Upcoming Workshop: Raising Capital from Family Offices

After Labor Day weekend, with two 90-minute live sessions of our Raising from Family Offices Workshop, you’ll learn how family offices make decisions, explore case studies from real-world deals, and walk away with practical tools to build your family office network, improve your outreach, and negotiate smarter capital partnerships.

Build Your Family Office Capital Strategy

What You’ll Learn: 🧠

🏦 Who Are Family Offices?
Types of family offices, how they invest, decision-making dynamics, check sizes, and timelines.

🤝 Investment Structures that Work
Compare joint ventures, co-GPs, LP capital, and direct platform investments—with examples of real capital stack terms.

📚 Case Studies in Action
Learn from real sponsors: scaling industrial platforms, launching rental concepts, and building wellness brands with family office backing.

🌐 Building Your Family Office Network
Where to find them, how to get introduced, and strategies for warm intros, cold outreach, and social presence.

✉️ Marketing Materials & Outreach
Craft cold emails, sharpen your deck, and tailor your campaign to family office values and mandates.

📑 Negotiating with Family Offices
Walk through JV agreements, term sheets, promote structures, and governance dynamics with interactive drafting exercises.

What You’ll Get: 🎁

📒 Pre-Read Materials
Case studies and frameworks to prepare before the workshop.

🎥 Recorded Sessions
Full access to replays of both sessions for review.

🗂️ Sample Decks & Templates
Cold email frameworks, pitch deck templates, and investor list tools.

🌐 Post-Workshop Community
Access to a private Circle group with recordings, sample agreements, and ongoing resources.

ps. Use the promo code “Superfan” at checkout on Luma for $100 off registration!

We’ll look forward to seeing you in a Thesis Driven course this fall.

— Kam, Brad & Paul