trying to take the development of super intelligence and port that over for founders
and investors and I believe that we have more practical ready to use you don't have
to train the tools to use them point -click ready AI tools for founders and
investors than anyone else except for maybe an institutional version of clot or
perplexity that again has to be installed and has burdensome and expensive to do so
so I have this disclaimer on all my slides for the whole event, just make sure if
you meet somebody at the event, you do your full due diligence and notice to invest
because they're wearing a nice suit. And they say that they've been here for a
decade, like always go visit in person and do background checks and all the formal
due diligence. On day three on Thursday in the morning, I'm going to go through 20
best practices for navigating deals for investors or anyone who allocates capital into
deals as a fund or developer. And I go through some due diligence strategies on
that morning as as well. As a reminder, we host 30 events a year. Hope to see you
at one or two per quarter across the United States. And somebody else from your
team could come to one that you can't make, et cetera. Somebody else in the team
could complete the capital -raising certification program or family office certification
through our portal or stream billionaires who have interviewed on stage while you go
to the live events. So keep that in mind. And if you have kids, you can bring a
minor to our events at no extra cost. Might be a life changing thing to bring
them, just like I brought my 13 -year -old to this event. And if you're an investor
with us, you can bring someone who's not even a minor, if it's a spouse or a
child, if you want to.
All right. So one thing that we're trying to watch is different waves of change
coming, AI, robotics, quantum computing, et cetera. A lot of families we know create
wealth the fastest when they time things right. If you try to catch a wave too
late, it might crash on you and be a painful experience. If you're positioned just
right for a swell coming in and you see the swell building, then catching the wave
down the curl, you're going to have maximum acceleration and velocity of wealth
creation. So while you have to be careful not investing in things that makes no
money and probably never will, I think you do have to watch out for these trends
coming. And the people I know who have created the most wealth have timed some of
those things better than most. We'll get to that later. But one thing I hear that's
a criticism of AI is people say, well, I don't like this AI stuff. Like when they
not think anymore, I'm just going to use AI to think. So I'm just not going to
use my brain and my brain will just atrophy and I just won't use it. Well, if you
do believe that that is true, then you should not take an Uber home or use an
airplane to get home. You should just walk home wherever you live from the event
when the summit's over because it's also healthier just to walk everywhere in life.
But it's faster if you use a car or an airplane, right? So you shouldn't walk
everywhere in life, but you should combine the two and use it at the appropriate
time. And that's how we see using AI. There's some use cases where it just makes a
lot of sense. And if you get GPT that's free, you're, we basically see it as using
AI as like having a second brain. And you get to choose if you have a second
brain or not if you use AI. If you get a free GPT account, you choose for your
second brain to have 105 IQ. If you pay $200 a month, a little bit more in your
cell phone bill, your second brain has 135 point IQ, and it's a top 1 % super
intelligent second brain. That's sometimes wrong, but so are humans, right? So it's
an interesting way to look at it as what type of second brain do I want, super
intelligent or an impaired or non -existent second brain, and do I one, it's super
specialized for founders and investors or not. So our AI tools are built off of
interviews and public talks and content from onstage, from people like Kevin
Harrington, from people like Grant Cardone, from people like on the AI panel, an
angel investor panel, et cetera. We have 1 ,500 investor talks from on stage, all
transcribed in our AI tools and really deep data that nobody else has.
It's not public data. It's only in our member portal. And the answers are from
that. So if you want to get answers from Wikipedia pages and a 17 -year -old
podcaster in Ukraine, as well as credible people, you can use normal LLMs, but we've
dialed ours in to give you answers from more credible sources. I'm not going to
read through all of our 40 tools. You can do a new member walkthrough with
Jennifer. If you're a member, you get access to our core 30 tools as part of your
membership. And if you're VIP member, you get access to all of the tools. So these
are some of the most popular ones that I'm showing here, investor pipeline builder,
Clara, your investor pitch architect, Dewey, your instant due diligence advisor,
hyperintelligent, and deal structure ninja. So this tool has been used well over a
thousand times by our members. And basically what we did is took the thousand plus
public talks from billionaires, transcribed them all, took the billionaire interviews
I've done and created a tool based on that content. So for the first time in
history, you can have a conversation with the most successful people in business who
have shared their thoughts publicly and get feedback from them. You could say, just
give me feedback from tech billionaires or real estate billionaires. You could say,
vote on this decision and give me a consensus view of what I should do in this
situation. Give me mental models. They'll help me get past this challenge and scale
my business. And it not only gives you answers applied to your business or your
pitch deck you uploaded, but it also gives you quotes of what billionaire is that
advice based on. So you can see it's not just made up AI slop. Another example is
Dewey. We've had probably around 1 ,500 due diligence reports gone through this tool.
And we have sent to millionaires and billionaires that message us months later and
say, by the way, I let go this person on my team that was screening deals because
this does it instantly faster with no complaints, more thoroughly, and script seven
questions instantly on what I should ask before I get on the phone or take a
meeting with somebody. And it's based and trained off of 150 white papers on due
diligence, best practices, checklists for institutional due diligence, angel investing
due diligence, private equity, family office, real estate, et cetera. And it's super
thorough. So you should read every word of a PPM you're given, but then Also, you
should have this identify red flags, extra fees, unusual terms, missing items, things
that you want to ask questions on first. And before you use your human brain, use
this to de -risk your time. And if they can't answer seven questions from the AI
tool and won't respond to the seven questions, then save your human brain from ones
that pass that screen or that you've been in person and you really know already
your high conviction with them. Right. So it's a great way to save time. There's
also, we'll go through it a little bit later if we have time on one other thing
it can do. VETI is a brand new tool we created from lots of requests from our
organization because we have a lot of real estate investors in our club. Vetti is
like you can think of a cousin of Dewey. It's just dialed in for real estate deal
underwriting, real estate deal analysis and real estate deal due diligence. It'll do
what what Dewey does, but also looks at stress testing deals on interest rate shock,
cap rate changes, cost overruns, what level of they can see until the property
becomes profitable or non -profitable. I would still do all the formal due diligence
you always do and not ever rely upon an AI tool only, but for initial assessment
of properties and things that can narrow down and save your time, this is a tool
that you might find helpful. Instant Partner Insights is another one of our tools,
and this replicates what you should do before
should search. You might also want to look at their history of posting things on
social media. They're constantly putting out hate speech. Do they have radical ideas?
They're very public about that insult, you know, 70 % of people in society, et
cetera. It might just be stuff you may want to know. I know what publications have
put out, how credible they are, how many followers they have on what platforms, what
their reputation is, what reviews they have on books they've published, et cetera.
All of that gets done instantly with this, they would probably take you 30 minutes
or an hour of somebody doing research and having to write up that report for you.
And so what is the value of dodging one bullet in the next three years of not
partnering with the fraud, not wasting two hours of your life, driving to a meeting
that's a complete waste of your time? Once you find out the person has zero
experience and is not credible at all, but as talking a big story, right? This tool
alone should save you more than your membership costs. It just helps you dodge a
bullet every year or two, right? So that's why we created this tool, which if you
load Dewey is actually prompt number two of Dewey and VETI,
so you don't have to switch tools as often. You can actually just go into Dewey,
conduct due diligence, et cetera. But then if you want to, just use prompt number
two there to do an instant partner credibility check. This tool will also help you
create a custom due diligence questionnaire. If you're an investor, tell it who you
are, what your risk preferences are, what the values of your family office are, what
the investment goals of your family office are, and what type of deals you want to
avoid and find. And then you can say, what questions should I ask when I'm at the
Super Summit and I meet with someone who I want to maybe invest in? And it will
create a custom set of five or ten, or if you want 30 questions for you. But if
you're raising capital, you can say, here's my pitch deck, here's my PPM, what are
the top 30 sophisticated questions every investor should be asking me. But many times
I say, I don't know what else to ask. I didn't make my money in AI or in self
-storage or senior living, etc. And this will script out not only the 30 questions
you should be ready for in meetings, but it will script out the answers to the 30
questions from your PPM and pitch deck. And then you should put that into a word
document and review it and make sure you agree with the answers, add in a couple
graphics or graphs or citations, et cetera. Probably show it to your attorney. Make
sure there's no false statements in there. Saying you have revenue, you don't, is
something that can have major legal consequences. So anything produced by any AI
tool, you have to still check it thoroughly, obviously. But having a master due
diligence questionnaire of the top 30 questions makes it so you have more disclosure
to investors in writing. And then if when the DDQ gets created, if the answers are
thin, you just ask it to create more meaty answers. So the more that you upload a
webinar, a PPM, and a pitch stack, and more content, the better answers it will
have on that tool.
One of the other tools that we have created just recently is called Pitch Partner.
Almost no one is using this yet. And we develop this because we tell our team
like, hey, use this function in our CRM, it's going to help help you with sales or
use this tool or that tool. We had one tool called the Family Office Club co -pilot
tool, and they would load up that tool. And when a phone call started, they would
say, I'm talking to Magina, you know, from New York City. And she's in multifamily
or whatever it is, right? And then in real time, then they push enter. And while
they're talking to her on the phone and your human brain is thinking, the AI brain
is also thinking and it's ripping through the 1 ,200 videos of investor talks in our
portal, all of our AI tools that could be helpful to her all
remember all of it. And then we're going to remember that six years ago we also
interviewed Kevin Harrington or that Jeff Hoffman as a billionaire spoke on stage our
event right before COVID, et cetera. And that might be the most helpful thing to
mention to her in real time. So it's like augmented real time IQ while making a
pitch. And so that was used by my internal team over a thousand times when I asked
them to use this CRM tool and use this other thing. And then I'd ask them again
to. And they really didn't want to use it because it wasn't helping them much. But
the internal co -pilot tool, they've used over a thousand times internally on their
own motivation to do better. And so we created this tool so that you can upload
your pitch deck, your PPM, DDQ, if you have it, etc. And in real time, when you're
on a Zoom or on a phone call with an investor, you can say the investor is saying
this and this. And then based on the deep language and the PPM and your pitch deck
and other contexts you gave it, you or your head of investor relations, or wherever
you're trying to do business with and representing you, it will help look at the
deep data and see what else you could be saying back. That would be the most
credible, professional, transparent thing to say to that investor in real time.
It's kind of like the almost like the vibe interviewing thing. Maybe you've seen
like things go around where people interview for a tech job and really they're
looking at a teleprompter that the person Zoom can't see, and the person is saying
it, but this is generated from your own content. It's not trying to pretend like
you're something you're not. It's saying your human brain is not going to remember
every single little factoid that you need to bring up, especially not maybe someone
you hire on your team. So obviously make sure that when you're about to say
something out loud, you know it's the honest truth and obviously don't say something
AI says it's wrong because just like humans, it makes mistakes as well. But that's
a new tool that we're excited about. And then we took a lot of our most popular
capital raising tools and combined it into Clara because we realized with 40 tools,
you might want to open a one -off, niche, focused tool. But we got to see the
volume of what tools people loved for raising capital and combined them into this
pitch architect tool. So the first prompt there down below, the first option of
using the tool that's built off of all of my books, all of my workshops, all the
investor talks on stage, my book on capital raising or mini -series on raising
capital, is it helps you design and write your one -liner. Then it helps you script
your one -minute pitch video that it talked about with Kevin Harrington earlier today.
He said, and I didn't tell him I was going to ask that question. I just thought,
oh, this is a good thing to ask the master of pitching things. He was like, yeah,
I'd much rather see a hard -hitting one -minute video from the founder than some 39
-page pitch deck. And that's something we say again and again, and we keep hearing
from busy investors. So you need to have that one -minute pitch video. You also need
to have your DDQ. You also need to have your pitch deck rated and scored and
analyzed so that you can look on 25 different criteria how you could improve your
pitch deck. And that's what Clara does in one tool. So you don't have to jump
around between four or five tools. But you can also practice your pitch on Clara.
You can also ask for advice. You can hit the record button. And when you're walking
the dog, you can tell it the challenge you're facing and why investors aren't being
receptive perhaps and it can brainstorm with you, or you can go into talk mode and
talk back and forth with it like it's a actual coach for you on capital raising.
One of the last tools I want to show you is this tool called hyperintelligent. We
took 20 of our tools and 100 million data points and combined it into this one
tool and you ask it which direction you should go and it will give you an answer
from 20 perspectives, vote on which way you should go. The top five most credible
positions will argue with
And throughout the event, I've put in three or four slides of other tools, just so
it's not an overwhelming rant of AI tool, this, that, and the other while you're
really waiting for cocktails and fun networking outside. So I'm not going to go too
much deeper this afternoon. But when relevant through my other presentations this
week, you'll hear about a couple of the other tools. But the point of hyper
-intelligent is just to gain clarity on situations. As a founder, you need quick
feedback. You have to be decisive, something that Kevin Harrington, Grant Cardone
talked about today as well. I iterate your ideas faster and just be more confident
in which direction you need to go next as a CEO and as a founder. If you're new
to our community, we've simplified our membership to just have three main options. We
have charter membership. You get access to 30 tools and our live events. There's no
extra cost to come to the events on top of the membership. If you have VIP,
you get our investor data sets and you get our advanced AI tools that leverage the
investor data sets. That's basically the main difference. Also, once a year, you get
a guest ticket for one event. And then if you become a verified member, you might
be noticed some members with a checkmark on their name badge. That just started
about six weeks ago. And we essentially are just making a big effort to have all
of our sponsors get verified over time and our higher level members, maybe the top
10 % of the membership here in the room get verified, which just means we run a
background check. We don't do credit checks. We just do a background check to make
sure that the person is most likely who they say they are and that there's not
massive fraud or, you know, banning from an industry, etc. that needs to be like
looked into or it'd be highly concerning. And it also helps self -select people out.
If you have a really troubled past that you wouldn't want us to know about,
you're not going to become a verified member, probably. Not that everyone who
doesn't, does have a troubled pass, but we want to move to a higher and higher
quality community and we give a big discount on sponsorships. You have a 30 % off
on sponsorships. If you're verified to encourage our sponsors to get verified, as
well as three tickets a year, a maximum of one ticket per event. And then a
verified membership comes with one credit for an exhibit table and one credit for a
discussion panel and we do that and it's worth more than ten thousand dollars um to
do that alone and we decided this week to add a second discussion panel to that
because what we keep finding is once people get an exhibit table once that makes so
many more connections like oh we're going to do that like three times a year and
then they they see the value so we've we've pumped value into the verified because
it's just good for our community to have a higher quality verified community and
verified sponsors so i hope that makes sense and this is uh bullet
So that's it for this afternoon. Tomorrow, we have almost the exact same format as
today. I think it's two fireside chats instead of one is one difference. We have
another, you know, 50 speakers on stage tomorrow. We start at 10 a .m. again, so
you're welcome to show up here at, you know, 8, 839 if you want to network. I
would encourage you during cocktails, perhaps, to organize a fun dinner with a couple
of peers or clients or investor friends who've made here at the event or organize a
breakfast tomorrow if you'd like. It's going to be a very similar format in terms
of lunch networking, breakfast networking, cocktail networking tomorrow, but hopefully
some more familiar faces after networking today. If you need an email address or
someone you saw speak on stage, let Jennifer know or reply to the welcome email or
just go up to our team member and ask how you can navigate that and how Or any
other questions you have related to accessing AI tools or you're a new member and
you don't even know how to log in or you need your new member walk through or
anything of that nature. We want to make sure you have a great time this week and
get a lot out of today. And this morning, one thing I didn't mention is that the
best way to get an ROI out of today is really to look at it as how do I get
smarter on structuring deals so that I close more deals. The deal terms are better
for me. I can source more deals because I get ideas on how to get distribution and
how to source opportunities, but also how to build relationships with the ultra
wealthy, how to emulate what Deca millionaires and send to millionaires do, and how
to scale a business. And that may include raising capital, raising sales, leveraging
AI. There's about seven different ways to get an ROI out of being here today. It's
not just about, can I find a deal to invest in? Or can I find an investor that I
can pitch right now? Because if you learn about all the other things, you will
close more.
is just what I selfishly want to learn. And hopefully it keeps it interesting for
everybody here in the room. So that's it. We'll see you tomorrow at 10 a .m. I
appreciate everyone's attention. And I'll see you tomorrow morning. Enjoy cocktails.
Thank you.