For founders raising in this vertical

Investor-grade documents for family-office pitches

FO desks read shorter than VCs but deeper. Compressed narrative, longer appendix, methodology defended.

What investors in this vertical scrutinize

  • Compressed narrative, deeper appendix

    FO IC will read 12 pages then a 60-page appendix. We structure for both.

  • Operator interviews carry weight

    Family offices trust operator voices over consultant frameworks.

  • Exit narrative with named comps

    The exit story is more important here than at a VC. We name comparable transactions explicitly.

The bundle for this vertical

Start here

Combos
Same researcher across both. Numbers and narrative consistent.
From $1,100
Or order an atom directly

The pieces this vertical leans on

Business Plans
How investors get their money back. Defensible comps.
From $200
Market Research
We recruit, interview, transcribe, synthesize. 3 operators.
From $450
Pitch Decks
The first send. Confidentiality respected.
From $250
Pitch Decks
Index + memos that frame each section for diligence.
From $350
Lead researcher for this vertical
Who builds this
Senior Researcher · Business Plans Lead
Eight years of corporate-finance rigor. Lead on every SBA-Ready engagement.
With specialist support: Pitch deck · Modeling
Senior researchers Primary research Every claim cited
What founders said

Reviews from this vertical

Reviews stream live as engagements close. Nothing for investor-grade documents for family-office pitches yet, the next one will land here, dated and named at the level the founder chose.

Browse the catalog or send George your draft

If you already know which document you need, the catalog is one click. If you have a draft you want a senior researcher to look at, George will route it.

Browse the catalog → Send George your draft