AI Tools for Family Offices, Founders and Investors
AI for Family Offices, founders & Investors: Revolutionizing Investment Decisions
Founders raising capital and investors who want practical examples of AI for due diligence, pitch decks and deal research.
5 key takeaways
- Most AI tools miss this audience. Richard says many AI tools do not work as promised, and almost none are built for people raising capital or for investors. That gap is why his team built its own.
- Use AI as a second reviewer. Dewey can read a long PPM or pitch deck and flag red flags, gaps and questions to ask. Richard says investors should still read the documents themselves, and many also involve qualified professionals.
- Specialized data beats general chatbots. A general LLM draws on a very broad slice of the internet. Richard argues a tool trained only on billionaire talks or family office content can give more specialized answers.
- Sharper one-liners and decks. One tool turns a pitch deck into seven one-liners of 12 to 15 words with one to three statistics. Another scores a deck on 25 factors and suggests changes.
- Check people, but not as a background check. The research tool, used with the person's permission, gathers public information and possible red flags in minutes. Richard stresses it is a starting point and not a full background check.
The short version
Richard 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.
The talk also covers a billionaire advice tool built on 986 public talks, a one-liner generator, a background research tool in beta, an investor advice tool built from event transcripts and a pitch deck score based on 25 factors. Richard says he built them because most AI products are not made for founders raising capital or for investors. He also shares how his team uses Fireflies for call analysis and Vizard for short videos.
Facts and figures
- The billionaire tool uses 986 transcribed public talks and 60 infographics, along with interviews of 45 billionaires.
- The pitch deck success score rates a deck on 25 factors, while the one-liner tool uses 20 criteria and returns seven options of 12 to 15 words.
- Investor Advantage is built from more than 1100 YouTube videos and the event transcripts of investors who spoke on stage.
Sources
From Richard C. Wilson's Centimillionaire Strategies YouTube channel: AI for Family Offices, founders & Investors: Revolutionizing Investment Decisions. Quotes come from the video captions, lightly edited for readability. Figures are the speakers' own estimates and experience.
General education only. Not legal, tax or investment advice.
Talk to a securities attorney to explore options around due diligence review, offering document review and data privacy considerations. Do not use AI to write your own legal agreements.
In their words
"Investors want you to be able to say succinctly exactly what you're doing and not say the same thing that everyone else says."
"The advice it's giving you is muddled by the average IQ on planet Earth and everyone using it."
"All these tools are going to make mistakes sometimes. They don't replace a real human looking at it."
Related questions
- 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.
- 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 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.
Questions about this video
What does the Dewey AI tool do?
Dewey is trained on 100 plus due diligence checklists and white papers. It reads a pitch deck or PPM and returns red flags, missing items, possible valuation concerns and questions to ask.
Does AI replace an attorney or accountant in due diligence?
No. Richard says the tool is a second AI brain and not a replacement for human review by qualified professionals.
What is the billionaire collective intelligence tool?
It is an AI tool fed with 986 transcribed public talks from billionaires, plus interviews with 45 billionaires. Its answers quote the specific billionaire the advice comes from.
Put this into practice with the pitch deck grader. See all ai for capital raising resources.
