AI for capital raising
Richard C. Richard says the Family Office Club tool set has 58 tools and has been used 21,640 times in 13 months. The videos below show them in demos and webinars. Dewey returns a written analysis of an emailed deal in two to four minutes. The pitch deck score tool grades decks on 25 criteria. Deal Structure Ninja returns 10 structure options per request. Members have used it over 100 times.
The question pages cover everyday tasks, such as researching family offices and drafting an executive summary. Their advice is consistent. Use AI for a first draft, then read every word yourself. Keep personal investor details out of prompts. Have securities counsel review anything legal, such as a private placement memorandum. The guide, How to Use AI Tools in a Capital Raise, ties these steps together.
22 videos, 19 questions and 1 guide on this topic.
Guides
- How to Use AI Tools in a Capital RaiseWhen I polled a room of capital raisers, about 90% told me they did not use a specialized AI tool.
Videos with summaries and takeaways
- AI Tools and Systems for Founders and Investors: Forum ReplayA 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.
- AI Tools to Grow, Invest and Raise Capital Faster: WebinarA Family Office Club webinar walks through a set of custom GPT tools called Investor Super Intelligence.
- AI Tools for Capital Raising: Live Demo and Q&AA 124-minute webinar led by Richard C.
- 10 AI Tools for Capital Raisers and Investors: Webinar DemoRichard C.
- AI Tools, Thought Leadership and Clear Messaging for Raising CapitalChip Perkins, who Richard says has raised over $40 billion, called thought leadership the holy grail of raising capital, according to Richard C.
- Mental Models and AI Tools for Smarter Investor OutreachRichard cites a figure that meeting in person is 16 times as effective at closing a deal as email, Zoom or LinkedIn.
- AI Tools and Investor Relations: A Practical Guide for FoundersRichard C.
- Hawaii Family Office Retreat: AI Tools and Pitch Package TipsRichard C.
- Deep Due Diligence: Tools, Teams and Case Studies with MarcMarc sees about 400 deals a year and invests personally in four.
- Family Office Trust, In-Person Meetings and AI Due Diligence ToolsMeeting in person makes people 16 times more likely to do business together, according to a study Richard C.
- AI for Investor Due Diligence, Deal Structuring and Capital RaisingRichard C.
- Dewey AI Due Diligence Tool: Vet and Screen Deals FastDewey is an AI due diligence adviser that Richard C.
- How Family Offices Use AI and Data to Evaluate DealsA Family Office Club panel asked investors how they use AI and data in daily work.
- How to Get Investor Responses With Cold Email, AI and CredibilityAbout 30 of the 40 billionaire interviews Richard C.
- Investor Club Event Strategies and AI Tools for Capital RaisersFamily offices are best approached as entrepreneurs, not only as a source of capital.
- AI Tools for Family Offices, Founders and InvestorsRichard C.
- How AI Helps Capital Raisers: Niche Investment Strategies PanelRichard C.
- How Capital Raisers Use AI, and Where Panelists Say to Be CarefulRichard C.
- The Power of the Pivot: Family Offices and Founders in the AI EraThe speaker is the managing director of a single family office in New York City, and the career began on Broadway.
- Future Investment Trends: AI, Data, Web 3 and SustainabilityData is the first trend one panelist names, followed by compute space.
- Will AI Kill Your Startup? The Question Investors 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.
- Advanced Investor Strategies and AI Tools for Due DiligenceRichard C.
Questions answered
- How can I use AI to practice my investor pitch?Use AI to practice in three passes.
- How do I use AI to research family offices?Ask a tool like ChatGPT or Grok to run deep research on a specific person at a specific family office.
- How do I use AI to summarize investor meeting notes?Start with a transcript of the meeting, give it to an AI tool with a specific request, and say what format you want back.
- Can AI write my executive summary for investors?Yes, AI can write a first draft of your executive summary, but I would not send it as is.
- What ChatGPT prompts work best for writing a pitch deck?The best ChatGPT prompts for a pitch deck are specific ones.
- How can AI help me find investor mandates and criteria?AI helps most with sorting, not sourcing.
- How can AI speed up my investor due diligence preparation?Give AI your pitch deck and any emails where you already answered investor questions.
- How do I use AI to write investor update newsletters?Give the AI your real source material, such as deal notes, closings and milestones, and ask it for a first draft in your own voice.
- How do I use AI to personalize cold outreach to investors?Use AI to speed up the research and the first draft, then personalize around what the investor actually cares about.
- Can AI score my pitch deck before I send it?Yes.
- What AI tools help build an investor target list?General AI assistants like Claude or GPT help most.
- Can ChatGPT help me write an investor email?Yes, an AI tool can help you draft and tighten an investor email.
- Is it risky to put investor data into ChatGPT?Yes, it can be.
- Can AI automate investor follow-up sequences?Yes, AI can automate much of the routine work in investor follow-up, like scheduled emails, reminders and tracking who replied.
- Can AI answer investor questions inside a data room?Yes, AI can draft the answers, and that is how I use it.
- How do I use AI to build a fundraising financial model?Use AI as a fast assistant for drafting the structure, formulas and scenarios of your model, then check every number yourself.
- Will AI replace placement agents and capital raisers?Probably not fully.
- Can AI predict which investors will respond to my pitch?No, not reliably.
- What are the best AI-powered CRM tools for fundraising?There is no single best one.
- How do I explain my startup idea to investors?Start with the customer problem, then explain in plain language how your startup addresses it.
- How do you pitch an investor for the first time?I would pitch an investor for the first time by keeping the conversation short, relevant, and focused on their interests.
- How should I follow up with an investor after a meeting?I follow up with investors by listening carefully, documenting what matters to them, and contacting them when I have something genuinely valuable to share.
- How can I make my investor pitch more convincing?I make an investor pitch more convincing by showing a clear fit between the opportunity and a specific investor.
Tools for this topic
Common questions
How many AI tools does Family Office Club have?
Richard C. Richard says the tool set has 58 tools. Members used them 21,640 times in 13 months.
How long does Dewey take to analyze a deal?
Dewey returns a written analysis of an emailed deal in two to four minutes. It is trained on over 150 resources and has produced over a thousand due diligence reports.
Is it risky to put investor data into ChatGPT?
Yes, it can be. Anything pasted into an AI tool may be stored by that company and may feed the model unless you turn that setting off, so keep personal investor details out of prompts.
