Partner Session

Venture Capital and the Family Office: Building a Direct Investment Strategy 

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About this event

1. VC Market Access — how family offices can gain entry into venture ecosystems typically dominated by institutional funds, and what it takes to be seen as a credible co-investor 2. Direct Deals and Co-Investment Mechanics — the mechanics of investing alongside VC funds, structuring rights, and what direct investing actually requires operationally 3. Due Diligence for Startups — assessing early-stage companies where financial history is thin, including KYC and structural limitations, with real cases and practical examples of where deals have gone wrong 4. Startup Valuation — how early-stage valuation differs from traditional M&A, and the frameworks that hold up in practice 5. Building Founder Relationships — establishing trust and long-term alignment with founders as a family office investor, not just a source of capital 6. Portfolio Management — sizing, follow-on strategy, and managing risk and illiquidity across a venture portfolio

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