Jason Williams and Frank Patalano dive into what it really means to have an active role in a GP team, especially when raising capital for a syndication or joint venture. They discuss the importance of understanding SEC requirements, the difference between simply raising capital and actively contributing to a deal, and the many responsibilities that can make someone an active GP member. From underwriting and due diligence to asset management, investor relations, CapEx, lender communication, accounting, and legal compliance, this conversation breaks down how strong GP teams divide responsibilities and stay involved throughout the life of a deal.

Topics Covered

• Understanding active roles within a GP
• SEC considerations when raising capital
• Finding and sourcing deals
• Underwriting and due diligence
• Asset management and CapEx responsibilities
• Investor relations and communication
• Working with lenders, accountants, and attorneys
• How GP teams should divide responsibilities
• Staying actively involved after closing
• Using AI and automation to improve team efficiency

Quotes

• “Generally speaking, you cannot be compensated for raising capital unless you're a broker dealer.”
• “The more you can automate the better.”

🎧 Connect with Jason:

✅ LinkedIn

✅ https://IroncladUnderwriting.com

✅Linktree

🎧 Connect with Frank:

✅LinkedIn