This document provides tips for sponsors on choosing a crowdfunding site and raising their full amount of funding requested. It recommends sponsors select a site that has legitimacy and transparency, a deep selection of opportunities, an attractive user interface, a viable business model, and contact information. The document also provides tips for sponsors to position their funding request, such as including professional photos, track record details, risk disclosures, why the property is a good investment, a FAQ section, testimonials, and clear financial projections tailored to potential investor amounts.

1. How Sponsors Can Wisely
Choose A Crowdfunding Site
And Raise Their Full Ask
www.GetREFM.com/valuate

2. Real Estate Financial Modeling, LLC
• Founded in 2009; based in Atlanta
• Financial projection software to deliver:
• clarity of vision for decision-making
• better ability to sell investment stories
• higher productivity
• Make analysis intuitive and elegant
2

3. Valuate software
3

4. The New Capital Landscape
• Sourcing capital is now potentially much
easier due to crowdfunding’s legalization
4

5. 5
Crowdfunding in the Capital Stack
Equity
Mezzanine Debt
Senior Debt

6. US-focused Real Estate Crowdfunding Platforms – 49 as of 6/22/14
6Source: TimesRealtyNews.com

7. US-focused Real Estate Crowdfunding Platforms – 116 as of 5/20/15
7

8. 8
…and many more coming…
US-focused Real Estate Crowdfunding Platforms – as of 5/20/15
Source: TimesRealtyNews.com

9. • All of these are START-UPS, and since
this is an entirely new business, that
means NONE have operated as a
platform for more than 2 years…
9
How Do You Choose A Crowdfunding Platform?

10. • Think like a potential investor in your deal
who hasn’t yet learned of your deal…
• Where do they want to shop?
10
How To Choose A Crowdfunding Platform

11. • A platform that has:
• Legitimacy and transparency
• Relatively deep selection of
opportunities
• Attractive presentation/ease of
navigation
• Viable business model
• Phone number to call
11
How To Choose A Crowdfunding Platform

12. • Get a referral from a satisfied customer
12
How To Choose A Crowdfunding Platform

13. • Get to know the principals
• Join the platform and experience the
onboarding
• Find the list on our blog
13
How To Choose A Crowdfunding Platform

14. How To Position Your Ask To Sell Out
• Professional photography/renderings
• Property interior and exterior
• Your headshots
14

15. How To Position Your Ask To Sell Out
• Communicate your relevant track record
• Similar projects
• Lineage with a particular geography
15

16. How To Position Your Ask To Sell Out
• Disclose the identified risks
• Mitigation tactics
• Acceptance
16

17. How To Position Your Ask To Sell Out
• Why your property is the right investment
choice
• Why not the property next door to it?
• Why not a similar property elsewhere?
17

18. How To Position Your Ask To Sell Out
• Include a list of frequently asked questions
with answers
• Even better: include a way to contact
you directly
18

19. How To Position Your Ask To Sell Out
• Include a testimonial
• “Social proof” trumps bragging
19

20. How To Position Your Ask To Sell Out
• Present financial analysis in a clean,
intuitive, crisp manner
• Consider the audience – accredited,
but not necessarily CRE professional
20

21. How To Position Your Ask To Sell Out
• Show the investor prospect their projected
returns
• Tailored to their investment amount
21

22. 22
www.GetREFM.com/valuate