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Multi-Family Office Investments

Family offices serve ultra-high-net-worth individuals wanting to invest in private as well as public companies.

 

Topics

  1. Investment thesis

    The Investment Thesis for a multi-family office is the most important step when investing directly in private companies and as a limited partner in venture funds.

  2. Risk / Reward canvas

  3. Candidate screening

  4. Pitch sessions

  5. Deal offers

  6. Investment management canvas

  7. Portfolio mix

  8. Milestone tracking

  9. Funding rounds

  10. Exits