Florida Angel Investor Mandate Interview with Thomas
Florida Based Angel Investor Mandate Interview
Angel investors, family office members and founders who want to understand how an angel forum shares due diligence and what kinds of deals its members look at.
The 5 big lessons
- Members invest, the group does not. Curitzu does not normally take a position in the companies it reviews. The members decide whether to invest. The forum provides the opportunities and the due diligence.
- Shared due diligence saves time. An investor on their own might look at 20 or 25 deals before choosing one. Thomas says a member can spend far less time because the screening is already done for them.
- Experts join the diligence hands-on. Over 3,000 paid accredited members include specialists in areas such as small molecule drugs, real estate and IT. Thomas says some of them join the diligence hands-on.
- Early bioscience is Thomas's bias. Curitzu is agnostic on industry. Thomas personally likes early stage bioscience companies raising A and B rounds, often with strong IP. He says the risk is higher and mentions diversification as one way he thinks about it.
- Outside experts spot unrealistic pitches. Richard says a dental clinic chain deal looks very different once three investors who sold dental practices review it. He notes that some pitches model cash flow so optimistically that they cannot be true.
What you will hear
Thomas 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.
Richard C. Wilson and Thomas also discuss why shared expertise matters. The forum has over 3,000 paid accredited members, and some are experts in small molecule drugs, real estate or IT who join the diligence hands-on. Thomas says this can spare an investor from reviewing 20 or 25 deals alone. Richard adds a dental clinic example from his own work and explains how Family Office Club is paid.
On the record
- Curitzu has 54 chapters around the country, and a Palm Beach chapter is being set up.
- The forum has over 3,000 paid accredited investor members, including experts in small molecule drugs, real estate and IT.
- Thomas favors early stage bioscience companies raising A and B rounds, often with strong IP and sometimes in pre-clinical work.
Sources
From Richard C. Wilson's Centimillionaire Strategies YouTube channel: Florida Based Angel Investor Mandate Interview. 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 investor eligibility rules, angel group structures and offering documents. Do not use AI to write your own legal agreements.
Worth quoting
"Curitzu is agnostic. However, I have a bias."
"Many family offices have a particular niche that they're interested in from a philanthropic standpoint."
"To have some experts who had already looked at that could save you easily $100,000 in terms of lost money."
Related questions
- How do angel syndicates work for startups?An angel syndicate is a group of individual investors who back a startup together.
- How do I close a funding round?I close a funding round by focusing on investors who fit the opportunity and moving each interested prospect through clear, consistent follow-up.
- What documents do investors request during due diligence?Prepare a clear, organized package covering your operations, investments, compensation, team, and track record.
Questions about this video
Does Curitzu invest directly in companies?
Thomas says it does not. The investors and members invest. The group does have a couple of funds, but it does not normally take a position in the companies it reviews.
How many chapters and members does Curitzu have?
Thomas says Curitzu has 54 chapters around the country and is setting up a new one in Palm Beach. He says it has over 3,000 paid accredited investor members.
Does Curitzu look at real estate deals?
Thomas says there are always real estate situations, which often show earlier cash flow. His own favorites are early stage bioscience companies, including devices.
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