Investor Mandates from the Family Office Club's 7,500 Investors
Investment Opportunities: Investor Mandates from the Family Office Club’s 7,500+ Investors
Founders, fund managers and deal sponsors who want to see what kinds of deals family offices and private investors say they are looking to fund.
What to take from this talk
- Mandates differ by sector. The investors cover real estate, private equity, venture capital, hedge funds, private credit, life science, sports and media. A raiser needs to know which sector each investor actually backs.
- Some investors state timing and size. One real estate investor says about 10 million is ready to be placed in the next 30 days. Clear amounts and timing help a raiser judge if an investor is a fit.
- Early stage criteria can be specific. One seed stage investor looks at SaaS and consumer marketplaces. The companies are a year or two old and have 2 to 500,000 a year in revenue.
- Screens can rule deals out. One family office holds about 80% in public securities through an ESG screen. The screen excludes private prisons, weapons manufacturers and oil and gas, so those deals would not fit.
- Mandates reduce time spent searching. The club says its investor portal shows videos of what its investors seek. It presents this as faster than scrubbing platforms like LinkedIn or attending local networking events.
What this talk covers
One investor says about $10 million is ready to be placed in value add multifamily and covered land deals in Seattle within 30 days. That is one of many mandates shown in this Family Office Club video, which pulls short statements from members of the club's 7,500 person investor community. Each speaker describes what they want to fund, from real estate to private equity, venture and credit.
Other investors name narrower targets. One invests only in hardware operating businesses such as medical devices. Another invests at seed stage in SaaS and consumer marketplace companies with 2 to 500,000 a year in revenue. A family office with about two billion in alternatives says it wants to collaborate. The video also includes member testimonials and an invitation to join the club.
On the record
- One investor in the video has about 10 million to place in Seattle multifamily and covered land deals within 30 days.
- One family office holds about 80% of its assets in public securities through an ESG screen.
- The club describes a 7,500 person investor community with results for over 17 years.
Sources
From Richard C. Wilson's Centimillionaire Strategies YouTube channel: Investment Opportunities: Investor Mandates from the Family Office Club’s 7,500+ Investors. 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.
Worth quoting
"We have about 10 million that we're looking to place here in the next 30 days."
"I generally invest at seed stage. These companies are a year or two old. Maybe they have 2 to 500,000 a year in revenue."
"My family office really invests in a wide variety of operating businesses from around the world, anywhere, but it's all hardware, no software."
Related questions
- 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.
- How do I raise capital for my business?I raise capital by building a repeatable system for attracting the right investors, establishing credibility, and developing relationships before asking for money.
Questions about this video
What sectors do the investors in this video target?
They name real estate, multifamily, private equity, venture capital, hedge funds, private credit, oil and gas, life science, medical devices, sports, media and entertainment. Some also name aquatic real estate and skilled nursing.
How big is the Family Office Club investor community?
The video describes a 7,500 person investor community. It says the club has provided results for over 17 years to firms seeking capital.
What does the investor portal offer?
The video says the portal gives access to videos that explain what types of investment opportunities club investors are seeking. It also mentions recordings of past events and a collection of investment mandates.
Put this into practice with the family office fit check. See all investor mandates resources.
