Inside Legacy Capital: How Deals Get Funded in 2026 | Jerry Conti & Mike C-Roc | BA EP 118

What is the most attractive thing you can do in business? Jerry Conti, Managing Partner of Legacy Capital Professionals and co-founder of the Visionary Growth Fund, joins the Board of Advisors Podcast to discuss his journey from being a successful consultant to a fund manager. Jerry reveals his strategy for finding the highest ROI: arbitrating capital using a unique retail approach. He shares his incredible origin story at BA, where his giving energy led to a multi-million dollar short-term real estate rental business and ultimately inspired him to become a fund manager. The conversation dives into Legacy Capital's unique model for raising capital, which includes guaranteeing 20 pre-set, qualified appointments for founders and the critical importance of third-party verification to meet the high standards of family offices and private equity.

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0:04 - 2:20: Introduction and BA Origin: Jerry's first event at BA where he was invited as a consultant, and founder Mike Calhoun told him, "We don't want your guy, we want you." His "giver" mentality led to instant popularity and connections.

2:20 - 4:17: The Arbitrage Idea: The birth of his multi-million dollar luxury real estate arbitrage business (leasing and short-term renting properties in Scottsdale/Phoenix) after sharing the idea in a BA meeting.

4:17 - 6:46: Teaching to Scale: Why Jerry chose to teach his profitable business model (running three-day events and courses) to find partners and scale, before letting the educational portion go during the pandemic.

6:46 - 9:44: The Pivot to Fund Management: Confronting the difficulty of letting go of a successful business and the subsequent realization that his "hidden talents" were in raising capital and networking, leading him to become a fund manager.

9:44 - 12:05: The Retail Capital Revolution: Legacy Capital's unique strategy of raising capital from the 24 million accredited retail investors using a sophisticated Facebook ad strategy to streamline fundraising (vs. the slow pace of pitching private equity).

12:05 - 14:48: The Guarantee and Due Diligence: Legacy Capital's unique selling proposition: guaranteeing 20 pre-set, qualified investor appointments for founders. Jerry details the intense due diligence process to protect investors, including the need to disclose past issues to build trust.

14:48 - 18:39: The Unicorn Test: Why founders seeking 5M+ must certify financials and focus on scalability, not just a snapshot of success. He shares the warning against putting a "rocket ship on a grocery cart" by taking too much investment too early.

18:39 - 19:15: The Ashley Black Deal: The power of authentic relationships—Legacy Capital secured a major deal with product founder Ashley Black (who sold $220M in a previous product) because of authenticity and energy, not just money.

#LegacyCapital #VentureCapital #Arbitrage #RealEstate #FundManager #CapitalRaising #RetailInvesting #AccreditedInvestor #Entrepreneurship #CRoc #BAPodcast #BoardOfAdvisors

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Board of Advisors is a dynamic community of advisors, operating as citizens rather than members, united by a unique culture that prioritizes connection through contribution. This network thrives on a shared commitment to achieving tangible returns on investment, both mentally and financially. By leveraging the collective resources, thousands of years of combined experience, invaluable intellectual property, and extensive, high-caliber relationships, BA empowers its citizens to achieve remarkable outcomes. At its core, BA fosters an environment where collaboration and strategic networking unlock boundless possibilities, embodying the belief that "Anything is Possible."