How Capital Raisers Use AI, and Where Panelists Say to Be Careful
AI That Gives Capital Raisers an Edge | Niche Investment Strategies
Capital raisers, fund managers and family office professionals who want to know where AI helps with due diligence, deal flow and investor targeting, and where it does not.
The 5 big lessons
- Pivot early to big change. Richard C. Richard says COVID forced the club to cancel live events and move to virtual. He compares AI to electricity and says the faster and harder a team pivots, the better.
- Use AI for multiple viewpoints. The Hyper Intelligent tool draws on 100 million data points. It offers 20 perspectives that vote and argue logical points with each other to help a user decide faster.
- AI can speed up technical analysis. Ray said his oil and gas team uses newer software for drilling and 3D seismic work. They also feed reserve data from old wells in legacy asset areas into AI to understand what is going on.
- One guest sees complacency as a key risk. One guest said people treat AI like an easy button and turn off their brains. If the problem is not structured well, the results will be suboptimal.
- Do the fundamental work first. The same guest recommends 50 to 100 hours of reading white papers, academic papers and textbooks on a new topic. Another speaker added that knowing the numbers helps you spot a return that makes no sense.
The short version
Richard 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.
The other panelists gave a mixed view. Ray described using AI with 3D seismic data and old well reserve data in oil and gas. Another guest, who builds data center technology, warned that AI brings complacency and urged 50 to 100 hours of old school reading. A final guest said all of their investors come by referral, so they do not use AI.
Facts and figures
- Richard C. Wilson said the club had 28 events planned in the year COVID hit.
- Hyper Intelligent draws on 1,040 billionaire interviews and talks and feedback from 1500 investors who spoke on stage.
- One guest's simulation tool is aimed at data centers with 2% vacancy rates or less, testing options such as batteries, super capacitors and HVAC upgrades.
Sources
From Richard C. Wilson's Centimillionaire Strategies YouTube channel: AI That Gives Capital Raisers an Edge | Niche Investment Strategies. 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.
In their words
"There's never been a time in the world where you could ask for advice from the collective intelligence of hundreds of billionaires and get an answer in a second."
"If you don't structure a narrative, structure a problem set appropriately, the results that you'll garner from the use of AI will be suboptimal."
"There's nothing like spending 50 to 100 hours reading white papers, academic papers and textbooks. Do the old school approach."
Related questions
- 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.
- Can AI predict which investors will respond to my pitch?No, not reliably.
- 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.
Questions about this video
What is the Hyper Intelligent tool?
Richard C. Wilson describes it as a tool built on 100 million data points across the club's tools. You can ask it for strategic direction, and 20 perspectives give feedback, vote and argue with each other.
Why did one guest discourage AI for research?
The guest said AI brings complacency and people treat it like an easy button. They said poorly structured problems give suboptimal results and that real knowledge shows when presenting to investors.
Does every capital raiser on the panel use AI?
No. One guest said they have not used ChatGPT. All of their investors so far came through referrals, and they never ended up using the pitch decks and one pagers they created.
Put this into practice with the investor meeting follow-up checklist. See all ai for capital raising resources.
