Cover every detail necessary for an effective and successful capital raising and investor relations strategy.
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- 111 Hekili Street, Suite A-114 | Kailua, HI 96734
- andres@familyoffices.com
- 305-503-6655
- Monday to Friday: 9am to 6pm
- 111 Hekili Street, Suite A-114 | Kailua, HI 96734
- Support 305-503-6655
INSIGHTFUL MENTORSHIP SESSIONS
8 Capital Raising Mentorship Sessions
Access an exclusive mentorship session with our Family Office Club & PitchDecks.com design team. Enjoy a one-on-one live strategy session led by Family Office Club Managing Director and PitchDecks.com Co-founder, Andres Ospina, focusing on in-depth investor lead generation and marketing consultation.
Why choose our mentorship session?
- Proven Strategies: Benefit from our expertise gained after collaborating with over 1000 investment firms and investors. Let us help you attract and retain investors using strategies that have proven successful.
- Talent Development: Reduce recruitment costs by obtaining and retaining top talent. Leverage our existing contractor pool to access skilled professionals.
- Brand Building: Establish a robust brand presence that stands out in the market. Showcase your expertise effectively, leading to increased investor meetings and raised capital.
- Adaptability: Gain access to technology, contractors, and resources that facilitate faster adaptation to industry changes.
- Online Presence: Receive expert guidance on enhancing your online presence. Become a thought leader in your space through effective online strategies.
- Strategic Planning: Collaborate on setting the right goals, analyzing market trends, and creating action plans aligned with your firm’s vision.
- Efficiency Boost: Improve efficiency and productivity by evaluating current administrative processes such as CRM and email marketing campaigns.
- Unlimited Email Correspondence: Enjoy seamless communication with unlimited email correspondence for ongoing support.
Elevate your business with personalized guidance and strategies tailored to your unique needs. Schedule your mentorship session now to propel your success in the world of investments.
AN ASSET THAT CAN MAKE YOU MILLIONS
Development of your One-Liner Pitch
Our investor relations marketing team will work with your team to create one of the most important components to successfully raising capital, your one-liner.
An excellent one liner portrays the tangible things that say exactly what you are providing as a service and what value you have.
Considerations for refining your one-liner:
- Does it show the depth of your expertise?
- How can you cut out words that are not needed?
- Will you stand out amongst your competition?
- Where is the potential confusion?
- What is your one-liner doing for you?
FAMILY OFFICE CLUB MEMBERSHIP
Corporate VIP Family Office Club Membership
Get Full Access To All 53 Investor Relations Excel Databases and List (24,000 contacts)
- Quarterly analysis of your pitch decks & materials by Richard C. Wilson, Founder of the Family Office Club
- 3 Complimentary Tickets to the Family Office Club events (In-Person or Virtual)
- 1,000+ Investor video profile mandates – Our investors reveal, in the form of video interviews, what type of investment opportunities they want to see.
Our investor interviews are categorized by industry and niche, facilitating easy navigation to find the most suitable investor for your needs.
Express your interest in showcasing your deal or service to our investors, and we’ll promptly furnish you with their contact details.
Investors willingly submit these interviews as they are keenly interested in exploring and potentially participating in your proposed deals.
- Investor contact details upon request
- Family Office Blue Pages profile listing 30 Exclusive Capital Raising Webinars
- HD event recordings
- Access to All Accredited Investment Certification Courses
PITCH DECK AND ONE-PAGER TEMPLATES:
Access to 15 pitch deck templates customized for 7 industry types
The reality is that downloadable templates are widely available across the internet nowadays.
What makes us unique?
We’ve crafted over 2,000+ assets for 150+ clients and featured 1,000+ investors in our 275+ live events, drawing over 10,000 investors. Consequently, the templates we offer are unparalleled for effective capital raising.
Our templates stand out as they are proven, stemming from pitch deck presentations and one-page summaries designed by our team for numerous clients.
We adhere to stringent design principles for our capital raising materials. These rules eliminate unnecessary redundancy, prevent dull presentations, and leave a lasting impression on potential investors, sparking curiosity about your offering.
Craft presentations and one-pagers that are memorable, enhancing the credibility and perceived value of your firm.
We implement the same processes for you that we’ve honed over 11 years, attracting investors to our own firm. Leveraging our consistent team, tools, and proven strategies, you can focus on your core business while we handle the design and technical aspects through our industry-specific templates.
Utilize these templates if your pitch deck is
- Too long
- Full of dense text
- Missing contact details
- Lacking your brand story
- Lacking images, diagrams, and overall design
Executive Summary/One-Pager:
The executive summary encompasses essential elements, ranging from the company’s name and logo to its significant milestones.
Consider this your movie trailer; a compelling trailer ensures an audience in the theaters to watch the full movie.
Outlined below are critical visual elements recommended for inclusion in your executive summary:
- Must be visual to capture the attention of your target audience
- Easy to digest the overall summary of your business in 30 seconds or less
- Clearly state your advantages in the marketplace
- Connect with the needs of your target investor
- Must not be vague or abstract
- Know who your target audience
- Do what the competition is not doing
VIDEO PITCH DEVELOPMENT PACKAGE
3 Minute Pitch Video Script Templates
+ Let us find videographers for you.
Transform Your Pitch: Use the magic of video storytelling to talk to investors.
We help you skip the high costs of fancy video making. Change your pitch papers into an interesting 3-minute video with our helpful package.
Explain your investment plans more easily than ever by using our knowledge and the people we suggest.
This way, you save time and use a package that’s already made, instead of starting from zero.
What we give you:
- Expertly crafted video script templates
- Templates of detailed storyboards for visual guidance
- Curated video examples for inspiration and to start on a strong foundation
- Access to trusted voiceover artist
- Animation and videography resources (Event videographers, licensed drone pilots, documentary filmmakers, and more)
This will allow your investment firm to:
- Attract investors with a dynamic video experience
- Simplify your complex concept and/or thesis through visual storytelling
- Save time, money, and energy on doing it all yourself from zero.
LET’S GET SOCIAL
Social media resources/templates and tools
Supercharge your social media presence for your investment firm.
Most investment firms are behind on their ability to use social media to:
- Build credibility
- Deliver value before asking for capital
- Position themselves in a high paced world
- Build a following
- Compete against younger competition that is using social media
Our tools are proven to help you attract leads and stay ahead.
We have grown to over 11M followers on social media, allowing our founder and CEO, Richard Wilson, to gain access to some of the best deal flow in the U.S. and establish influence and credibility among family offices and accredited investors.
Wouldn’t you like investors to know about you and your firm before you engage with them?
How powerful would it be if investors were reaching out to you, asking to learn more about your firm instead of the other way around?
With our tools, you don’t have to start from scratch. You can provide your team with resources to be highly efficient and fast-moving in creating content for you and your firm.
Many investment firms are unsure of the power of social media because they need to stay focused on calls and meetings to present their offering to investors.
Social media takes time to build out and requires a long-term vision.
What else does it take? Testing. A lot of testing. We know because we’ve been running our social media pages for 17 years.
Richard Wilson started off with a hedge fund blog and today has over 150,000 emails in his CRM, 50,000 downloads a month on his podcast, and 11K+ subscribers on the Family Office Club Youtube page.
We aren’t saying you need all that. We are saying that as an enterprise client, we will hand you the blueprints, tools, list of contractors, and coaching to ensure you don’t have to test as much as we did.
- Advanced checklist of social media success
- List of top tools and software for streamlining your social media efforts
- Customizable templates for creating engagement
- Expert guidance
DUE DILIGENCE PREP PACKAGE
Master Due Diligence Questionnaire Template Specific To Your Industry, Due Diligence Prep Checklist, and more. [$5,000 Value]
Strengthen Investor Confidence in your firm, your team and your offering by accessing an advanced checklist and a Due Diligence Questionnaire template for thorough preparation.
Get ready to demonstrate readiness and transparency to investors.
Reduce risk by identifying and addressing potential issues before an investor does.
This benefit was designed with one goal in mind, to enhance your credibility and show a well organized and compliant organization.
We cover key areas:
- Legal
- Financial
- Operational
- Compliance
- IT and cybersecurity
- Customer and vendor relationships
- Market and competitive analysis
- Intellectual property and technology
- Human resources and staffing
- And more (The package is designed to be comprehensive and flexible to address a wide variety of due diligence requirements)
ANYTHING YOU NEED
We can assist you
with additional
marketing assets
Leveraging various mediums to support your brand effectively.
Here are some of the other assets we produce:
- Podcasts, Books, Newsletters
- Zoom Backgrounds
- Business Cards
- Social Media Icons
- Drone Footage & Video Editing
- Google AdWords
- Email Signatures
- Audio Interviews
Prepare to enhance your negotiation strategy as you step into discussions well-informed and ready.
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