A detailed roadmap for founders and capital raisers to manage Family Office investments in the first 100 days after closing- outlining communication, reporting, and governance steps.

CRM tool built specifically for tracking Family Office investing progression- including key Family Office traits such as investment themes, decision-making style, and level of discretion. It organizes every stage and filters out Family Offices that aren’t an ideal match.

A detailed Question & Answer Playbook designed to optimize your FO capital raising efforts. It includes a question bank, red flags, cheat sheets, sample answers, and tips that reflect how Family Offices actually think about potential investments.

A tool which allows you to prioritize those Family Office relationships that align most closely with your goals and specific investment opportunity.

Family Office Investment Thesis Filter, designed to quickly assess whether a startup or deal aligns with a Family Office’s investment preferences.

A self-assessment checklist that evaluates whether a Family Office’s portfolio aligns with your specific fundraising opportunity. The tool uses scoring and simple checks to highlight areas of strongest fit

This tool aids in both organizing and tracking every milestone of the Family Office fundraising process, from preparation through closed deals.

This is a a confidential, non-binding document that outlines the proposed terms for a family office's equity investment in a private company / startup.

This document outlines the investment opportunity with placeholder fields for specific details like company name, funding amount, valuation, and market metrics, while emphasizing a partnership approach beyond just capital investment.

A self-assessment tool for those preparing to raise capital from Family Offices. The checklist contains negotiation factors and considerations, each weighted by importance (ranging from "Moderate" to "Heaviest").

The checklist outlines over 40 critical factors that Family Offices scrutinize before deploying capital. Each of the checklist items have been weighted and categorized.

Strategic approach to navigating experienced Family Office executives through congruence and alignment. Includes networking expansion tactics, warm introduction strategies, cold outreach templates, and negotiation frameworks.