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14 Tips on How to Sell to Private Equity and Venture Capital Funds

It’s hard enough to raise capital from VC, private equity fund, and family offices. How do you sell to them? I’m an investor in many companies which sell to these types of clients. I put together a cheat sheet with some of the sales best practices I’ve seen. I thought this would be helpful to...

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Interview: VC and Disruption of the Investment Management Industry

Angelo Robles, Founder of the Family Office Association, just posted a video interview with me.  We cover Versatile VC’s strategy and many other topics relevant to family offices. The Family Office Association also just published our full white paper on “Who Is Disrupting Investment Management, And How?” For the slide deck and video presentation version...

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The 7 options for family offices to invest in technology companies

An ever-growing number of family offices want to invest into private tech companies. They’re usually motivated by a combination of financial returns, a search for strategic benefits with their core operating business, and passion about tech. But how should they go about it? Dr. Joel Palathinkal, CEO of Sutton Capital, observes that high-quality founding teams...

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Invitation: events for family offices, women in finance, and emerging managers

We hope you will join us at any of four upcoming events, all complimentary for qualified attendees: NYC, March 7: Access Alts Family Office conference. I’ll be presenting on disruption of investment management. NYC, April 27: the East Coast Family Office & High Net Worth Individuals Conference, organized by DC Finance. I’ll be leading a discussion among...

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What Are the “Jobs To Be Done” of an Investment Manager?

Most money managers think their main job is generating alpha, but they are wrong. We discuss the real “job to be done” of an investment manager. If you ever studied disruptive innovation formally, you know the pattern. In many industries, low-end disruptors take hold at the bottom of the market and then work up to...

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Exclusive webinar with ex-President of one of the largest family holding companies

DC Finance is one of the oldest and largest family office networks. They are hosting Greg Weyerhaeuser Piasecki, former President of one of America’s largest family holding companies, for a virtual interview with me, Tuesday, October 26, 11:00 am ET. (This is immediately before their East Coast Family Office & High Net Worth Conference, October...

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How do you attract family offices and other large investors to your direct investing platform?

One of the best business models ever is creating a marketplace between investors and investment opportunities. However, the challenge with this two-sided market is: how do you get the investors to show up? It’s hard enough to get the retail investors, but the family offices and other large check writers are even more challenging. I’ve...

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11 Ideas to Organize an Event Family Offices Want to Attend

Lots of event planners and anyone raising capital want to attract family offices. But how?   I’ve identified a range of best practices that I’ve seen other organizations use in serving the family office community, in roughly declining order of impact: 1. Advertise that the event is strictly gated to family offices, and detail how you...

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