Had a call yesterday with a connector who offered to make referrals to a number of family offices he is currently working with. They are likely to be good quality/well targeted referrals. He asked me to send the fund slidedeck over so he could forward it to them. What should I do here? Just send the two page summary and hold the deck back. Or send the whole deck? Or a trimmed back version of it? It will be going to quite sophisticated potential LP's so I think maybe not a problem to send the whole thing? I can gate them with access to more detailed information (fund model deal memos data room etc) if things progress.
Community Member
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.*