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What should you have ready before you pitch a family office? From Times Square, Richard Wilson shares what 19 years of running an investor club taught him about raising capital, earning investor trust, and structuring deals.

In this video, Richard covers:

What to prepare before investor meetings, from a clear one-liner and a one-minute video to a concise pitch deck, a due diligence questionnaire, and an organized data room

How listening, sharing useful insights, and following through help you earn trust

Why reviewing hundreds of deals in one niche helps you recognize an exceptional opportunity

How terms like collateral and flexibility in an agreement can open conversations with investors and asset owners

Explore upcoming Family Office Club events at FamilyOffices.com and find more capital-raising resources at CapitalRaising.com.

https://familyoffices.com/

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Podden och tillhörande omslagsbild på den här sidan tillhör Richard C. Wilson, CEO of Family Office Club. Innehållet i podden är skapat av Richard C. Wilson, CEO of Family Office Club och inte av, eller tillsammans med, Poddtoppen.