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Watch a video where I explain how to do this day-to-day by following this link: https://www.youtube.com/embed/hW7pBv_jYFY 287 https://capitalraising.com/centimillionaires/ 2026-11-01 https://i.ytimg.com/vi/KWERg10HnnM/hqdefault.jpg Centimillionaire investment strategies I recently conducted a radio interview for our Family Office Podcast on Centimillionaire investment strategies if you would like to learn more about how these types of families invest and strategize: https://www.youtube.com/embed/KWERg10HnnM 1236 https://capitalraising.com/failure/ 2026-11-01 https://capitalraising.com/ferrari/ 2026-11-01 https://i.ytimg.com/vi/x6TPG-Ut2DE/hqdefault.jpg Capital Raising from Family Offices Here is a video of me in Singapore speaking at a private equity conference on how to raise capital from family offices. In this 30-minute presentation, I go over many fundamentals and influence principles: https://www.youtube.com/embed/x6TPG-Ut2DE 1808 https://capitalraising.com/leads/ 2026-11-01 https://i.ytimg.com/vi/vwaZ-7BGHps/hqdefault.jpg Using Investor Databases for Leads Short video from Prague on the benefits of using a database of investor contact details for certain types of investors, such as family offices: https://www.youtube.com/embed/vwaZ-7BGHps 282 https://capitalraising.com/priorities/ 2026-11-01 https://i.ytimg.com/vi/ykKXhlLwLK0/hqdefault.jpg Family office investment priorities The following video discusses investment priorities of family offices overall and gets those not familiar with the family office space an overview of what many family offices look for in their investments. This video was recorded in the Swiss Alps at the top of Titlis Mountain near Zug just outside of Zurich in Switzerland. https://www.youtube.com/embed/ykKXhlLwLK0 216 https://capitalraising.com/pushups/ 2026-11-01 https://i.ytimg.com/vi/iUlAcurlVGs/hqdefault.jpg Capital raising pushups The most popular video that we recorded this year has been about doing your "Capital Raising Pushups" where I explain why this issue constantly comes up. If you want to view it, you can here: https://www.youtube.com/embed/iUlAcurlVGs 475 https://capitalraising.com/smart/ 2026-11-01 https://i.ytimg.com/vi/YMgDEXiDNRc/hqdefault.jpg Providing Value to Family Offices In this video where I'm driving between single family office clients in California, I discuss the importance of respecting and providing value to single family offices you meet with: https://www.youtube.com/embed/YMgDEXiDNRc 453 https://capitalraising.com/tangible-video/ 2026-11-01 https://i.ytimg.com/vi/f7kWZYwpAm0/hqdefault.jpg Providing genuine value Here is a quick video on the importance of providing genuine value, using tangible evidence, and concrete case studies to build up unquestionable credibility in the eyes of investors: https://www.youtube.com/embed/f7kWZYwpAm0 384 https://capitalraising.com/videos/ 2026-11-01 https://capitalraising.com/webinars/ 2026-11-01 https://capitalraising.com/conviction/ 2026-11-01 https://i.ytimg.com/vi/mngXIZs3Fc4/hqdefault.jpg The Importance of High-Conviction Mindset in Capital Raising I was negotiating a deal in Philadelphia and stopped to record this video on the importance of a high-conviction mindset and how it is relevant in deal making and capital raising. 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https://capitalraising.com/assets/richard-c-wilson.webp https://capitalraising.com/questions/private-investors/ 2026-11-01 https://capitalraising.com/assets/richard-c-wilson.webp https://capitalraising.com/questions/institutional-investors/ 2026-11-01 https://capitalraising.com/assets/richard-c-wilson.webp https://capitalraising.com/facts/ 2026-11-01 https://capitalraising.com/videos/hot-seats-pitch-decks-deal-structures-due-diligence/2026-11-01https://i.ytimg.com/vi/1Eaa7-cjyQg/hqdefault.jpgCapital Raising Hot Seats: Pitch Decks, Structures & Investor Relations with Richard C. WilsonA one-pager with a timeline helps a sponsor with a long track record present a new platform as credible. Richard C. Wilson shows an example for a roofing company, with the one-liner at the top and the company history at the bottom. He notes that busy contacts rarely have time for a 22-page deck. He also suggests focusing about 80% of capital raising on cities where projects exist, so investors can visit.https://www.youtube-nocookie.com/embed/1Eaa7-cjyQg4800 https://capitalraising.com/videos/capital-raising-fearful-market-trust-pitch-materials-anchor/2026-11-01https://i.ytimg.com/vi/AEkjKdCWZxg/hqdefault.jpgFamily Office Live Forum: Capital Raising, AI Tools & Investor Feedback (with Richard C. Wilson)Richard C. Wilson opens with a checklist of five pitch materials: a unique position, a concise one-liner with two or three facts, a one-minute video, a visual one-page pitch, and a short deck backed by a data room and 30 diligence questions. He says trust matters more than any deck when investors are fearful. He also says there was two and a half times as much capital raised in 2022 and 2023 as in 2025.https://www.youtube-nocookie.com/embed/AEkjKdCWZxg8160 https://capitalraising.com/videos/6-must-have-assets-raise-capital-faster/2026-11-01https://i.ytimg.com/vi/CT_D4pCXRKI/hqdefault.jpgRaise Capital Faster: The 6 Must-Have Assets for Serious InvestorsRichard C. Richard says six assets matter most for anyone raising capital. They are a unique position, a one-line pitch, a one to three minute founder video, a visual one-pager, a 10 to 15 page pitch deck and a due diligence data room. In the room of about 60 to 70 people, nobody had all six in place.https://www.youtube-nocookie.com/embed/CT_D4pCXRKI3720 https://capitalraising.com/videos/ai-tools-systems-founders-investors-forum-replay/2026-11-01https://i.ytimg.com/vi/GFGh7w3bxs8/hqdefault.jpgMonthly Live Forum Replay: AI Superintelligence System, 50 Tools for Founders and InvestorsA one-line pitch, a one-minute founder video, a 10 to 15 page deck and a list of 30 investor questions with answers are the basics Richard C. Richard says most capital raisers still lack. He shows how Clara, an AI agent from Family Office Club, helps build them. He also shows how Dewey screens incoming deals by email in two to four minutes.https://www.youtube-nocookie.com/embed/GFGh7w3bxs86300 https://capitalraising.com/videos/hot-seat-webinar-anchor-investors-deal-structure-outreach/2026-11-01https://i.ytimg.com/vi/JQVVxkDHVbk/hqdefault.jpgFamily Office Club Hot Seat Webinar Featuring Live Strategy Sessions with Investors & FoundersA protein business raising capital for a Nebraska beef plant, and a senior housing operator who raised 75 million, bring questions to Richard C. Wilson in this live Family Office Club hot seat webinar. Richard answers without a script. He covers how to find local investors who already trust an industry, how to win one anchor investor that others may follow, and why deal terms can change how a raise is received.https://www.youtube-nocookie.com/embed/JQVVxkDHVbk7140 https://capitalraising.com/videos/jeff-s-keynote-legacy-value-building-wealth-purpose/2026-11-01https://i.ytimg.com/vi/KPd5osYfef4/hqdefault.jpgBillionaire Jeff Hoffman's Keynote at the Family Office Club’s 8th Annual Family Office Super SummitA question Jeff asks of any business is whether many people would pay more for what it does than it costs to do. He calls this the value equation. If the answer is no, he says, it is a hobby. He uses it as a sanity check on deals, and asks whether anyone is calling to see if the product is ready yet.https://www.youtube-nocookie.com/embed/KPd5osYfef43900 https://capitalraising.com/videos/capital-raising-faq-investor-targeting-fees-one-liners/2026-11-01https://i.ytimg.com/vi/MWp8qlPZB_8/hqdefault.jpgCapital Raising Frequently Asked Questions WebinarRichard C. Richard says every deal has to move investors up three trust curves, including trust in the leadership team and trust in the industry. He advises raisers to target people who are already partway up those curves. Instead of blasting lists, raisers should learn where their target investor reads, meets and spends time, then position themselves there.https://www.youtube-nocookie.com/embed/MWp8qlPZB_84080 https://capitalraising.com/videos/ai-tools-grow-invest-raise-capital-faster-webinar/2026-11-01https://i.ytimg.com/vi/PR2ur_Zyhrc/hqdefault.jpgArtificial Intelligence Webinar: 100+ Ways to Grow, Invest & Raise Capital 33% FasterA Family Office Club webinar walks through a set of custom GPT tools called Investor Super Intelligence. Richard C. Richard says the tools are built on transcripts from about 1,500 speakers, his books, workshops and 22,000 investor profiles. The aim is that answers come from specialized data instead of the open web. He cites studies reporting 33% faster work, 25% fewer mistakes and a 12 point IQ boost for knowledge workers using AI.https://www.youtube-nocookie.com/embed/PR2ur_Zyhrc6480 https://capitalraising.com/videos/ai-tools-capital-raising-live-demo-q/2026-11-01https://i.ytimg.com/vi/Rolx12IqRpc/hqdefault.jpgArtificial Intelligence for Capital Raising | Top 7 AI Tools Live Demo + Q&AA 124-minute webinar led by Richard C. Wilson shows how Family Office Club uses pre-built AI tools for founders, investors and capital raisers. He says the tool set now has 58 tools, built on over 100 million data points and used 21,640 times in 13 months. Each tool loads with four starter prompts, and some run on prompts of 30 pages.https://www.youtube-nocookie.com/embed/Rolx12IqRpc7440 https://capitalraising.com/videos/10-ai-tools-capital-raisers-investors-webinar-demo/2026-11-01https://i.ytimg.com/vi/SJFApV9WqzA/hqdefault.jpgWebinar: Demonstration of 10 Artificial Intelligence Tools for Capital Raisers & InvestorsRichard C. Wilson demonstrates a dozen AI tools built for capital raising. The first is an investor pipeline builder that filters a database of 22,400 investors down to the one or two percent most likely to care. He explains that his team tested 150 AI tools, found most of them broken or irrelevant to investing, and then built tools for their own specific use cases.https://www.youtube-nocookie.com/embed/SJFApV9WqzA4440 https://capitalraising.com/videos/7-strategies-raise-more-capital-investor-club/2026-11-01https://i.ytimg.com/vi/dXBrx4sByZg/hqdefault.jpg7 Strategies to Leverage Our Investor Club and Raise More Capital (Webinar Recording)The best capital raisers contact 150 to 250 investors to find the 12 who close their deal, according to Richard C. Wilson. He uses that numbers game to argue that investor leads alone will not solve a raise. A steady system that attracts leads matters more, along with clear positioning and a focus on one niche investor type.https://www.youtube-nocookie.com/embed/dXBrx4sByZg6420 https://capitalraising.com/videos/joint-venture-co-gp-deals-case-studies-from/2026-11-01https://i.ytimg.com/vi/ie22VwDsAfY/hqdefault.jpgJoint Venture & Co-GP Webinar - How to Close Deals with Peers & Partners in the Family Office ClubA 77-unit mixed-use building near downtown Nashville was Meg's first co-GP deal, and it returned a 78% IRR. Meg runs the real estate developer CA South. She told Richard C. Wilson that she got control of the deal first, then interviewed co-GP partners. Her partner signed on the debt and set a high preferred return. She took 100% of the promote after the pref. They are now on their fifth project together.https://www.youtube-nocookie.com/embed/ie22VwDsAfY4740 https://capitalraising.com/videos/niche-positioning-choke-points-attract-investors/2026-11-01https://i.ytimg.com/vi/nLWgHo9bmr4/hqdefault.jpgThe #1 Strategy to Attract Investors Due Diligence Advantage | Capital Raising WorkshopMost deals close when investors already trust the leadership, know the industry or live near the opportunity. Richard C. Wilson uses that idea to explain why a narrow investor avatar matters. He gives examples such as a family office that serves only German families in New York and an investor club built for doctors. He also describes testing one or two avatars at a time and dropping the ones that fail.https://www.youtube-nocookie.com/embed/nLWgHo9bmr45580 https://capitalraising.com/videos/technology-investor-panel-angels-screen-tech-deals/2026-11-01https://i.ytimg.com/vi/HC8TUudDBBA/hqdefault.jpgInvestor Discussion Panel - Technology Investor Mandates - Feedback from Investors on Where Tech ...Band of Angels looks at about 50 unsolicited deals a month. At least six members rate each one, the group stack ranks the scores, and three companies pitch at the monthly meeting. Ian, Katherine, Gary, John, Skip and Ron explain how their groups screen technology deals, and why most of them care more about the team than the product.https://www.youtube-nocookie.com/embed/HC8TUudDBBA3480 https://capitalraising.com/videos/strategic-choke-points-deal-flow-deal-structure/2026-11-01https://i.ytimg.com/vi/58jFnx5YyRU/hqdefault.jpgStrategic Choke Points: Billionaire Deal Flow & Capital Raising | Richard C. WilsonA strategic choke point is an asset that, once acquired, makes it hard for anyone else to get the same position. Richard C. Wilson took the idea from Mastering the Rockefeller Habits. He says Family Office Club built its own through the familyoffices.com domain, a book deal, and a LinkedIn group that reached about a million members. He suggests finding the friction point in your industry and owning it, often with two to four partners.https://www.youtube-nocookie.com/embed/58jFnx5YyRU2760 https://capitalraising.com/videos/ai-tools-thought-leadership-clear-messaging-raising-capital/2026-11-01https://i.ytimg.com/vi/ASwNvDpHyVM/hqdefault.jpgRichard C. Wilson | Family Office Club Workshop- AI, Thought Leadership & Capital Raising StrategiesChip Perkins, who Richard says has raised over $40 billion, called thought leadership the holy grail of raising capital, according to Richard C. Wilson. He ties that idea to a clear message about what you do. Abner describes renaming one LLC Harlem Real Estate Holdings, a local operator focused on New York City middle market renters. After the website went up, every deal in Harlem came to him.https://www.youtube-nocookie.com/embed/ASwNvDpHyVM2760 https://capitalraising.com/videos/mental-models-ai-tools-smarter-investor-outreach/2026-11-01https://i.ytimg.com/vi/0f57lqDBLsI/hqdefault.jpgMental Models, AI, And Investor Edge: How To Think Differently And Raise Smarter CapitalRichard cites a figure that meeting in person is 16 times as effective at closing a deal as email, Zoom or LinkedIn. Richard C. Richard says that matters more now that AI can fake almost anything on a screen. He then argues that top results come from unusual thinking, not copied tactics, and draws on 125 books by billionaires and 45 billionaire interviews.https://www.youtube-nocookie.com/embed/0f57lqDBLsI2580 https://capitalraising.com/videos/family-office-hot-seat-founder-investor-feedback-webinar/2026-11-01https://i.ytimg.com/vi/SAERqA7ymSE/hqdefault.jpgFamily Office Hot Seat: Real Capital Raising Advice for Founders & Investors | Monthly WebinarRichard C. Wilson cautioned against using the word guarantee when raising money. That point came up when a seed-stage founder, whose agency reported 100K MRR, offered investors a money back guarantee. Richard C. Wilson said collateral or a royalty can add a sense of security, but it does not remove risk. He also suggested talking to a securities attorney about offering paperwork.https://www.youtube-nocookie.com/embed/SAERqA7ymSE6960 https://capitalraising.com/videos/capital-raising-faq-finding-investors-fees-follow-up/2026-11-01https://i.ytimg.com/vi/bXezkLGcCfs/hqdefault.jpgCapital Raising FAQ WebinarRichard C. Wilson of Family Office Club answers common capital raising questions in a live webinar. He draws on 114 live events and 257 pitch deck reviews. He opens with three trust curves that every deal must move up: leadership, industry and the opportunity itself. Investors who already know the team or the industry start further along.https://www.youtube-nocookie.com/embed/bXezkLGcCfs4080 https://capitalraising.com/videos/inside-mind-family-office-mindset-focus-strategies/2026-11-01https://i.ytimg.com/vi/rpJClrmn0YA/hqdefault.jpgInside the Mind of a Family Office: 100+ Strategies from 18 Years & 300 Investor EventsFamily offices now manage $14 trillion, according to Richard C. Wilson, which he says is more than all private equity and venture capital combined. He opens a full-day investor event by arguing that mental state matters before strategy, connections or capital. He cites Tony Robbins, Ray Dalio and Warren Buffett on controlling emotions. He also says most people have heard thousands of strategies but rarely study their own mindset.https://www.youtube-nocookie.com/embed/rpJClrmn0YA4080 https://capitalraising.com/videos/live-investor-ratings-one-liners-brand-names/2026-11-01https://i.ytimg.com/vi/CLIccErwCF4/hqdefault.jpgLive Investor Ratings: Hear investor first impressions on your brand name, and/or 10-second pitchA panel of investors rated audience one-liners and brand names live, scoring each on how clear, unique and compelling it sounded rather than whether they would invest. Scores ranged widely. A line about killing 99.99% of pathogens on shoe soles earned a 10 from one panelist, while a short phrase about a first diamond commodity was called vague. Richard C. Wilson explained that busy investors give a message about 15 seconds.https://www.youtube-nocookie.com/embed/CLIccErwCF42160 https://capitalraising.com/videos/joint-venture-co-gp-strategies-case-studies-lessons/2026-11-01https://i.ytimg.com/vi/DKwwLaI9VIs/hqdefault.jpgJoint Venture & Co-GP Webinar - How to Close Deals with Peers & Partners in the Family Office ClubA 77 unit mixed-use building near downtown Nashville was Meg's first co-GP deal. She controlled the deal first, built a package, and interviewed possible partners. She found an out-of-state fund through CCIM. In Meg's account, that partner helped with the debt and received a high preferred return, and Meg's side received the profit after it. Meg reports the project reached a 78% IRR. Richard C. Wilson hosted the Family Office Club webinar and questioned her on the details.https://www.youtube-nocookie.com/embed/DKwwLaI9VIs2160 https://capitalraising.com/videos/live-investor-ratings-one-liners-brand-names-2/2026-11-01https://i.ytimg.com/vi/odu52CStnig/hqdefault.jpgLive Investor Ratings - Hear Investor's First Impressions on a Brand Name and/or 10-Second PitchMark, who says he is pitched about 300 private placement offerings per year, explains the job of each piece of investor material. The one-liner gets him to the one-pager, the one-pager gets him to the pitch deck, and the deck gets him to deep due diligence. He decides within 5 to 10 seconds whether to open a one-pager, and he stops if none is attached.https://www.youtube-nocookie.com/embed/odu52CStnig2160 https://capitalraising.com/videos/pitch-materials-ads-focus-capital-raising-workshop/2026-11-01https://i.ytimg.com/vi/zN-AgWkp6BI/hqdefault.jpgSocial Media, Advertising, $1M mistakes | Top Insights & Strategies | Capital Raising WorkshopRichard C. Wilson compares a $1 bill and a $100 bill to make one point. The paper is the same and only the message differs. He applies that to one pagers and pitch decks. He wants more images, less text, a headshot and one-liner in the email signature, and a business timeline. He says most decks run 40 to 70 pages, while most should be 10 to 19.https://www.youtube-nocookie.com/embed/zN-AgWkp6BI3180 https://capitalraising.com/videos/joint-venture-co-gp-deals-case-studies-from-2/2026-11-01https://i.ytimg.com/vi/HGW6BrDetUg/hqdefault.jpgJoint Venture & Co-GP Webinar - How to Close Deals with Peers & Partners in the Family Office ClubMeg from CA South, a vertically integrated real estate development and investment management firm in Nashville, explains how co-GP partners helped her grow. Of her 12 deals, five used a co-GP structure. Her first was a 77 unit residential mixed use building with a nine million dollar capital need, done with a partner she found through CCIM.https://www.youtube-nocookie.com/embed/HGW6BrDetUg1920 https://capitalraising.com/videos/ai-tools-investor-relations-practical-guide-founders/2026-11-01https://i.ytimg.com/vi/beoh6B_n1z0/hqdefault.jpgAre You Ready for the AI Shift That Will Redefine Capital Raising & Investor Relations?Richard C. Wilson describes three layers of AI tool sophistication for founders and investors. The first is large language models such as ChatGPT, Claude and Perplexity. The second is pre-built specialized tools such as HeyGen. The third is custom multi-step workflows built with automation platforms. He says using the second layer and building a couple of custom tools could place a user in the top 5 to 10 percent of their space.https://www.youtube-nocookie.com/embed/beoh6B_n1z01800 https://capitalraising.com/videos/growth-focus-finder-family-offices-scale-founder-businesses/2026-11-01https://i.ytimg.com/vi/lZH4_7w7oz8/hqdefault.jpgGrowth Focus Finder: How Investors & Family Offices Leverage NextGen, Roots & Models to ScalePanelists at a Family Office Club event described how they back founder-led companies in the lower middle market, with enterprise values of 20 million up to 100 million. One example was a $50 million HVAC company where the owner was the entire sales team. Kyle said he keeps the founder in place and adds EOS, an outsourced CFO and weekly accounting, then checks return on invested capital first.https://www.youtube-nocookie.com/embed/lZH4_7w7oz81800 https://capitalraising.com/videos/kevin-mcgovern-joint-ventures-vetting-deals-global-growth/2026-11-01https://i.ytimg.com/vi/1je_oa22YhY/hqdefault.jpgHow Kevin McGovern Built 6 Global Companies & Scaled Billion-Dollar VenturesKevin, chairman and CEO of McGovern Capital, explains how his single family office approaches large deals. The firm's motto is to catch the current and make the wave, meaning it looks for trends before they are obvious. He also says to cut losers early and keep investing in winners, and that he says a reputation for vetting deals matters more than a balance sheet.https://www.youtube-nocookie.com/embed/1je_oa22YhY1740 https://capitalraising.com/videos/co-investing-family-offices-panel-structures-partners/2026-11-01https://i.ytimg.com/vi/M8YYEggf2E0/hqdefault.jpgCo-Investing: How to Partner with a Family Office to Close Your DealA panel of a single family office investor and three deal sponsors explains how co-investment with family offices works in practice. One sponsor keeps structures simple, with no management fees, no performance fees and no promote. The sponsor says 80% of the investors in their deals are single family offices and about 85% join every deal. Another panelist prefers payout-first structures, where the investment is repaid from cash flow before upside is shared.https://www.youtube-nocookie.com/embed/M8YYEggf2E01680 https://capitalraising.com/videos/kevin-s-three-steps-rebuild-business-through-digital/2026-11-01https://i.ytimg.com/vi/aNZAAKxPNlM/hqdefault.jpgKevin Harrington - The Digital Age of Capital RaisingKevin describes how his television based business came under pressure when viewership fell 50 percent in ten years. His company was doing 500 million a year with 500 employees, and sales began to slip. After advice at Necker Island, he took three steps: build a new advisory team, embrace digital media, and raise his own profile.https://www.youtube-nocookie.com/embed/aNZAAKxPNlM1500 https://capitalraising.com/videos/billionaire-strategies-success-details-people-due-diligence/2026-11-01https://i.ytimg.com/vi/x5tkqmIhvIY/hqdefault.jpg42 Billionaire Strategies for Success: Family Office Club - Investor MastermindIra, a former Chase workout banker, spent 15 years buying companies for a billionaire family. He bought 11 companies in different industries and sits on the board of a bank. His first point is to work on the business, not in it. He tells a hotel story to show why owners who watch the cash register all day never grow. He adds that success comes from treating people well.https://www.youtube-nocookie.com/embed/x5tkqmIhvIY2700 https://capitalraising.com/videos/hawaii-family-office-retreat-ai-tools-pitch-package/2026-11-01https://i.ytimg.com/vi/8zKf0NBd9KY/hqdefault.jpgHawaii Family Office Retreat: AI, Investors & Capital Raising Strategies | Richard C. WilsonRichard C. Wilson opens the Hawaii Family Office Retreat by saying the family office industry holds over 14 trillion dollars. He says that is bigger than private equity and venture capital combined. He describes family offices as founders who have had exits, and says the club's main value is learning from them, not finding an investor right away.https://www.youtube-nocookie.com/embed/8zKf0NBd9KY1440 https://capitalraising.com/videos/olympus-pines-raised-500m-build-car-wash-platform/2026-11-01https://i.ytimg.com/vi/-ol0uJA0AlI/hqdefault.jpg$0 to $500M Raised in 4 Years: Building the Fastest Growing Car Wash Platform in the U.S.Trevor turned down a $15 million term sheet for six car washes before he had built a single one. He and his partner chose to raise friends and family money first, about 4 or 5 million, and prove the model. Their first 110 million came at an average check size of about 140,000. The total has since passed 500 million.https://www.youtube-nocookie.com/embed/-ol0uJA0AlI1380 https://capitalraising.com/videos/deep-due-diligence-tools-teams-case-studies-marc/2026-11-01https://i.ytimg.com/vi/FgYiyzwI_J0/hqdefault.jpgDecamillionaire Fireside Chat: Due Diligence Tools, Strategies and Case Studies | Marc HalpernMarc sees about 400 deals a year and invests personally in four. To cope, the Deep Due Diligence Investors Club runs each private placement offering through an AI deal screener first. A score of 70 means the deal gets posted, and only then does the club study the sponsor. Marc says he looks at the jockey, the horse and the track, meaning the sponsor, the opportunity and the macroeconomics.https://www.youtube-nocookie.com/embed/FgYiyzwI_J01380 https://capitalraising.com/videos/grant-cardone-raising-capital-real-estate-bitcoin/2026-11-01https://i.ytimg.com/vi/nSW2FeztJNc/hqdefault.jpgBillionaire Fireside Chat: Grant Cardone on Raising Capital, Real Estate & BitcoinGrant Cardone explains why Cardone Capital raises money from its own social media audience instead of a large bank fund. His main objection is the fund term. A three year fund with two one year extensions, he says, puts a gun to your head and forces a sale at a time nobody can predict. He has a strong personal preference for long hold periods.https://www.youtube-nocookie.com/embed/nSW2FeztJNc1380 https://capitalraising.com/videos/john-built-1-billion-real-estate-lending-platform/2026-11-01https://i.ytimg.com/vi/AkWTET_7CPo/hqdefault.jpgHow to Build a $1B Real Estate Platform | John Lettera & Richard C. WilsonInstitutionalizing the platform was what moved Fairbridge Asset Management past $1 billion, according to John, its co-founder and partner. In this fireside chat with Richard C. Wilson, he describes starting with bridge loans in the Bronx and never chasing institutions. They came to him. But he had to add audits, big law firm documents, a fund administrator and monthly NAV reports before the money really started coming in.https://www.youtube-nocookie.com/embed/AkWTET_7CPo1260 https://capitalraising.com/videos/evaluating-deals-performing-due-diligence-full-checklist/2026-11-01https://i.ytimg.com/vi/c6NANUsl468/hqdefault.jpgEvaluating Deals and Performing Due Diligence | Family Offices GroupIn the Wiltbank study cited in this talk, angel investors who spent more than 20 hours on due diligence per deal averaged nearly 6X returns. Those who spent less than 20 hours averaged 1.1X. Investors who passed 40 hours saw more than 7X. The talk also defines due diligence as comparing reality with a company's business plan.https://www.youtube-nocookie.com/embed/c6NANUsl4681260 https://capitalraising.com/videos/family-office-trust-person-meetings-ai-due-diligence/2026-11-01https://i.ytimg.com/vi/xFBdlxxm9jY/hqdefault.jpgAdvanced Investor Strategies + Ready-to-Use Artificial Intelligence Tools for Due Diligence & Dea...Meeting in person makes people 16 times more likely to do business together, according to a study Richard C. Wilson cites in his opening remarks at a Family Office Club event. He says that matters more now that AI can fake people on video. He also argues that family offices behave like peers, not institutions, and that trust and a real relationship matter more than any number on a page.https://www.youtube-nocookie.com/embed/xFBdlxxm9jY1260 https://capitalraising.com/videos/ai-investor-due-diligence-deal-structuring-capital-raising/2026-11-01https://i.ytimg.com/vi/-tMfRMfrF6I/hqdefault.jpgHow AI Is Changing Investor Due Diligence, Deal Structuring & Capital RaisingRichard C. Wilson describes a set of AI tools built for investors and founders. One tool suggests 10 deal structures from a description of the deal, and users can ask for 10 more like the ones they prefer. Another has produced over 2,000 due diligence reports. He says the tools are trained on 1,500 investor transcripts rather than general web content, so the answers fit the niche.https://www.youtube-nocookie.com/embed/-tMfRMfrF6I1200 https://capitalraising.com/videos/10-growth-strategies-capital-raisers-founders-family-offices/2026-11-01https://i.ytimg.com/vi/fGa-FFLt_E8/hqdefault.jpg10 Growth Strategies for Capital Raisers, Founders & Family Offices | Richard C. WilsonRichard C. Wilson opens with a note on custom deal structures. His team has used custom deal structures, including gross revenue royalties, in 16 transactions. He then lists growth strategies drawn from 18 years of running Family Office Club. Early ones include extreme focus, saying no more often as a business grows, and choosing media and books carefully, such as books written by billionaires.https://www.youtube-nocookie.com/embed/fGa-FFLt_E81200 https://capitalraising.com/videos/private-investor-panel-angels-sponsors-family-offices-want/2026-11-01https://i.ytimg.com/vi/GnfHv0qwj1A/hqdefault.jpgPrivate Investor Insights: Hear the top requests, investment mandates, and challenges facing 5 pr...Bo, an angel investor from Miami, looks for technology companies that can reach 8 to 12 times their value in four or five years. He ranks the management team above the deal itself. Chris, whose firm owns 47 self-storage facilities, wants investors with a long horizon who like passive income. Richard describes buying into profitable operating businesses and the kinds of return structures he likes to use.https://www.youtube-nocookie.com/embed/GnfHv0qwj1A2340 https://capitalraising.com/videos/dewey-ai-due-diligence-tool-vet-screen-deals/2026-11-01https://i.ytimg.com/vi/zwe8uSBzrXg/hqdefault.jpgAI Instant Due Diligence Advisor: Using Artificial Intelligence to Quickly Vet and Screen DealsDewey is an AI due diligence adviser that Richard C. Richard says has run over a thousand reports for Family Office Club members. It was trained on 18 years of club data, 1500 investor talks and the top 150 white papers on due diligence. Users can send it a pitch deck or a 160 page PPM and get top risks, red flags and missing items back.https://www.youtube-nocookie.com/embed/zwe8uSBzrXg1140 https://capitalraising.com/videos/ultra-wealthy-investor-q-family-office-deal-preferences/2026-11-01https://i.ytimg.com/vi/7k7QN0WCqBI/hqdefault.jpgUltra-Wealthy Investor Q&A WebinarFamily offices lean toward direct deals, according to Richard C. Wilson. He says 60 to 80% of ultra-wealthy single family offices prefer to go direct, while institutional investors flip that ratio to 80/20 in favor of funds. His advice is to offer both a direct model and a fund once a sponsor is large enough, and to give fund investors co-investment opportunities. Many sponsors talk to a securities attorney about how to structure this.https://www.youtube-nocookie.com/embed/7k7QN0WCqBI2220 https://capitalraising.com/videos/lessons-from-billion-dollar-healthcare-investor-fireside-chat/2026-11-01https://i.ytimg.com/vi/1XpoKgEx8FE/hqdefault.jpgBillionaire Fireside Chat: Lessons from a Billion-Dollar Healthcare InvestorA $20 million starting capitalization grew into a company with a last exit near $9 billion. The guest, a physician turned healthcare investor, uses this Summit physician practice example to show how a deal can scale. The talk is a fireside chat hosted by the Family Office Club. It also covers where the guest sees opportunity, with US healthcare spending at $5 trillion in 2025.https://www.youtube-nocookie.com/embed/1XpoKgEx8FE960 https://capitalraising.com/videos/investor-first-impressions-live-logo-one-liner-ratings/2026-11-01https://i.ytimg.com/vi/5hyujo8_aOk/hqdefault.jpgInvestor First Impressions: Live Brand & One-Liner Ratings by Active InvestorsInvestors on a live panel rated logos and one-liners that audience members had submitted. The host said the first 10 seconds of a brand introduction matter most. Each entry was scored from one to ten, and the investors explained their scores. The same comments kept returning. Lines were too long, too generic, or missing numbers and a clear niche.https://www.youtube-nocookie.com/embed/5hyujo8_aOk2160 https://capitalraising.com/videos/multi-family-office-wealth-management-panel-building-trust/2026-11-01https://i.ytimg.com/vi/JFlg4gy-oCQ/hqdefault.jpgMulti-Family Office & Wealth Management Firm Investors: How is the industry changing and learn wh...Senior living operators matter more than market studies, according to Jim, who called the operator number one, two, three and four in due diligence. The panel of multi-family office and wealth management voices also covered how to reach advisers, CPAs and angel groups. Bo, Molly and Nick each stressed long-term relationships over one-off deals, and Richard C. Wilson added notes on fee structures and emerging managers.https://www.youtube-nocookie.com/embed/JFlg4gy-oCQ2160 https://capitalraising.com/videos/investor-mandate-interview-multifamily-self-storage-senior-living/2026-11-01https://i.ytimg.com/vi/Vs0ciIXwsfg/hqdefault.jpgMultifamily, Self-Storage, & Senior Living Investor Mandate InterviewPeter, co-founder of M Family Office in the St. Pete area of Florida, describes a mandate built around partnering with owner operators. The focus is value add multifamily, private pay senior living and some self-storage that can be expanded. Peter also teams up with other family offices that invest alongside.https://www.youtube-nocookie.com/embed/Vs0ciIXwsfg960 https://capitalraising.com/videos/raising-50-million-capital-raising-lessons-from-experienced/2026-11-01https://i.ytimg.com/vi/0OjxyUsh1tA/hqdefault.jpgSuccess Raising Capital Stories from Teams Who Have Raised $50 MillionA panel of founders and fund managers explains what has worked when they raised capital. Trust comes up first. One guest stresses being open when problems appear, investing alongside your own investors, and verifying numbers with an auditor, an administrator and a background check. Another says the real task is to get an investor to love you more than they love their money.https://www.youtube-nocookie.com/embed/0OjxyUsh1tA2100 https://capitalraising.com/videos/face-face-vs-virtual-investor-meetings-worked-panelists/2026-11-01https://i.ytimg.com/vi/4dNm0MS5Qvs/hqdefault.jpgUnlocking Successful Deals: The Essential Capital Raising ElementOne fund holds an investor meeting for each deal where the founder pitches, not the sponsor. About 50 people attend in person and over 100 join on Zoom. The meeting is recorded and the replay goes to roughly 600 more people who could not attend. Chase says few investors open the data room.https://www.youtube-nocookie.com/embed/4dNm0MS5Qvs900 https://capitalraising.com/videos/raise-capital-demand-investors-pipeline-focus/2026-11-01https://i.ytimg.com/vi/Pi_0Oiu71bI/hqdefault.jpgHow to Raise Unlimited Capital On Demand - PODCAST - Family Offices & Family Office ClubA $100 million raise may need conversations with a thousand investors, according to the example in this talk. The speaker first sorts capital into three types: individual investors, institutional investors and debt investors. Most raisers want equity, which comes from institutional or private investors. Those investors want to preserve capital, grow it and keep pace with inflation, so the raiser has to show competence and a focused thesis.https://www.youtube-nocookie.com/embed/Pi_0Oiu71bI900 https://capitalraising.com/videos/start-raising-capital-close-first-investor/2026-11-01https://i.ytimg.com/vi/awpo81jIKQQ/hqdefault.jpgHow to Get Started Raising Capital & Close Your First InvestorRichard C. Richard says a basic website and a professional email address can each cost about $10, and both should exist before any investor outreach. The talk covers the first points of a seven part approach to starting capital raising and closing a first investor. The first is taking yourself seriously, with a logo, one-liner, email signature, office address and a small track record.https://www.youtube-nocookie.com/embed/awpo81jIKQQ900 https://capitalraising.com/videos/5-changes-deal-structure-investor-pitch-that-improved/2026-11-01https://i.ytimg.com/vi/quY2mCqYiY4/hqdefault.jpg5 Changes to My Deal Structure & Investor Pitch That Massively Impacted My Capital Raising ResultsA one pager has one job, which is to earn the next conversation. James, who raises capital for self storage and flex industrial projects, explains how he cut his page down to what matters. He puts the returns on the front, uses photos in place of paragraphs, and adds a QR code to his calendar so an interested investor can book time right away.https://www.youtube-nocookie.com/embed/quY2mCqYiY4900 https://capitalraising.com/videos/pitching-investors-by-email-strategies-examples/2026-11-01https://i.ytimg.com/vi/MrwNbBib9Bc/hqdefault.jpgPitching Investors Via Email - Strategies, Live Feedback, and ExamplesShort emails get read, and Richard C. Wilson explains why. The best potential investors are the busiest and are flooded with messages. He draws on 13 years of email work, with 125,000 emails sent and 1.1 million received. The subject line comes first, because a weak one means the email is never opened. He also asks for customized and personalized messages, ideally one direct question of about ten words.https://www.youtube-nocookie.com/embed/MrwNbBib9Bc2040 https://capitalraising.com/videos/fast-fundraising-system-find-assess-show-transact/2026-11-01https://i.ytimg.com/vi/i_cehn0lHH4/hqdefault.jpgFast Fundraising - Success In 60 DaysThree questions sit at the center of Ray's FAST fundraising system from Exit Experts. How does the company make money? How does the investor make money? Why is it unlikely the investor will lose their money? Ray says that if investors can repeat those answers to a spouse, the chance of an investment rises. He built the system over about 30 years of running small companies and raising capital.https://www.youtube-nocookie.com/embed/i_cehn0lHH4840 https://capitalraising.com/videos/branding-positioning-investors-four-levels-brand/2026-11-01https://i.ytimg.com/vi/8jdXp12zPtE/hqdefault.jpgBranding & Positioning for Investors | Ep 3Richard C. Wilson describes four levels of branding for people raising capital. Level one repels investors, level two sits on the shelf, level three hints at what you do, and level four tells people what you do and why it matters. He points to a platform called Iron Toro Capital, which told investors nothing, and its rename to Motel to Apartment Conversions LLC.https://www.youtube-nocookie.com/embed/8jdXp12zPtE780 https://capitalraising.com/videos/9-lessons-from-16-years-running-investor-club/2026-11-01https://i.ytimg.com/vi/CCilN8SYq8k/hqdefault.jpg9 Insights After 16 Years Running Our Investor Club | Ep 11Richard C. Wilson opens with focus. He says a small firm that goes deep on one to three areas can beat a large firm that does everything, and he uses a disposable camera against an expensive one as the example. He notes that he is found ahead of Goldman Sachs when people look to start a family office. He then describes playing a unique game and building choke points, such as a leading website, a LinkedIn group and books.https://www.youtube-nocookie.com/embed/CCilN8SYq8k780 https://capitalraising.com/videos/creative-investment-structures-co-gp-sidecar-funds-spvs/2026-11-01https://i.ytimg.com/vi/OeSFgTlPxqM/hqdefault.jpgCreative investment structures: Co-GP, Seed, Anchor investor, JV & Other Innovative Approaches to...Carlos, who runs real estate for a family office, likes to control the whole capital stack. He uses a third party property manager that holds the checkbook. He likes preferred equity because he wants his capital positioned first, and he takes a co-GP role when he brings the full stack. His priorities are capital preservation first, then yield, then upside.https://www.youtube-nocookie.com/embed/OeSFgTlPxqM1980 https://capitalraising.com/videos/real-estate-investor-mandate-logistics-flex-yield/2026-11-01https://i.ytimg.com/vi/dxvwj8DnhrI/hqdefault.jpgReal Estate Single Family Investor Mandate InterviewIrwin runs the mandate for a third generation real estate family office with $850 million in assets under management. The office invests for current return because the family funds its philanthropic work and pays bills from that income. It is buying logistics and flex space, avoids construction risk, and looks for double digit cash flow by year two at the latest.https://www.youtube-nocookie.com/embed/dxvwj8DnhrI780 https://capitalraising.com/videos/joel-asset-protection-offshore-trusts-building-wealth/2026-11-01https://i.ytimg.com/vi/j7-W3szoGrE/hqdefault.jpgCentimillionaire Chat with Joel Nagel: Building #success , Protecting #wealth and Offshore #venturesA $10,000 co-investment in an investment bank grew to $4 million within a couple of years, according to Joel, an asset protection lawyer. He tells the story in a fireside chat with Richard C. Wilson. Joel says serving clients well and being in the room with the right people led to board seats and co-investment chances. He also describes building his practice by staying in one lane.https://www.youtube-nocookie.com/embed/j7-W3szoGrE1980 https://capitalraising.com/videos/european-single-family-office-investor-mandate-interview/2026-11-01https://i.ytimg.com/vi/4Qg2VP-Znrg/hqdefault.jpgEuropean Single Family Office Investor Mandate InterviewA single family office chairman explains why the office was set up for direct investments instead of mainstream private equity. After 15 years in investment banking and private equity, the guest had seen sophisticated investors grow unhappy with compounded fees that produced no result. The family office works only for one family and brings in partners as co-principals on each deal.https://www.youtube-nocookie.com/embed/4Qg2VP-Znrg720 https://capitalraising.com/videos/ethically-persuade-investors-close-more-deals/2026-11-01https://i.ytimg.com/vi/S9Qg_Ub2NO4/hqdefault.jpgHow to Ethically Persuade Investors and Close More Deals Using Proven PsychologyInfluence is simply getting people to say yes, according to Richard C. Wilson. It works because busy founders and investors rely on mental shortcuts such as social proof. He has studied persuasion since 2004 and recently interviewed the psychologist who wrote the book Influence. The talk applies those ideas to pitch decks, one-liners, follow-up and investor meetings.https://www.youtube-nocookie.com/embed/S9Qg_Ub2NO41920 https://capitalraising.com/videos/growing-real-estate-credit-platform-nearly-1-billion/2026-11-01https://i.ytimg.com/vi/xKMevpwt1Ts/hqdefault.jpgGrowing Platforms, Structuring Deals & Raising Capital in Real Estate CreditFair Bridge now manages just shy of a billion dollars, and John ties that to a series of forced changes. He started 25 to 30 years ago as a small hard money lender charging 16% and four points, beginning with $20,000. For his first 10 years he stayed inside the Bronx. When yields fell from 16 to 14, 12 and 10, he moved from participating out loans to a fund structure.https://www.youtube-nocookie.com/embed/xKMevpwt1Ts720 https://capitalraising.com/videos/define-investor-demographic-target/2026-11-01https://i.ytimg.com/vi/8qJRLA_GrHk/hqdefault.jpgInvestor Demographic Target | Ep 2Richard C. Wilson explains why capital raisers should pick a specific investor demographic instead of pitching everyone. Drawing on a decade of running Family Office Club, he says deals close fastest when investors trust the team, understand the industry, or live near the opportunity. He calls these the three trust curves and uses a medical practice deal in San Diego to show how each one works.https://www.youtube-nocookie.com/embed/8qJRLA_GrHk660 https://capitalraising.com/videos/cannabis-investor-mandate-public-roll-up-wants/2026-11-01https://i.ytimg.com/vi/HE5y0uetwVc/hqdefault.jpgCannabis Investor - Investor Mandate InterviewPaul leads mergers and acquisitions at a cannabis company that recently went public. Its plan is to consolidate profitable smaller operators in three mature markets: Colorado, Oregon and Alberta. He says about 1,500 smaller operators sit in those markets. The company looks across the supply chain, from cultivation, manufacturing, delivery and dispensaries to nutrients, packaging and software.https://www.youtube-nocookie.com/embed/HE5y0uetwVc660 https://capitalraising.com/videos/10-small-details-that-matter-due-diligence/2026-11-01https://i.ytimg.com/vi/Uo3pc0JD-K4/hqdefault.jpg10 Small Details That Are a Big Deal in Due DiligenceThe speaker is 72 and belongs to a group of more than 50 accredited investors who share deal flow and run joint due diligence, then invest separately. The typical check is $100,000. In a lunch line at a Family Office Club event, the speaker has about 15 seconds and wants three facts: the asset class, whether the deal is income or growth, and the minimum check size.https://www.youtube-nocookie.com/embed/Uo3pc0JD-K4660 https://capitalraising.com/videos/investors-think-when-they-read-one-liner-one/2026-11-01https://i.ytimg.com/vi/IIV3OAXSvZE/hqdefault.jpgWhat Investors Really Think When They Read Your One-Liner & One PagerPanelists at a live event rated real one-liners and one pagers and said which ones made them lean forward. Todd liked a short tagline with a simple logo. Others said the problem was unclear and that a round trillion dollar figure sounded generic. Jack could not tell what the company actually did, which shows how quickly a vague line loses a reader.https://www.youtube-nocookie.com/embed/IIV3OAXSvZE600 https://capitalraising.com/videos/spac-works-investor-mandate-interview-spac-cfo/2026-11-01https://i.ytimg.com/vi/Qew4fBEsVnQ/hqdefault.jpgSpecial Purpose Acquisition Vehicle (SPAC) Investment Firm Investor Mandate InterviewA SPAC starts with a sponsor who puts up the at-risk capital. Jeffrey describes the sponsor as covering costs such as underwriting, due diligence and reporting. An IPO then brings in shareholders, typically on NASDAQ. Jeffrey, the CFO of a SPAC, says these vehicles raise between 75 million and a couple of billion dollars.https://www.youtube-nocookie.com/embed/Qew4fBEsVnQ600 https://capitalraising.com/videos/due-diligence-time-savers-private-investors/2026-11-01https://i.ytimg.com/vi/cGNXLx0idZE/hqdefault.jpgPrivate Investor Due Diligence Mini-Series: Episode 2 - Investment Due Diligence Time SaversScreening deals by email before any call is the main time saver Richard C. Wilson describes. He suggests asking every sponsor the same three, five, or seven questions, such as prior financials, how the valuation was set, who is on the team, and what sets them apart from competitors. Weak or slow answers are often enough to pass.https://www.youtube-nocookie.com/embed/cGNXLx0idZE600 https://capitalraising.com/videos/real-estate-investors-share-they-raised-20m-equity/2026-11-01https://i.ytimg.com/vi/folCm_Ww5_8/hqdefault.jpgReal Estate Investor Success Stories: Hear from 5 real estate investment firms who have raised $20M+Self storage, office and hotel sponsors on one Family Office Super Summit panel describe how they find deals and fund them. Most buy off market. One storage firm says about 50% of that market is owned by mom and pops, and some owners do not know what their property is worth. The panel also covers recent closings, from storage in Texas and Oregon to a six hotel portfolio in New Hampshire.https://www.youtube-nocookie.com/embed/folCm_Ww5_81800 https://capitalraising.com/videos/five-real-estate-firms-raise-capital-deals/2026-11-01https://i.ytimg.com/vi/rLM-tTGZCgo/hqdefault.jpgReal Estate Investor Success Stories: Hear from 5 real estate investment firms who have raised ov...Family office data opens this panel. About 75% of family offices invest in real estate, and it averages about 25% of their portfolio. The host advises asking real estate investors whether they also invest outside the sector. Five firms then describe their work in self storage, office and hotels, and how each one raises equity.https://www.youtube-nocookie.com/embed/rLM-tTGZCgo1800 https://capitalraising.com/videos/single-family-office-mandates-strategies-panel/2026-11-01https://i.ytimg.com/vi/3Qy7kaQWh0Y/hqdefault.jpg$100M & $1B+ Single Family Office Investor Mandates & StrategiesLisa, who invests in later stage venture from New York and Miami, suggests investors focus on what they understand. Her firm is sector agnostic, takes straight equity, skips real estate and funds, and looks for deals that could reach an IPO within about 2 years. She also says the founder matters more than the idea and that she wants to see skin in the game.https://www.youtube-nocookie.com/embed/3Qy7kaQWh0Y1740 https://capitalraising.com/videos/family-offices-use-ai-data-evaluate-deals/2026-11-01https://i.ytimg.com/vi/I39Q3WdhmbE/hqdefault.jpgHow Family Offices Use AI & Data to Evaluate Deals (Investor Panel)A Family Office Club panel asked investors how they use AI and data in daily work. Michael runs an AI bot around the clock that builds a one-page brief on a potential investor before a meeting. He still prefers to meet investors in person and bring them to sites. Another panelist described using data mining tools to review 2,300 construction projects, with document sets from 10 GB to a few terabytes.https://www.youtube-nocookie.com/embed/I39Q3WdhmbE540 https://capitalraising.com/videos/healthcare-life-sciences-family-office-investor-mandate/2026-11-01https://i.ytimg.com/vi/IReSWnJ_ki0/hqdefault.jpgHealthcare & Life Sciences Private Investor Mandate InterviewEugene is the family office principal of EE Corporate Group, a US and UK business that invests in healthcare and life sciences. The group used to run club deals and now co-invests with a select few family offices. Two other family offices sit in an alliance with it, and each family brings its own preferred sector mandate.https://www.youtube-nocookie.com/embed/IReSWnJ_ki0540 https://capitalraising.com/videos/where-ultra-wealthy-investors-see-highest-demand/2026-11-01https://i.ytimg.com/vi/KynJWJ39_QI/hqdefault.jpgWhere Do Ultra-Wealthy Investors See The Highest Demand?Treasury bills and money market funds came up first. Arya said 98% of his family's capital sits in a money market account, and Gary called T-bills a tremendously in-demand product. Kip cited 5.23% on a money market and structured notes at 12 to 17% for 9 months. Raymond's group prefers long-term yield plays and operators who write the biggest check.https://www.youtube-nocookie.com/embed/KynJWJ39_QI1740 https://capitalraising.com/videos/get-warm-introductions-right-investors/2026-11-01https://i.ytimg.com/vi/U7jD_ZDlFG4/hqdefault.jpgThe #1 way to secure warm introductions to the right investors | Family Office Club Investor PanelWarm introductions are the main way into this industry, according to a Family Office Club investor panel. One panelist called cold outreach a total waste of time. Their advice is to build a target list and find a warm path to each name. One panelist said everyone has a network and that someone who feels they cannot reach an investor may not have tried hard enough.https://www.youtube-nocookie.com/embed/U7jD_ZDlFG4540 https://capitalraising.com/videos/prioritize-raising-capital-rob-building-investor-funnel/2026-11-01https://i.ytimg.com/vi/mhpw4I7183o/hqdefault.jpgPrioritize Raising Capital: Guest Speaker Rob Beardsley - PODCAST - Family Office ClubRob runs a workforce housing firm with over 2000 units across eight properties. His first deal had no track record and no investor relationships. The team believed a good deal would attract money on its own. It did not. They raised four and a half million dollars over six months and had to ask the seller for extension after extension.https://www.youtube-nocookie.com/embed/mhpw4I7183o540 https://capitalraising.com/videos/fine-art-lending-collateralized-debt-investor-mandate/2026-11-01https://i.ytimg.com/vi/o0cDnQwy-PY/hqdefault.jpgDebt, Fine Art, and Collateralize d Investments Investor Mandate InterviewThe guest runs a family office investment boutique that was started thirty years ago after leaving Wall Street. The firm looks for niche, short duration specialty lending that can deliver uncorrelated returns without a high degree of risk. One current favorite is lending against museum-quality fine art. Collectors may borrow to create cash flow or buy more art. The art is held in a bonded warehouse, and the lender takes steps to secure its position.https://www.youtube-nocookie.com/embed/o0cDnQwy-PY540 https://capitalraising.com/videos/prepare-survive-investor-due-diligence/2026-11-01https://i.ytimg.com/vi/1n1iCKzLpYg/hqdefault.jpgPreparing For & Surviving Due Diligence | Ep 14Slow replies are one of the quickest ways to lose a sophisticated investor, according to Richard C. Wilson. He says teams that wait weeks to answer diligence questions, or never answer, signal they may not be serious about raising capital. He also shares a billionaire client's view that poor email habits suggest someone is not a good business partner. Communication itself is treated as a form of due diligence.https://www.youtube-nocookie.com/embed/1n1iCKzLpYg480 https://capitalraising.com/videos/due-diligence-investor-conference-or-club/2026-11-01https://i.ytimg.com/vi/7fOYUBhKTFU/hqdefault.jpgInvestor Conference & Club Due Diligence: 7 Areas to InvestigateRichard C. Wilson of Family Office Club explains how to vet an investment conference or investor club before spending time on it. He starts with the team, since many events run on one to three people plus volunteers. He also warns that pages listing past speakers can hide a thin lineup for the event that is actually coming up.https://www.youtube-nocookie.com/embed/7fOYUBhKTFU480 https://capitalraising.com/videos/why-most-capital-raise-pitches-get-ignored-by/2026-11-01https://i.ytimg.com/vi/EA6QPFoRECo/hqdefault.jpgThe #1 Reason 90% of Capital Raise Pitches Get IgnoredA family office panelist says their team gets 10 to 20 pitch emails every day, and most do not pass triage. The reason given is that senders have not taken the time to understand what the office actually invests in. The office describes itself as a real estate platform that invests in both equity and debt, with about 60% in debt placements.https://www.youtube-nocookie.com/embed/EA6QPFoRECo480 https://capitalraising.com/videos/capital-raising-mistakes-avoid-richard-c-wilson-ep/2026-11-01https://i.ytimg.com/vi/OHcZyXwYmjI/hqdefault.jpgCapital Raising Mistakes to Avoid | Ep 16Starting a first fund at 5 or 10 million dollars, then stepping up to 20 or 30 million and later 50 to 70 million, is the core advice in module 16 of the 100 Million Dollar Rainmakers series. Richard C. Richard says first-time raisers often aim at a billion dollar deal or a 200 million dollar fund. He compares that jump to Michael Jordan moving from basketball straight to baseball.https://www.youtube-nocookie.com/embed/OHcZyXwYmjI420 https://capitalraising.com/videos/get-investor-responses-cold-email-ai-credibility/2026-11-01https://i.ytimg.com/vi/OXRw_d4JFh0/hqdefault.jpgLive Q&A: How to Get Investor Responses, Use AI for Outreach, and Build Credibility FastAbout 30 of the 40 billionaire interviews Richard C. Wilson's team has done came from cold emails. He says they have contacted every billionaire they can identify through LinkedIn, Facebook and email, many times. The emails stay very short and offer value first. Examples include connecting the person with others or buying 500 copies of their book.https://www.youtube-nocookie.com/embed/OXRw_d4JFh0420 https://capitalraising.com/videos/investors-source-deals-without-relying-brokers/2026-11-01https://i.ytimg.com/vi/XmV4Lj4v8nk/hqdefault.jpgHow Elite Investors Build Deal Flow Without Brokers (And Find Value Where Others Don’t)The best deals often come from friends and professional associates, not brokers. That was the view of several panelists at the Beverly Hills Investor Club Summit. One speaker called brokers table stakes and said they care about the deal happening because that is how they get paid. The moderator opened by asking whether investors should work a list of top brokers or let deals arrive through reputation.https://www.youtube-nocookie.com/embed/XmV4Lj4v8nk420 https://capitalraising.com/videos/close-more-deals-master-due-diligence-questionnaire/2026-11-01https://i.ytimg.com/vi/ryJ8fF8Odyo/hqdefault.jpgBenefits of Closing Deals Using a Master Due Diligence QuestionnaireA master due diligence questionnaire, or DDQ, is one document that answers the questions investors ask most often. The speaker explains that multi-family offices and wealth managers may represent 20, 50 or 100 clients. The speaker says winning over one investment committee can sometimes mean raising 10 million to 50 million dollars at a time. The idea suits capital raisers who want checks of half a million dollars or more.https://www.youtube-nocookie.com/embed/ryJ8fF8Odyo420 https://capitalraising.com/videos/canadian-real-estate-development-co-gp-investor-mandate/2026-11-01https://i.ytimg.com/vi/zzVzDB_VxJ0/hqdefault.jpgCanadian Real Estate Development Co-GP Investor Mandate InterviewShane is a developer and commercial real estate investor based in Calgary, Alberta. He focuses on infill, multifamily, service-based retail and light industrial projects. His main markets are Alberta, Saskatchewan and BC, and he has also done business in Arizona and Texas, including Houston and Dallas. He builds locally. In the US he would look for local expertise and connections, and he could partner with equity investors.https://www.youtube-nocookie.com/embed/zzVzDB_VxJ0420 https://capitalraising.com/videos/real-estate-wealth-brrr-method-1-rule/2026-11-01https://i.ytimg.com/vi/KEon4q7G2lE/hqdefault.jpgHot Investor Trends - Ep. 2: Real Estate Wealth - The Simple Strategy That Still WorksLloyd, president of the Los Angeles County Real Estate Investors Association, describes a simple path for new real estate investors. The group began in 1996 and reports 55,000 paying members, with another 50,000 people in its database. Because starting in California is hard, the association opened chapters in 10 cities where single family homes can be bought for under $100,000.https://www.youtube-nocookie.com/embed/KEon4q7G2lE360 https://capitalraising.com/videos/why-top-investors-favor-relationships-over-brokers/2026-11-01https://i.ytimg.com/vi/X1GWSTUG20g/hqdefault.jpgHow Top Investors Use Relationships Over Brokers to Win DealsA panel at the Beverly Hills Investor Club Summit was asked whether investors should work a short list of brokers or build deal flow through reputation. The speakers mostly favored personal relationships. One said brokers are like real estate agents who want the deal to close. Another said the best deals came from friends or professional associates, and that brokers often send the same deal to 75 other people.https://www.youtube-nocookie.com/embed/X1GWSTUG20g360 https://capitalraising.com/videos/pitch-decks-capital-raising-materials-keep-them-short/2026-11-01https://i.ytimg.com/vi/cwD6rNznIVs/hqdefault.jpgInvestment Pitch Decks & Capital Raising Materials | Ep 6A 12 to 19 page pitch deck works better than a 44 page one, according to Richard C. Wilson. Recorded at a lunch break during a Family Office Club workshop in New York City, this module says the more valuable the investor, the less time they have. Materials must be concise, which also applies to a one-pager, a one-liner and the brand name.https://www.youtube-nocookie.com/embed/cwD6rNznIVs360 https://capitalraising.com/videos/closing-deals-celebrities-pro-athletes-metta-world-peace/2026-11-01https://i.ytimg.com/vi/isBSUI_c2lU/hqdefault.jpgHow to Close Deals with Celebrities and Pro Athletes | Metta World PeaceMetta, a former NBA player with a 17 year career, describes how he moved into business through his philanthropy work in Los Angeles. Paperwork for that work became overwhelming, so he set up a company to handle it. Later he chose a thesis of sports, entertainment, consumer businesses, logistics and healthcare after he studied the sponsors he saw inside an arena.https://www.youtube-nocookie.com/embed/isBSUI_c2lU1560 https://capitalraising.com/videos/5-stages-inbound-capital-raising/2026-11-01https://i.ytimg.com/vi/7WN7nz8RZcQ/hqdefault.jpg5 Stages of Inbound Capital RaisingInbound capital raising applies direct response marketing, which Richard C. Richard says can bring three to five times the results per hour of relying on one old school method. He spoke from Mumbai after a family office conference. There he saw many people relying on cold calling, one event series or their personal network to raise capital.https://www.youtube-nocookie.com/embed/7WN7nz8RZcQ300 https://capitalraising.com/videos/raising-capital-from-single-family-offices-ultra-wealthy/2026-11-01https://i.ytimg.com/vi/DPO87lymNSA/hqdefault.jpgRaising Capital from Single Family Offices & Ultra-Wealthy InvestorsA member of the Family Office Club landed an 8 million dollar equity check and a 40 million dollar equity check from single family offices after about two years of nurturing relationships. Richard C. Wilson uses that case to show the math. Raising 48 million dollars in 50,000 dollar checks would mean closing 960 investors. Single family offices often manage 20 million to 100 million dollars or more.https://www.youtube-nocookie.com/embed/DPO87lymNSA300 https://capitalraising.com/videos/future-work-investor-mandate-allison-hr-tech-investing/2026-11-01https://i.ytimg.com/vi/GaQlDT382ak/hqdefault.jpgFuture of Work Technology Investing & HR Investments Investor Mandate InterviewA warm introduction to a senior HR leader matters more than a cold pitch, according to Allison. She is a general partner at a fund called Seerverance and also an angel investor. She invests in US companies in the future of work, covering healthcare technology, workforce technology and financial technology. Her focus is on companies that sell to or through the employer.https://www.youtube-nocookie.com/embed/GaQlDT382ak300 https://capitalraising.com/videos/common-capital-raising-mistakes-tips-from-7-billion/2026-11-01https://i.ytimg.com/vi/GfyI9_BKKw0/hqdefault.jpgCommon Capital Raising Mistakes & Expert Tips from $7 Billion Capital RaiserPromising a 50% IRR does not move investors forward. The speaker says conviction in the person and the model matters more, along with how the manager adds value and what is unique. A professional domain name and email address, which cost about $9, also show that a founder takes the work seriously. Without them, investors may read the project as just an idea.https://www.youtube-nocookie.com/embed/GfyI9_BKKw0300 https://capitalraising.com/videos/family-office-screens-deals-builds-investor-trust/2026-11-01https://i.ytimg.com/vi/SJi17u4DM0Q/hqdefault.jpgHow to Get Meetings + Deals Completed with Most Valuable Investor Types | Sahil NandwaniSahil's family office screens deals by checking one thing first: the stability of the partner bringing the deal. Sahil, a managing partner at a Los Angeles family office, says 70 to 80% of what he sees can be ruled out on that point alone. He says a trustworthy partner protects you even if a deal goes sideways, while an unreliable one makes every part of a good deal painful.https://www.youtube-nocookie.com/embed/SJi17u4DM0Q1500 https://capitalraising.com/videos/series-d-venture-investor-mandate-david-betting-team/2026-11-01https://i.ytimg.com/vi/Y57xhAUqq3g/hqdefault.jpgSeries A, B or C Venture Capital Investor Mandate InterviewDavid is a venture investor who runs a network of 600 members and invests in later stage venture-backed companies from Series A through Series D. He and his business partners put their own money into every deal. The network has 15 chapters in the United States and is global, though most members are in the US. The focus is companies with LGBT leadership.https://www.youtube-nocookie.com/embed/Y57xhAUqq3g300 https://capitalraising.com/videos/inside-multi-family-office-partners-lending-next-gen/2026-11-01https://i.ytimg.com/vi/rr4c3W98J30/hqdefault.jpgInside a Modern Multi-Family Office: Global Investing, Deal Structuring & Next-Gen InsightsSahil runs a multi-family office in Los Angeles and manages capital for clients around the world. In a fireside chat with Richard C. Wilson, he explains that character comes first when choosing partners. He describes a deal that went wrong, where he was paid out with a small profit, and later returned as the lender when the sponsor refinanced its seller financing.https://www.youtube-nocookie.com/embed/rr4c3W98J301500 https://capitalraising.com/videos/pro-athlete-investor-real-estate-crypto-costly-mistake/2026-11-01https://i.ytimg.com/vi/uIarkAPKzME/hqdefault.jpgFrom Pro Athlete to Smart Investor: Real Estate, Crypto & Costly MistakesJohn played three years for the Cardinals after college at Penn State. He says one of his first real estate deals went badly because he skipped his homework. He trusted someone who was trusted by someone else, and nobody oversaw the deal. He was still playing at the time and recovered. Since then he has built a mix of private real estate, startups, stock market positions and crypto, and he sends each deal past mentors first.https://www.youtube-nocookie.com/embed/uIarkAPKzME300 https://capitalraising.com/videos/real-estate-deal-structures-private-credit-risk-investor/2026-11-01https://i.ytimg.com/vi/Mb2o38AuGKU/hqdefault.jpgAI, Real Estate & Risk: Lessons from Billion-Dollar Deals | Investor Panel HighlightsA private lender on the panel showed how sponsors close the equity gap on a $100 million deal. In the panelist's experience, banks often give about 60% loan to value, which leaves a $40 million equity need. A private lender can stretch the senior loan to 70 or 75% at 9 to 11%. With a pref equity slice added, the sponsor's equity can fall to about $10 million.https://www.youtube-nocookie.com/embed/Mb2o38AuGKU1440 https://capitalraising.com/videos/kevin-harrington-building-brand-deal-flow-celsius/2026-11-01https://i.ytimg.com/vi/aH2xLsWGGxw/hqdefault.jpgExclusive Centimillionaire Fireside Chat with Kevin Harrington (Original 'Shark Tank' Investor)Kevin Harrington, an original Shark Tank investor, says he financed over a thousand projects across 20 plus years at a pace of 50 a year. He built As Seen on TV into a public company on the New York Stock Exchange, then sold it when television viewership started to fall. Richard C. Wilson interviews him at a live event about what he would do differently.https://www.youtube-nocookie.com/embed/aH2xLsWGGxw1440 https://capitalraising.com/videos/joel-built-multi-country-single-family-office/2026-11-01https://i.ytimg.com/vi/DBsIPtWAsGg/hqdefault.jpg15 Strategies to Build a Strategic Multi-Country Single Family Office | Joel Nagel Fireside ChatJoel, an international tax and corporate lawyer, describes his firm as the defense side of wealth. It focuses on asset protection, estate planning and generational transfers, and has built structures in about 43 countries. He says the firm turns down work outside that lane. He describes a long track record over 36 years and speaks highly of the firm's client outcomes.https://www.youtube-nocookie.com/embed/DBsIPtWAsGg1380 https://capitalraising.com/videos/family-office-moved-from-real-estate-into-300/2026-11-01https://i.ytimg.com/vi/Fs6nSmKtlCU/hqdefault.jpgReal Estate, Venture Capital, and Building a Billion-Dollar LegacyIsabelle of a Los Angeles family office explains how a real estate fortune became a venture capital program with over 300 investments. The family built its wealth in real estate development. About seven years ago it decided to add outside capital and start a VC firm. She says the venture portfolio is on track to outperform real estate, with early investments already up five to 8x.https://www.youtube-nocookie.com/embed/Fs6nSmKtlCU1380 https://capitalraising.com/videos/building-5-billion-luxury-apartment-firm-larry-connor/2026-11-01https://i.ytimg.com/vi/OQDfodZs4zQ/hqdefault.jpgFrom Zero to $5 Billion: Journey of Reinvention in Luxury Real EstateLarry started the Connor group in 1991 with no real estate background. He was an English major. The firm now holds about $5 billion in assets across 18 markets. He says the firm sees itself as a professional operator of businesses that happen to be apartment communities. Over 32 years it made 241 acquisitions and lost money on eight. Larry cites average annual investor returns after fees of slightly over 30%, which are his figures and not a promise of future results.https://www.youtube-nocookie.com/embed/OQDfodZs4zQ1380 https://capitalraising.com/videos/one-liner-hot-seat-live-investor-feedback-member/2026-11-01https://i.ytimg.com/vi/7AjCTsq9yeU/hqdefault.jpgOne-Liner Hot Seat Webinar - Live Feedback on Pitches (Webinar Recording)Richard C. Wilson reads one-liners submitted by charter members of the Family Office Club and gives a quick investor reaction to each. He says the best ones are tangible, verifiable and tuned to a specific investor type. The weakest are plain, vague or confusing. He also notes that investors often say a pitch has 15 seconds to earn attention.https://www.youtube-nocookie.com/embed/7AjCTsq9yeU1320 https://capitalraising.com/videos/single-family-office-mandate-alternatives-banks-private-equity/2026-11-01https://i.ytimg.com/vi/9dLj86KI1Ak/hqdefault.jpgSingle Family Office Investor Mandate Focused on Alternatives, Banking, Private Equity & Real EstateThe guest runs his own single family office and also serves as president of a group of 35 family offices. The group meets twice a month to vet investment ideas. Each member decides on their own, but they share due diligence. After 11 years, the group has vetted more than 500 managers.https://www.youtube-nocookie.com/embed/9dLj86KI1Ak1320 https://capitalraising.com/videos/family-office-mandate-non-correlated-managers-market-views/2026-11-01https://i.ytimg.com/vi/e643MZAYwaQ/hqdefault.jpgSingle Family Office Investor Mandate Interview - Focused on Alternatives, Banking, Private Equit...A group of 35 family offices meets twice a month to vet investment ideas, and it has reviewed more than 500 managers in 11 years. Each member still makes their own decision, but the group shares due diligence. The guest also runs their own family office. They describe the mandate as non-correlated, absolute return managers in niche spaces, with extra interest in sectors hurt by market dislocation.https://www.youtube-nocookie.com/embed/e643MZAYwaQ1320 https://capitalraising.com/videos/one-liner-hot-seat-live-feedback-investor-pitch/2026-11-01https://i.ytimg.com/vi/lQQBfY_qf6Y/hqdefault.jpgOne-Liner Hot Seat Webinar - Live Feedback on PitchesRichard C. Wilson reads one-liners submitted by Family Office Club charter members and gives a first impression as an investor who sees thousands of deals a year. He says the best one-liners are tangible, verifiable and unique to the speaker. The worst sound like everyone else or leave the added value unclear. He also says investors often give a pitch only 15 seconds of attention.https://www.youtube-nocookie.com/embed/lQQBfY_qf6Y1320 https://capitalraising.com/videos/single-family-office-mandate-oil-cannabis-film-technology/2026-11-01https://i.ytimg.com/vi/wH_Pk6mzGSk/hqdefault.jpgMidwest Single Family Office Investor Mandate Interview - Technology, Film, Cannabis, Oil & Gas/M...Ford describes a single family office whose wealth began in 1920 when his great-grandfather discovered a major oil pool in Oklahoma. The family later divested the operating company so it could make private oil investments through the office. Ford is an active investing family member, and he explains why he thinks buying oil leases and mineral interests makes sense when prices are low.https://www.youtube-nocookie.com/embed/wH_Pk6mzGSk1260 https://capitalraising.com/videos/investor-club-event-strategies-ai-tools-capital-raisers/2026-11-01https://i.ytimg.com/vi/Y_VT3g242qs/hqdefault.jpgInvestor Club Event Strategies & AI tools | Single Family Office Summit May 2025Family offices are best approached as entrepreneurs, not only as a source of capital. That is the framing the host gives in opening remarks at the Single Family Office Summit in May 2025. The talk says in-person meetings close far more often than LinkedIn or Zoom, citing a 16 times figure from research by Dr. Robert. It also says trust and the source of a referral weigh more than the pitch itself.https://www.youtube-nocookie.com/embed/Y_VT3g242qs1200 https://capitalraising.com/videos/get-more-value-from-investor-events-10-tips/2026-11-01https://i.ytimg.com/vi/Y5zXsyK-qLs/hqdefault.jpgHow to Maximize ROI at Investor Events | Tips from Family Office Club CEO Richard C. WilsonRichard C. Wilson draws on about 300 events over 18 years to give 10 tips for getting more from an investor event. He starts with the case for meeting in person, which he cites studies as showing is 16 times more effective than Zoom, LinkedIn or email. Family offices are hard to reach, so being in the room puts a face with a name.https://www.youtube-nocookie.com/embed/Y5zXsyK-qLs1140 https://capitalraising.com/videos/due-diligence-investment-strategy-family-office-club-panel/2026-11-01https://i.ytimg.com/vi/jLP3hquMLOA/hqdefault.jpgPanel Discussion: Tech, Due Diligence, and Investment Strategies at The Family Office Club EventA 156 question checklist sits at the center of this Family Office Club panel, where family office and fund representatives compared how they vet deals. One Heritage panelist described making only 5 to 7 to 10 allocations a year, so a defined process matters more than a large team. Background checks on operators have led them to pass on deals with appealing narratives.https://www.youtube-nocookie.com/embed/jLP3hquMLOA1140 https://capitalraising.com/videos/10-capital-raising-strategies-from-19-years-1/2026-11-01https://i.ytimg.com/vi/K8ypFaryzh8/hqdefault.jpg10 Capital Raising Strategies From 19 Years and 1,500 Investor TalksRichard C. Wilson argues that investors back the person before they back the deal. He cites research that a relationship is twice as likely as the deal's merits to decide a sale, and that people are 16 times as likely to close with someone met in person. He adds that anyone can talk about big projected returns, and AI makes made-up claims easier, so trust and context matter.https://www.youtube-nocookie.com/embed/K8ypFaryzh81080 https://capitalraising.com/videos/raise-capital-faster-2026-relationships-event-roi/2026-11-01https://i.ytimg.com/vi/KHSsXRv7gLM/hqdefault.jpgHow to Raise Capital Faster in 2026 | Investor Pipeline Builder 2.0 + Event ROI StrategiesRelationships matter about twice as much as the merits of a deal, according to Richard C. Wilson. He opens a Family Office Club event by explaining why investors respond to trust before they respond to a one-pager. Projected return figures mean little if the investor does not trust the person behind the paper. His advice is to add value first.https://www.youtube-nocookie.com/embed/KHSsXRv7gLM1080 https://capitalraising.com/videos/grant-raised-300-million-through-social-media/2026-11-01https://i.ytimg.com/vi/tG5cxQ2jEW0/hqdefault.jpgGrant Cardone How to Raise Capital Through Social MediaGrant says his firm raised over 300 million dollars in 25 months by speaking directly to retail investors on Instagram, Facebook, LinkedIn, Snapchat and TikTok. He describes his offer as institutional quality apartment real estate built around a monthly cash flow story. He argues that monthly payments make the story dependable and easy to tell, and he notes that many REITs and large public companies pay quarterly or on other schedules.https://www.youtube-nocookie.com/embed/tG5cxQ2jEW01080 https://capitalraising.com/videos/fireside-chat-11b-deals-senior-housing-church/2026-11-01https://i.ytimg.com/vi/PsX6Kh4E9Ss/hqdefault.jpg🔥 Fireside Chat | $11B in Deals | Family Office Insights & Housing InnovationPatrick, a family office founder with about $11 billion in career transactions, describes a senior housing program built with the Catholic Church. Patrick describes a long-term ground lease arrangement with the church as part of the approach. Patrick says yield on cost is 13, compared with six or seven for typical apartments.https://www.youtube-nocookie.com/embed/PsX6Kh4E9Ss1020 https://capitalraising.com/videos/best-investor-pitches-green-founders-should-know/2026-11-01https://i.ytimg.com/vi/vXF4qQs0bEA/hqdefault.jpgThe Best Pitches These Investors Ever Saw - And What Every Green Founder Should KnowA panel of investors at a Family Office Club event shares the best pitches they have seen. One panelist praised a one-pager that included everything except the minimum investment, including a plan to buy at 45 to 55% under cost. Another liked a founder story about a man paralyzed as a child who became a top 10 Halo gamer. A collapsible cup prototype lost ground because it seemed it would tip over.https://www.youtube-nocookie.com/embed/vXF4qQs0bEA1020 https://capitalraising.com/videos/reach-institutional-quality-when-raising-capital/2026-11-01https://i.ytimg.com/vi/2SzAIY3JOJ0/hqdefault.jpgBecoming Institutional Quality | Ep. 17A 12 to 19 page pitch deck with an executive summary is one sign of institutional quality, according to Richard C. Wilson. He lists seven signs investors use to judge a group. These include professional communication, a clear strategy, conservative assumptions, a focus on fit over paperwork, a polished brand, and polite persistence. He says to aim a half notch above the level of capital you are currently pursuing.https://www.youtube-nocookie.com/embed/2SzAIY3JOJ0960 https://capitalraising.com/videos/capital-raising-tools-strategies-from-founders-fund-managers/2026-11-01https://i.ytimg.com/vi/3qExIP3-pGs/hqdefault.jpgTop Capital Raising Strategies and Tools from Founders, Fund Managers & Family OfficesA panel of founders and fund managers at a family office event describes what works for raising capital. One speaker says in-person events beat email, which they estimate at a 2 or 3% open rate. Another says honest, conservative estimates earned trust, and the largest investor made an additional $2 million investment after watching results.https://www.youtube-nocookie.com/embed/3qExIP3-pGs960 https://capitalraising.com/videos/family-offices-angels-source-off-market-deals/2026-11-01https://i.ytimg.com/vi/WGEMim4FLoQ/hqdefault.jpgHow Family Offices and Angel Investors source exclusive, off-market deals | Family Office Investo...Blue Startups receives about 600 applications for every session and takes about 10 companies, and its best deals come from referrals. That detail sets the tone for a panel on direct and co-investment opportunities. Speakers from Raymond James, Blue Startups, Hawaii Angels and a family trust describe the deals they want, from tourism tech and sustainability software to late stage growth companies and uncorrelated assets.https://www.youtube-nocookie.com/embed/WGEMim4FLoQ960 https://capitalraising.com/videos/family-offices-angels-source-off-market-deals-2/2026-11-01https://i.ytimg.com/vi/pPH5SROg5wg/hqdefault.jpgHow Family Offices and Angel Investors source exclusive, off-market deals | Investor PanelReferrals and trusted networks are the main deal sources named by an investor panel at a Family Office Club event. Blue Startups says it receives about 600 applications per session and accepts about 10 companies. Another panelist relies on people they trust. Russell of Raymond James looks to ecosystems of proven founder builders and to family offices that bring partly funded deals.https://www.youtube-nocookie.com/embed/pPH5SROg5wg960 https://capitalraising.com/videos/family-office-resources-strategy-values-deal-flow-structure/2026-11-01https://i.ytimg.com/vi/c-hO31PmZI0/hqdefault.jpgPrivate Investor & Family Office ResourcesA family office should design its own game board, according to this talk from a speaker with 15 years running an investor club and 13 books written. The talk describes a free family office dashboard with 67 fields, a list of 50 questions to ask before choosing advisors, and the idea of writing family values on a wall at home. A lemonade stand story shows how the speaker teaches children to earn what they want.https://www.youtube-nocookie.com/embed/c-hO31PmZI0900 https://capitalraising.com/videos/3330-method-lessons-from-28-years-fund-marketing/2026-11-01https://i.ytimg.com/vi/mcwc9vsaHvI/hqdefault.jpg10 Advanced Capital Raising Strategies That Took Raising $1 Billion + 10+ Years to Find OutA placement agent's job starts with a 30-second voicemail, according to Chip and Sam of PFM. That voicemail aims to earn a three-minute call, which aims to earn a 30-minute conversation. Only then does the firm set up the investor with the manager. They call this the 3330. The firm has worked in alternatives since 1997 and has been a broker dealer since 1998. It takes on only five to seven funds at a time.https://www.youtube-nocookie.com/embed/mcwc9vsaHvI2100 https://capitalraising.com/videos/multifamily-office-serves-families-worth-200m/2026-11-01https://i.ytimg.com/vi/OFgbJe0iOMQ/hqdefault.jpg$1B+ Multifamily Office Serving Centimillionaire Clients - Investor Mandate InterviewJohn leads with the numbers of a multifamily office that is 18 years old. It serves 58 client families in 30 states with 53 employees. Average family wealth is about 200 million dollars, with a sweet spot of 50 to 500 million. The firm works alongside clients' existing advisors and downloads data every night from over 70 custodians. In public markets, it has moved toward passive indexing.https://www.youtube-nocookie.com/embed/OFgbJe0iOMQ840 https://capitalraising.com/videos/ai-tools-family-offices-founders-investors/2026-11-01https://i.ytimg.com/vi/RuMc2q_PaHo/hqdefault.jpgAI for Family Offices, founders & Investors: Revolutionizing Investment DecisionsRichard C. Wilson describes a due diligence assistant called Dewey, trained on 100 plus checklists and white papers. It reads a 50-page pitch deck in about 30 seconds and lists red flags, missing items and questions to ask. He presents it as a second set of eyes for investors, not a replacement for professional review. He also notes that uploaded files raise privacy questions that users may want to think through first.https://www.youtube-nocookie.com/embed/RuMc2q_PaHo840 https://capitalraising.com/videos/investor-mandate-private-lending-alternatives-doctors/2026-11-01https://i.ytimg.com/vi/SSQVnQQzdhU/hqdefault.jpgHealthcare, Private Lending, & Alternatives Investor Mandate InterviewForest runs an investment advisory firm that operates as a multi-family office for doctors and dentists across the US. His mandate leaves public markets aside and centers on alternatives. The main areas are real estate, private debt and private equity. His firm mostly looks at private syndicated offerings. Core holdings are multifamily, self storage and senior living. He also mentions precious metals and life settlements.https://www.youtube-nocookie.com/embed/SSQVnQQzdhU840 https://capitalraising.com/videos/angel-investor-mandate-catherine-looks-early-stage-deals/2026-11-01https://i.ytimg.com/vi/XRenBqr4bIU/hqdefault.jpgSuper Angel Investor Club / Association Investor Mandate InterviewCatherine is mainly an angel investor who looks at deals from seed stage through B or C stage companies. She is co-president of an angel association and runs its deal side, from sourcing to evaluation, selection, diligence and syndication. Her mandate covers any company that uses technology, including information technology and medical devices. She also co-invests in diagnostics, avoids biotech, and backs real estate funds only with managers who have a 30 year track record.https://www.youtube-nocookie.com/embed/XRenBqr4bIU840 https://capitalraising.com/videos/deal-structure-distribution-wins-investors/2026-11-01https://i.ytimg.com/vi/JfMUnhK5uns/hqdefault.jpgTop Investor Insights from the Event: Deal Structuring, Distribution & What Actually WinsRichard C. Wilson cites a sports betting platform that he says sold for a billion dollars while its founders left with nothing. Richard C. Wilson uses that example to argue that structure deserves real thought. He says many people who raise capital accept the usual answer without giving it much thought.https://www.youtube-nocookie.com/embed/JfMUnhK5uns780 https://capitalraising.com/videos/niche-investment-strategies-from-family-office-investor-panel/2026-11-01https://i.ytimg.com/vi/UIdB6XoyvJc/hqdefault.jpgNiche Investment Strategies Explained by Top Family Office Investors (Panel Intro)Six panelists introduce their niches at a Family Office Club event. Michael runs car washes, Chris buys private equity secondaries, Lee finances construction disputes, Paul builds a startup investing vehicle, Justin owns multifamily in Kansas City, and Peter holds multifamily and net lease property in the southeast. Chris says his first fund bought small private equity stakes at an average of 61 cents on the dollar.https://www.youtube-nocookie.com/embed/UIdB6XoyvJc780 https://capitalraising.com/videos/diversified-commercial-real-estate-investor-mandate-jim-interview/2026-11-01https://i.ytimg.com/vi/rMf0lE4u-n0/hqdefault.jpgDiversified Commercial Real Estate Investor Mandate InterviewA Chicago single family office buys middle market real estate between 10 million and 75 million dollars in assets. Jim says the firm grew from 0 to 450 million in four years by focusing on deals that are too big for small buyers and too small for large ones. It invests in office, industrial, residential and retail across the Southeast, the southern Midwest and parts of the West.https://www.youtube-nocookie.com/embed/rMf0lE4u-n0780 https://capitalraising.com/videos/investor-mandate-interview-consumer-products-fintech-biotech/2026-11-01https://i.ytimg.com/vi/wAIu_IRFRh8/hqdefault.jpgPrivate Investor Mandate Interview Focused on Consumer Products & Amazon Companies, FinTech and B...A 24-hour cool down rule is the main habit Steve shares in this investor mandate interview with Richard C. Wilson. Steve is an attorney with 30 years of experience and a partner of Kevin. He says he likes companies of all sizes because he invests in people. His top areas are consumer products and fintech, with biotech a close third.https://www.youtube-nocookie.com/embed/wAIu_IRFRh8780 https://capitalraising.com/videos/get-return-time-at-private-investor-expo/2026-11-01https://i.ytimg.com/vi/wyY80y9MN-s/hqdefault.jpgRichard C. Wilson - Opening Remarks - Private Investor Deal Flow Expo - The Family Office ClubRichard C. Wilson opens the Private Investor Deal Flow Expo by describing the Family Office Club's 15 live events a year, including Capital Con and the Tax Strategy Summit. He lists deals closed from the room, from $20 million in seed capital to a $250 million co-GP JV term sheet. None of the 58 speakers at the last event were paid.https://www.youtube-nocookie.com/embed/wyY80y9MN-s780 https://capitalraising.com/videos/exotic-alternative-investments-family-office-investor-mandate/2026-11-01https://i.ytimg.com/vi/-iJqyvFedzM/hqdefault.jpgAlternative Investment, Hedge Fund, & Exotic Investment Private Investor Mandate InterviewMark runs a family office that aims to earn about 1% a month in any market and hopes to avoid a down month. His rule is that net annual returns should be at least five times the maximum monthly drawdown. For a manager who does not put up first loss and takes 50% of profits, he sets a monthly stop loss of 2.5%.https://www.youtube-nocookie.com/embed/-iJqyvFedzM720 https://capitalraising.com/videos/focused-due-diligence-helps-you-win-better-deal/2026-11-01https://i.ytimg.com/vi/-xSHH-e9Wh0/hqdefault.jpgLeveraging Due Diligence to Scale Your Balance Sheet - Episode 5Richard C. Wilson closes his due diligence miniseries with one idea. Investors who focus on a few niches and build real expertise there tend to see deals first, see them exclusively and get better valuations. He frames this with three buckets: a defensive bucket, real estate held with low debt, and a third bucket where he plays offense to grow net worth fastest.https://www.youtube-nocookie.com/embed/-xSHH-e9Wh0720 https://capitalraising.com/videos/investor-mandates-creative-deal-structures-family-office-panel/2026-11-01https://i.ytimg.com/vi/9yz80yPD-2Q/hqdefault.jpgInvestor Mandates & Creative Deal Structures: Family Office PanelA family office panel opens with a speaker's claim that 80% of the money in the United States sits outside banks, stocks and bonds. Four panelists then describe what they look for. Two manage portfolios of about $2 billion focused on real estate. One advises families on diversification. Another builds document tools for lenders. Interests named include multifamily, hospitality, proptech, fintech, AI, energy storage and seed and Series A technology.https://www.youtube-nocookie.com/embed/9yz80yPD-2Q720 https://capitalraising.com/videos/private-investor-mandate-direct-deals-real-estate/2026-11-01https://i.ytimg.com/vi/G4EoCjmWIaQ/hqdefault.jpgHNW Private Investor Mandate Interview - Investing in Direct Deals, Real Estate & Small BusinessesTaeho manages his own wealth, his family's wealth and the wealth of one close friend's family. He splits his portfolio into two parts. Direct investments are ones he makes himself, in public or private markets. Co-investments place capital with professional experts who have a vision or an execution plan. On the public side he uses stock index funds and ETFs, focused on North America and Asia Pacific, with a lean toward small caps.https://www.youtube-nocookie.com/embed/G4EoCjmWIaQ720 https://capitalraising.com/videos/top-investors-source-exclusive-deals/2026-11-01https://i.ytimg.com/vi/HoxqeUD_Hc0/hqdefault.jpgHow Top Investors Source Exclusive DealsDeals come from relationships, and finding good ones is the hard part. That is where this Family Office Club panel starts. One panelist describes two kinds of deals. Some are simple growth capital needs, like a residential property already at 89% occupancy. Others are extraordinary, such as a fire-damaged hotel in Buffalo, New York with more than 6,000 rooms. That hotel deal came from a person met at a conference.https://www.youtube-nocookie.com/embed/HoxqeUD_Hc0720 https://capitalraising.com/videos/sports-media-gaming-consumer-investor-mandate-joseph/2026-11-01https://i.ytimg.com/vi/JMTD8v8DLFE/hqdefault.jpgVideo Game, eGaming, Entertainment and Consumer Investor Mandate InterviewJoseph runs a venture capital and micro PE firm set up as a holding company. It invests in sports, media, entertainment and consumer, with a strong recent focus on esports and gaming. He says every deal must pass three tests. The team must believe in the founder and product, it must be able to add tangible value, and the deal must be fundamentally sound.https://www.youtube-nocookie.com/embed/JMTD8v8DLFE720 https://capitalraising.com/videos/florida-angel-investor-mandate-interview-thomas/2026-11-01https://i.ytimg.com/vi/Pc7wyFOaVaw/hqdefault.jpgFlorida Based Angel Investor Mandate InterviewThomas leads the Palm Beach chapter of Curitzu, an angel investor forum with 54 chapters around the country. He explains that the group does not invest directly. Its members do. Once someone joins, they can see companies that have already been through due diligence, anywhere in the country or overseas. The group is agnostic on industry, though Thomas names early stage bioscience as a personal favorite.https://www.youtube-nocookie.com/embed/Pc7wyFOaVaw720 https://capitalraising.com/videos/family-office-investor-mandate-tech-fintech-real-estate/2026-11-01https://i.ytimg.com/vi/iw-jJ9ZSVWo/hqdefault.jpgGrowth Capital, Tech, and Real Estate Family Office Investor MandateMatthew has spent about 20 years as an early-stage tech investor and 30 years in Silicon Valley. About half of those 20 years were with angel groups. He and his wife now run their own family office focused on fintech, blockchain and electronic commerce. They also invest together with other family offices. Richard C. Wilson interviews him about his mandate.https://www.youtube-nocookie.com/embed/iw-jJ9ZSVWo720 https://capitalraising.com/videos/multi-family-office-mandate-opportunity-zones-private-funds/2026-11-01https://i.ytimg.com/vi/xnuR3TW6YbA/hqdefault.jpgMidwest Multi-Family Office Investor Mandate Interview on Opportunity Zones & Fund Manager InvestingA multi-family office in Sioux Falls, South Dakota, invests directly in private real estate and private equity. Jose explains that the team sources deals through its own network and conferences. It prefers deals where it knows the developer, the property manager or the asset. That keeps its focus on the Upper Midwest, including Minnesota, Nebraska, Iowa, the Dakotas and some western states up to Colorado.https://www.youtube-nocookie.com/embed/xnuR3TW6YbA720 https://capitalraising.com/videos/capital-raising-tips-from-investor-club-leaders/2026-11-01https://i.ytimg.com/vi/0ZYtz_n78j4/hqdefault.jpgCapital Raising Strategies: Expert Insights from Top Investor Club LeadersInvestor club leaders on a panel answered one question: what should capital raisers do to get funded? Manny said to seek a warm introduction through a past founder, a lawyer or a LinkedIn contact. He also said to fit the investor's focus and to show a team rather than one person. His three screens are a large market, an early stage in that market, and the team.https://www.youtube-nocookie.com/embed/0ZYtz_n78j4660 https://capitalraising.com/videos/wealth-manager-screens-alternative-investments-clients/2026-11-01https://i.ytimg.com/vi/7ZQXXuDBIoc/hqdefault.jpgAlternative Investment, Real Estate, and Private Equity RIA Investor Mandate InterviewChristina, a wealth manager in Silicon Valley, says the first test for any fund is whether its risk profile matches the risk profile of the client's goal for that money. Her firm was founded in 2007 and serves clients mainly in California and western Nevada. It has no bias toward any asset class and looks at real estate, private equity, startups, stocks, bonds and ETFs.https://www.youtube-nocookie.com/embed/7ZQXXuDBIoc660 https://capitalraising.com/videos/multi-family-office-mandate-real-estate-lending-fees/2026-11-01https://i.ytimg.com/vi/A_2UA4fZCjY/hqdefault.jpgNew York City $1B+ Multi-Family Office Investor Mandate Interview on Private Equity, Real EstateDamien runs a New York multi-family office whose investors are all non-US families, mainly from Europe and Latin America. The firm has two sides. A liquid portfolio of managers and funds, and an illiquid alternatives business. Since 2014, most of the illiquid work has been in US real estate, with a focus on lending.https://www.youtube-nocookie.com/embed/A_2UA4fZCjY660 https://capitalraising.com/videos/toronto-multifamily-office-investor-mandate-interview-brennan/2026-11-01https://i.ytimg.com/vi/L2BSgHKiKlk/hqdefault.jpgMultifamily Office Wealth Management Firm Investor Mandate Interview (Toronto, Canada)Brennan runs a relatively new multifamily office in and around Toronto that serves only Canadian resident investors. The firm was set up about a year and a half ago. It has found families in secondary and suburban centers that larger multifamily offices tend to overlook. Its mandates cover public equities, fixed income, private equity funds, GP and LP stakes, co-investments, private debt and real estate. Real estate leans toward multi-residential and some industrial rather than office.https://www.youtube-nocookie.com/embed/L2BSgHKiKlk660 https://capitalraising.com/videos/5-free-must-haves-every-investor-wants-pitch/2026-11-01https://i.ytimg.com/vi/LefxaFFQ2e8/hqdefault.jpg5 Free Must-Haves Every Investor Wants in Your Pitch Deck (But Almost No One Uses)Richard C. Richard says a founder video of one to three minutes is the first free item every pitch deck needs. He recorded his own 13 times on a $300 webcam. He says the video belongs on the website, in the first three pages of the deck and on the one-pager. Mark, who runs an investor club of 62 investors, will not look at a deal without a one-pager.https://www.youtube-nocookie.com/embed/LefxaFFQ2e8660 https://capitalraising.com/videos/raising-capital-from-multifamily-offices-small-vs-large/2026-11-01https://i.ytimg.com/vi/SV-f0CDWH1w/hqdefault.jpgExpert Insights on Raising Capital from Multifamily OfficesOne multifamily office guest described a 25 year planning view and a platform of about 120 managers, mostly large and established names. The firm focuses on global asset allocation and portfolio construction of other managers. It prefers managers with at least 100 to 150 million in AUM and a four or five year track record. It also relies on large consultants to vet managers.https://www.youtube-nocookie.com/embed/SV-f0CDWH1w660 https://capitalraising.com/videos/investors-grade-two-real-pitch-videos-live-works/2026-11-01https://i.ytimg.com/vi/VyX30KKtYgE/hqdefault.jpgMeet the Investors - Then Watch Them Grade 2 Real Pitches Live | Family Office ClubMark of Deep Due Diligence Investors says that with only 15 seconds in a lunch line, a founder should state the asset class and what makes them different. That tip opens a panel where investors rate two short pitch videos on first impression and clarity. They are not asked whether they would invest. The first video is from Boda Borg, a questing business. The second is from Toss Investments, a real estate platform.https://www.youtube-nocookie.com/embed/VyX30KKtYgE660 https://capitalraising.com/videos/anomaly-deal-flow-find-attract-better-deals/2026-11-01https://i.ytimg.com/vi/zHDwOEU-yUw/hqdefault.jpgTop 5 Strategic Investor Conversations in 2026 + 3 AI Developments to WatchRichard C. Wilson explains that a great deal depends on who is looking at it. An investor who sees 500 or 1,000 deals a year judges differently than one who sees 100. He also says having plenty of deal flow but too few investors is not a strong claim, since a site like LoopNet has more deal flow than investors.https://www.youtube-nocookie.com/embed/zHDwOEU-yUw660 https://capitalraising.com/videos/why-billionaires-don-t-coast-positioning-niche-strategy/2026-11-01https://i.ytimg.com/vi/DgUUF3TnCgw/hqdefault.jpgWhy Billionaires Don’t Coast: Positioning, Focus & Niche Strategy for Serious Capital RaisersRichard C. Wilson opens with a dinner story. Two heads of an 8 billion family office, with 35 clients averaging 138 million in net worth, gave him the same answer. Many successful people take their foot off the gas and coast. Their clients stay driven and treat building wealth like a game they want to win. He then turns to positioning as a force multiplier that few people work on.https://www.youtube-nocookie.com/embed/DgUUF3TnCgw600 https://capitalraising.com/videos/investment-horror-stories-due-diligence-fundraising-mistakes/2026-11-01https://i.ytimg.com/vi/MtQZWVqmR2I/hqdefault.jpgInvestment Horror Stories: Lessons on Due Diligence, Fundraising Mistakes & Startup StrugglesOne angel investor describes a startup whose founder skipped a hot fundraising market, hoping for a higher valuation later. The market changed, and the valuation fell from close to a billion dollars to $350 million. The company was later acquired for 250 million. The investor's advice is to raise when funding is available, because founders cannot control the market.https://www.youtube-nocookie.com/embed/MtQZWVqmR2I600 https://capitalraising.com/videos/technology-angel-investor-mandate-satellites-data-climate/2026-11-01https://i.ytimg.com/vi/W1mbSUngFUk/hqdefault.jpgTechnology Angel Investor Mandate InterviewTim is an angel investor and adviser to early stage startups. He also runs a market intelligence service for decision makers, which he describes as a spin on Jeff Bezos's six-page memos. The service scans the market for key trends and runs research sprints that produce in-depth briefs. That work shapes his investing, which looks for long-term, large scale secular trends.https://www.youtube-nocookie.com/embed/W1mbSUngFUk600 https://capitalraising.com/videos/family-office-investors-look-deal-sourcing-panel/2026-11-01https://i.ytimg.com/vi/ZqvLvO2l1dY/hqdefault.jpgHow Top Investors Access Hidden Deals Before They Hit the MarketThe panel opens with a concrete picture of what each investor wants. Impax Capital Group is a Houston single-family office with a $2 billion portfolio. It looks mainly at multi-family residential or commercial real estate in the roughly 10 to 50 million dollar range. Its venture arm, Gurukul Ventures, backs early-stage technology companies at the angel or Series A stage and has done about 75 deals.https://www.youtube-nocookie.com/embed/ZqvLvO2l1dY600 https://capitalraising.com/videos/ai-helps-capital-raisers-niche-investment-strategies-panel/2026-11-01https://i.ytimg.com/vi/zeKHa1KswBs/hqdefault.jpgAI That Gives Capital Raisers an Edge | Niche Investment Strategies (Ep. 5)Richard C. Wilson explains that the Family Office Club moved toward AI after COVID forced it to drop 28 planned events. He highlights Hyper Intelligent, a tool built on 100 million data points across the club's tools. It draws on 20 perspectives, including feedback from 1,040 billionaire interviews and talks and from 1500 investors who spoke on the club's stage.https://www.youtube-nocookie.com/embed/zeKHa1KswBs600 https://capitalraising.com/videos/private-investor-due-diligence-mini-series-overview/2026-11-01https://i.ytimg.com/vi/5vrekXdn7bc/hqdefault.jpgPrivate Investor Due Diligence Mini-Series: Overview - Episode 1Richard C. Wilson opens a free private investor due diligence miniseries by explaining where the advice comes from. Family Office Club began in 2007, and over 17 years more than $25 million has gone into running it, including over 275 live events. Richard says the series cannot make anyone an expert, but it may help investors avoid a $100,000 mistake and invest with more conviction.https://www.youtube-nocookie.com/embed/5vrekXdn7bc540 https://capitalraising.com/videos/private-investor-panel-trust-diversification-oil-gas-deals/2026-11-01https://i.ytimg.com/vi/BgrQFIsVQRw/hqdefault.jpg$6B Private Investor Panel | Family Office Insights, Oil & Gas, Real Estate & Deal Flow StrategiesNatalie, Patrick, David and Joe explain how they judge private deals on a panel led by Bill, who works with high net worth clients and family offices at Raymond James. Natalie says people come first, because doing a deal and investing both rest on trust. Patrick describes losing everything in a speculative real estate deal before the subprime mortgage collapse.https://www.youtube-nocookie.com/embed/BgrQFIsVQRw540 https://capitalraising.com/videos/shortcuts-vet-ceos-investment-professionals/2026-11-01https://i.ytimg.com/vi/KDBxe-_iBOs/hqdefault.jpgPrivate Investor Due Diligence Mini-Series: Episode 3 - Shortcuts to Vet CEOs & Investment ProsA smile, a bad meal and a drink or two can tell an investor more about a CEO than a ratio can. In episode three of the due diligence mini-series, Richard C. Wilson explains why the team matters more than metrics like IRR, LTV, alpha or cash on cash return. He then shares low-cost ways to screen the people behind a deal.https://www.youtube-nocookie.com/embed/KDBxe-_iBOs540 https://capitalraising.com/videos/investor-mandate-homeland-safety-lending-convertible-bonds/2026-11-01https://i.ytimg.com/vi/TQULTD4MZDQ/hqdefault.jpgPrivate Equity, Lending, & Alternative Investment Investor Mandate InterviewThe Zurich-based guest describes a mandate built on minority stakes and co-investors. A former head of ultra high net worth at a leading Swiss bank, the guest later turned a family office into an investment company. Co-investors give feedback and a sense that the decision is sound.https://www.youtube-nocookie.com/embed/TQULTD4MZDQ540 https://capitalraising.com/videos/self-directed-iras-investing-private-equity-real-estate/2026-11-01https://i.ytimg.com/vi/Tz-ud7DL-tE/hqdefault.jpgSelf-Directed IRA Accounts: How to Invest Tax Free Directly Into Private Equity & Real Estate DealsCarl describes self-directed IRAs and 401ks as accounts some investors use to hold real estate, notes and private placements, not just public market assets. Carl explains the idea to Richard C. Wilson. He started his firm with his sister almost two decades ago. The family already invested in real estate and began using these accounts after learning about them.https://www.youtube-nocookie.com/embed/Tz-ud7DL-tE540 https://capitalraising.com/videos/dental-restaurant-multifamily-hospitality-investor-mandate/2026-11-01https://i.ytimg.com/vi/X6elGL20nTc/hqdefault.jpgDental, Restaurant, Multifamily & Hospitality Investor Mandate InterviewThe guest, a doctor who runs a real estate and operating business firm, describes a mandate built around hospitality, multifamily, Five Guys Burgers and Fries franchise operations, dental operations and emergency room operations. The guest explains why operating businesses were added to real estate. Evergreen businesses that hold up in a recession produce cash flow that keeps a team in place when the real estate cycle turns down.https://www.youtube-nocookie.com/embed/X6elGL20nTc540 https://capitalraising.com/videos/capital-raisers-use-ai-where-panelists-say-be/2026-11-01https://i.ytimg.com/vi/o4Xe8AbK-Gg/hqdefault.jpgAI That Gives Capital Raisers an Edge | Niche Investment StrategiesRichard C. Wilson explains that the Family Office Club moved hard toward AI after COVID stopped live events in a year when 28 had been planned. He points to a tool called Hyper Intelligent, built on 100 million data points. It gives feedback from 20 perspectives, including 1,040 billionaire interviews and talks and 1500 investors who spoke on stage. The perspectives vote and argue with each other to help reach a decision faster.https://www.youtube-nocookie.com/embed/o4Xe8AbK-Gg540 https://capitalraising.com/videos/saas-healthcare-angel-investor-mandate-interview/2026-11-01https://i.ytimg.com/vi/qFft99S6qeI/hqdefault.jpgSaaS & Healthcare Investor Mandate InterviewBo leads an angel investing group in South Florida that invests at the pre-series A stage. Bo says minimum checks are typically $400,000, and syndications can reach three or four million dollars. The group looks for companies past the proof of concept stage that already show some traction. The goal is to grow their value, then see a strategic buyer or private equity group take them out.https://www.youtube-nocookie.com/embed/qFft99S6qeI540 https://capitalraising.com/videos/small-business-yield-investor-mandate-jake-recently-liquid/2026-11-01https://i.ytimg.com/vi/sQsigwRq7ak/hqdefault.jpgSmall Business & Yield Investor - Recently Liquid Private Investor Mandate InterviewJake recently sold his technology business and is now investing his own money, with a plan to grow it over the next five to ten years. His focus is cash flowing projects in qualified opportunity zones, in both real estate and operating businesses. He wants to move away from the startup style of deals he knew before.https://www.youtube-nocookie.com/embed/sQsigwRq7ak540 https://capitalraising.com/videos/single-family-office-mandate-healthcare-ai-distressed-real/2026-11-01https://i.ytimg.com/vi/uDgPpwpeGRU/hqdefault.jpgHealthcare, Telemedicine & Distressed Real Estate Single Family Office Investor Mandate InterviewBarry runs a single family office based in Boca Raton and New York City. He is a physician by training. Since the pandemic he has cut his holding period from five, seven or ten years down to three to five years. His check sizes dropped from three to five million to one to three million, and he has made no investment since the end of January.https://www.youtube-nocookie.com/embed/uDgPpwpeGRU540 https://capitalraising.com/videos/top-investors-look-deals-sponsors/2026-11-01https://i.ytimg.com/vi/v_C-Sy6rBrw/hqdefault.jpgWhat Top Investors Are Looking for in Deals and the Partners They TrustDeal sizes of 10 to 50 million dollars for real estate and 2 to 10 million dollars of EBITDA for operating companies come up early in this panel. Four family office investors describe what they want to see. One group buys multifamily and commercial property. Another backs angel and Series A technology companies that already have revenue. Moderator Mark, of Deep Due Diligence Investors, asks how sponsors can reach the front of the line.https://www.youtube-nocookie.com/embed/v_C-Sy6rBrw540 https://capitalraising.com/videos/top-red-flag-investor-pitches-per-family-offices/2026-11-01https://i.ytimg.com/vi/w-Ca7nT697E/hqdefault.jpgThe #1 Red Flag in Investor Pitches - Real Talk from $100M+ Family OfficesSecrecy about where a family's wealth came from is a red flag, according to Richard C. Wilson's closing remarks at a family office event. He says most families are proud of their legacy and will name the industry or the asset. When someone hides behind an NDA or stays opaque, that is a warning sign. He also says an investor who acts invincible and has never been humbled is probably not seasoned.https://www.youtube-nocookie.com/embed/w-Ca7nT697E540 https://capitalraising.com/videos/angel-investor-mandate-seed-deals-notes-price-rounds/2026-11-01https://i.ytimg.com/vi/wXgj7D9tzaY/hqdefault.jpgSilicon Valley Angel Investor Club Mandate InterviewIan invests less than a million dollars per deal, between 100k and a million, in seed stage high technology companies. Valuations run about 3 to 5 million dollars, with an ownership stake of 10 to 20 percent after the seed round. He has been an angel investor for more than 20 years and has raised three small funds, including a 50 million dollar fund with institutional investors.https://www.youtube-nocookie.com/embed/wXgj7D9tzaY540 https://capitalraising.com/videos/direct-private-equity-investor-mandate-interview-nadine/2026-11-01https://i.ytimg.com/vi/wdNyuphak8Q/hqdefault.jpgDirect Private Equity Investments Investor Mandate InterviewA family office adviser named Nadine explains how her firm works with families that do not know each other and hold very different mandates. The firm runs a hedge fund and also helps families with portfolio construction, risk management and direct deals. Some families invest in emerging markets, others in United States real estate, energy or infrastructure. Nadine says introductions to deals carry no fee.https://www.youtube-nocookie.com/embed/wdNyuphak8Q540 https://capitalraising.com/videos/lending-against-fine-art-family-office-debt-mandate/2026-11-01https://i.ytimg.com/vi/z6FMmFrOfZQ/hqdefault.jpgDebt, Fine Art, and Collateralized Investments Investor Mandate InterviewAlan runs a family office investment boutique that he started 30 years ago after leaving Wall Street. One current favorite is lending against museum quality fine art. The art sits in a bonded warehouse under the lender's control. Borrowers may want cash flow, money to pay taxes, or funds to buy more art.https://www.youtube-nocookie.com/embed/z6FMmFrOfZQ540 https://capitalraising.com/videos/family-office-thinking-mindset-adding-value-investors/2026-11-01https://i.ytimg.com/vi/0CmFAhDth7U/hqdefault.jpgScaling Smarter: Lessons from $100M+ Capital Raisers & the Mindset of CentimillionairesRichard C. Wilson closes a Family Office Club event by sharing notes he wrote during the day. He says family office thinking looks at how every asset in a portfolio interacts with the others. One asset may earn little but bring the best deal flow. He also describes putting about 45% of his crypto in BlockFi, losing it, and then tripling down on Bitcoin when it fell to 23k a coin.https://www.youtube-nocookie.com/embed/0CmFAhDth7U480 https://capitalraising.com/videos/investors-value-startups-today-notes-ebitda-franchise-deals/2026-11-01https://i.ytimg.com/vi/5eurCxS7C-Q/hqdefault.jpgHow Investors Value Startups Today - Convertible Notes, EBITDA & Franchise DealsInvestors on this panel say valuation has become more disciplined since the frothy deals of 2022 and 2023. Standard tools like football fields and public and private comparables still apply. Buyers now ask more about management teams and about what happens after the investment, such as ERP and HR systems. Term sheets have also grown longer and more particular. Jack adds a simple test from traditional finance: how quickly will the investment pay itself off?https://www.youtube-nocookie.com/embed/5eurCxS7C-Q480 https://capitalraising.com/videos/family-offices-train-next-generation-leaders/2026-11-01https://i.ytimg.com/vi/9_zzaOl5Lw0/hqdefault.jpgHow Family Offices Train the Next Generation of LeadersRespect for younger family members is the point this Beverly Hills Investor Club Summit panel returns to most. One guest says Gen 2 and Gen 3 often get too little of it, even though their beliefs differ from the first generation. She urges professionals to ask questions and speak to them as people, not as the least important people in the room.https://www.youtube-nocookie.com/embed/9_zzaOl5Lw0480 https://capitalraising.com/videos/capital-raising-mindset-persistence-trust-conviction/2026-11-01https://i.ytimg.com/vi/B0vIM2g0MS8/hqdefault.jpgCapital Raising Mindset | Ep 1Investors want to like you, trust you and see you as a professional with integrity. Richard C. Richard says this is the bottom line of the capital raising mindset. He opens his 17 module Rainmakers series with it. He adds that his team asks investors exactly why they said no, such as structure, timing or asset location, and then follows up.https://www.youtube-nocookie.com/embed/B0vIM2g0MS8480 https://capitalraising.com/videos/real-estate-equity-debt-co-gp-mandate-deal/2026-11-01https://i.ytimg.com/vi/Czt5iLs2FwE/hqdefault.jpgReal Estate Equity & Debt Co-GP Investment Mandate InterviewVanessa works on the capital markets team at a real estate investment firm with 20 billion plus in assets. The firm invests equity in multifamily workforce and affordable housing, office and seniors housing. It also runs a debt platform covering commercial real estate backed fixed income and agency mortgage backed securities. Most of its development work sits in an opportunity zone platform. Richard C. Wilson asks what deal size and markets suit a member bringing a quality equity deal.https://www.youtube-nocookie.com/embed/Czt5iLs2FwE480 https://capitalraising.com/videos/seed-growth-stage-tech-investor-mandate-charles/2026-11-01https://i.ytimg.com/vi/JvI1aWKLlYQ/hqdefault.jpgSmall Business & Startup Private Investor Mandate InterviewCharles invests in seed and growth stage tech companies, mostly deep technology, and more than half of his work is in health or biomedical. He appears on cap tables in three ways: personally as an angel, through a small family office, and through an SPV that serves individuals and larger investors such as family offices. He prefers equity over debt and has a global view, focused on North America and Europe.https://www.youtube-nocookie.com/embed/JvI1aWKLlYQ480 https://capitalraising.com/videos/where-real-estate-headed-2025-joe-keller-williams/2026-11-01https://i.ytimg.com/vi/Oaiqtn9zVNc/hqdefault.jpgWhere Real Estate Is Headed in 2025 | Joe Williams, Keller Williams Co-FounderJoe, co-founder of Keller Williams, lists seven local influences he checks on any piece of real estate. They are job market, economics, supply and demand, municipal policy and regulations, utilities, material and labor costs, and quality of life. He prefers real estate to stocks because the information is learnable and mostly public. He adds that real estate stays hyper local, so he spends about a week in a town before buying land.https://www.youtube-nocookie.com/embed/Oaiqtn9zVNc480 https://capitalraising.com/videos/why-investors-want-family-office-virtual-single-multifamily/2026-11-01https://i.ytimg.com/vi/Xt2GvYfxfbA/hqdefault.jpgWhy Do Investors Want A Family Office?A person worth $200 million can walk into a bank and have their money managed, but a bank often designs its offering around its own structure. This talk explains why wealthy families build family offices to get more control and a setup shaped around what they actually want. It describes three types, which are virtual, single and multifamily offices, and how each fits a different level of wealth.https://www.youtube-nocookie.com/embed/Xt2GvYfxfbA480 https://capitalraising.com/videos/electric-vehicle-real-estate-tech-investor-mandate-interview/2026-11-01https://i.ytimg.com/vi/Ya6afWskIk0/hqdefault.jpgElectric Vehicle & Real Estate Tech Investor Mandate InterviewSamir describes a mandate that sits between venture investing and long-dated private equity. The focus is electric vehicles, electrification and sustainability. New technology and R&D can be applied to existing projects such as real estate, so the approach mixes venture exposure with something close to commercial real estate investing. Targets are in the US, Canada and Western Europe, with revenues from about 500k at the small end.https://www.youtube-nocookie.com/embed/Ya6afWskIk0480 https://capitalraising.com/videos/veteran-led-startups-investor-mandate-interview-doug/2026-11-01https://i.ytimg.com/vi/apqR1FyjPPk/hqdefault.jpgMilitary & Veteran Owned Small Business Investor Mandate InterviewDoug runs two funds that grew out of an angel network. They invest only in early stage companies led by military veterans, with no exceptions. The firm treats leadership, character and grit as the key issue. Portfolio companies range from coffee and ketchup to sensors, water mitigation and tech, and they sit across the country.https://www.youtube-nocookie.com/embed/apqR1FyjPPk480 https://capitalraising.com/videos/reinsurance-company-looks-fund-managers/2026-11-01https://i.ytimg.com/vi/ct72DsU4zlY/hqdefault.jpgRe-Insurance Company Institutional Investor Mandate InterviewAudi oversees alternatives at a $6 billion reinsurance company and also manages investments for their family. They explain that reinsurers take on part of the risk that primary insurers write, which lets those insurers write more. For fund managers, the practical question is fit. Audi says funds under $500 million are generally not reviewed, and they prefer fund three or higher, though exceptions exist.https://www.youtube-nocookie.com/embed/ct72DsU4zlY480 https://capitalraising.com/videos/lessons-from-100-capital-raisers-who-raised-100m/2026-11-01https://i.ytimg.com/vi/fsD8iStVvt0/hqdefault.jpgInsights from 100 Capital Raisers who Raised $100M+ | BONUS EpisodeEven capital raisers with full-time teams, strong CRMs and 20 years of experience usually contact 180 to 250 investor leads to land 12 to 15 checks. Richard C. Wilson shares this pattern in a recap of more than 100 talks from his event series. Each speaker had 10 minutes to share one top strategy, and the talks were not scripted.https://www.youtube-nocookie.com/embed/fsD8iStVvt0480 https://capitalraising.com/videos/why-you-must-own-capital-raising-push-ups/2026-11-01https://i.ytimg.com/vi/iUlAcurlVGs/hqdefault.jpgWe Can't Do Your Capital Raising PushupsRichard C. Richard says the Family Office Club cannot find 20 or 50 investors for every sponsor who asks. With 375 people at a recent Times Square summit and up to 1500 emails in a day, the team gets many requests for niche deals such as hotels, healthcare funds or oil and gas in Oklahoma. The club is not known for those niches, so it cannot fill that matching role well.https://www.youtube-nocookie.com/embed/iUlAcurlVGs480 https://capitalraising.com/videos/power-pivot-family-offices-founders-ai-era/2026-11-01https://i.ytimg.com/vi/mVPCv9LlQBk/hqdefault.jpgThe Power of the Pivot: How Family Offices, Founders & Investors Must Adapt in the AI EraThe speaker is the managing director of a single family office in New York City, and the career began on Broadway. After spotting a travel problem on tour, the speaker built a business for touring professionals, sold it within 5 years, then started angel investing. Relationships grew from attending conferences with no agenda, no fund and no services to sell. That path is the example used for the idea of the pivot.https://www.youtube-nocookie.com/embed/mVPCv9LlQBk480 https://capitalraising.com/videos/why-investors-want-family-office-which-type-fits/2026-11-01https://i.ytimg.com/vi/p-fzSX2-gDY/hqdefault.jpgWhy Do Investors Want A Family Office? - PODCAST - Family Offices & Family Office ClubA family office exists because wealthy people want more control and a structure built around them. The speaker says a bank will gladly manage $200 million but will design the game around its own business. He then describes three types: virtual, single and multi-family offices. A single family office can have a couple of employees or a hundred plus, while a multi-family office serves 10 to 200 families.https://www.youtube-nocookie.com/embed/p-fzSX2-gDY480 https://capitalraising.com/videos/multifamily-value-add-investor-mandate-dylan-looks/2026-11-01https://i.ytimg.com/vi/qjLw3QEaVy4/hqdefault.jpgMultifamily Value-Add Apartment Building Investor Mandate InterviewDylan invests only in multifamily, and he looks for existing value add apartment buildings of 75 to 300 units. He avoids new development and larger portfolios of 400, 500 or 1100 units. His two goals for 2020 are wealth preservation through assets held 10 plus years, and partnering with good owner operators who need equity for their deals.https://www.youtube-nocookie.com/embed/qjLw3QEaVy4480 https://capitalraising.com/videos/angel-investor-mandate-interview-morgan-hill-angel-group/2026-11-01https://i.ytimg.com/vi/qlXkv6jIutQ/hqdefault.jpgSilicon Valley Angel Investment Club for Startups - Investor Mandate InterviewGary runs a small angel group in Morgan Hill, California. It launched in 2011 and made its first investment in 2012. Since then it has put about 4.2 million in funding into startups. Members do not pool money. Each investor writes an individual check, so if four investors like a pitch, four checks are written. Gary chose this structure because he mainly wanted deal flow.https://www.youtube-nocookie.com/embed/qlXkv6jIutQ480 https://capitalraising.com/videos/flexible-deal-structures-engage-investors/2026-11-01https://i.ytimg.com/vi/u15QiwPk5k8/hqdefault.jpgMastering Deals & Engaging Investors: Insights from Richard C. Wilson at a Family Office Club eventA $400,000 investment in Better Bath Better Body closed last week through a structure based on a share of gross revenue. Richard C. Wilson uses it to show why founders should stay open on structure. The investor came back for a second investment and asked for changes. The CEO found a middle ground and the deal got done. He warns that, in his experience, one fixed offering can mean most of the people you talk to do not want it.https://www.youtube-nocookie.com/embed/u15QiwPk5k8480 https://capitalraising.com/videos/community-bank-ceo-commercial-real-estate-loan-criteria/2026-11-01https://i.ytimg.com/vi/u3IKH9GoNFI/hqdefault.jpgCommunity Bank & Commercial Real Estate Lender in Kansas City - Investor Mandate InterviewJohn is CEO and founder of a community bank in Overland Park, Kansas, in the Kansas City area. The bank is 300 million dollars in size. It can lend up to 10 million, but its sweet spot is three or four million. Most loans are commercial real estate, including multi-family, flex space, office warehouse and storage facilities, with some retail and office.https://www.youtube-nocookie.com/embed/u3IKH9GoNFI480 https://capitalraising.com/videos/family-office-club-super-summit-investors-founders-one/2026-11-01https://i.ytimg.com/vi/zkIu87EFXeA/hqdefault.jpgFamily Offices, Investors, and Founders in One Room: The #1 Event - Family Office Club Super SummitThe Family Office Club Super Summit brings family offices, investors and founders into one room, and this highlight reel shows what that looks like. Speakers describe their focus areas, from healthcare and biotech to real estate debt, sports assets and battery energy storage. One group says it grew from $400 million to $1.2 billion in assets under management by converting hotels into apartment style housing.https://www.youtube-nocookie.com/embed/zkIu87EFXeA480 https://capitalraising.com/videos/family-office-creation-case-studies-real-client-examples/2026-11-01https://i.ytimg.com/vi/-7u3ZR4o87A/hqdefault.jpgFamily Office Creation Case Studies, Examples, and Experiences to Share | EP 13Richard C. Wilson walks through anonymous family office creation case studies. One family is worth around 130 million dollars and is in its second generation. The parents are hesitant to hand full control to a relatively young son. After more than 20 years of ad hoc decisions, they have no formal structure, no dashboard and no direct investment buy box. Another family holds most of its money in one overseas business and a few large properties.https://www.youtube-nocookie.com/embed/-7u3ZR4o87A420 https://capitalraising.com/videos/token-fundraising-liquidity-private-market-secondaries/2026-11-01https://i.ytimg.com/vi/0QOEp0NMXnA/hqdefault.jpgHow Crypto, AI, and Decentralized Apps are Shaping Investment Decisions and FundraisingSimon describes raising money by issuing tokens in Asia since about 2015, after working with tokens and cryptocurrency in 2012 and 2013. He says this approach reaches high-risk projects in emerging markets that conventional fundraising does not. His example is a $5 million raise for a small business in southern Africa, which he says is not possible through normal channels.https://www.youtube-nocookie.com/embed/0QOEp0NMXnA420 https://capitalraising.com/videos/biggest-mistakes-people-make-when-pitching-investors/2026-11-01https://i.ytimg.com/vi/0kUGAHg7DWw/hqdefault.jpgBiggest Mistakes People Make When Pitching InvestorsTodd runs a relationship-based family office and names one mistake above the rest. Pitchers start talking about the project before they learn what the office is after. His team gets pitches multiple times a day. Its 60-plus investments came from about 12 relationships, and each new relationship often leads to more opportunities. He wants pitchers to get to know him, his family and their focus first.https://www.youtube-nocookie.com/embed/0kUGAHg7DWw420 https://capitalraising.com/videos/sourcing-off-market-deals-estate-planning-family-office/2026-11-01https://i.ytimg.com/vi/5eBNkyCGClc/hqdefault.jpgSourcing Exclusive Off-Market Deals & Estate Planning | Family Office Investor Panel InsightsA family office panel explains that exclusive deals are seldom handed over and usually have to be found. Joe describes pulling lease records at courthouses to identify large mineral owners. One ranch deal took three years of relationship building and ended as a 20 plus million dollar sale. Another panelist says most opportunities come from direct relationships and referrals, plus direct to owner outreach in commercial real estate.https://www.youtube-nocookie.com/embed/5eBNkyCGClc420 https://capitalraising.com/videos/positioning-foundation-pitch-materials/2026-11-01https://i.ytimg.com/vi/8riL6WxDqqc/hqdefault.jpgPositioning Foundation for Your Pitch Materials - PODCAST - Family Offices & Family Office ClubA manager with $4 million in assets should generally not pitch pension funds or endowments, according to this talk. The speaker says those institutions often write checks of 10, 20 or 50 million dollars, and many avoid being more than 10% of a manager's total assets. The speaker names a few exceptions: an alma mater, a personal connection, or an emerging manager or seed capital program. Positioning starts with knowing which investors actually fit.https://www.youtube-nocookie.com/embed/8riL6WxDqqc420 https://capitalraising.com/videos/california-angel-vc-investor-mandate-nuno-s-early/2026-11-01https://i.ytimg.com/vi/BsDEgdRKtAY/hqdefault.jpgCalifornia Angel & Venture Capital Investor MandateNuno invests from a single family office in San Francisco. He focuses on early stage deals at seed and Series A, with more recent interest in late stage. His main areas are consumer and software-as-a-service companies, plus broad enterprise software across a few verticals. His earlier checks ran 500k to a million. His third vehicle targets two to five million checks, up to ten million over the life of an investment.https://www.youtube-nocookie.com/embed/BsDEgdRKtAY420 https://capitalraising.com/videos/why-deal-structure-matters-when-raising-capital-richard/2026-11-01https://i.ytimg.com/vi/LG4KbPqezkY/hqdefault.jpgMastering Deals & Engaging Investors: Insights from Richard C. Wilson at a Family Office Club evenA $400,000 investment in Better Bath Better Body closed through a structure the company described as a gross revenue royalty, and Richard C. Wilson uses it to make a point about flexibility. The investor came back for a second deal and asked for a change the CEO had not handled before. The CEO found common ground and the deal closed. Richard says one investor contact can sometimes fill all of a company's capital needs for two to four years.https://www.youtube-nocookie.com/embed/LG4KbPqezkY420 https://capitalraising.com/videos/new-york-angel-investor-mandate-matthew-deals-diligence/2026-11-01https://i.ytimg.com/vi/O_oR6FHdY5c/hqdefault.jpgNew York City Private Investor Mandate InterviewMatthew is an angel investor, a limited partner in a New York City fund, and an active attorney in venture capital and private equity. He also makes direct investments outside the fund, often in cannabis companies, because the fund does not invest in that sector. Tech and consumer goods deals usually go through the fund. In both cases, he describes checks of roughly $25,000 to $100,000, mostly follow-on money in early-stage rounds.https://www.youtube-nocookie.com/embed/O_oR6FHdY5c420 https://capitalraising.com/videos/7b-multi-family-office-mandate-direct-deals-distress/2026-11-01https://i.ytimg.com/vi/TYLlgJWNOZc/hqdefault.jpg$7B+ Multi-Family Office, Private Equity, & Fund Manager Investor Mandate InterviewPaul's firm is a multi-family office advisor based between Boston and London. It manages about seven billion dollars for about 40 families globally. Most of its clients make direct investments in real estate, private equity and private credit, and the firm has done this for about 10 years. Paul says many clients are money managers themselves, so they want non-traditional exposure and a closer view of what they own.https://www.youtube-nocookie.com/embed/TYLlgJWNOZc420 https://capitalraising.com/videos/merchant-bank-mandate-dan-surviving-advancing/2026-11-01https://i.ytimg.com/vi/Uu46OrdQQkM/hqdefault.jpgUltra-Wealthy Private Investor & Merchant Bank Mandate InterviewDan runs a multistrategy private equity family office that also does merchant banking. He says his clients include Fortune50 companies and that the firm co-invests its own money. The typical check is $100 million, and the firm does not raise small amounts such as 25 grand at a time. He compares the model to the Rothschilds in the 1800s, who banked only the wealthiest clients.https://www.youtube-nocookie.com/embed/Uu46OrdQQkM420 https://capitalraising.com/videos/student-workforce-housing-investor-mandate-california-family-office/2026-11-01https://i.ytimg.com/vi/a0NP2Sv_Guo/hqdefault.jpgCalifornia Workforce & Student Housing Private Investor Mandate InterviewA new student housing market needs at least 100 units and 300 beds before Rohan's family office will look at it. The office invests in student and workforce housing from the middle United States to California, where it is based. It starts with schools in large cities that already face supply limits, such as USC in Los Angeles, ASU in Tempe and schools in Las Vegas, Nevada.https://www.youtube-nocookie.com/embed/a0NP2Sv_Guo420 https://capitalraising.com/videos/private-investor-mandate-diversified-stocks-real-estate-storage/2026-11-01https://i.ytimg.com/vi/iuJ1BX2YGsQ/hqdefault.jpgFlorida Based Private Investor Mandate InterviewPeter describes himself as a diversified investor. His mix is stocks, real estate and some alternative investments, but not really bonds. He invests as an LP with a friend who specializes in low-rise office space. As a GP, he focuses on storage facilities and last-mile facilities, and sometimes brings in other people's money as limited partners.https://www.youtube-nocookie.com/embed/iuJ1BX2YGsQ420 https://capitalraising.com/videos/pitch-investors-work-international-capital/2026-11-01https://i.ytimg.com/vi/j8a6ltG8ZQg/hqdefault.jpgHow to Pitch Investors, Work With International Capital, and Allocate Your Attention StrategicallyA panel talk at a Family Office Club event opens with a simple point. Investors give a pitch very little attention, so the first thing they hear has to matter to them. One guest says people have the attention of a goldfish, about 8 seconds. The advice is to lead with a memorable sound bite, think about what the investor receives, and skip the kitchen sink of everything the company does.https://www.youtube-nocookie.com/embed/j8a6ltG8ZQg420 https://capitalraising.com/videos/growth-equity-private-credit-investor-mandate-interview/2026-11-01https://i.ytimg.com/vi/lmCsIE1_hAI/hqdefault.jpgGrowth Equity Private Investor Mandate InterviewGreg runs two pools of capital for clients. One targets growth equity and the other targets yield, such as private credit and factoring. Equity checks run from 1 to 5 million, usually as part of a syndicate. Credit checks are larger, from 10 to 20 million. Most deals are in the US, with a few in western Europe.https://www.youtube-nocookie.com/embed/lmCsIE1_hAI420 https://capitalraising.com/videos/seed-angel-investor-mandate-digital-health-ad-tech/2026-11-01https://i.ytimg.com/vi/p22DV7liNHM/hqdefault.jpgAdTech, Managed Health, HealthTech, and Seed Stage Angel Investor Mandate InterviewAngela describes an angel group of 80 investors, mostly in New York City, that writes seed checks of roughly $150,000 to $200,000. The group started seven years ago and looks at digital health, future of work, logistics tech and ad tech. It will invest in any US-based company. About two thirds of the portfolio is in New York and one third is elsewhere in the US.https://www.youtube-nocookie.com/embed/p22DV7liNHM420 https://capitalraising.com/videos/future-investment-trends-ai-data-web-3-sustainability/2026-11-01https://i.ytimg.com/vi/pkkUUXgxTVA/hqdefault.jpgFuture Investment Trends You Can’t Ignore | Family Office Club Investor PanelData is the first trend one panelist names, followed by compute space. The reasoning is that AI tools are producing huge volumes of recorded and stored information, from meeting bots to wearable recorders. One figure given is that each autonomous car needs 1 terabyte of data every single day, with 1.46 billion cars in the world. Data centers and storage are described as a very large opportunity.https://www.youtube-nocookie.com/embed/pkkUUXgxTVA420 https://capitalraising.com/videos/student-workforce-housing-investor-mandate-interview/2026-11-01https://i.ytimg.com/vi/sKZVEN-f47I/hqdefault.jpgCalifornia Workforce & Student Housing Investor Mandate InterviewRohan leads a family office based in California that invests in student and workforce housing, from the middle United States out to California. He starts by screening the school and the city. He wants large cities with existing supply constraints, and names USC in Los Angeles and ASU in Tempe as examples. For a new school, the minimum is about 100 units and 300 beds.https://www.youtube-nocookie.com/embed/sKZVEN-f47I420 https://capitalraising.com/videos/private-equity-panel-hard-lessons-people-direct-deals/2026-11-01https://i.ytimg.com/vi/4sKKgXRXQ_s/hqdefault.jpgFamily Office & Investor Panel: Key Lessons from Private Equity Experts on Market Shifts and Inve...One panelist described a third acquisition, done at the end of 2020, that turned into an expensive lesson. Because the team could not meet in person, the acquired company struggled to absorb the culture and vision. Talent left, and the time to value ran much longer than expected. The panelist's advice is to prioritize physical proximity in an acquisition.https://www.youtube-nocookie.com/embed/4sKKgXRXQ_s360 https://capitalraising.com/videos/investors-want-see-pitch-deck-panel-discussion/2026-11-01https://i.ytimg.com/vi/5yiqrAz98qQ/hqdefault.jpgHow to Put Together A Pitch Deck That Investors Will LoveA panel of investors each name what they want to see in a pitch deck. Randy wants reality, meaning numbers the founder can back up, plus bios of the team. Another panelist uses a people, process and product lens and says that if a founder cannot describe the product within 30 seconds, interest is gone. Projections should show a best case, a base case and a worst case.https://www.youtube-nocookie.com/embed/5yiqrAz98qQ360 https://capitalraising.com/videos/family-office-investor-interest-rates-private-credit-cash/2026-11-01https://i.ytimg.com/vi/GkLZ_3Nd-aY/hqdefault.jpgNavigating Asset Classes: Insights on Venture Capital, Private Equity, Real Estate, and MoreA family office investor describes a portfolio built over 25 years in commercial real estate and finance. It includes about 14 commercial real estate investments, alternative investments through a hedge fund and a public ETF, an incubator with 80 million in assets, and part ownership of a bank. The speaker is cautious about private credit funds that started only about 3 years ago and have not lived through downturns.https://www.youtube-nocookie.com/embed/GkLZ_3Nd-aY360 https://capitalraising.com/videos/one-thing-investors-look-before-writing-check/2026-11-01https://i.ytimg.com/vi/IAMK731pW9M/hqdefault.jpgThe #1 Thing Investors Look for Before Writing a Check | Family Office Club PanelPanelists at a Family Office Club event were asked for the one factor that would make them say yes to an investment. The answers differed. One investor chose passion and dedication, tied to the tenacity needed when the venture capital market is tight. Another chose systems, using a three-phase view of entrepreneurship. A third chose community, pointing to XRP followers and the Doge memecoin.https://www.youtube-nocookie.com/embed/IAMK731pW9M360 https://capitalraising.com/videos/multi-family-office-investor-mandate-interview-michael/2026-11-01https://i.ytimg.com/vi/IUjNNewrixI/hqdefault.jpgMulti-Family Office Investor Mandate InterviewMichael, a partner and managing director at a fifth generation family firm founded in Canada in 1873, describes his investment mandate in a short interview with Richard C. Wilson. The firm is headquartered in Nassau and opened an investment advisory firm in Miami in June 2019. Its approach is conservative and value oriented, with bespoke portfolios built for each client.https://www.youtube-nocookie.com/embed/IUjNNewrixI360 https://capitalraising.com/videos/raise-capital-tough-venture-market-panel-advice/2026-11-01https://i.ytimg.com/vi/JRDZsv9oYmQ/hqdefault.jpgRaising Capital in the Toughest VC Market | Family Office & Investor Strategies for 2025A panel at a family office event discussed raising capital in a venture market described as being in its third year of very hard fundraising. The first piece of advice was to stand out. Founders should be able to say what is different about their business, keep the story real, and have their answers ready for questions.https://www.youtube-nocookie.com/embed/JRDZsv9oYmQ360 https://capitalraising.com/videos/nfl-player-raising-10m-creating-200-jobs-walter/2026-11-01https://i.ytimg.com/vi/KDrvdUpQKoQ/hqdefault.jpgNFL Player: Creating 200+ Jobs & Raising $10M | Pro Athlete Interview Series Ep. 12Walter played two years in the NFL for the Eagles, Colts, Bengals and Bills. He is now building a fintech platform called our share with a high school friend. The platform helps assess entrepreneurs fairly using real time data. Walter says the company is exploring a deal to add another fintech platform for its blockchain and AI technology and is seeking about $10 million in growth funding.https://www.youtube-nocookie.com/embed/KDrvdUpQKoQ360 https://capitalraising.com/videos/who-over-capital-raising/2026-11-01https://i.ytimg.com/vi/LFuupFfSzEI/hqdefault.jpgThe Who Over the What: Capital Raising Secrets from 100+ Investor ConversationsRichard C. Wilson opens with a point he has heard from families worth $100 million or more and from billionaires. Who you decide to spend your time with matters more than what you decide to do. He applies it to business, saying the right partners, team members and investors in the room tend to shape and correct the plan.https://www.youtube-nocookie.com/embed/LFuupFfSzEI360 https://capitalraising.com/videos/one-liner-ratings-live-gets-investor-take-meeting/2026-11-01https://i.ytimg.com/vi/MkIj_DkuvYo/hqdefault.jpgOne-Liner Ratings Live: What Gets an Investor's Attention in 15 SecondsA credit platform one-liner was rated live by a room of investors. It offered a co-invest with a 2.5 million allocation, 15% preferred returns and 20% historical net returns paid monthly. Opinions split. One investor said it sounded like many other credit pitches. Another said it told them exactly what they needed. The shared point was that a one-minute pitch only has to earn another 30 minutes of an investor's time.https://www.youtube-nocookie.com/embed/MkIj_DkuvYo360 https://capitalraising.com/videos/building-real-estate-fund-after-nfl-david-reed/2026-11-01https://i.ytimg.com/vi/VkKHvziKxl4/hqdefault.jpgDrafted to the NFL - Now Building a Real Estate FundDavid runs Reed Partners, a real estate firm and fund that buys assets across the country. One of his partners, Moses, is based in Los Angeles. The model borrows from Y Combinator's way of sourcing up and coming entrepreneurs, from Vista Equities' habit of centralizing back office work, and from the Sequoia Scout program's search for hyper local talent.https://www.youtube-nocookie.com/embed/VkKHvziKxl4360 https://capitalraising.com/videos/super-angel-investor-mandate-seed-deals-small-checks/2026-11-01https://i.ytimg.com/vi/XvAUJzDCa3Q/hqdefault.jpgSuper Angel Investor Mandate InterviewDaniel is a super angel who has invested in about 176 companies, usually with checks of 1K to 50K. He spreads risk across many deals and uses the access and deal flow he has built. About 90% of his deals are in the USA, with a few in Brazil, Canada, France, the UK and India. He says word gets out because he has helped many founders.https://www.youtube-nocookie.com/embed/XvAUJzDCa3Q360 https://capitalraising.com/videos/chicago-angel-group-investor-mandate-seed-series-b2b/2026-11-01https://i.ytimg.com/vi/ZDgArJ20nx4/hqdefault.jpgChicago Based Angel Investor Association Head & Private Investor Mandate InterviewSuzanne runs an angel group in Chicago and also invests on her own. The group mostly backs seed and Series A companies from across the United States, with a few from Canada and Australia. At least half of the companies come from the greater Midwest, which she says reflects where the group has connections and deal flow rather than a regional preference.https://www.youtube-nocookie.com/embed/ZDgArJ20nx4360 https://capitalraising.com/videos/raising-capital-tough-vc-market-family-office-panel/2026-11-01https://i.ytimg.com/vi/_9W3Ynvg3cQ/hqdefault.jpgRaising Capital in the Toughest VC Market | Family Office & Investor StrategiesA panel of family office and investor speakers discussed raising capital in a venture market described as being in its third year of the worst conditions for raising funds. One speaker told raisers to stand out, keep their pitch real and have their ducks in a row. Another described opportunistic, non-correlated strategies, including debt and equity acquisitions during a commercial real estate downturn.https://www.youtube-nocookie.com/embed/_9W3Ynvg3cQ360 https://capitalraising.com/videos/taking-private-company-public-ipo-investor-mandate-interview/2026-11-01https://i.ytimg.com/vi/_aQF-3VQ5nc/hqdefault.jpgTaking a Business Public - IPO Investor Mandate InterviewKyle leads a firm that takes private companies public on major US or Canadian exchanges. Along the way it also does pre-IPO and seed rounds. The pipeline spans Asia, Europe including Eastern Europe, and Latin America. The team is known for emerging market work, and it also handles a fair amount of US and Canada transactions.https://www.youtube-nocookie.com/embed/_aQF-3VQ5nc360 https://capitalraising.com/videos/frontier-market-investor-mandate-interview-jonathan/2026-11-01https://i.ytimg.com/vi/akI4_-VMeZU/hqdefault.jpgGlobal Small Business Private Investor Mandate InterviewJonathan runs an investment management company in Fort Lauderdale with an all institutional client base. The firm runs private vehicles that invest mainly in frontier and emerging markets. His mandate is broad and not tied to one sector. The aim is to find good companies in countries that investors often misunderstand or fear, such as Bangladesh, Pakistan and Vietnam.https://www.youtube-nocookie.com/embed/akI4_-VMeZU360 https://capitalraising.com/videos/introduction-100m-rainmaker-series-capital-raising/2026-11-01https://i.ytimg.com/vi/bfwfZ4k6xNc/hqdefault.jpgIntroduction to $100M+ Rainmaker Series (Advanced Capital Raising Strategies)Richard C. Wilson opens the $100M+ Rainmaker Series, a 17 module mini series on advanced capital raising. He says it is meant for anyone, whether they raise one or two million dollars a year or far more. The material comes from 16 years of running the Family Office Club, which has 4,000 investors, 190 live events and meetings with well over 3,000 ultra wealthy families.https://www.youtube-nocookie.com/embed/bfwfZ4k6xNc360 https://capitalraising.com/videos/100m-rainmaker-series-introduction-advanced-capital-raising/2026-11-01https://i.ytimg.com/vi/bupFokuPHjA/hqdefault.jpgIntroduction to $100M+ Rainmaker SeriesThe $100M+ Rainmaker Series is a 17 module miniseries on advanced capital raising, introduced by Richard C. Wilson. He says it shares what people do who raise more than $100 million in a career or per year. It is meant for anyone, from a person raising one or two million dollars a year to someone raising a billion.https://www.youtube-nocookie.com/embed/bupFokuPHjA360 https://capitalraising.com/videos/series-early-stage-fintech-software-investor-mandate/2026-11-01https://i.ytimg.com/vi/gDlHiugCvIQ/hqdefault.jpgSeries A & Early Stage Fintech, Software, and Technology Private Investor Mandate InterviewRon invests in early stage technology companies, with a focus on software sold to enterprises. He writes checks of about $50,000 to $1 million per deal. Most of his deals are at the angel round or Series A. He wants a compelling value proposition, a strong management team, a big opportunity and a business model that can monetize the value it creates.https://www.youtube-nocookie.com/embed/gDlHiugCvIQ360 https://capitalraising.com/videos/capital-raising-success-stories-from-family-office-club/2026-11-01https://i.ytimg.com/vi/gNbz8ZlE_Ng/hqdefault.jpgCapital Raising Success Stories From Our MembersOne attendee met an investor within the first hour who wanted to put about $5 million into their fund, before they had even spoken on stage. That is one of several member stories in this short video from a Family Office Club event. Others describe direct investors joining Outpost Ventures, a fund focused on dual use technology, and a large family office that has since done three deals with one member in 6 months.https://www.youtube-nocookie.com/embed/gNbz8ZlE_Ng360 https://capitalraising.com/videos/there-real-investors-at-family-office-club-events/2026-11-01https://i.ytimg.com/vi/hfwIEuWud4k/hqdefault.jpgAre there actually investors at Family Office Club events?A panel at a Family Office Club event shows investors stating their mandates in a few sentences each. One group invests only in healthcare, with NHS mandates since 2017. Another focuses on four real estate areas: value add multifamily, senior housing, storage and hotel conversion to workforce living. A third runs a $30 million fund for pre-seed and seed technology.https://www.youtube-nocookie.com/embed/hfwIEuWud4k360 https://capitalraising.com/videos/25-year-investor-private-credit-rates-raising-capital/2026-11-01https://i.ytimg.com/vi/i5tqZV5CYwQ/hqdefault.jpgNavigating Real Estate, Venture Funding, and Market Shifts: A 25-Year Investor's JourneyA family office investor with 25 years in commercial real estate and finance describes how the portfolio looks today. It holds about 14 commercial real estate investments, alternative investments through a hedge fund, a public ETF, part of a bank and an incubator side now at 80 million in assets. The investor is cautious about private credit funds that have never been through a downturn.https://www.youtube-nocookie.com/embed/i5tqZV5CYwQ360 https://capitalraising.com/videos/smart-investors-find-create-value-deals/2026-11-01https://i.ytimg.com/vi/rCy4vzLIukc/hqdefault.jpgHow Smart Investors Create Value in Every DealTake meetings even when a deal is not an obvious fit, because the conversation can turn into a valuable relationship later. That was one of several short pieces of advice from a panel recorded live at the Beverly Hills Investor Club Summit for the Family Office Podcast. Each panelist was asked for one tip on finding deals that other people miss.https://www.youtube-nocookie.com/embed/rCy4vzLIukc360 https://capitalraising.com/videos/renewable-energy-investor-mandate-solar-wind-medical-real/2026-11-01https://i.ytimg.com/vi/wRUtzOk5PSo/hqdefault.jpgGlobal Solar, Wind, and Renewable Energy Investor Mandate InterviewSimon represents Go Solutions, an investment company in Johannesburg. He says the firm is not raising capital. It is a capital provider that invests worldwide. He joins his colleagues Stephen and Victor to explain what the group wants to fund. Stephen sources solar and windmill energy deals in southern Africa. One member of the group also wants medical real estate deals, including partners for a hospital chain.https://www.youtube-nocookie.com/embed/wRUtzOk5PSo360 https://capitalraising.com/videos/7-proven-capital-raising-strategies-speed-implementation/2026-11-01https://i.ytimg.com/vi/zTTUqEMB49Q/hqdefault.jpg7 Proven Capital Raising StrategiesThe talk closes with seven capital raising strategies. They are a crystal clear one-liner, strategic choke points, an investor avatar, holistic investor relationship development, attracting people by providing value instead of chasing them, a position built on your own strengths where it is not crowded, and becoming the number one expert in your sandbox. Richard C. Richard says the most important step is to integrate them so everything lines up with the investor you want to attract.https://www.youtube-nocookie.com/embed/zTTUqEMB49Q360 https://capitalraising.com/videos/investor-panel-hawaii-ocean-tech-early-stage-digital/2026-11-01https://i.ytimg.com/vi/3B-e-H3c1sY/hqdefault.jpgGlobal Investor Insights Panel - Family Office Club | Deal Flow, Sectors, & Investment StrategiesOne panelist invests only in the state of Hawaii, with a focus on business and commercial services, hospitality and construction. Another, Matt, runs an accelerator and an investment arm that writes 100 to 250k checks into pollution-reducing companies. Matt reports 70 investments into 44 companies. His areas include green shipping, ocean data, satellites, plastic alternatives and sustainable aquaculture.https://www.youtube-nocookie.com/embed/3B-e-H3c1sY300 https://capitalraising.com/videos/family-office-why-ultra-wealthy-families-want-one/2026-11-01https://i.ytimg.com/vi/5hbfq1j7jRk/hqdefault.jpgWhat is a Family Office & Why Have 10,000 Ultra-Wealthy Families Decided to Have One? | EP 2A family office is an investment solution for ultra wealthy families, and this talk from a Las Vegas conference defines three types. A virtual family office suits families worth about 10 to 50 million dollars. A single family office gives a family a dedicated full-time team. A multi-family office is a wealth management firm that serves 5, 10, 20 or several hundred ultra wealthy clients.https://www.youtube-nocookie.com/embed/5hbfq1j7jRk300 https://capitalraising.com/videos/real-estate-investment-tax-strategies-research/2026-11-01https://i.ytimg.com/vi/ANbwpWStQjg/hqdefault.jpgReal Estate Investment Tax StrategiesRichard C. Wilson lists several real estate tax areas for investors to research. He starts with self-directed IRAs, which some investors use to invest in real estate. He then covers cost segregation engineering studies, which estimate the value of a structure separately from the land. He also describes an idea for treating different investor groups differently, which he says to explore with the right attorney and tax advisor.https://www.youtube-nocookie.com/embed/ANbwpWStQjg300 https://capitalraising.com/videos/multifamily-logistics-private-credit-investor-mandate/2026-11-01https://i.ytimg.com/vi/BHXphjAkS6g/hqdefault.jpgStrategic Investments in Multifamily Real Estate, Logistics & Finance Lending - Investor MandateThe speaker built a real estate background at GE Capital, then chose to focus on one market. After moving from Chicago to Arizona, they concentrated on value add multifamily in buildings from 1960 to 1980. The goal was to turn older product into newer B+ product for renters moving to Arizona at higher salaries. Investing in 42 states, they said, made it hard to become an expert in anything.https://www.youtube-nocookie.com/embed/BHXphjAkS6g300 https://capitalraising.com/videos/family-office-investor-mandate-sun-belt-real-estate/2026-11-01https://i.ytimg.com/vi/BkAU09Ng5zk/hqdefault.jpgSingle Family Office & Direct Investment Investor Mandate InterviewChristian describes his team as allocators who also focus on operational and direct deals. Their commercial real estate work is concentrated in the Sun Belt. Other capital goes into public markets, private deals and angel deals. The team is based in Austin, Texas. Richard C. Wilson interviews him about mandate, geography and what the team is watching during the pandemic.https://www.youtube-nocookie.com/embed/BkAU09Ng5zk300 https://capitalraising.com/videos/cannabis-private-equity-investor-mandate-interview-mitch/2026-11-01https://i.ytimg.com/vi/GCLJFwkHlsU/hqdefault.jpgPublicly Traded Cannabis & CBD Cultivation & Retail Investor Mandate InterviewMitch runs a cannabis private equity fund that invests across the full spectrum, from plant touching operators to ancillary companies. His team won one of the first medical limited licenses in Connecticut and later moved to Minnesota. That operating history feeds the fund's investment mandate. The firm also operates medical licenses in Virginia, Maryland and other states, and runs retail and cultivation in Michigan.https://www.youtube-nocookie.com/embed/GCLJFwkHlsU300 https://capitalraising.com/videos/chicago-wealth-manager-investor-mandate-interview/2026-11-01https://i.ytimg.com/vi/H40w3uwQS4M/hqdefault.jpgHNW Wealth Management Firm Investor Mandate Interview (Chicago)John runs a wealth management firm on the northwest side of Chicago. It has clients across 30 states and in Western Europe. He describes the firm as a broad-based advisor that acts as chief financial officer for the families it serves. It works the liability side, builds diversification across public markets, and manages risk on the direct investments those families hold.https://www.youtube-nocookie.com/embed/H40w3uwQS4M300 https://capitalraising.com/videos/family-offices-want-from-private-equity-fund-managers/2026-11-01https://i.ytimg.com/vi/LZdsY_gAF5o/hqdefault.jpgWhat are Family Offices Looking for in Private Equity Fund ManagersCapital preservation comes first for family offices evaluating private equity fund managers, according to Richard C. Wilson. Speaking from Geneva, Switzerland, he condensed an hour-long talk into a short list of what matters. Family offices are often run by entrepreneurs who know how to make money. In Richard's experience, they do not want to lose principal, and they weigh that above taxes, high growth or a new exciting idea.https://www.youtube-nocookie.com/embed/LZdsY_gAF5o300 https://capitalraising.com/videos/why-emerging-fund-managers-struggle-raise-capital/2026-11-01https://i.ytimg.com/vi/QBRl3_UysXE/hqdefault.jpgWhy Emerging Fund Managers Struggle to Raise Capital | Wealth Management & Investor ShiftsLarge wealth managers can sit on the sideline, while smaller fund managers cannot. That is the main contrast in this talk about why emerging managers struggle to reach big checks. The host notes that two large wealth managements have crossed 10 trillion dollars in assets. The guest says big firms can wait, buy fixed income and still earn 7 to 8 percent, while smaller sponsors need to do deals.https://www.youtube-nocookie.com/embed/QBRl3_UysXE300 https://capitalraising.com/videos/corporate-innovation-venture-investing-investor-mandate/2026-11-01https://i.ytimg.com/vi/TtafC5tn90Y/hqdefault.jpgCorporation Innovation & Corporate Venture Capital Investor Mandate InterviewA strategy and product development firm that serves Fortune 1000 companies also invests in early stage startups. The guest explains that the investment focus comes from problems the firm's clients face. Innovation labs at those clients aim to improve digital processes, disrupt their own business, and create sandboxes where startups can work with them. The firm offers startups access to its client network and helps build products the right way for a client from day one.https://www.youtube-nocookie.com/embed/TtafC5tn90Y300 https://capitalraising.com/videos/investors-look-people-they-back/2026-11-01https://i.ytimg.com/vi/aqzDoPkeeaE/hqdefault.jpgCharacteristics of People Who Investors Love to Allocate Capital ToInvestors want to work with the highest quality person in the room, not the person with the best deal or the highest promised returns. Richard C. Wilson shares this view after running 275 live events for the Family Office Club investor club over 17 years. He points to remarks from Warren Buffett and Sam, who both preferred to deal with people who are easy to work with.https://www.youtube-nocookie.com/embed/aqzDoPkeeaE300 https://capitalraising.com/videos/will-ai-kill-startup-question-investors-should-ask/2026-11-01https://i.ytimg.com/vi/m3OoZGmNJt4/hqdefault.jpgWill AI Kill Your Startup? The Question Every Investor Should AskJames puts one test to every AI startup: as the premier models improve, does the company get better or worse? He predicts that in 5 years, 80 to 90% of companies calling themselves AI will no longer exist. He adds that, in his estimate, probably 50% of SaaS companies that claim to be AI and already have revenue will be gone too.https://www.youtube-nocookie.com/embed/m3OoZGmNJt4300 https://capitalraising.com/videos/education-training-spac-investor-mandate-interview-rory/2026-11-01https://i.ytimg.com/vi/mg55mOrtoPM/hqdefault.jpgPublicly Traded SPAC Focused on Education & Training Investor Mandate InterviewIbis Capital launched the first SPAC focused on education, training and human capital markets in 2018. Rory explains that the firm is both an investment advisory house and a deal by deal investor in public and private markets, mainly through special purpose acquisition companies. Their vehicles are quoted on Nasdaq, which they see as an attractive home for this model.https://www.youtube-nocookie.com/embed/mg55mOrtoPM300 https://capitalraising.com/videos/investor-mandates-from-family-office-club-s-7/2026-11-01https://i.ytimg.com/vi/qmkcppNv4mg/hqdefault.jpgInvestment Opportunities: Investor Mandates from the Family Office Club’s 7,500+ InvestorsOne investor says about $10 million is ready to be placed in value add multifamily and covered land deals in Seattle within 30 days. That is one of many mandates shown in this Family Office Club video, which pulls short statements from members of the club's 7,500 person investor community. Each speaker describes what they want to fund, from real estate to private equity, venture and credit.https://www.youtube-nocookie.com/embed/qmkcppNv4mg300 https://capitalraising.com/videos/retail-apartment-investor-mandate-interview-ed/2026-11-01https://i.ytimg.com/vi/rhUMnGYSwK8/hqdefault.jpgRetail & Apartment Building Investor Mandate InterviewEd runs a single family office based in Fort Lauderdale. It owns and operates commercial real estate in seven states along the east coast of the US. The portfolio covers multifamily and retail, and the team self manages everything. Some development has been done, but ownership and operation is the main business. As a single family office, it does not always need a formal mandate.https://www.youtube-nocookie.com/embed/rhUMnGYSwK8300 https://capitalraising.com/videos/investor-club-update-mandates-closings-during-pandemic/2026-11-01https://i.ytimg.com/vi/8Ak1UVKwZFc/hqdefault.jpgInvestor Club - 4 Minute Update on Mandates & Closings on DealsThe Private Equity.com virtual investor club reached 150 investors under contract, according to Richard C. Wilson, founder of the Family Office Club. The club launched at the end of January and draws on the roughly 2,000 registered investors who attend Family Office Club panels, webinars and live events. Richard says investments are still getting done during the pandemic, including real estate and alternative investments in a hedge fund vehicle.https://www.youtube-nocookie.com/embed/8Ak1UVKwZFc240 https://capitalraising.com/videos/keeping-generations-aligned-family-office/2026-11-01https://i.ytimg.com/vi/b-E9SJepcz4/hqdefault.jpgNext Generation Leadership: Effective Communication and Family Office StrategiesUlie describes biannual family governance retreats that began about 25 years ago and last several days. The agenda comes from family members and from Ulie, who is in charge of the process. Sessions are sometimes run by internal staff and now also by outside consultants. The location often has a familiar feel, like the national park lodges the family visited as kids. Ulie says this addresses the emotional side and builds a bond beyond money.https://www.youtube-nocookie.com/embed/b-E9SJepcz4240 https://capitalraising.com/videos/5-types-hedge-fund-investors-they-allocate/2026-11-01https://i.ytimg.com/vi/lBsILdFHMW8/hqdefault.jpg5 Types of Hedge Fund InvestorsRichard C. Wilson names five types of investors that commonly allocate into hedge funds. They are high net worth individuals, family offices, endowment funds, pension funds and fund to fund vehicles. He recorded the talk in Houston, Texas, the day before a Family Office Club event. The first group, high net worth individuals, are angel investor types worth roughly $1 to $10 million, and they often do the least due diligence.https://www.youtube-nocookie.com/embed/lBsILdFHMW8240 https://capitalraising.com/videos/advanced-investor-strategies-ai-tools-due-diligence/2026-11-01https://i.ytimg.com/vi/1_qKQRgiEmk/hqdefault.jpgAdvanced Investor Strategies + Ready-to-Use AI Tools for Due Diligence & Deal MakingRichard C. Wilson opens a Family Office Club event by arguing that trust and in-person relationships count for more than any number on a piece of paper. He says a $4 million check replaces 40 $100,000 checks, so one relationship can change a business. He also says the person who rushes around asking if people are investors makes the least progress.https://www.youtube-nocookie.com/embed/1_qKQRgiEmk1260 https://capitalraising.com/videos/angel-seed-investor-mandate-interview-noble-los-angeles/2026-11-01https://i.ytimg.com/vi/HOyBXF8ekB8/hqdefault.jpgCalifornia Angel & Seed Investor Mandate InterviewNoble started as an individual angel investor. About a year and a half ago, he teamed up with an accelerator in downtown LA and set up an accelerator fund. The mandate covers pre-seed, seed and some Series A deals, often alongside other family offices or groups. His focus verticals are cannabis, entertainment and recyclables such as old tires and electronics.https://www.youtube-nocookie.com/embed/HOyBXF8ekB8660 https://capitalraising.com/videos/grooming-next-generation-help-run-family-office/2026-11-01https://i.ytimg.com/vi/RXI1wcRBZec/hqdefault.jpgGrooming The Next Generation for Helping Run the Family Office Long-Term | EP 12A lemonade stand brought in $55 per day, and a later one brought in $250 per day in just 90 minutes. Richard C. Wilson uses the story to show how his daughters learned that money is earned. They counted cash, made signs, chose prices and called out to people across the street. The money bought the toy Tesla they had asked for.https://www.youtube-nocookie.com/embed/RXI1wcRBZec600 https://capitalraising.com/videos/family-office-service-providers-partners-know/2026-11-01https://i.ytimg.com/vi/VODb-LDrO9U/hqdefault.jpgFamily Office Service Providers & Partners - What to Know | EP 5A motel buyer in this talk found out two weeks after closing that a carbon monoxide leak was not covered by the standard policy. In the speaker's telling, an added rider requested by hand covered it. Richard C. Wilson uses the story to show why many family offices look for an insurance agent who reads the details and checks each property for special coverage needs.https://www.youtube-nocookie.com/embed/VODb-LDrO9U540 https://capitalraising.com/videos/european-family-office-mandate-alternatives-infrastructure/2026-11-01https://i.ytimg.com/vi/ETkiN1l29QE/hqdefault.jpgEuropean Single Family Office Investor Mandate - Focus on Alternative InvestmentsA European single family office spreads its capital across the Americas, Europe and Asia, says Fadi in this mandate interview with Richard C. Wilson. Fadi spent 12 years at UBS Wealth Management before joining the office. The family built an industrial group that makes tires and supplies makers such as John Deere, Caterpillar, Claas and CNH. Direct investments sit mostly in Central or continental Europe.https://www.youtube-nocookie.com/embed/ETkiN1l29QE420 https://capitalraising.com/videos/european-single-family-office-investor-mandate-prague-interview/2026-11-01https://i.ytimg.com/vi/pzk3IzAuTLk/hqdefault.jpgEuropean Single Family Office Investor MandateA partner at a single family office in central Europe explains how the office invests. The family built an industrial group that makes off-road tires and supplies names such as John Deere, Caterpillar and CNH. The partner spent 12 years at UBS wealth management before joining. The office describes itself as traditionally conservative. Richard C. Wilson of the Family Office Club hosts the short mandate interview.https://www.youtube-nocookie.com/embed/pzk3IzAuTLk420 https://capitalraising.com/videos/ai-blockchain-next-investment-wave/2026-11-01https://i.ytimg.com/vi/uAxKm1S3p84/hqdefault.jpgAI & Blockchain: The Next Investment Wave (Top Investor Insights)A panel opens with market numbers. Over $100 billion was invested globally in 2024, about an 80% increase from 2023. By some measures, 50% of all venture capital dollars has gone into AI. One speaker calls the market frothy. The panelists then discuss where generative AI may be usable over time, and one speaker describes AI and biology, including a CRISPR case involving a baby named KJ.https://www.youtube-nocookie.com/embed/uAxKm1S3p84420 https://capitalraising.com/questions/gp-commitment-own-fund/2026-11-01 https://capitalraising.com/questions/meeting-with-pension-cio/2026-11-01 https://capitalraising.com/questions/pitching-a-fund-of-funds/2026-11-01 https://capitalraising.com/questions/real-estate-investor-presentation/2026-11-01 https://capitalraising.com/questions/capital-partner-expectations-operator/2026-11-01 https://capitalraising.com/questions/first-time-fund-manager-challenges/2026-11-01 https://capitalraising.com/questions/handle-investor-fee-objections/2026-11-01 https://capitalraising.com/questions/institutional-quarterly-reporting/2026-11-01 https://capitalraising.com/questions/institutional-vs-retail-capital/2026-11-01 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