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Ripe For Disruption: The Asset Management Business

Joe Reilly, CEO of Circulus Group and a longtime contributor to Family Wealth Report, interviewed me to share views on disruption in asset management, my research into the field, and where the industry needs to be headed. Reilly: You’ve been co-leading a research project on innovation in the [...continue reading]

Interview with Confluence.vc (Gated community for VCs)

Confluence.vc is a vibrant online community exclusively for VCs. The two founders, Clay Norris and Tyler Dean, interviewed me for their podcast. We discussed: How members of the community can work with Versatile VC Versatile’s unusual approach Diversity and VC Opportunities within the [...continue reading]

What next for founders seeking their next adventure: Launch, Get a Job, Invest, Consult?

Hey, founders between gigs: What now? If you exited your last company for airplane money and are now independently wealthy, congratulations! If you want to build another company, just self-fund. If you want outside capital, VCs will chase after you to invest.  Unfortunately, most founders are [...continue reading]

How to Win Consulting, Board, and Deal Roles with Private Equity and Venture Capital Funds

Would you like to work with private equity and venture capital funds? There are relatively few jobs directly inside private equity and venture capital funds, and those jobs are highly competitive. (See How to negotiate a partner role at a VC or private equity firm.) However, there are many other [...continue reading]

5 Innovative Fundraising Methods for Emerging Venture Capital and Private Equity Funds

How do you raise money for your venture capital or private equity fund from family offices and high net worths?  I see five innovative new methods for raising capital which emerging managers such as Versatile VC are using, which I’ve ranked in roughly descending order of popularity:  Join [...continue reading]

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 [...continue reading]

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 [...continue reading]

Should you give an anchor investor a stake in your fund’s management company?

Raising capital for a new fund is always hard. Should you give preferential economics or other benefits to a seed anchor investor, who makes a material commitment to the fund?  These “VCs for investment management companies” are also known as GP Stake investors or fund platforms.  According to [...continue reading]