How to Write Your Investment Thesis for Your Fund

🔥 LOOKING FOR HELP LAUNCHING YOUR FUND? 🔥

================================
Learn From A Personalized Free Training:

Sign Up for Alt St:

================================
Listen To Bridger’s Latest Podcast Episode On “Bullish’


Listen To Lincoln’s Latest Podcast Episode ‘Funds That Won’

================================

SUBSCRIBE NOW FOR NEW YOUTUBE CONTENT:

================================

FOLLOW ME ON SOCIAL:

ABOUT BRIDGER PENNINGTON

Bridger Pennington is the founder of 2 investment funds that have done over 217 deals in the last 4 years. Additionally, he currently manages an 8 figure hedge fund Ugly Unicorn and is a strategic advisor to 8 portfolio funds.

He has started helping others launch their own funds through Fund Launch, an online program with over 60,000 students designed to help them start investment funds without working on Wall Street or having an Ivy League degree. Last year they launched 130 student funds, and have 12 student funds over $100 million.

Bridger has spoken on stage to thousands of people across the United States and is determined to help entrepreneurs scale their businesses through launching their own funds.

DISCLAIMER: This is NOT financial or legal advice. Fund Launch’s experiences with using a fund strategy are unique to them. You should not consume this content with the expectation that you will have similar or the same results. All fund projects are subject to multiple variables and risks that make it impossible to predict success. Since we cannot predict success or provide you with information on what an average customer experience is by creating a fund, you should assume you will not have the same type of success or any success at all. We encourage you to seek out advice from other qualified professionals for advice on setting up your particular fund.

Learn More About Bridger & Fund Launch:

[fidelxl]

Just to add a bit to what Bridger brings up here with regards to PEGs (Private Equity Groups) --- Here's the thing with Private Equity firms...they love to keep in touch with you since they are typically ALWAYS looking for acquisitions. Most (if not all) PEGs will gladly forward you their Deal Criteria sheet, describing who they, the types of deals they're looking for, and their minimum Revenue and EBITDA requirements. Usually, they seek companies with good solid cash flow (EBITDA or SDE), a relatively high percentage of recurring revenue, among others. So, you could just compile an email-distribution list of PEG contacts, and periodically email them your deals. Obviously, some PEGs seek tools-manufacturing firms, while some may be seeking healthcare firms etc. Some PEGs are industry agnostic, in that they acquire companies in multiple industries. Also, from my experience, most PEGs tend to shy away from retail (B2C --- business-to-consumer), instead preferring B2B (business-to-business) companies, although there are of course exceptions to the rule.

[bailahie]

Very inspiring. Still a nice question is: you say "money, there is so much money out there, you can carve of 100 million without someone noticing it - you don't take it of someone else". However, that is probably not true - after all, if everyone would be doing this (succesfully), it wouldn't work anymore. Somewhere the money needs be backed by true, direct services or goods... So this works by the virtue of only a small percentage of the population doing this (running investments companies.).

[DivineKeithius]

Wish I had a dad like yours, but I'm glad you're relaying what you've learned and sharing this knowledge... I feel like I've come up on a treasure trove of insight...

[jamesshibeke]

I love this investment thesis video. It has taught me how to get deals and investment options. Thanks!!

[abdulshahidsalau]

Thanks Bridger, this is really good. You helped clarify some deep thoughts and also showed the way to navigate.

[levonalyanakian]

really just told us exactly how to flip businesses.

There is no excuse for not being rich in this day and age.

[nandimolefe]

Incredible content Bridger! Loving this! Really helped me out a lot.

[mastermindrational]

I thought my mind was open, and I thought I was ‘thinking big’ until I watched this video.

[catherinef.]

Very informative and helpful in making me understand the importance of investment thesis, especially as someone who is working towards a career in venture capital. Subscribed!

[otmanalami]

Hi, thanks for all the awesome content ^^.. can I send you my thesis for a review.. I need to have a fresh eyes from an other professionals.. thanks

[dagumak]

Could you go more into “ghosting” for an investment thesis? Is this just as simple as setting up a smaller scale to prototype the thesis?

[sarryibrahimcfp]

Bridger, this is amazing. Keep up the great work. We should definitely record a video together showing the power of Infinite Banking with private equity.

[taylorjnixon]

Hey Bridger, You talk about Alpha a lot. Do you have a video defining what you mean by "alpha"? And how does one find a P.E. fund to call to line up deals like this? I don't run in the fund circles yet, where are those contacts?

[OmriBenCanaan]

Anyone has a fund pitch deck template to share? Thx

[ellenoir]

Bridger when trying to raise capital and getting a "soft commitment" is it writing or verbal??

[graymars]

Got it: set up a fraudulent fund and then shut it down after couple of years