We believe that when people come together to pool capital, share knowledge, and invest intentionally, they gain more than returns. There are limitless opportunities and of course, ownership.

But organising an investment collective takes more than good intentions. It requires structure, trust, and the right tools.

This guide is designed to help you know how to build and manage a successful an investment collective that serves your community and delivers results.

1. Define The Collective’s Purpose and Investment Focus

Clarity is the first step to building trust. If you’re not clear, how can you help others and if you can’t help them because you’re unclear, how can they trust you?

Before inviting others to join your collective, take time to define:

• Your collective’s mission: What’s the bigger picture beyond financial return?

• Your investment thesis. If you don’t have an investment thesis, read this (embed link to a resource on investment thesis for collective organisers) to learn how to develop one.

• What type of assets will you focus on? startups, real estate, agriculture, renewable energy, or something else?

• Your collectives values: What principles will guide decision-making every step of the way?

When your purpose is clear, the right people are more likely to not just join but also stay and grow with you.

2. You need the right members

The strength of a collective lies in the quality of people in it.

When building your member base, don’t invite just anyone. There might be a temptation to do this especially when you’re just starting out but don’t.

Make sure you have people that are aligned with your collective’s goals and values, and ready to actively participate. They need to be interested in and passionate about what you’re building.

The good thing is, our platform gives you the opportunity to choose who can join your collective. You get to vet each member before accepting them. We have an option where new potential members can tell you why they want to join your collective. Make sure to review their answers. Do this wisely, you want to make sure you have the right people with you.

3. Establish the Structure Early

A collective without structure can quickly become chaotic. While we’ve designed an infrastructure for you to get access to tools you need to start, engage and scale your investment collective, you still need to do a bit more work.

• Decide on leadership roles. Would you have other collective managers besides yourself? What role will they play? What will they do and what won’t they do?

• What’s the decision process like when sourcing for deals and opportunities to share with the collective?

• How do you plan to engage and grow your collective? What are some activities you’d include that can benefit your members? This can be discount on offers, tickets for events, depending on what your collective is focused on.

On the Borderless platform, you’ll have access to templates and tools to set this up easily from onboarding to engagement and managing members.

4. Prioritize Transparency and Communication

Trust is key. Especially when money is involved. People need to be able to trust you. Share regular updates on investment performance, decisions, and upcoming opportunities. If there are any issues, communicate effectively and timely so there are no further confusions that could cause mistrust.

You can take it a step further by hosting monthly check-ins, virtual or physical meetups to hear from members and build connection.

When members feel informed and involved, they stay committed. Don’t isolate them.

5. Use the Right Tools

This one, we have solved for you! You don’t need spreadsheets and multiple groups across different platforms to run your collective successfully.

Our platform gives you:

• A dedicated collective dashboard

• Investments and opportunity management system

• Member engagement tools

• Built-in features for mailing, events, and updates

• Multi-currency payment support (over 10 currencies)

And more..

We’ve designed it to help you scale seamlessly. All in one platform! Check out www.onborderless.com to see the features we’ve designed to help you.

6. Build for the Long-Term

Always have the future in mind. Through every decision you make. Never think of just now. Ask for regular feedback from your members and make improvements where necessary. Look for opportunities to invest in your collective not just monetary but impact wise.

This helps them feel a sense of belonging too and when they do, they invest not just their money, but their heart. And that’s what you really want!

Managing a co-investment collective isn’t a walk in the park but it’s deeply rewarding not just for the collective investors but for you too.

If you have any issues along the way, please don’t hesitate to reach out to us hello@onborderless.com

We hope you found this helpful!