RTBL 01 | What They Don’t Tell You About Raising Capital (Until It’s Too Late) with Ben Fraser

Title: What They Don’t Tell You About Raising Capital (Until It’s Too Late) with Ben Fraser

Summary:

In this episode of the Invest Like a Billionaire podcast, host Ben Frasier interviews Seth Bradley, the Chief Legal Officer at TribeVest and an experienced securities attorney. They discuss Seth’s transition from a big law background to becoming a passive investor and then an active capital raiser, detailing the steps involved in his journey. Seth shares insights on private placements and syndications, emphasizing the importance of understanding legal documents such as Private Placement Memorandums (PPMs) and operating agreements. The conversation also highlights key trends and shifts in capital raising, particularly the emergence of the fund-to-fund model, which allows passive investors to leverage their networks without taking an active role in deal management. Furthermore, Seth talks about the services provided by TribeVest to simplify the investment process for both passive investors and new fund managers. They touch upon the current state of the alternative investment market, discussing the advantages and opportunities available amid economic challenges.

Links to listen and subscribe:

https://podcasts.apple.com/us/podcast/155-moving-from-passive-to-active-investor-feat-seth/id1587171662?i=1000652125962

Links to watch and subscribe:

https://www.youtube.com/watch?v=oiRq38II33s&t=1047s

Bullet Point Highlights:

• Seth Bradley’s Journey: Transitioned from big law to passive investing, and now to active capital raising.
• Understanding Legal Documents: Importance of critically reviewing PPMs and operating agreements as an investor.
• Red Flags in Investments: Identifying key terms and clauses in legal documents that can affect investor rights and returns.
• Fund-to-Fund Model: Insights into how new capital raisers can operate without needing to be actively involved in deals.
• TribeVest Services: Overview of how TribeVest supports fund managers with a streamlined legal and operational framework.
• Market Trends: Discussion on the evolution and current opportunities within the alternative investment space.
• Advice for Investors: Encouragement to dive into the market now to capitalize on upcoming opportunities as conditions stabilize.

Transcript:

hello future billionaires welcome back to another episode of the invest like a billionaire podcast today's guest is Seth Bradley very fun to talk with him he's friend of mine for several years and he's the chief legal officer at tribe vest which is a really cool company if you haven't heard of them we actually had their CEO and founder on about a year ago but they're kind of doing a really new cool push that I'm going to talk about in a sec but his background he's a big law Securities attorney spent a lot of time in kind of

 

corporate world transition really to kind of becoming a passive investor invest a lot of syndications so he talks a lot about his journey making that transition kind of going to generate passive income Financial Independence but then he's actually shifted back to becoming an active Capital Riser and he's seen a lot of people make this transition that been investing for a little bit and now want to kind of activate their Network and some of the stuff they're doing at Tri bestest is making this really really easy for

 

people so it's a really cool interview we kind of hit a lot of his journey from his perspective as a Securities attorney what are some of the big things you got to focus on when you're reviewing legal documents what are the red flags yellow flags Etc and then he kind of shares a little bit about some of the things and the trends going on in the kind of private placement syndication and capital raising worlds that if you haven't heard about some of these ideas you definitely want to tune in and listen because it's pretty cool I'm

 

seeing the same thing on my side of things so you're going to enjoy this episode he's a very very sharp guy and a lot of great insights that he shared I think you're going to love this episode please enjoy this is the invest like a billionaire podcast where we uncover the alternative investment and strategies that billionaires use to grow wealth the tools and tactics you'll learn from this podcast will make you a better investor and help you build Legacy wealth join us as we dive into the world

 

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