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Fundraising

What should I include in my data room for individuals like HNWI?

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Jun 23, 2023
1 answer
Accepted Answer
Jun 23, 2023
With high net worth individuals, the best approach is to not over inform. The more information, the more reasons for the LPs to say no. It's usually sub optimal to present this LP archetype with a data-room as a result. Rather consider using the data room to drip information as need. For example, let's suppose that the LP signed a PACT and they ask for additional information. Then, you can send them a link to the folder in your data room that contains the deck. Then, if let's say they request to learn about your team, you can unlock that folder for them.

With HNW LPs less is more.

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