Sourcing and Investment Process

Course Overview

In this module we will discuss how to source, filter, and select good investment deals by understanding the investment pipeline funnel. We will learn to identify different seller motivations to improve our selection capabilities and detail the investment process to prospective investors.

Key Takeaways

• Identify investment opportunities that align with your investment criteria.
• Differentiate phases of the investment pipeline process.
• Determine a seller's motivation.
• Outline the steps of the investment process.