Family Office Podcast: Billionaire & Centimillionaire Interviews & Investor Club Insights

Family Office Club Live Forum | Capital Raising Strategy, Investor Feedback & AI Tools

2 h 9 min · 7 de may de 2026
Portada del episodio Family Office Club Live Forum | Capital Raising Strategy, Investor Feedback & AI Tools

Descripción

Send us Fan Mail [https://www.buzzsprout.com/885151/fan_mail/new] Family Office Club Monthly Live Forum Live Capital Raising Strategy, Investor Feedback & Applied AI Tools Join the Family Office Club Monthly Live Forum — a live, interactive working session focused on real-world capital raising strategy, investor positioning, and the practical use of AI tools for founders, fund managers, and serious dealmakers. This is not a passive webinar or slide presentation. Each session is built around live interaction, real-time feedback, and practical implementation. Inside the live forum we cover: ✅ Live hot seats and strategic feedback ✅ Real-time pitch reviews and investor positioning guidance ✅ Applied AI demonstrations for investor research, outreach, due diligence, and deal structuring ✅ Platform-building feedback based on how sophisticated investors and family offices actually evaluate opportunities ✅ Tactical insights from active capital raisers, investors, and industry operators Our investor club offers 30 nationwide events a year, 10,000 registered investors, and 50 proprietary AI tools built specifically for capital raisers, investors, and founders. The Family Office Club hosts investor events across Dallas, Beverly Hills, South Florida, and New York, and we believe meeting investors in person is 16x more effective than pitching virtually. Our proprietary AI tools are trained using insights gathered from thousands of investor conversations, live events, investor mandate interviews, workshops, and over 3 million words of investor transcripts. These tools are designed to help members: • Improve investor targeting • Refine pitch messaging • Structure stronger deals • Conduct due diligence faster • Save hundreds of hours through automation • Build more effective investor pipelines How To Prepare (Strongly Recommended) Attendees who get the most value from these sessions typically: • Join live and stay for the full session • Bring a current capital raising or investor positioning question • Review their pitch deck, one-liner, or assumptions beforehand • Participate actively in Q&A and discussion Hot seat participation and deeper strategic feedback are prioritized for active members, but public attendees consistently gain valuable insights simply by observing how live investor feedback and strategic decisions are handled in real time. What Members Receive Beyond The Live Session Members receive access to: ✔ Priority hot seats and deeper live feedback ✔ Session recordings and archives ✔ 50+ proprietary AI tools for investor targeting, due diligence, pitch refinement, and deal structuring ✔ 30 nationwide in-person investor events and summits ✔ Investor databases and networking resources ✔ The Family Office Club member portal and investor toolkit Additional workshop topics inside our ecosystem include investor outreach strategies, capital raising systems, due diligence, investor influence, deal structuring, and pitch optimization. Logistics You will receive reminder emails from Zoom as the session approaches. Please join from a stable internet connection and plan to attend live for the best experience. We look forward to having you join us. Feel free to text me directly with any questions. For details on upcoming in-person investor club events, visit: 👉 https://FamilyOffices.com Livestream on YouTube at this link https://youtu.be/cdFa7mkNOzg [https://youtu.be/cdFa7mkNOzg] https://familyoffices.com/ [https://familyoffices.com/]

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998 episodios

Portada del episodio Hard Lessons: Pay Your Lawyers, Align Incentives & Why a $90M Exit Paid the Founder Only $2M | FOC

Hard Lessons: Pay Your Lawyers, Align Incentives & Why a $90M Exit Paid the Founder Only $2M | FOC

Send us Fan Mail [https://www.buzzsprout.com/885151/fan_mail/new] The most candid segment of the panel. A private investment banker says the most expensive mistake he made was not paying for expert legal counsel — and explains why a cheap lawyer costs more on the back end than a good one does upfront. A family office CFO cites his first private investment loss to make a principle: founders must have skin in the game and LP capital must come back first, always — the Richest Man in Babylon principle applied to modern private investing. A serial entrepreneur says his most painful lesson was firing himself too late from his own company. And the banker closes with a real deal: a company that sold for $90 million where the founder walked away with $2 million — because of how capital was raised and what the terms looked like. Final note: if you're raising seed capital, your first check almost never comes from a stranger — it comes from your own network. https://familyoffices.com/ [https://familyoffices.com/]

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Portada del episodio Warning: SPV Layers, PE Trends & Why AI Is the Biggest Arbitrage Opportunity in the World Right Now | FOC

Warning: SPV Layers, PE Trends & Why AI Is the Biggest Arbitrage Opportunity in the World Right Now | FOC

Send us Fan Mail [https://www.buzzsprout.com/885151/fan_mail/new] Three things every investor needs to hear. First: a banker flags the growing SPV-on-SPV problem in today's VC market — 24-hour close emails, unverifiable shares, unvested stock — and explains why reading the actual paperwork has never mattered more. Second: on the PE side, capital scarcity means investors are winning more board seats, tighter terms, and preferential return structures. Third — and most shareable — a serial entrepreneur delivers a direct warning: AI is a tsunami, the window to get ahead of it is five years or less, and the operators who integrate it first will eat everyone else's lunch across every industry. His point: this is arguably the world's biggest arbitrage opportunity, and most people are still asleep. About Family Office Club The world's largest investor club in the family office space. 19 years. 300+ events. 16 million members. $1B+ in community transactions. 🔔 Subscribe for weekly content from our summits, panels, and investor interviews. 🌐 FamilyOffices.com 📩 Membership: FamilyOffices.com/join https://familyoffices.com/ [https://familyoffices.com/]

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Portada del episodio How Investors Value Early Stage Companies Today — Convertible Notes, EBITDA Multiples & Buying 14 Franchises for $5K Each | FOC

How Investors Value Early Stage Companies Today — Convertible Notes, EBITDA Multiples & Buying 14 Franchises for $5K Each | FOC

Send us Fan Mail [https://www.buzzsprout.com/885151/fan_mail/new] Post-2022, valuations have come back to earth — but how do you actually price an early stage or pre-revenue deal right now? This segment breaks it down: a family office CFO explains when EBITDA multiples work and when a convertible note is the smarter tool, giving investors the flexibility to clip a coupon if the deal underperforms or convert to equity if it overperforms. Then a serial entrepreneur explains how he acquired 14 franchise locations at $5,000 each — against a $250,000 market rate — by building a relationship with the franchisor instead of the franchisee. A deep tech founder closes with how phased milestone validation replaces balance sheet engineering for pre-revenue companies. About Family Office Club The world's largest investor club in the family office space. 19 years. 300+ events. 16 million members. $1B+ in community transactions. 🔔 Subscribe for weekly content from our summits, panels, and investor interviews. 🌐 FamilyOffices.com 📩 Membership: FamilyOffices.com/join https://familyoffices.com/ [https://familyoffices.com/]

21 de jul de 20267 min
Portada del episodio What a $2B Family Office, a Private Investment Bank & an AI Entrepreneur Are Actually Investing In Right Now | FOC

What a $2B Family Office, a Private Investment Bank & an AI Entrepreneur Are Actually Investing In Right Now | FOC

Send us Fan Mail [https://www.buzzsprout.com/885151/fan_mail/new] Four panelists — a private investment banker focused on growth equity and tech, the CFO underwriting deals for a $2 billion family office, a serial entrepreneur deploying AI into distressed franchise businesses, and a deep tech founder building programmable structural materials — each introduce themselves and immediately state what they are actively looking for. BTR co-GP deals, seed-stage medical devices, distressed wellness franchises, and long-horizon deep tech infrastructure. A fast, high-signal opening for anyone trying to understand where sophisticated capital is actually flowing today. About Family Office Club The world's largest investor club in the family office space. 19 years. 300+ events. 16 million members. $1B+ in community transactions. 🔔 Subscribe for weekly content from our summits, panels, and investor interviews. 🌐 FamilyOffices.com 📩 Membership: FamilyOffices.com/join https://familyoffices.com/ [https://familyoffices.com/]

18 de jul de 20265 min
Portada del episodio The Best Pitches These Investors Ever Saw — And What Every Green Founder Should Know | FOC

The Best Pitches These Investors Ever Saw — And What Every Green Founder Should Know | FOC

Send us Fan Mail [https://www.buzzsprout.com/885151/fan_mail/new] The most shareable segment of the panel. Each investor shares the most memorable pitch they ever received — a collapsible cup prototype that wowed on every fact but failed basic physics, a 12-year-old's DJ business PowerPoint that hit credibility, clarity, and whimsy better than most professionals, and a founder who went from childhood paralysis to top-10 Halo gamer to tech CEO. Then the full panel answers the question every new capital raiser needs: how do you attract serious investors when you have no track record? Six investors, six answers — and a close that every founder should hear. About Family Office Club The world's largest investor club in the family office space. 19 years. 300+ events. 16 million members. $1B+ in community transactions. 🔔 Subscribe for weekly content from our summits, panels, and investor interviews. 🌐 FamilyOffices.com 📩 Membership: FamilyOffices.com/join https://familyoffices.com/ [https://familyoffices.com/]

16 de jul de 202616 min