Process for New Clients Seeking Capital

361Firm's special sauce is our community of 10K+ family offices, institutional investors, funds, founders, and thought leaders (www.361firm.com/home). While we can run systematic marketing with multi-city "road shows" like any other placement agent, we can also include you in our weekly programs (subscribe at www.361firm.com/subs), conferences, or create bespoke events to bring you to investors in more organic ways where you can build relationships.

Now we have AI.

Here is an outline of how our capital-raising works. Overall, we can onboard you to the platform in one or two days and "launch" you by inviting relevant investors approved by you to meet you 1:1 or via a series of Group Zooms. We can also incorporate you into our regular programming of 361 community events to position you as a thought leader and enable you to meet investors or create events for you. And we can provide active marketing on an agreed basis.

Step one is to take a few minutes to onboard your firm via our updated system at www.361firm.com/onb. This gives us the key info (in your words and categories) for our "match-making" based on our Diagnostic (https://361.pub/diagnostic), which over 500 allocators have submitted to us. It also prompts our AI systems to curate further. You can also approve (or not) our sharing the "no-name" portion with our wider 361Firm community of 4K+ allocators, which leads to inbound inquiries (see 361.pub/nonameA20).

You can stop there and just attend events.

If you wish to become an investment banking client, you can gain several things:

We can add you to our Mandate Pipeline system, which enables us to feature you to a universe of investors whom you approve. You can also choose to show certain information to all Qualified Person investors on our platform.
We can run our "launch" program to reach out to approved relevant investors to invite them to meet you 1:1 in a series of group Zooms, over 2-4 weeks typically.
You can pitch at our Allocator Session segments of our conferences and schedule 1:1 meetings.
For events, you receive a 70% discount on what others pay, and we can often feature you on panels or breakouts. For the latest event schedule, see www.361firm.com/events. Again, some of them have separate Allocator Sessions where you can pitch like in Newport, London Sept. 18 and New York Nov. 18-20

At these conferences, we can also incorporate you into the agenda as a panelist or breakout speaker to position you as a thought leader, which enables you to meet investors. When the audience is screened for Qualified Purchasers, like the Allocator Sessions, you can pitch. Otherwise, in community events, you can still speak about your firm, but typically it's about your views on the market or industry or generic subjects separate from your financial projections and deal structures.

For the above, you just pay an onboarding fee of $5K, $1K per month for general "Ongoing Support", and an agreed success fee as a percentage of the money raised for you.

On the success fee, to align for the longer term, we often can do the following:

for companies, we can reduce the cash portion in exchange for equity warrants, and
for funds, we can take a smaller portion upfront in exchange for participating in the "carry" but limited to the funds we raise.

We can also create events for you, which can be for the wider community or targeted at investors. We can mutually agree on the scope and fees for such specific events.

If you are paying a monthly retainer, then such specific events would be included along with other proactive marketing, coordinated by dedicated bankers, who meet with you regularly to go over the status with investors. The retainer size depends on the scope of activity and can range from $5K to $25K per month.

Again, you don’t need to pay a retainer. You can onboard for a one-time fee to “launch” and receive the monthly support, and leverage our community.

Once we raise a certain amount of capital for you, then we know that it's "working" and we should dedicate bankers to run a more proactive process so we trigger a retainer.

For reference, here are links to our Engagement Letters

for Companies (https://361.pub/ELCompany) and
for Funds (https://361.pub/ELFund).

Once you’ve onboarded at www.361firm.com/onb, let’s schedule a time to speak at www.calendly.com/361firm/15.

Best, 361 Team

*Investors typically do not wish us to share their emails with clients, but we can share as soon as appropriate once the investor responds.

361 typically does not require overall exclusivity, but only on prospects introduced via 361.

Once 361 can put Clients in contact with investors, the Clients are responsible for following up with the investors, tactfully. This is less the case when 361 has an active marketing retainer, but it’s still critical for the Client to establish a direct relationship with investors.

The “Onboard” option is designed to provide a way for Clients to “test the waters” with a minimum cost commitment. In turn, 361 does not promise to do more than that, at least until we both see traction.

Process for New Clients Seeking Capital

Now we have AI.

You can stop there and just attend events.

If you wish to become an investment banking client, you can gain several things:

We can add you to our Mandate Pipeline system, which enables us to feature you to a universe of investors whom you approve. You can also choose to show certain information to all Qualified Person investors on our platform.

We can run our "launch" program to reach out to approved relevant investors to invite them to meet you 1:1 in a series of group Zooms, over 2-4 weeks typically.

You can pitch at our Allocator Session segments of our conferences and schedule 1:1 meetings.

For events, you receive a 70% discount on what others pay, and we can often feature you on panels or breakouts. For the latest event schedule, see www.361firm.com/events. Again, some of them have separate Allocator Sessions where you can pitch like in Newport, London Sept. 18 and New York Nov. 18-20

For the above, you just pay an onboarding fee of $5K, $1K per month for general "Ongoing Support", and an agreed success fee as a percentage of the money raised for you.

On the success fee, to align for the longer term, we often can do the following:

for companies, we can reduce the cash portion in exchange for equity warrants, and

for funds, we can take a smaller portion upfront in exchange for participating in the "carry" but limited to the funds we raise.

We can also create events for you, which can be for the wider community or targeted at investors. We can mutually agree on the scope and fees for such specific events.

Again, you don’t need to pay a retainer. You can onboard for a one-time fee to “launch” and receive the monthly support, and leverage our community.

Once we raise a certain amount of capital for you, then we know that it's "working" and we should dedicate bankers to run a more proactive process so we trigger a retainer.

For reference, here are links to our Engagement Letters

for Companies (https://361.pub/ELCompany) and

for Funds (https://361.pub/ELFund).

Once you’ve onboarded at www.361firm.com/onb, let’s schedule a time to speak at www.calendly.com/361firm/15.

Best, 361 Team

*Investors typically do not wish us to share their emails with clients, but we can share as soon as appropriate once the investor responds.

361 typically does not require overall exclusivity, but only on prospects introduced via 361.

Once 361 can put Clients in contact with investors, the Clients are responsible for following up with the investors, tactfully. This is less the case when 361 has an active marketing retainer, but it’s still critical for the Client to establish a direct relationship with investors.

The “Onboard” option is designed to provide a way for Clients to “test the waters” with a minimum cost commitment. In turn, 361 does not promise to do more than that, at least until we both see traction.

We often trigger active marketing retainers once we raise a certain amount of capital.

Process for New Clients Seeking Capital

Now we have AI.

You can stop there and just attend events.

If you wish to become an investment banking client, you can gain several things:

We can add you to our Mandate Pipeline system, which enables us to feature you to a universe of investors whom you approve. You can also choose to show certain information to all Qualified Person investors on our platform.

We can run our "launch" program to reach out to approved relevant investors to invite them to meet you 1:1 in a series of group Zooms, over 2-4 weeks typically.

You can pitch at our Allocator Session segments of our conferences and schedule 1:1 meetings.

For the above, you just pay an onboarding fee of $5K, $1K per month for general ​"Ongoing ​Support​", and an agreed success fee​ as a percentage of the money raised for you​.

On the success fee, to align for the longer term, we often can do the following:

for companies, we ​c​an reduc​e the cash portion in exchange for equity warrants​, and

for funds, we can take a smaller portion upfront in exchange for participating in the "carry" but limited to the funds we raise.

We can also create events for you, which can be for the wider community or targeted at investors. We can mutually agree on the scope and fees for such specific events.

Again, you don’t need to pay a retainer. You can onboard for a one-time fee to “launch” and receive the monthly support, and leverage our community. ​

Once we raise a certain amount of capital for you, then we know that it's "working" and we should dedicate bankers to run a more proactive process so we trigger a retainer​.

For reference, here are links to our Engagement Letters

for Companies (https://361.pub/ELCompany) and

for Funds (https://361.pub/ELFund).

Once you’ve onboarded at www.361firm.com/onb, let’s schedule a time to speak at www.calendly.com/361firm/15.

Best, 361 Team

*Investors typically do not wish us to share their emails with clients, but we can share as soon as appropriate once the investor responds.

361 typically does not require overall exclusivity, but only on prospects introduced via 361.

Once 361 can put Clients in contact with investors, the Clients are responsible for following up with the investors, tactfully. This is less the case when 361 has an active marketing retainer, but it’s still critical for the Client to establish a direct relationship with investors.

The “Onboard” option is designed to provide a way for Clients to “test the waters” with a minimum cost commitment. In turn, 361 does not promise to do more than that, at least until we both see traction.

We often trigger active marketing retainers once we raise a certain amount of capital.

For the above, you just pay an onboarding fee of $5K, $1K per month for general "Ongoing Support", and an agreed success fee as a percentage of the money raised for you.

for companies, we can reduce the cash portion in exchange for equity warrants, and

Again, you don’t need to pay a retainer. You can onboard for a one-time fee to “launch” and receive the monthly support, and leverage our community.

Once we raise a certain amount of capital for you, then we know that it's "working" and we should dedicate bankers to run a more proactive process so we trigger a retainer.