1.
ICLUB- A
PRIVATE
INVESTMENT
OPPORTUNITY
CLUB HOSTED BY:
OBJECTIVE: “TO PROVIDE PRIVATE INVESTMENT OPPORTUNITIES
TO EVERYDAY INVESTORS”
WWW.KAAG.CO/ICLUB

2.
LEGAL DISCLAIMERS
• We are not registered brokers or
registered broker-dealers (aka
“finders”).
• We are NOT compensated as a
percentage of funds raised as a
result of introductions between
investors and companies, i.e. we
are not providing any brokerage
services.
• We do NOT do all the due
diligence required to make an
informed decision about an
investment or investor. You areKAAG * WWW.KAAG.CO * (404) 919-0660

3.
AGENDA FOR
TODAY
• About Me & KAAG
• Myths about Private Equity
• Why iClub?
• My experience
• A few more things to remember..
• How iClub Works
• Added “features”/ Overall objective
• Q & A (Please hold questions until
that time)
KAAG * WWW.KAAG.CO * (404) 919-0660

4.
A LITTLE BIT ABOUT US…
• About Me
• Born & raised by 2 business owners
• 4 degrees (2 BAs, a law degree and an MBA)
• 2 licenses (Bar license and series 65 license as a RIA)
• 2 certifications (FINRA arbitrator and commercial RE cert., not
license)
• Other activities (Full disclosure: Member of the GA House of
Representatives)
• About KAAG
• Who Are We & What We Do
• Mission Statement- “Provide EVERYONE access to capital
markets”
• 10 years existing (formerly Kendrick Law Practice)
• 3 SVPs
KAAG * WWW.KAAG.CO * (404) 919-0660

5.
MYTHS ABOUT PRIVATE
EQUITY
• 1. Money is made only in the PUBLIC markets.
• FACTS: Regular investors are investing in PE
deals everyday. 19,400 PE deals and 17,600
PE investors –See Pitchbook.com )
• 2. PE is only for the rich.
• FACTS: Over the last few years, the S.E.C.
(Securities and Exchange Commission) has
made it easier for retail and non-accredited
investors to participate in the markets. (See
www.sec.gov under “press releases” also
Groundfloor, EnrichHER, etc.)
• 3. It’s too complicated to get started.
• FACTS: It’s not that hard if you know WHERE
to look—there are private investment clubs
popping up everywhere. However, that’s the
reason for this iclub initiative. All there is a
simple request form. We have to ask about AI
status for regulatory reasons but NOT a
barrier; we ask about industries for non-
presenting companies. (See iclub webpage)KAAG * WWW.KAAG.CO * (404) 919-0660

6.
WHY ICLUB?
• The Problem: Some stats
• Solution: Access to PIOs
(Democratize the access)
through group economics
KAAG * WWW.KAAG.CO * (404) 919-0660

7.
MY EXPERIENCE
• GMIC (Georgia Minority Investment
Collaborative, Inc.)
• Other ICs I have been involved with
• PIO presentation -
*www.KAAG.co/Meet-Our-Team
KAAG * WWW.KAAG.CO * (404) 919-0660

8.
A FEW THINGS TO REMEMBER…
• Private markets are riskier- Lack of transparency in private vs. public
markets
• This is not an investment firm/club- We are not pooling your funds. You
solely make the decision to invest or not.
• Pay attention to your email for PIOs---there are deadlines and may be
follow up action items- Check spam and junk and add my email.
• Due Diligence is YOUR TOTAL responsibility!- We do very baseline due
diligence that equates to making sure company exists and has a plan that
can be referenced.
• NOTE Conflicts of Interest- KAAG is a registered IA firm so private
consultations are available EXCEPT for when my clients present (At that time,
no charge for PIO and additional disclosure and consent required.)
KAAG * WWW.KAAG.CO * (404) 919-0660

9.
HOW DOES ICLUB
WORK?
• Slideshare (Graphic)
• 1 Page Overview
(Companies)
• 1 Page Overview
(Investors)
• Why does it work this
way? To keep me out of
trouble with the State Bar,
S.E.C. and FINRA
KAAG * WWW.KAAG.CO * (404) 919-0660

10.
ADDED FEATURES (NOW AND IN THE FUTURE)
THE GOAL IS TO SCALE TO HAVE THOUSANDS OF
MEMBERS (WHICH HELPS YOU).
• Weekly blog about investor/company news and legal updates
(Available now)
• Community communication to share OTHER opportunities and
learning (Once we have 100 iClubbers)
• More to come as the community grows…
KAAG * WWW.KAAG.CO * (404) 919-0660

11.
INVESTOR/COMPANY RESOURCES
• www.investor.gov- To learn more about investing,
particularly if you are a beginner
• www.SEC.gov- For companies to learn more about the capital
markets landscape
• www.finra.org – To check my Series 65 license or any
financial advisor license
• www.pitchbook.com – To learn more about private equity
data and stats
KAAG * WWW.KAAG.CO * (404) 919-0660

12.
Q & A
• Sign Up Link in Chat
• Email me for further
questions
• SHARE this opportunity
(power in numbers)
• You will receive a follow
up email with PPP link
KAAG * WWW.KAAG.CO * (404) 919-0660