Enhancing Decision Making for Investors, Finance Professionals, Founders, and Fund Managers
Family Office
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Today, we launch an integrated suite of thirteen tools designed to streamline and optimize every aspect of Family Office relationship building and Family Office capital raising. We've built this suite from the ground up in September of 2025. The suite is as comprehensive as it is unique in that it looks at a Family Office investment from the perspective of both investor and investee. Family Office Catalyst 1) Family Office “First 100 Days” Post-Close Plan [Word] This is a detailed roadmap for founders and capital raisers to manage Family Office investments in the first 100 days after closing- outlining communication, reporting, and governance steps. 2) Family Office Deal Flow & Pipeline Manager [Excel] An invaluable CRM tool built specifically for tracking Family Office investing progression- including key Family Office traits such as investment themes, decision-making style, and level of discretion. It organizes every stage and filters out Family Offices that aren’t an ideal match. 3) Family Office Due Diligence Question Bank [Word] This is a detailed Question & Answer Playbook designed to optimize your FO capital raising efforts. It includes a question bank, red flags, cheat sheets, sample answers, and tips that reflect how Family Offices actually think about potential investments. It’s a ready-to-use guide to help fundraisers prepare for a full gamut of FO questions with increased confidence and awareness. 4) Family Office Fit Scoring Tool [Excel] A tool which allows you to prioritize those Family Office relationships that align most closely with your goals and specific investment opportunity. 5) Family Office Investment Thesis Filter [Excel] The Family Office Investment Thesis Filter, designed to quickly assess whether a startup or deal aligns with a Family Office’s investment preferences. It’s useful because it saves time by identifying misaligned deals early, helping investors and capital raisers focus only on the most promising opportunities. 6) Family Office Portfolio Alignment Assessment Tool [Excel] A self-assessment checklist that evaluates whether a Family Office’s portfolio aligns with your specific fundraising opportunity. The tool uses scoring and simple checks to highlight areas of strongest fit. 7) Fundraising Timeline and Milestone Planner [Excel] This tool aids in both organizing and tracking every milestone of the Family Office fundraising process, from preparation through closed deals. It allows you to set timelines, assign responsibilities, track progress, and monitor budgets, making the fundraising journey structured and manageable. 8) Family Office Term Sheet [Word] This is a a confidential, non-binding document that outlines the proposed terms for a family office's equity investment in a private company / startup. The term sheet covers key investment details like valuation, ownership percentage, liquidation preferences, board composition, and protective provisions that would govern the investment relationship. This is a template for an investment proposal targeting family offices, where a startup company is seeking funding for a funding round. The document outlines the investment opportunity with placeholder fields for specific details like company name, funding amount, valuation, and market metrics, while emphasizing a partnership approach beyond just capital investment. The proposal includes standard investment terms (preferred stock, board representation, liquidation preferences), use of capital allocation across product development and market expansion, and a structured timeline for due diligence and closing within 6-8 weeks. 10) Ultimate Family Office Capital Raising Blueprint [Word] This is a practical guide showing you, logistically how to engage with Family Offices. • Intel from over 115+ Capital Raisers whose sole focus is on fundraising from Family Offices 11) Family Office Congruence / Negotiation Checklist [Excel] A self-assessment tool for those preparing to raise capital from Family Offices. The checklist contains negotiation factors and considerations, each weighted by importance (ranging from "Moderate" to "Heaviest"). 12) Family Office Investment Collateral Checklist [Excel] Comprehensive document preparation checklist and tracking tool for companies seeking investments from Family Offices. The checklist contains 32 essential document recommendations organized into 5 key categories: Corporate & Legal Documentation, Financial Documentation, Investment-Specific Legal Documents, Marketing & Collateral, and Team & Governance Documents. The checklist outlines over 40 critical factors that Family Offices scrutinize before deploying capital. Each of the checklist items have been weighted and categorized under nine primary sections: Purchasing our Family Office Catalyst & Family Office Data We have four options for today's flash sale purchase. (This discounted pricing is valid only for today until Midnight Eastern U.S. time)
(Our Family Office Catalyst & Family Office Contact Data is for Internal/Personal Use Only - Distribution/Re-Sale to External Entities is Prohibited - Review our TOS) Family Office Catalyst Only (No Data) discounted pricing is valid only for today until Midnight Eastern U.S. time Today's FO Catalyst Promotion Code (this code MUST be applied in the Stripe order page): FOSHC993 Our full suite of family office tools (not including any contact data): Buy Our Family Office Catalyst Now discounted pricing is valid only for today until Midnight Eastern U.S. time Family Office Catalyst + 1,000 Global Family Office Contact Database Thoroughly examine our FO Contact Database Samples before purchasing: And please review our TOS and FAQs here (Our Family Offer Starter Pack is for Internal/Personal Use Only - Distribution to External Entities is Prohibited): Today's FO Starter Pack Promotion Code (this code MUST be applied in the Stripe order page): FOSCSH817 Our full suite of Family Office Tools + 1,000 Family Office Contacts: Buy Our FO Starter Pack Now Family Office LITE discounted pricing is valid only for today until Midnight Eastern U.S. time Family Office Catalyst + 16,000 Global Family Office Contact Database Thoroughly examine our FO Contact Database Samples before purchasing: And please review our TOS and FAQs here (Our Family Offer Starter Pack is for Internal/Personal Use Only - Distribution to External Entities is Prohibited): Today's FO LITE Promotion Code (this code MUST be applied in the Stripe order page): FOLKT631 Our full suite of Family Office Tools + 16,000 Family Office Contacts: Buy Our FO LITE Now Family Office MAX Private Markets Intelligence Cheers, |
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Enhancing Decision Making for Investors, Finance Professionals, Founders, and Fund Managers
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