RE #207: How Investor Relations works at Fort Capital

On this episode, Chris sits down with a few members of the Fort Capital team to discuss all things Investor Relations (IR). They chat about the process Fort goes through to vet potential investors, onboarding, and eventually, what investors can expect throughout the investment process. They also discuss frequently asked questions, ongoing IR items post-investment, and how they utilize Juniper Square. Enjoy!

Follow Chris on Twitter: https://www.Twitter.com/FortWorthChris
Follow Chris on LinkedIn: https://www.linkedin.com/in/chrispowersjr/
Learn more about Chris Powers & Fort Capital: https://www.FortCapitalLP.com
Follow Fort Capital on LinkedIn: https://www.linkedin.com/company/fort-capital/

Listen & Subscribe on Spotify: https://open.spotify.com/show/7oIeNSaSJ4zkTQOXiedyOr?si=dEM48cSPQ9OIQ1HiD8sjrg

Listen & Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-fort-with-chris-powers/id1410549811

0:00 - Why Investor Relations Is So Important

01:10 - Ryan and Lorna’s Role Within Fort Capital

02:41 - What’s the process of signing up an investor?

04:40 - Why would a potential investor not meet our criteria?

05:16 - What’s the process if someone is looking to bring multiple investors with them when coming to Fort Capital?

06:36 - What changes have we made to improve our processes over the past year?

8:04 - What are the characteristics of an investor we’d love to meet?

10:28 - What information do we provide people upfront to get to know Fort Capital better?

12:20 - What are the most frequently asked questions we get upfront from potential investors?

14:12 - Consistency in Information Sharing

16:55 - What’s the investor experience like with juniper Square?

19:48 - What happens from our end when a deal comes in?

25:52 - What does communication look like between us and investors after the raise?

26:57 - Who puts our quarterly reports together?

29:08 - How do we calculate waterfall distributions?

30:11 - What happens if someone signs up and doesn’t end up investing?

31:10 - What are three improvements we’ve made to the investor relations process?

32:11 - What happens if we are oversubscribed on a deal?

33:25 - Pre-Commitment Opportunities

34:54 - Emphasis On Timely K1’s and Cost Segs

36:14 - How many people do we have signing up every month?

37:56 - 1031 Opportunities

39:52 - Delivering Bad News

41:09 - Why do we change our deal structures?

42:22 - How are we improving and maintaining cyber security?

45:49 - The Balance of Maintaining Existing Investors and Having a Healthy Pipeline of New Investors

The Fort is produced by Johnny Podcasts