Workshop This Thursday: Breaking into Private Wealth

SpaceX's IPO turned more than 4,400 of its own employees into millionaires in a single afternoon, and the RIAs and private banks were on planes to court them within days.

Institutional money is frozen and over-allocated while private wealth is liquid, growing, and largely unmapped by the operators best positioned to use it. Winning it comes down to one thing sponsors chronically underrate: the story.

Raising money is about storytelling:

• Know your audience, and what they want. The new rich want tax protection. Wealthy families want preservation. Doctors want passive income.

• Establish credibility. No one will listen to you if they don’t think you’re an expert in your field. Prove it with pedigree and free advice.

• Explain how you deliver value. In plain English, educate a family on how you reduce capital gains tax or help them shape their legacy (not upgrade a lobby).

• Tell them why they’re unique, to you. They come from a trusted intro, align with you values, or provide a strategic perspective.

And reaching your audience:

• Who can make introductions. Everyone has relationships that can open doors, but you need the strategy & patience to nurture them.

• What content do they consume, and where. AI allows you to deliver more personalized content campaigns across channels, not more cold emails.

• Where can you meet them IRL. The value of building in-person relationships has never been higher; figure out where they are and go there.

Thursday, June 18 at 12pm ET, Thesis Driven is hosting a live 2-hour workshop on crafting and delivering investor narratives to family offices / UHNWIs and RIAs.

Here's what the workshop covers:

• ​Understand the private wealth landscape — how family offices and RIAs are structured, how they make decisions, and why they represent the largest untapped pool of real estate capital in the market today.

• ​Map the ecosystem — the difference between single-family offices, multi-family offices, and RIAs; where they overlap, where they diverge, and which ones to prioritize based on your deal type and stage.

• ​Learn from case studies — real-world examples of sponsors who have built lasting relationships with family offices and RIA platforms to fund their platforms and deals.

• ​Build your investor network — proven strategies for finding family offices and RIAs, getting introduced, and converting relationships into capital.

• ​Create your own outreach campaign — hands-on session to craft cold emails, improve your deck, and map your targets across both channels.

• ​Negotiate with private wealth investors — walk through term sheets, governance considerations, and platform requirements from live deals.

Who this is for:

Real estate sponsors, from pedigreed investment managers to upstart developers, who are looking to leverage the tools & channels available today to raise money from the largest and fastest-growing sector of the capital markets: private wealth.

This workshop is delivered over one live 2-hour session: 

Thursday, June 9 from 12:00-2:00 pm ET. Price: $299

Reserve a spot now.

–Brad & Paul