How to Write Your Investment Thesis for Your Fund

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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.
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[@fidel2xl]

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.

[@bridger_pennington]

Great comment, total agree

[@nouveauheightstv2133]

Bridger gives an excellent strategy here. Technically, you don't even need a fund to implement the strategy in the video. I don't know if you guys have heard of the concept of a virtual roll up but some groups are using the concept pretty effectively. They simply go to a Private equity group and find out their buying criteria as mentioned in the video. Then they go out and find businesses in that industry and get the owners to agree to sell as a part of a package with other owners for a higher profit. They package those businesses up in a special purpose vehicle and they sell the package to the Private equity group. These groups are doing this without raising any funds or buying any businesses.

[@gamercod3520]

Can you share resources on how to find (more efficiently) a list of PEGs ? The method I know of and currently use mainly consist of searching Twitter and trying to find mentions on Wikipedia.

[@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...

[@jamesshibeke7747]

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

[@mastermindrational1907]

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

[@willemsleveille314]

You’re a god.. For that comment

[@abdulshahidsalau2468]

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

[@bridger_pennington]

No problem! Thank you for the support👊

[@nandimolefe7223]

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

[@bridger_pennington]

Glad it helped!

[@obaialhasson9576]

Yes Bridger, we will do it big👍

[@catherinef.7809]

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!

[@levonalyanakian1831]

really just told us exactly how to flip businesses. There is no excuse for not being rich in this day and age.

[@bridger_pennington]

They keys are all there!! 🔑

[@rogermohnani5160]

superb i thank you

[@inviktainternational4413]

Very unique mentor. Well done

[@chackothomas8929]

Good stuff, thanks Bridger!

[@bridger_pennington]

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?

[@ethanberk3379]

i think he means paper trading whatever your thesis is and see if there are any holes in it

[@dagumak]

​@@ethanberk3379 I see, but paper trading isn't really possible for certain types of investments like real estate lol

[@ethanberk3379]

@@dagumak he was referring to equity investing when he said ghosting

[@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?

[@azboshippuden3770]

Alpha is defined essentially as outperformance of a benchmark

[@makhalymatenge5746]

Straight from Mozambique 🇲🇿

[@makhalymatenge5746]

@Bridger Pennington how can I interact with you on WhatsApp?

[@otmanalami6621]

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

[@AdemolaMorebise]

Wow. Just wow.

[@OmriBenCanaan]

Anyone has a fund pitch deck template to share? Thx

[@parshwashah7343]

@OmriBenCanaan Do you got any pitch deck template

[@ellenoir5678]

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

[@seren1ty755]

always in writing. not much is enforceable verbally.

[@parshwashah7343]

it can be verbal but at the most cases, it should be written.

[@sarryibrahim4241]

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.

[@bridger_pennington]

Are you in on the infinite banking concept?

[@sarryibrahim4241]

@@bridger_pennington yes sir, this is what I do full time. I actually focus on helping real estate investors utilize Infinite Banking to leverage more of their cash

[@parshwashah7343]

@@sarryibrahim4241 i am a fellow investment banker, I would love to connect with you, would you mind doing that?

[@supera244]

Money is debt

[@graymars1097]

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

[@illuminated2438]

You sound like poor, bitter Democrat voter 😹 Stay poor 😹

[@graymars1097]

@@illuminated2438 oh my! How did you find out?! That’s so accurate you should solve crimes!

[@parshwashah7343]

don't do that.

[@graymars1097]

@@parshwashah7343 nah I'm joking or course