Introductions that fit the deal.
Family offices see hundreds of decks a quarter and wire into a handful. The pattern in the handful is always the same: a packaged deal, a credible sponsor, and an introduction that matched their mandate. Spray-and-pray lists are where raises go to age.
How family offices actually evaluate deals
Mandates first: asset class, check size, geography, and structure. Then sponsor credibility, then the materials. An introduction only works when all three line up, which is why structure and packaging precede outreach here, always.
The capital map: family offices, HNW, institutional
Different capital behaves differently.
- Family offices: patient, relationship-driven, diligence-heavy
- High-net-worth investors: faster, often anchor the first close
- Institutional equity: larger checks, hardest diligence, longest memory
What we will never promise
Nobody can legally guarantee that investors will wire, and anyone promising a specific number of investor meetings is selling you exposure, not outcomes. What we stand behind is the structure that makes introductions convert, and on qualifying deals, the written 50 percent loan-to-cost debt floor from interested debt providers.
Scope of work
Straight answers.
The questions dealmakers ask about this before they book.
No, and no honest firm can. We make introductions matched to your deal after the structure and materials are investor-ready; on qualifying deals the debt side carries a written 50 percent loan-to-cost floor from interested debt providers.
After packaging. An unpackaged deal burns introductions; a packaged one converts them. That sequencing is deliberate and it is why the process works.
Ranges vary widely by office and mandate; matching your minimums and structure to the right offices is exactly what mandate-fit introductions mean.
Here is how we structure it.
Entity, offering documents, CFA-built model, data room, then debt and equity introductions. Flat fee, no percentage of your raise. Map your deal on a strategy call.