Cracking the Code: 6 Tips for Entrepreneurs to Find and Secure Funding from Family Offices

Cracking the Code: 6 Tips for Entrepreneurs to Find and Secure Funding from Family Offices

Entrepreneurs seeking funding from family offices need to be aware of a few key considerations as they initiate their search. These high net worth investors deal in secrecy and trust, and prefer to be involved in the journey of the businesses they invest in.

Here are six tips for entrepreneurs looking to attract the interest of family offices:

Plan and execute a strategic search

Family offices prefer to keep a low profile and may not have a website or contact information readily available. Be prepared to get creative with your search.

Focus on building trust

Cultural fit and personal connections are more important to family offices than the product or service being offered. Positioning and quiet signals can help build trust with potential investors.

Involve family offices in the journey

Family offices typically prefer control investments over minority investments. They want to be involved in the businesses they invest in, and may seek to take an active role in decision-making.

Understand investment stages

Family offices may invest at pre-product, late seed, or series A stages, depending on their emotional attachment to the industry or their level of success within a particular vertical. They tend not to invest small check sizes.

Seek quality introductions

Family offices rarely lead investment rounds unless they have a longstanding relationship with the entrepreneur. A quality introduction can go a long way in gaining their attention and securing their investment.

Connect emotionally

Family offices are typically based in developed countries, even if their wealth was generated in emerging markets. Entrepreneurs should frame their opportunity or problem in a way that family offices can connect with, and consider the context of their home countries.

In summary,

Entrepreneurs looking to attract funding from family offices should approach their search with a strategic mindset, focus on building trust and personal connections, involve family offices in their business journey, understand investment stages, seek quality introductions, and connect emotionally with potential investors. By keeping these tips in mind, entrepreneurs can increase their chances of securing the funding they need to grow their business.

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