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Fundraising

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

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Community Member
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May 03, 2023
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.
1 answer
Community Member
Accepted Answer
May 03, 2023
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.*

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