For 2-4 Players

Game Set up

Each player should use a different coin as their game piece — a penny, nickel, dime, or quarter.
One 6-sided die is required.
Create a copy of the Capital Quest Scoring Sheet so you can track your fund results.
Each player should come up with a name for their fund.

Overview

The goal of the game is to make the most money for your investors. There are 5 stages to the game that represent the 5 stages of managing a private fund.

Stage 1

Set up your customizable
fund

Stage 2

Market your
fund to
investors

Stage 3

Raise capital
from
investors

Stage 4

Identify your investments &
invest the
capital you
raised

Stage 5

Determine if
your
investments
performed or
failed

The winner is determined by the player that has generated the most money for their investors the end of Stage 5.

INSTRUCTIONS

All players start at the HOME base. Roll the die and the player with the highest number goes first. Game play always moves clockwise.

Stage 1:

The goal of this stage is to set up your customizable fund. There are 3 major activities that you must complete as part of setting up your fund. Each player takes turns moving from one activity to the next activity. At each activity, they roll the die to see their result. The continue taking turns until everyone completes each activity.

Activity 1: Create your fund legal documents

Each player will roll the die and place the points on the scorecard.

Die Roll

Result

Points

1, 4, 6

You used an Avestor partner securities attorney

Gain 3 points

2 or 5

You used another securities attorney

Gain 2 points

You created your own documents with templates

Lose 3 points

Activity 2: Learn to be a fund manager

Each player will roll the die and place the points on the scorecard.

Die Roll

Result

Points

2 or 4

You joined Avestor’s weekly mastermind calls

Gain 3 points

1 or 6

You joined another mastermind

Gain 2 points

3 or 5

You skipped out getting smarter

Lose 3 points

Activity 3: Set Up Your Bank Accounts

Each player will roll the die and place the points on the scorecard.

Die Roll

Result

Points

3 or 6

You used an Avestor partner bank

Gain 3 points

2 or 5

You used another FDIC bank

Gain 2 points

1 or 4

You kept investor capital in your personal bank account

Lose 2 points

Each player adds up their points and receives the following bonuses.
Write your bonuses on the scorecard.

8-9 points — $1,000,000
6-7 points — $750,000
1-5 points — $250,000
0 or less points — $0

Stage 2:

The goal of this stage is to market your fund. Similar to Stage 1, there are 3 major activities that you must complete. Each player takes turns moving from one activity to the next activity. At each activity, they roll the die to see their result.They continue taking turns until everyone completes each activity.

Activity 4: Set Up a Robust CRM & Lead Funnel

Each player will roll the die and place the points on the scorecard.

Roll a…

1, 4, 6 — Gain 3 points for setting up a CRM & lead funnel
2 or 5 — Gain 2 points for only setting up a CRM
3 — Gain 0 points for not setting anything up

Activity 5: Build Your Investor Base

Each player will roll the die and place the points on the scorecard.

Roll a…

2, 3, 4 — Gain 3 points for appearing on podcasts
& hosting webinars
1 or 6 — Gain 2 points for sending investor weekly emails
5 — Gain 1 point for just setting up your website

Activity 6: Get Those Investor Meetings

Each player will roll the die and place the points on the scorecard.

Roll a…

3 or 6 — Gain 3 points for meeting investors in person
2 or 5 — Gain 2 points for video meetings
1 or 4 — Gain 1 point for phone call meetings

Add up the points collected by each player in Stage 2. Each point represents 1 investor. These points will be the Investors for Stage 3.

Stage 3:

The goal of this stage is to raise capital from your investors. Roll the die and move forward on the board. The more blocks you land on, the more money you can raise. Based on the spot you land on, multiply the amount in that box by the number of investors that you have in your fund. For example, if a player had 5 investors in Stage 2 and they land on the $100,000 block, they would raise $500,000 for that roll. Players keep accumulating capital depending on how many blocks they land on in that stage.

At the end of this stage, each player should add up their total capital raised in Stage 3 and add in the bonus dollars from from Stage 1. This is how much capital they have in their fund to now invest.

Stage 4:

In this stage, each player finds investment opportunities & must determine how much they plan to invest in each opportunity. Players need to think carefully here based on what they roll and where they are on the board to utilize their capital effectively. Players will take turns rolling the die. When they land on an investment opportunity, they must decide how much of their total capital raised they will invest in that opportunity. Write down that amount on the score sheet. The total cannot add up to more than the total capital raised.

Below are a list of potential investment opportunities.

Activity 4: Set Up a Robust CRM & Lead Funnel

100 Unit Multifamily Value Add
Car Wash New Construction Deal
Hotel Property Renovation
Oil & Gas Well
RV Campground Purchase & Modernization
Retail Center Renovation

Daycare Center New Construction
Self-Storage Purchase
Senior Assisted Living Purchase
Medical Office Renovation
Private Equity Deal
Single-Family Housing Development

Stage 5:

In this stage, we will see how each investment paid off. List out all investments held, using the order of investments from Stage 4, players will take turns rolling the die to determine the outcome for that investment. The outcome from the roll applies to all investors that invested in that investment. On the score sheet, write down the result of each investment roll for each player.

If the roll was a…
1 — The investment was break-even & all investors just got their capital back but no profits
2 — The investment outperformed. All investors get 2x their investment back.
3 — The investment was a loss. Investors only get 50% of their invested capital back.
4 — The investment was a home run. All investors get 3x their investment back.
5 — The investment was a complete disaster. All investors lose all their money.
6 — The investment performed. All investors get 1.5x their investment back.

Count up the total money returned from investments.

Capital Quest Instructions & Scoring Sheet

Game Set up

Overview

INSTRUCTIONS

Stage 1:

Activity 1: Create your fund legal documents

Activity 2: Learn to be a fund manager

Activity 3: Set Up Your Bank Accounts

Stage 2:

Activity 4: Set Up a Robust CRM & Lead Funnel

Activity 5: Build Your Investor Base

Activity 6: Get Those Investor Meetings

Stage 3:

Stage 4:

Activity 4: Set Up a Robust CRM & Lead Funnel

Stage 5:

HOW TO WIN

The start raising capital in a way that makes sense