Investing With Your Tribe with Travis Smith

May 24, 2023

32 minutes

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Investing With Your Tribe with Travis Smith

About this podcast

Travis Smith, the founder and CEO of Tribevest, comes from a family of doctors. Yet, he pursued
finance instead of medicine because he sought financial independence, which the latter did not
seem to offer. Despite having a good income as a doctor, financial freedom was still miles away in a
doctor’s profession. So, 15 years ago, he decided to venture into the business world. He didn’t
know what way to go, which path to follow, and what deals to find. But he knew something: he
wanted to break into real estate and own a business.

Today, he joins the Real Estate Investing For Medical Professionals podcast to share his personal
wealth journey and how it took shape into financial independence. Starting with forming an LLC to
creating Tribevest, a whole platform for launching LLCs, he gives away everything that went into
the journey. He went from seeing financial independence as a personal need, to building a tribe that
helps limited partners to come together, pull their capital, and invest in higher thresholds. This
allows them to get better terms, play the role of a co-GP, and achieve financial freedom. 

Tribevest takes care of all the administrative work and makes it easy to file an LLC, open up a business bank account, onboard members, set up an equity cap table, and wire funds.

Learn about the platform and its services for forming investment tribes in this episode and get
inspired to accelerate your entrepreneurial journey. Travis’s goal is to make investing in real estate
syndications more accessible and easier for groups of friends or family.

Key Takeaways

  • How starting an LLC and forming a business bank account can help in pooling capital and
    investing in real estate deals.
    ● What is Tribevest and what does it do?
    ● What is meant by open tribes and closed tribes?
    ● How do investment tribes work?

“When we focus specifically on passive investing into real estate syndication, we can really even
automate this and make it even 10 times easier.“ – Travis Smith

Connect with Travis Smith
LinkedIn: https://www.linkedin.com/in/travissmithmovethechannel/
Website: https://www.tribevest.com/

Connect with Viking Capital
Website: https://www.vikingcapllc.com

Connect with Ravi Gupta:

“We only have so much limited time, energy, and money. So, how do we leverage what we currently have to get that outsized return? I think we’re all looking for that.” – Peter Kim

Key takeaways

Key Takeaways

● How starting an LLC and forming a business bank account can help in pooling capital and
investing in real estate deals.
● What is Tribevest and what does it do?
● What is meant by open tribes and closed tribes?
● How do investment tribes work?