unique to solve this
problem?• What social proof do you have?• Give a clear call to action
CREATIVE BRANDING
2CreativeWe craft the marketing material you need to clearly communicate your unique value proposition. This includes a website and marketing video.
BRAND GUIDELINES DECK
Create a Brand Guidelines Deck
• Keep yourbranding consistent
• Messaging - Hire a content writer that specializes inyour industry
• Show pictures ofthe team
• Amplify your Marketing Message
• Create a pitch deck with OZPros as quickly as possible to raise capital
• Take an education first approach that draws in other investors
• Take what you do in person and scale it digitally. Lower cost, and evergreen
• Create a list of the top publications and thought leaders to create content together
• Create a list of the top frequently asked questions in your industry
• Create content alongside otherthought leaders
• Contact conference organizers to becomea panelist
• Write articles and submit to popular blogs & industry news pieces
BECOME A THOUGHT LEADER
Thought-LeadershipWe help make you the trained expert by creating content around topics that matter to your industry. Content is King.
3
• Become a thought leader and speak where your targeted investors are
• Create a list of other top thought leaders to create content together
SPEAK AT CONFERENCES
Everyday we build connections to the most influential people and disruptive brands. Here’s a list of conferences you can attend:
1. Real Estate (Link to list)• Bigger Pockets• FIBI - For Investors By Investors• ICSC Real Estate Convention • Best Ever Conference• Real Estate Guys• Family Office Network/Club• IPI - Institute of Professional Investors
2. Startups/Technology• CES - Consumer Electronics Show in Las
Vegas• SXSW• HKTDC/Global Sources/Canton Fair
3. Blockchain• Consensys• BlockCon• Money 2020
4. Cannabis• MJ Biz Con• Benzinga Investor Conference• CBD Expo Tour
ATTEND CONFERENCES WHERE THE THOUGHT LEADERS, INVESTORS & EXPERTS GO
These are the movers and shakers. If you want to instantly build credibility. Provide value to the people that are already well connected in the space.
GET CONNECTED WITH THE MOST INFLUENTIAL PEOPLE IN THE WORLD
Charlie Lee@SatoshiLiteCreator of Litecoin
Matt StangChief Revenue OfficerHIGH TIMES
Larry SangerCo-Founder ofWikipedia
Tim DraperCrypto Pioneer &Draper Associates
Tyler MathisenCNBC Vice President,Events Strategy
JonathanGoldsmithThe Most Interesting Manin the World
CREATE A LIST OF OTHER THOUGHT LEADERS
• Influencers are the fastest way to grow your audience and get credibility
• Why? You can leverageinfluencer’s audience
• First email – Introduction
• Second email - Offer to createcontent together
• Third email - Ask for a paid sponsorship
• Know your metrics and conversion rates
Link - https://www.listennotes.com/
LEVERAGE INFLUENCERS
InfluencersWe connect you to the largest influencers, industry thought leaders, andkey-opinion-leaders in the world. This is how youbuild credibility.
4
Become a Thought Leader
HOW TO CREATE BETTER INVESTOR VIDEOS
A well thought out investor video will save you countless hours of constantly repeating yourself.
Answer these questions:● Who are you and what do you do?● What makes you unique?● Provide social proof● Showcase your track record● End with a call-to-action
Crowdcreate uses a 25-Point Investor Framework Checklist. Show a sizzle reel in the first 5 seconds.
Link to investor video overview
Video Planning & Strategy is Everything
BEHIND THE SCENES
Link to investor video overview
CREATE AN EDUCATIONAL VIDEO SERIES
● Take an education first approach to content
● Target accredited investors and people that have capital gains
● Build trust by educating● What would they be
searching for?○ Annualized IRR○ Cash on cash return○ Capital stack○ Selling commercial real
estate○ Asset management fee○ Preferred equity○ REITs vs SP500○ Core real estate○ Asset allocation for real
estate○ Best places to buy real
estate○ Projected multiples
Topics You Should Cover
https://www.youtube.com/channel/UCdiMT79OST_AV7Q9mD_txEA/videoshttps://www.youtube.com/user/BiggerPockets/videos
FUNNELS TURN VISITORS INTO $$$
Sales Funnel Stages
1. Awareness
2. Discovery
3. Evaluation
4. Intent
5. Purchase
6. Loyalty
Pipeline Stages
Stage 1: Prospecting
Stage 2: Qualifying LeadsStage 3: Initial Meeting
Stae 4: Define Prospect Needs
Stage 5: Make An Offer
Stage 6: Negotiation/Finalize Proposal
Stage 7: Closing The Deal
Stage 8: Deliver The Product
• Create a list of your ideal investors
• Know what your investors want before you pitch them• Research their LinkedIn, Attend
Conferences, Join Groups
• The best place to meet investors are in-person at events. Attend the biggest conferences in the world and pitch there.
• Understand that it’s a numbers game.
• Watch our video - How to Pitch Investors?
• Leverage other people’s followings and ask for warm introductions.
INVESTORS GIVE YOU THE CAPITAL YOU NEED
InvestorsWe get you in front of the top investors in the world and help you craft the perfect pitch that will get them interested
5
REACH OUT TO INVESTORS
Goal● Stay legally compliant● Get them to respond● Focus on a meeting,
NOT on getting an investment
● Educate them● Short and concise● Avoid sales/provide
value instead● Send multiple emails● Constantly follow-up
Key Focus● A pain point● Improvement
technique● What makes you
unique● A benefit catered to
them
TIPS FOR GOOD COLD EMAILS
THE PERFECT INVESTOR PITCH EMAIL
{What you do} and{Biggest Differentiator}
{Why this is important to them} and {Brief Introduction}
{Accolades} and {Social Proof}
{Link to Learn More}
{Call to Action}
{Show that you did research on them}
{What you do} and{Biggest Differentiator}
{Why this is important}
{End with a question}
Subject Line: Schedule a Call?
Body: Hi <<First Name>>,
<<Unique acknowledgement>>. Thanks for your interest, I’m looking forward to furthering our relationship. I know you’re interested in real estate investing and would love to tell you more about what we do.
Can we schedule a call to chat so I can understand what you’re looking for and what we do here at <<company name>>?
Jeffrey C.
WHAT ARE INVESTORS SEARCHING?
SEOWe help you leverage the power of Google and YouTube by optimizing your content to rank in the search algorithms.
6
WHAT WE DO
$130 Million ViralGrowth Experience
We have the track record to prove we know how to raise more funds and accelerate your business growth.
Unique SEORanking Formula
Our proven formula has helped top brands grow loyal fans, users, and investors using SEO driven steps.
Trusted Influencer Network& PR Features
It’s how the biggest companies are being grown today. We have the secrets to
maximize ROI, branding and rankings.
Database of AccreditedInvestors & KOLs
Build trust and find your target audience through influential experts to drive investment capital and traction.
It’s about delivering content that search engines want to reward and that drives engagement and customers through your funnels.
At Crowdcreate, we’ve developed a unique SEO ranking formula that is trusted by the top disruptive brands. Tap into our 5 years of experience learning the secrets to growing brands at scale.
• 5-Day Onboarding• Weekly Reporting• Weekly 1hr Meetings
$130 MILLION VIRALGROWTH EXPERIENCE
OUR LEADERSHIP TEAM
Jeffrey Maganis is a co-founder of
Crowdcreate. He was previously at PIMCO,
one of the largest investment firms in the
world, and traded at a Wall Street Hedge
Fund. He’s profitably run businesses for
the last 10 years and is a 2-time
entrepreneur. He bootstrapped his first
company ChargeTech in his garage, and
grew it to one of the largest phone
charging companies in the world. Clients
included Google, Toyota, NASA and
T-Mobile. He’s an expert at Google SEO,
growth marketing and crowdfunding
Jeffrey MaganisCo-Founder
Ivan Kan is a co-founder of Crowdcreate. He
is the vision and growth of Crowdcreate for
the past 4 years, a speaker and thought
leader on blockchain and crowd sourced
innovation. Previously, Ivan worked
alongside the CEO of Binance at Fusion
Systems developing a leading machine
learning cloud solution for breach detection
that is being used by hospitals and
healthcare providers to protect patient
data today.
Ivan KanCo-Founder
For more than 15 years Will Walker has
helped match countless businesses seeking
venture capital and angel funding to
experienced investors in search of emerging
companies. Will is a hands on business
advisor, working side by side with
entrepreneurs and business owners seeking
to take their business to the next level. His
mastery of understanding what investors are
looking for is what has helped him to
consistently bring entrepreneurs and
investors together and launch successful,
high growth ventures.
Will WalkerDirector of Business Development
$130+ MM RAISED
Our network has worked with the top companies and brands from Fashion, Technology, Health and Wellness, Real Estate Funds, to Blockchain Technology. Join the Crowdcreate community today.
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Take Your Next Step…
Schedule Your 1-Hour Opportunity Zone Strategy Call…
• Talk to Ashley Tison (OZ Pros) & Jeff Maganis (Crowdcreate)• Discuss Your Opportunity Zone Strategy
• Fund Formation and Compliance• QOZB Business Plan• Pitch Deck and PPM• Fund Marketing: Website, Video, Targeted Outreach• Finding Investors and Raising Capital
• Price: $450$450 $299$299 Just $249
Special Offer Link: OZPros.com/crowdcreate
