How do startups approach a family office for investment?
Short answer
I approach a family office with a relevant introduction, a clear reason for contacting that office, and concise materials that support the company's claims. Start by finding out what the office invests in and whether its interests match your company's sector and stage. Explain the fit in plain language, then ask questions and listen before presenting a full pitch. The first contact is a chance to begin a professional relationship, not just deliver a deck. Be ready to explain your team, business, and supporting evidence accurately.
Checklist
- Research the office's investment interests and decision process before making contact.
- Identify a specific reason the opportunity could fit that office.
- Use a brief introduction that says who you are, what the company does, and why you are reaching out.
- Prepare a one-liner that describes the business clearly without relying on jargon.
- Tailor the material to the investor's likely questions while keeping every claim consistent and supportable.
- Ask about the office's priorities, timing, and preferred next steps.
- Listen for concerns and record what the investor says, rather than assuming interest from a polite response.
- Explain the team's relevant experience and the roles of important service providers.
- Follow up at an agreed time with the information requested and a clear note about next steps.
From my talks
"He complained that as a family office investor, nobody ever listened to him; they just pitched and wasted his time repeatedly."
Common scenario
A startup identifies a family office with experience in its industry and sends a short introduction explaining that connection. In the first conversation, the founder asks what the office is looking for and how it evaluates companies at this stage. The investor raises questions about the team and the company's progress, so the founder follows up with relevant, verified information instead of sending a generic packet. If there is a fit, both sides agree on a practical next step.
What to do next
- Research the office and prepare two or three specific questions about its interests and process.
- Draft a short introduction and one-page summary covering the company, stage, team, evidence of progress, and reason for contacting that investor.
- Keep a contact record with the date, questions raised, information requested, and agreed follow-up date; send only accurate materials relevant to that conversation.
Related questions
- Do family offices invest in early-stage companies?
- How do I find family offices that invest in startups?
- How do I get in front of family offices?
Work through it with the family office fit check. See all family offices questions.
