Setting Up a Deal

Submitting Your Deal

Start by emailing us expressing an interest in capital raising for a deal you are seed and/or anchor investing in yourself.

Packaging your Deal

Your package should include at a minimum:

-Brief written description of the Investment Opportunity

-Term Sheet or Offering Memorandum

-Power Point Presentation

-Business Plan

-Financial(projects and/or audited as applicable)

Additional Marketing Materials may include:

-A Video Presentation that efficienty communicates to prospective co investors what your Deal is about and the investment merits of it.

Posting your bio

Your bio is a great opportunity to share who you are and why other Family Office community members should invest in you.

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