Overview

What You'll Get From This Year's Grubstake Cohort

Investing off Wall Street can feel weird (certainly you will have a friend or family member tell you that!), but it doesn't have to feel that way. Learning in community with your peers, getting hands-on experience, and asking the questions you always wanted to but were nervous to ask is why you're here. By the end of this experience you will be well on your journey to becoming a confident investor!

Along your journey, you'll get a few great benefits from this cohort experience:

• Hands-on learning. We've designed this year's Grubstake Cohort to inspire, instruct, and engage.
• Meet new people. Your fellow peers are as motivated as you are to master what we're exploring here in this year's Grubstake Cohort.
• Results. As you dive into the course content and meet the community in this year's Grubstake Cohort, know that you are on a path of mastery. While it's not necessarily easy, the transformation we'll get together matters.

How to Get the Most Out of This Year's Grubstake Cohort

We’re here to get results and we know you are too. Here’s the best way for each of us to get there:

• Be supportive. Encourage and support your fellow peers. Hold criticism, cynicism, (unsolicited) advice, or judgement.
• Share generously. Your stories and experiences may be exactly what another participant needs to hear today to remove a barrier to action or to seize an opportunity.
• Be constructive. We’re here to push each other forward and lift each other up. Find ways to help each other think bigger, reframe challenges, and stay curious.

You're a Part of Something Bigger

This year's Grubstake Cohort is open to both Revalue's clients and folks outside of our community, which means you will be in relationship with a wide variety of peers from all over the U.S. and beyond. Each person will have one thing in common - they want to align their investments with their values in ways that keep capital down to earth and rooted in community - just like you! Together, you are doing 100 years' work to change our economic structures and pathways. Leave space for patience with yourself and others as we work together to implement our shared ideals.

Cohort Structure

This cohort experience is best suited for those who are deepening their connection to the solidarity economy and who want to execute on a community investment within the next 12 months. If the timing doesn't feel right for you to participate this year, no fear! We host this Cohort experience annually.

Registration will be open March 4th through 15th. Apply today!

Participant submissions will be reviewed and approved by March 22nd, with confirmation of participation required from you by March 29th. This year's cohort experience will run across four weeks - April 15th, April 22nd, May 6th, and May 13th - dates/times during those weeks will be determined by the availability of confirmed participants.

There will be five gatherings, plus optional momentum moments after the cohort concludes to help keep you motivated toward action. Each gathering will be 2 hours with 1-2 hours of prep work, while time spent in gatherings is focused on building understanding and connecting with others.

• Gathering 1: Introduction - meet your peers, review the cohort overview, map experience levels in the room, and explore wants and needs
• Gathering 2: Understanding the process - learn about investment execution, paperwork, using self-directed IRAs, and tax implications
• Gathering 3: Making informed decisions - learn about the three brains, how to determine diversification targets, and how to measure success
• Gathering 4: Ask Me Anything (AMA) - see an example of completed investment analysis and ask any question under the sun!
• Gathering 5: Capstone - perform due diligence on one of two offerings, enjoy the issuer(s) coming to present to the group, then discuss what decision you would make if you were working with your own money
• Momentum moments: Take advantage of these opportunities to deepen your learning as a local pro and build connections with other communities.
• Fireside Chat wsg TBD - discuss the latest happenings in the solidarity economy field
• Village gathering(s) in TBD locations - join Revalue's team and your regional peers for in-person merriness
• Series of three accountability check-ins within the first 90 days of completing the cohort (clients only) - keep yourself honest by setting a goal and asking us to hold you to it

Cohort Cost

The Grubstake Cohort is included at no charge in our service delivery for current clients, meaning you will receive a discount code to bypass the payment requirement. If you are a Revalue client, this cohort is free to you. If you are not a Revalue client, the fee for the course is $247. This fee can be paid all at once or in installments throughout the program.

Revalue is committed to serving all investors, regardless of their wealth or income status. We practice what we call Power of Pricing, which gives us and our clients the freedom to be transparent and flexible about what is affordable for clients and what Revalue needs in resources to provide the best service possible. If you would like to request a more affordable price or you would like to pay more to help support those in need, please email us at inquire@revalueinvesting.com. If you're ready, apply today!

P.S. You Might Be Curious About...

...where the name Grubstake came from? It's an old word! The term "grubstake" is a linguistic nugget that was discovered during the California Gold Rush, which began in 1848. In mining, a grubstake is money, materials, tools, or food given to a prospector in exchange for a share of their future profits. In business, a grubstake is money given to someone who is starting a business in exchange for a share of the future profits. Very fitting for the work ahead of you!

You'll notice some unusual messaging in the Grubstake branding throughout this cohort experience. You'll see and hear us talk about how local (or community or solidarity or impact, whatever term you use) investing is not rude, weird, scary, art, confusing, a mistake, or a unicorn. While it may feel like any of these things in a conversation with people only familiar with (or ardently committed to) traditional extractive investing, we are here to tell you that it is not any of these things - investing in community is the oldest, most sensible form of investing there is!

So why do we say this? Because these are the fears and barriers that often come up when investors think about diversifying off Wall Street and onto Main Street. This is what other people might say when you tell them what you're thinking of doing. This is what the financial industrial complex wants you to believe, to keep you engaged in what they think is best for your portfolio and your community.

But sometimes it is one of these things... And that's what makes it a thing that takes time and energy to discern. Sometimes it really does feel confusing or scary or weird. So how do we strike the balance between perceptions that create unnecessary barriers and realities that create due caution? Through education, peer support, and professional navigation, which is why you're here! We hope you choose to join us this year!

‍