Raising capital from family offices
Family Office Trust, In-Person Meetings and AI Due Diligence Tools
Advanced Investor Strategies + Ready-to-Use Artificial Intelligence Tools for Due Diligence & Dea...
Founders and capital raisers preparing to meet family offices, and investors who want to see how AI tools can support pitch work and due diligence.
What you will hear
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.
The second half covers the club's AI tools. Richard describes 57 built tools, with 40 plus open to members, drawing on 3,000 transcribed investor talks and 22,000 investor profiles. He walks through Clara, a pitch architect that writes one-liners, scores decks, suggests deal structures and drafts a due diligence questionnaire. He also encourages the room to vet everything and to talk with their own professional advisors.
- 1Upload deck, PPM or webinar
- 2Get seven one-liner versions
- 3Create one-minute video script
- 4Score deck in 25 ways
- 5Design and refine deal structures
- 6Build 30-question diligence list
What stood out
- Meet investors in person. Richard cites a study showing people are 16 times more likely to do business with someone they meet in person. Investors want to see that the person is real and articulate, and they want to walk the warehouse or meet the team.
- Trust beats promised returns. Investors would rather back someone they know and trust than someone promising more return. Richard says investors who have done 10 or 20 deals have often been burned by big promises.
- Do not rush the room. Richard says the person who makes the least progress is often the one who rushes around asking everyone if they are an investor. Richard says to add value first and build a real relationship, because slow is smooth and smooth is fast.
- Treat family offices as peers. Richard says family offices collectively manage a very large pool of capital. He describes them as entrepreneurial, so in his view they should not be treated like institutions or small high net worth investors.
- Use AI tools with counsel. Richard says AI tools can help with areas like deal structuring, and he encourages people to talk with their own advisors about any output before relying on it. He also says to vet everything, even from friends or sponsors.
Quotes from the session
"Investors would rather invest with someone they know and trust than someone promising them more of a return all day long."
"The person who makes the least progress is the one who usually rushes around, visibly stressed out, shaking everyone's hands as quick as they can."
"Slow is smooth and smooth is fast because then you're more effective."
From the source
- The club's AI platform has 57 tools built, and 40 plus are available to members.
- The data behind the tools includes 3,000 transcribed investor talks and 22,000 investor profiles from 18 years.
- The Deep Due Diligence Investors Group, co-founded with Mark, has put about $10 million of equity checks into deals.
Sources
From Richard C. Wilson's Centimillionaire Strategies YouTube channel: Advanced Investor Strategies + Ready-to-Use Artificial Intelligence Tools for Due Diligence & Dea.... 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 deal structuring options, document review and diligence questionnaires. Do not use AI to write your own legal agreements.
Related questions
- Do family offices co-invest alongside other investors?Yes, many family offices invest alongside other investors, and they often feel more comfortable when another respected investor is already in the deal.
- Do family offices invest in funds or only direct deals?Family offices do both.
- How do I find the decision maker at a family office?Start by meeting the family through advisors, events and the people who manage their investments.
Questions about this video
Why does Richard C. Wilson say in-person meetings matter?
He cites a study showing you are 16 times more likely to do business with someone you meet in person. He adds that investors can judge more in a few minutes face to face than in hours online.
What can the Clara tool do?
Clara takes an uploaded pitch deck, PPM or webinar and writes seven versions of a one-liner. It can also draft a one-minute video script, rate the deck in 25 ways, suggest 10 deal structures and build a list of 30 due diligence questions.
How should you treat a family office compared with an institution?
Richard says family offices are more of a peer than a big institution in many cases. He suggests staying open-minded about how you approach and source deals.
Put this into practice with the pitch deck grader. See all raising capital from family offices resources.
