Are There Real Investors at Family Office Club Events?
Are there actually investors at Family Office Club events?
Founders, fund managers and deal sponsors who want to see how real investors describe their mandates before they approach them.
In their words
"We have a standard where if we can't get 3x plus on a direct deal, we just kind of screen it out."
"I think when people say what product you invest, I usually say who is the sponsor because I think we invest as much in the sponsor as in the product."
"We are actively looking for good deals. We've got our foot on the gas no matter what the economy is telling you right now, because every down cycle is an opportunity."
What this talk covers
A panel at a Family Office Club event shows investors stating their mandates in a few sentences each. One group invests only in healthcare, with NHS mandates since 2017. Another focuses on four real estate areas: value add multifamily, senior housing, storage and hotel conversion to workforce living. A third runs a $30 million fund for pre-seed and seed technology.
Other panelists cover venture, private credit, fintech, consumer goods and operating businesses that produce cash flow. Some prefer direct deals over funds. One screens out any direct deal that cannot reach 3x plus. Another says the sponsor matters as much as the product. The panel closes with cash flowing assets named as the top type of investment sought right now.
From the source
- Ceruan is described as a $30 million fund focused on pre-seed and seed stage technology investments.
- One healthcare investor has held mandates with the NHS and has been busy in wound care and oncology since 2017.
- One investor screens out any direct deal that cannot return 3x plus.
Sources
From Richard C. Wilson's Centimillionaire Strategies YouTube channel: Are there actually investors at Family Office Club events?. 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 fund versus direct structures, offering documents and investor eligibility rules. Do not use AI to write your own legal agreements.
What to take from this talk
- Investors state clear mandates. Each panelist names sectors, stages and structures they invest in. Healthcare, real estate, venture, private credit and operating businesses all came up. A raiser can match a deal to a stated mandate before reaching out.
- Real estate has specific niches. One panelist lists four areas: value add multifamily, senior housing, storage and hotel conversion to workforce living. Another focuses on logistics and flex space, with offices in New Jersey and Bozeman, Montana.
- Return thresholds are stated openly. One panelist says a direct deal that cannot reach 3x plus gets screened out. The same panelist notes that allocating private capital is hard when a 6-month treasury pays well.
- The sponsor matters as much. One investor says they invest as much in the sponsor as in the product. They are open to established sponsors and growing sponsors, and say they can learn from both.
- Cash flow is in demand. The last panelist names cash flowing assets as the number one type of investment sought now. Others describe buying into operating businesses such as short-term trucking, 3PLs and ATM portfolios.
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
Are there actual investors on Family Office Club panels?
Yes. The panelists in this session each describe what they invest in and how. They include venture, real estate, private credit and healthcare investors.
What kinds of deals do the panelists want?
The range is wide. It includes pre-seed and seed startups, multifamily and senior housing, healthcare companies and operating businesses with cash flow. The last panelist names cash flowing assets as the top need right now.
Do these investors back funds or direct deals?
Both appear. One panelist invests through a fund of funds and works with emerging managers. Another prefers direct investments, not through funds.
Put this into practice with the family office fit check. See all investor mandates resources.
