Educational Workshop: Raising Capital from Family Offices

​The Workshop Will Cover

Who Are Family Offices?

• ​Decision-making dynamics, check sizes, risk appetite and timelines
• ​How to approach single-family vs. multi-family offices

​Investment Structures that Work

• ​Joint ventures vs. co-GP partnerships
• ​Direct LP vs. platform investments
• ​Examples of real capital stack structures and governance terms

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Case Studies in Action

• ​Fred & Rise Capital: Scaling an industrial platform via joint venture with a single-family office
• ​Rachel & Grove Living: Building a lifestyle rental platform through a co-GP with a tech founder’s family office
• ​Dee & Solace Communities: Attracting LP capital from family offices to expand a wellness-oriented housing brand

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Building Your Family Office Network

• ​Where to find them—and how to get introduced
• ​Warm intros vs. cold outreach
• ​Email strategy, social media presence and follow-up frameworks

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Marketing Materials & Outreach Strategy

• ​Building a pitch deck that speaks to family offices
• ​Writing compelling cold emails
• ​Targeting based on themes, sectors and values

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Live Workshop: Build Your Outreach Campaign

• ​Write your cold email to a family office
• ​Customize your marketing deck using our template
• ​Receive feedback on your campaign and investor list

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Term Sheets & Real-World Negotiations

• ​Walkthrough of a family office JV agreement
• ​How control, promote and exit terms get negotiated
• ​Interactive term sheet drafting exercise