Build an Investor Relations Machine That Keeps Raising Capital with Jonathan Cattani

Not enough capital raisers are just picking up the phone.

 

Jonathan Cattani has been part of about $40 million raised and has talked to a couple thousand investors. He tells Dave Dubeau why cold email and automations are not enough, and why a real call to a new lead or a current investor still builds the relationship.

 

Jonathan now runs fractional investor relations for operators who are great at deals but don't love raising money. He shares why many groups with $100 million under management still have no IR department, how to keep a CRM from going rogue, and how SEC rules shape what an outside IR person can do.

 

Key topics:

• Why the phone still beats cold email
• Using LinkedIn to prospect and keep relationships
• Who needs fractional investor relations
• Advisory, CRM hygiene and ad campaigns
• SEC limits and the top of the funnel
• Why raising capital is glorified sales

 

About Jonathan Cattani:

Jonathan is a real estate investor, capital raiser and fractional investor relations consultant with Cattani Capital Group. He has raised money for a short term rental fund, an oil and gas fund and a mobile home park portfolio, and he is now buying a services business.

 

Connect with Jonathan Cattani: https://cattanicapitalgroup.com/fractional-ir/

LinkedIn: https://www.linkedin.com/in/jonny-cattani-53159b179/

Prefer to watch on YouTube? https://www.youtube.com/@propertyprofitsrealestate

Want to be a guest on the show? https://www.daveinterviewsyou.com