Insightful articles

Posted in Case Studies

Helping Capital2Market Raise $25M for a Sustainable Investment

Capital2Market is a private technology investment company founded by Keith Bliss that connects tech start-ups with private capital in a streamlined, efficient way. Bliss was looking to raise $25 million for one of his clients, World Tree, a sustainable Empress Splendor planting and harvesting company primarily based in...

Posted in Press

Key steps to attracting a Family Office

When it comes to nailing a pitch with a Family Office, you have to be both confident and calm. It may feel like you need to be perfect, but progress is a more achievable goal. You’ll want to have the entire interaction feel natural, plus allow the Family...

Posted in Guides

How to Run an Email Campaign that Attracts Family Offices

When it comes to reaching out to a Family Office, you need the right materials to present your investment offering. While you need to nail your verbal pitch, having a clearly crafted email campaign can be used to attract the initial attention of Family Office Investors. This means...
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