Are you ready to play Capital Quest?
Raise big money...or go home empty handed!
AGES 9+
│
2-4 PLAYERS
Raise big money...or go home empty handed!
AGES 9+
│
2-4 PLAYERS
Each player should use a different coin as their game piece — a penny, nickel, dime, or quarter. A single 6-sided die is required.
Print out the Capital Quest Scoring Sheet so players can track the fund results. Each player should come up with a name for their fund.
The goal of the game is to make the most money for your investors. There are five (5) stages to the game that represent the five (5) stages of managing a private fund.
The player who has generated the most money for their investors at the end of Stage 5 is the winner!
All players start at Stage 1. To determine who goes first, each player rolls the die once. Any ties should roll again. The player with the highest number goes first. Game play always moves clockwise.
The goal of this stage is to set up your Customizable Fund™. There are three (3) major activities that you must complete as part of setting up your fund. All players roll once to determine the outcome of the activity before moving on to the next activity. Players continue taking turns until everyone completes each activity.
Each player rolls the die and marks the points on the scorecard according to these outcomes.
Die Roll
Results
Points
1, 4, 6
You used an Avestor partner securities attorney
Gain 3 points
2 or 5
You used another securities attorney
Gain 2 points
3
You created your own documents with templates
Lose 3 points
Each player rolls the die and marks the points on the scorecard according to these outcomes.
Die Roll
Result
Points
2 or 4
You joined Avestor’s weekly Mastermind calls
Gain 3 points
1 or 6
You joined another Mastermind
Gain 2 points
3 or 5
You skipped out on getting smarter
Lose 2 points
Each player rolls the die and marks the points on the scorecard according to these outcomes.
Die Roll
Result
Points
3 or 6
You used an Avestor partner bank
Gain 3 points
2 or 5
You used another FDIC bank
Gain 2 points
1 or 4
You kept investor capital in your personal bank account
Lose 2 points
Each player adds up their points and receives the following bonuses. Write the bonuses on the scorecard for each player.
The goal of this stage is to market your fund. Similar to Stage 1, there are 3 major activities that you must complete. All players roll once to determine the outcome of the activity before moving on to the next activity. Players continue taking turns until everyone completes each activity.
Roll a…
Die Roll
Points
1, 4, or 6
Gain 3 points for setting up a CRM & lead funnel
2 or 5
Gain 2 points for only setting up a CRM
3
Gain 0 points for not setting anything up
Each player rolls the die and marks the points on the scorecard according to these outcomes.
Roll a…
Die Roll
Points
2, 3, or 4
Gain 3 points for appearing on podcasts & hosting webinars
1 or 6
Gain 2 points for sending investor weekly emails
5
Gain 1 point for just setting up your website
Each player rolls the die and marks the points on the scorecard according to these outcomes.
Roll a…
Die Roll
Points
3 or 6
Gain 3 points for meeting investors in person
1 or 6
Gain 2 points for video meetings
5
Gain 1 point for phone call meetings
Each player rolls the die and marks the points on the scorecard according to these outcomes.
Add up the points collected by each player in Stage 2. Each point represents 1 investor. These points will be the Investors for Stage 3.
The goal of this stage is to raise capital from your investors. Roll the die and move forward on the board. The more blocks you land on, the more money you can raise. Based on the spot you land on, multiply the amount in that box by the number of investors that you have in your fund.
For example, if a player had 5 investors in Stage 2 and they land on the $100,000 block, they would raise $500,000 for that roll. Players keep accumulating capital depending on how many blocks they land on in that stage.
At the end of this stage, each player should add up their total capital raised in Stage 3 and add in the bonus dollars from Stage 1. This is how much capital they have in their fund to now invest.
In this stage, each player finds investment opportunities & must determine how much they plan to invest in each opportunity. Players need to think carefully here based on what they roll and where they are on the board to utilize their capital effectively.
Players will take turns rolling the die. When they land on an investment opportunity, they must decide how much of their total capital raised they will invest in that opportunity. Write down that amount on the score sheet. The total cannot add up to more than the total capital raised.
Below is a list of potential investment opportunities.
In this stage, we will see how each investment paid off. List out all investments held, using the order of investments from Stage 4, players will take turns rolling the die to determine the outcome for that investment. The outcome from the roll applies to all investors that invested in that investment. On the score sheet, write down the result of each investment roll for each player.
If the roll was a…
Die Roll
Result
1
The investment was break-even & all investors just got their capital back but no profits
2
The investment outperformed. All investors get 2x their investment back.
3
The investment was a loss. Investors only get 50% of their invested capital back.
4
The investment was a home run. All investors get 3x their investment back.
5
The investment was a complete disaster. All investors lose all their money.
6
The investment performed. All investors get 1.5x their investment back.
Count up the total money returned from investments.
Each player now must calculate the total gain or loss in the fund. This is done by subtracting the Total Capital Returned minus the Total Capital Invested. The player with the highest total earnings during Stage 5 is the winner and has bragging rights until the next game!