Excalibur Holdings Group’s Post

For family offices, it's about HUMAN RELATIONSHIPS. The family offices started up because of lack of trust in Wall Street. This is two minutes of ESSENTIAL insight from my friend Ronald Diamond - please take the time to listen. The ideas he's sharing are the basis of what I'm going to spend time studying starting next year in a DBA program. Saying it loud for the people in the back: PRIVATE MONEY AND PRIVATE MARKETS are changing the future of wealth. Going down right NOW. For family offices and others who can emulate family offices - get on board. It's not just a trend, it's a paradigm shift in wealth and economics.

In today’s fundraising landscape, the balance between transparency and privacy is more critical than ever for GPs. Vienna Poiesz, Director of Investor Relations, explores this in her recent article on navigating unusual LP requests in due diligence. The piece covers the essentials of what GPs should and shouldn’t provide, helping firms safeguard trust and sensitive information. At Strut Consulting, we’re committed to helping our clients navigate these complexities with tailored investor relations and fundraising strategies. Explore Vienna’s insights and learn how to establish the right boundaries. Full writeup linked in the comments! #VC #InvestorRelations #FundraisingTips #DueDiligence

Cribbing these #Climb24 investment experience takeaways - thank you to Toby Lywood (not my own words, but so insightful and too valuable to be missed)… 😱 Transparency is essential on both sides of the table - no one wants an "oh sh*t" moment at the first board meeting post investment 🤝 You should take the time to make sure there is a good fit, both in terms of the type of investor you are looking for and that you share the same vision for the business - you don't want to hit a rough patch and then find that your investor is no longer taking your calls 💰 Understanding how to effectively position your business can make the difference between a successful and a failed fundraise - identify what's working well for you and explain how you're going to double down on it Great learning 👏 ClimbUK #investment #investor #fundraising #founders #entrepreneurs

𝙄𝙩'𝙨 𝙖𝙡𝙡 𝙖𝙗𝙤𝙪𝙩 𝙩𝙝𝙚 𝙖𝙡𝙞𝙜𝙣𝙢𝙚𝙣𝙩. Just as 1 single brick sets off a chain reaction, starting your investor prospecting efforts 𝙣𝙤𝙬 with Family Office List can set the stage for a successful fundraising season. #FamilyOfficeList #FundraisingSeason #RaiseCapital #TechThatConnects🎯

Last chance to RSVP for Forum’s Founder-First Investor Breakfast! 🥐 On the morning of Wednesday July 10th, we’ll be celebrating the winner and finalists of the NYC Founder-First Investor Award 🏆 We’ll hear from Nick Adams, Richard Odior, and Lauren Reeves on what it means to be founder-first, get some advice on finding the right investor for your cap table and insights on todays fundraising market. Whether you’re a founder actively fundraising or an early-stage investor, this one’s for you. RSVP using the link in the comments⬇️🔗

To understand the story behind the numbers, we surveyed 85 industry professionals to get an insider’s view of the current state of VC. Our latest blog shares their thoughts on fundraising, exits, operations, and more. Check out the latest VC insights → https://lnkd.in/g5QH4RUg

Cari Lodge, Managing Director and Head of Secondaries, shares her takeaways below from the recent Mergermarket conference in NYC last week. Cari was among several panelist who discussed the secondaries market and the fundraising trajectory in 2024. Want to know more? Click here for the full video from Cari's panel discussion, https://hubs.ly/Q02w9wCX0 #MergermarketNewYork

Worth a listen with some great insight into the current fundraising and secondaries market, and factors you should be considering if you are considering a GP led…

September 1st brings us energy of new beginnings and a critical time in our business cycle. 🍂 For many, this marks the start of 𝙛𝙪𝙣𝙙𝙧𝙖𝙞𝙨𝙞𝙣𝙜 𝙨𝙚𝙖𝙨𝙤𝙣! It’s time to ramp up efforts and align strategies for year-end goals. 👊🏼 However, as many founders and fund managers know, effective investor prospecting often takes more time and preparation than initially anticipated. That’s where strategic tools like Family Office List come into play. By streamlining your prospecting efforts, we can help you save valuable time and connect with the 𝙧𝙞𝙜𝙝𝙩 investors more efficiently. 𝙄𝙩'𝙨 𝙖𝙡𝙡 𝙖𝙗𝙤𝙪𝙩 𝙩𝙝𝙚 𝙖𝙡𝙞𝙜𝙣𝙢𝙚𝙣𝙩. Just as 1 single 𝙨𝙥𝙖𝙧𝙠 sets off a chain reaction, starting your investor prospecting efforts 𝙣𝙤𝙬 with Family Office List can set the stage for a successful fundraising season. 💥 How are you preparing to make the most of these final months? #FundraisingSeason #InvestorProspecting #FamilyOfficeList #BusinessCycle #SeptemberFocus #YearEndGoals

We are proud to be one of Opal Group’s media partners for the Family Office & Private Wealth Management Forum 2024! Attendees will have the opportunity to be part of Opal’s largest family office event, learn from family offices, private investors, and investment managers, as they analyze the past recession and explore the best ways to map out their portfolios. For additional information or to register please visit, https://bit.ly/3VkILLo   #OpalGroup #FamilyOffice #OpalGroupFOPWMF #businessworld #events #digitalnews #globalnews #news #onlinenews #internationalnews #businessleaders #newsupdates #newsoftheday #businessbuilding #latestnews #subscribe #follow #businessfocus