This isn’t a resume, so do this in paragraph format (not bullets). It doesn’t have to be long, just two to three paragraphs at most.
Here are some other tips and guidelines:
Use a professional photo or headshot (it shouldn’t be more than two years old)
List your name and title for this company. The title should be compelling enough to invite conversation, so don’t use President or CEO (boring!!!)
Describe your role in the company you’re promoting (all the different hats you wear, etc.)
Describe related experience, training or education
Describe unrelated, professional experience and training. (Note: Leave the personal stuff for your singles ad!)
We get potential clients who reach out to us every week who want to start a fund. While we could simply take their money and set them up with fund offering documents, we actually talk a lot of people out of doing a fund. Why? Because they don’t have the necessary...