Syndication Articles

Transcript: ‘Mastering the Raise’ With Jake Marmulstein

Edited Transcript from the podcast episode ‘Mastering the Raise’ With Special Guest Jake Marmulstein Originally Broadcast on July 29, 2021 Listen to the podcast Kim Lisa Taylor: Welcome, everybody, to Syndication Attorneys, PLLC’s free monthly podcast, “Raise Private...

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Can I just put 10 close friends and family in an LLC to buy real estate without following securities laws?

‘Mastering the Raise’ With Jake Marmulstein

In this podcast episode, host Kim Lisa Taylor interviewed Jake Marmulstein, the founder, president and CEO of Groundbreaker Technologies, creator of one of the leading investor management portals. Groundbreaker provides excellent service for small to medium commercial...

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Can I just put 10 close friends and family in an LLC to buy real estate without following securities laws?

What’s a Good CRM for Raising Capital?

We started out with Insightly (a Google app); we now use Active Campaign. Insightly is a good starter, as it used to be free for two people. We upgraded to Active Campaign when we wanted to start a newsletter and marketing drip systems. None of them are specific to...

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What’s a Convertible Promissory Note Offering?

A Convertible Promissory Note Offering allows you to raise money in advance of having a deal under contract or within a short timeframe. With a Convertible Promissory Note Offering, you can offer note investors the following options: Convert their principal and any...

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