What is the Best Approach for Sharing Fund Slidedeck with Potential Referrals from Family Offices?

There are general solicitation issues, and the there are pitch control issue. First, your deck should never be sent without a document managment system, like Decile Hub. From a general solicitation standpoint, this should not be done, technically. It’s better to send an exciting blirb about you and get a meeting first without mentioning the fund. From a pitch control standpoint, I have never seen a deck really help. It creates an easy way for the prospect to say no without meeting. It’s always better to get a meeting, build rapport, and then do the deck in a second meeting. Most larger family offices have investment processes that involve due diligence. Some take months. It’s important to meet with them to understand their process. *Don’t send the deck. Get the meeting.*