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Jake Hoffberg

2y ago

I am a co-founder at Equifund. I write about the exciting world of Private Capital, and how retail investors can use it to build generational wealth.

Day 7: Investing Secrets I Learned From 3 Private Capital Insiders
Jake Hoffberg

For the past 6 years, I've been determined to crack the code for building generational wealth ($10m - $100m+) in a single decade. Here's three people who've shown me how INSIDERS do it.

Jordan Gillissie (My co-founder and CEO)

Before starting Equifund, Jordan had a 20-year career in investor relations for small-cap and micro-cap public companies. He was the first person to explain to me the nasty reality of predatory financings in early-stage companies.

Oren Klaff (Author of Pitch Anything)

In late 2021, I flew down to Carlsbad to attend one of Oren's events to level up my capital-raising game. Today, Oren and I do deals together and I consider him a close friend (we talk daily). He has been hugely influential in terms of understanding finance and high stakes pitching.

Kevin Hoffberg (My Dad)

My dad had a 30 year career as a consultant in financial services. Then an executive at Russell. Then a short career in VC. Biggest lesson I've learned – investing is just like every other business (only they try to use a lot of jargon to confuse you and negotiate a better position)

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