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In this session, Richard C. Wilson breaks down the six must-have assets almost every capital raiser is missing, and how to show up like an institutional-quality professional instead of “just another deal.”

Here are the 6 must-haves he covers:

Unique position – a clearly defined, memorable niche so investors know exactly where you fit and why you’re different.

One-line capital-raising pitch – a single sentence with 3 data points explaining what you do, why people trust you, and the value you add.

Founder video – a short, authentic video that builds trust, shows who you are, and briefly walks through what your company actually does.

Visual one-pager – a simple, scan-friendly one page that an investor can understand between the gate and their airplane seat.

Concise pitch deck – ideally 10–15 pages (or under 25 pages) that investors will really read, with the detail pushed to a data room instead of a 44-page info dump.

Due diligence data room – organized documents plus a master DDQ and background check ready to go so serious investors can dig in quickly.

Richard also shares why:

– Relationships drive investment decisions more than IRR projections
– Consistent, niche content (talks, videos, articles, etc.) makes you locally, then nationally known
– Tools like CRMs, AI call transcription, outbound dialers, and even old-school direct mail can dramatically improve your investor follow-up
– Protecting your time, saying no, and moving fast are common patterns among the most successful family offices and founders

If you’re raising capital or advising portfolio companies, this talk gives you a practical checklist for becoming investor-ready and upgrading the quality of the conversations you’re having.

Learn more at https://familyoffices.com/ for events, investor club memberships, and capital-raising tools.

https://familyoffices.com/