- All right, thank you for being here, everybody. My name is Richard C. Wilson. I
am the founder of the Family Office Club or an investor community. I started about
18 years ago in 2007. The club's a lot of fun because it's essentially a bunch of
deco -millionaires, pro -athletes, centimillionaires, ultra -wealthy investors, family
offices. And if you think about what an investor is or a family office, it's just
a business founder typically that's done so well that they produce seven, eight, nine
figures of profits or they had a sale of an asset. So they're really just kind of
super founders or super entrepreneurs in most cases. So a lot of investors and
people raising capital looking for investors have a lot in common. Today's webinar is
artificial intelligence tools for raising capital. If you're an investor and you're
here, stay on because probably 40 % of these tools would be highly useful for
yourself as well, and you're gonna see how you could benefit from just being a
member of our investor community as we go. So let me first provide some context.
I'm gonna be first going through about nine to 10 PowerPoint slides. It's gonna take
me maybe six to eight minutes to go through that. We're then gonna walk you through
a dozen artificial intelligence tools and how we got to this point where seven
months ago, even six months ago, we had zero artificial intelligence tools and we
were just playing around a little bit with chat GPT a few times a week. Now we
use AI dozens of times per day and we've found there's over 15 AI case use studies
just for our niche and our business, et cetera. The AI tools are available for all
the members of our club. Just by me walking through it, I think it's gonna evolve
how you think about AI and use it though. So thanks for that question already. The
more interactive this is, then probably the better. So let me share my screen with
you now. See my PowerPoint pop up in just a second and we'll get going through it.
All right, so it said globally that 300 million people will be displaced and lose
their jobs because of AI. There's a lot of exciting things that will happen. Wealth
will be created faster than ever before, things will change faster than ever before.
But a lot of people lose their jobs as well, but it's most likely not gonna be
you 'cause you're on an AI webinar, right? It's not AI that's gonna replace you as
a CEO of NVIDIA says it's a person using AI. It's your peer who knows how to use
AI. Cuban, three days ago, said there's gonna be two types of companies. Companies
that embrace AI and companies that are slowly dying. Another thing that happened
recently at an investor summit, I was speaking with Michael here who joined our
club, had never raised capital, had a hundred million dollar exit three and a half
years later. He said plugging into capital and plugging into AI is like two
different forms of electricity and it can superpower everything that you're doing in
business. The idea here is to have this be exciting and think about what's
exponential, what could move the needle, how do you future -proof your business. Or
maybe it's not future -proof, but it's just table stakes to maintain your position in
your industry. You probably need to be using AI to be a bit more decisive, bit
more precise, and consider multiple data points and use your time more wisely using
AI, right? Here's a little bit of extra context on me. This is my family. This is
us, we're based in Oahu in Hawaii, like outdoor adventure And if you're going to
sit through an AI webinar with someone who better than someone who is such an
introvert that they moved to the most remote inhabited island chain in the world,
right? So hopefully feel like you're in the right spot here. This is basically what
our club's all about. It's really a tribe of a thousand plus deco millionaires, pro
-athletes, center millionaires that were built over 18 years and we have this
proprietary stack of AI tools. The goal is really over the medium to long term help
you scale exponentially, be smarter, more effective, and build lasting wealth. Here's
some stats, I'm not gonna read this off to you, but we've got about 17 million
social media followers. We've put $25 million of capital invested in hosting 300 live
events the last 18 years. We've got the number one podcast on Family Offices, the
number one YouTube channel on the Family Office niche, and the number one most
visited website, which is familyoffices .com. We have two types of events,
just so you'd understand the context of how we got to creating these tools. We do
investor masterminds. We had a AI mastermind that some of you were at, I recognize
some of the names on here in January. And we do about a dozen of these investor
masterminds per year. Our next one's coming up here in April, are all deca
millionaires and two heads of two different billion -dollar -plus family offices
speaking on stage. You know, Christina scaled from zero to 60 million dollars and
sold to private equity with someone that's raised 100 million dollars. We have a
formal NFL athlete that's raised around 30 million dollars, etc. So just lots of
exciting speakers to learn from. This is a picture of a couple of our events. You
can see the type of network going on and just the quality of events that we host,
just to give you context for where our insights come from and where our data comes
from. Because a lot of the AI tools are built off of the recordings of what the 1
,500 investors have set on stage the last 18 years. Or because of our databases of
family offices in our investor profiles on 22 ,000 investors, that's what feeds some
of these AI tools and makes them unique in the marketplace. So it's important for
you to see that we have investors ranging from little private investors, you've never
heard of before, the heads of investor clubs to here is Kevin Harrington, a shark
from season one and two of Shark Tank who created As Seen on TV. And we helped
formalize his family office and we have closed two transactions with him already. So
it's a lot of fun working with these types of people. We have a mobile app to
navigate the 1 ,250 investor talks. So it's like a Netflix like mobile app and you
can stream that stream these while you're walking through the airport walking your
dog exercising going on a hike. So if you find it super easy convenient to use.
And as I mentioned, we have family office databases and lead lists in 20 different
niches and that's going to become relevant here as I show you the first AI tool in
just a minute. So we're going to be going through a series of these AI tools.
A lot of them are very straightforward once you see them, but it's important for
you to think about how you would use them personally. And I'm gonna give a
practical example for each. One of the last slides I wanted to show you before we
get into the AI evolution that every CEO needs to go through is this one. It's our
next investor summit coming up. It's a great example of where a lot of our data
comes from. We have 75 people speaking on stage over just two days. Our last event
had 75 people on stage, and the one before that was a three -day event. So we had
125 investors speaking on stage. To be fair, probably 85 of those,
95 were investors, and 25 or 30 were sponsors. So it's about 70 % investors speaking
on stage, but the amount of content is like a fire So how do you make sense of
that fire hose when you've hosted 300 events? Well, you need to dig into the deep
data and ask AI to sort through millions of data points to tell you what you
actually care about. 'Cause nobody's gonna sit there and stream 300 events through
our mobile app. We know that, right? So it's all about coming in person, meeting
with investors in person, but also leveraging the deep data and insights from all
these investors. That's what AI has enabled us to do with our club. So here's stage
one of AI usage by CEOs. It's just using LLMs, just using chat GPT,
using GROC. Probably every single person on this webinar has used these tools, right?
So we don't need to spend much time on this. It's pretty obvious. But there are
over 75 ,000 tools out there related to AI. It's actually 75 ,000 companies now,
not just 70 ,000. and each company might offer multiple tools. So how do you make
sense of these couple of hundred thousand tools? Well, I'll save you some time
because while preparing for the AI mastermind, I was a little bit nervous that we
would not be 100 % on top of all the latest trends. So we downloaded, paid for
trials, did free trials with 150 AI tools. We found most of them were broken with
one out of four wheels working or beta mode, and they were just trying to get 10
,000 users to get it working. But more than that, most of them are just not
relevant to our industry. Like it is just not relevant to meat investors, closing
deals, conducting due diligence, raising capital, putting together pitch decks. I tried
multiple, create a pitch deck with AI tools and the results were 100 % garbage. I'm
sure they get better every day. I'm sure they'll get there. But right now they were
really, really bad and a waste of time, really. So the second phase of evolution is
trying to find vertical tools. We have found one great one called phone burner. We
have found a great one called Fireflies and it is transcripting all of our phone
calls. So we have 1 ,000 plus transcripts of phone calls going on related to our
company and we can now, it's like a treasure trove of deep data, right? So there
are a few tools we've found to be helpful and it was helpful to go through that
process. But that's phase two. Phase one is just using LLMs, like ChatGPT and Grock.
Grock 3 .0 is now my favorite one to use of all of them. And then the second
phase is really looking for vertical tools that have been built for your industry or
for something that's related to what's important to you and your company. The third
phase is what we're talking about here today. It's tools built exactly for your use
case, either by IU or buy a partner of yours. And that is the phase that every
CEO needs to get to with AI. It's not just about the fact that there'll be 300
,000 AI companies out there two years from now. It's about how you should also have
five to 10, if not 30 different AI case use studies and processes that you've
turned into an AI tool for yourself or you have found a tool that meets that exact
need, because we all have hundreds of business processes that we do. Anyone that
takes deep data, deep research, drawing upon a deep database of information or could
be made more precise, you need to have an AI tool for that. Bezo says that you
have to be decisive. Even with a million employees, he prides himself on being
decisive. Well, you can be much more decisive if you can draw up on big data and
what everyone in the industry is doing and and draw upon 88 different websites,
scraping all those and doing deep research within 30 seconds. It would take an
assistant four hours to do and probably wouldn't be as thorough. So here's what's
happening with AI. When you look backwards, people say, "Oh yeah, AI is growing.
It's really coming along quickly. It's a surprise how fast it's growing." But if you
could look forward, it would be like a wall right in front of your face. This is
something that Chris Saka said, who's on Shark Tank several times, the Silicon
Valley, at least into millionaire or higher. And so I wanna credit him with that
quote, like if you could actually see that exponential build turning into the future
and looking forward, it would just be a wall going straight up. The internet took
seven years to get to 100 million people. GPT took just 60 days to get to 100
million people, right? Electricity, 20 years to get to 100 million people. So it's
bigger than electricity or the internet. That's why we're doing this webinar. But we
all know meeting in person is where you get big checks closed. It's proven.
We have to interview Dr. Robert Childini. It's proven that meeting in person is 16
times more effective than pitching digitally via Zoom or LinkedIn or email. So I
encourage you to look at these tools and remember that core truth. If You're raising
five to 15K per check. Okay, you could use digital probably all day long. People
don't need to meet in person to wire you $5 ,000 probably. It'd still work better
if you could somehow, but probably not worth your time too. But if you're trying to
raise 250 ,000, 100 ,000, 500 ,000, million, 5 million, 10 million at a time,
meeting in person is gonna be part of that process almost every case. So throughout
this webinar and every or you ever go to the rest of your life. Just remember, you
gotta make sure and pay attention to regulatory restrictions that you may be under
and what you can say, what you can do, et cetera. And just keep that in mind
before rushing off to put something out to investors. It's not checked with an
attorney, of course. I'm going to now switch over and we're gonna jump right into
the AI tools. So I'm gonna share a different part of my screen.
And this is the first tool we're going to share.
So let me check real quick if there are questions here. I see two. Can we get a
copy of this presentation? Yep, happy to share it with you. And yes, there is a
replay available of this. We'll probably send out an email tomorrow morning with the
replay link so that you can share it with anybody anybody you need to.
Going to now be sharing our AI tools here. Can everybody see the investor pipeline
tool in front of them now?
All right, looks like from all the thumbs up you can. So we're gonna proceed
forward here. And so for each of these tools, I'm gonna explain what the tool does.
I'm not gonna go through every case you study, because you could use each of these
tools in 20 different ways. But it'll be a four -hour webinar, and I'm not going to
keep all 420 of you live on here for four hours. I know they try to go quickly
here. So this first one is Investor Pipeline Builder. I think this one is one of
the most powerful tools we've created. It is live. It's sort of beta live, because
we created it this week. It's a tool I've been meaning to create, and with this
webinar and I was like, well, we should just get it done. And the thesis here is
that we have a 22 ,400 -person database of all different types of investors--
corporate venture capital groups, single -family offices, angel investors, pro -athletes,
investor clubs, private equity real estate firms, fund funds, et cetera-- all
different types of investors. But out of 22 ,000 investors, who should you really be
talking to? Usually, Usually 80 to 95 % of your capital raising time should be spent
with people that you already know or you've met in person, maybe at one of our
investor club events or as local to you, local to the assets you're buying where
they know your industry, right? And so that is what's key about these tools. Any
super AI nerd can build AI tools, but do they know the truths about raising capital
like you and I do because we actually worked in the industry and we've spent 20
,000 hours in this space perhaps, right? And so that is one of the truths is that
out of 22 ,000 investors, you won't get a lot done just blasting emails out to 10
,000 investors at a time. It's about building a real relationship, adding value first.
How do you approach the one or two percent of people who actually care about what
you're doing or are most likely to care about what you're doing? that's what
investor pipeline builder is for. And so we're helping you find the one or 2 % of
people out of the 22 ,000 in our database who are most likely to like what you
have and most likely to be easy to meet with. So what I'm saying here in the
prompt is that, and I'll zoom in a little bit 'cause I'm not sure how big this is
on your screens, but if anyone can comment on whether they can see that clearly or
not, what I've typed in, that would be great. But it says, I am raising capital
for my FinTech company. I'm based in New York City, I do not have a pitch deck to
share, but what investor should I be focusing on connecting with? And so I click
return on that and it's going to start processing that and analyze the 22 ,000
investors there. And it's asking me, do I want 150, 300 or 500 investor leads
produced? And I'm going to say, I would like 500 investor leads.
All right.
And now what it's gonna do is produce that 500 investor lead database.
And it says, "Since I'm based in New York City "for a fintech company, "I'll guide
you to the most relevant. "You should focus on fintech -focused VC and angels,
"single family offices, investor clubs, et So, it's going to be processing this, it
probably will take about 20 seconds to do, but while it's doing that, the important
thing here is that you might be a real estate platform, you might be a private
equity company, and you could be raising capital for a fintech company right now, or
let's say a self -storage deal, but then what if you have a mixed -use deal through
a CodeGP partnership you have, or a multi -family deal, and it's a ground -up
construction, and you're used to doing value add and Denver, and this is ground up
construction in Austin, well, then you can come back to this tool and use this to
find more relevant investors. That would be a great fit because we all know that
your mandates might change. So getting access to this tool and getting access to
these investor leads is something dynamic, right? So in the past, when someone had
access to our investor databases because they had like a VIP membership, let's say.
In the past, they would have to go and sort. Okay, well, who's based in Colorado?
Okay, well, who's based in Texas? Oh, well, let me try to control F, search the
bios and see who invests in startups or let's see who invests in multifamily,
et cetera. So now you can use this tool to get that investor lead list instead. So
we'll ask processing here. Here's the next tool. I want to work with more investor
clubs and I'm raising capital for a dental practice rollup and I'm based in San
Diego. What investor clubs should I reach out to? So this tool is unique in that
anytime you can reach a platform of investors, it's exponential value, right? That's
why we have a lot of wealth advisors, multifamily offices and investor clubs speaking
at our conferences. So people might be like, oh, well, why would you market like
other investor clubs? Like, well, if we can be as genuinely helpful to you as
possible and be an investor club that also helps you connect with other investor
clubs, you're probably gonna appreciate that. And the more investor club friends we
have, then the more investor connections we have as well, right? Like we're aligned
with you. We want as many investors as possible coming to our events. So how do
you know which of the 550 investor clubs you should be talking to? Like, well, if
you are in the dental space and you're doing a rollup and you're based in San
Diego, then this is a tool you can use to do that. So it's asking me,
are the dental practices in San Diego? Yes, in San Diego, these are startup
practices, five million dollar raise and no pitch deck.
So it's asking some qualifying questions to make sure it doesn't just randomly spit
out some clubs that are going to be a waste of your time, for example,
right? So here it's suggesting, oh, there's a San Diego Angel Conference related
investor club. There's Tech Coast Angels, who I think have spoken at our events.
There's Cave Creek Capital, which has an investor platform. There's a Harvard Business
School Angels of Southern California. There's Band of Angels, who the founder has
spoken at our events many times, so you can meet them in person. And then it's
actually mentioning our club and the deep due diligence club that Mark Halpern runs.
So it also gives you some tips for reaching out to these investors, why you should
reach out, and it encourages you to use our other AI tools here as well. So I
think that one's pretty clear on how to navigate the different investor clubs and
we're going to go over 10 more tools. But if all you did was join and not come
to any live events at all, which usually people come to three to five live events
and just used Investor Club Navigator, I think it's a massive return on your
investment because navigating seven, 10, 20 other Investor Clubs could be huge, could
change your entire business. So let's go back and see what this tool was doing
while we were going over to the other tool. I was hoping I wasn't gonna have a
Willy Wonka moment of I'm now telling the machine exactly what to produce moment
there, but here's the 500 investor leads. So you can see here, It's got the name
of the leads. It has the name of people to contact. We've also programmed this so
that it only gives you one lead per company. It would be a little bit of a cheap
magic trick to say, here's 500 leads and I give you seven contacts from one company
and those count as seven of the 500. It did that at first so we refined the
output so it didn't do that. With contacts, emails, their location, their LinkedIn
profile to make a connection, their AUM where it was possible, their website of
course, et cetera, so you could custom approach them. So when you're flying to a
certain city, you can then go and meet with them in person. That's the best way to
develop relationships. You can see I just downloaded that and now it's an Excel file
for you to use. So here's 10 notes on leveraging these investor leads,
offer value first, be extremely clear in brief. We're gonna get to that very soon
with these next tools and it provides some context that people just don't think oh
great yeah I'll just reach out to these people and raise all the capital I need
right like that's just not how easy capital raising is is pretty much all of you
already know unless you're you're really just getting started. All right I will stop
for just one second to see if we have questions to make sure I am not missing oh
here's Dan with all these tools do you still have a challenge with raising capital.
How has this helped you?
Well, Dan, we're really focused on just growing our investor club. Is it always
relatively hard to get the attention of busy investors, investors who were just
bruised an hour ago in the public markets or bruised from a real estate deal not
going well 'cause of interest rates? Like, yeah, it's always hard raising capital.
It's always harder than you expect. I don't expect it will ever be ridiculously
easy. Although I've heard some partners at Goldman Sachs or some billion -dollar -plus
hedge funds just get everyone saying yes to them essentially all the time. So who
knows, maybe one, one day we'll get to the promised land of everyone just says yes
to everything we say. But I think for everybody it's more challenging than they wish
it was. This just helps you move faster and why would you not want to use these
tools if they are available? All of these tools are available for use. We have
three more tools we're building that are not available for use yet, but we hope to
have those three all available in the next 30 days. And two weeks ago, we had six
tools and we have a dozen now. So this is basically something live and growing and
we'll just get stronger over time. Sharif's asking, so I understand correctly you
derive investors buy box from AI analysis of speaker comments. We arrive on the
investors buy box from investor interviews, what they say on stage, 'cause we
literally asked them, what are you investing in from their website, where they
literally say what they like to invest in, or from publicly available data,
like press releases saying what they invested in. We have unchecked the box to share
the data with GPT. If you use Microsoft Windows, or if you use Gmail,
Could those big companies be scraping your data? Yeah, they could.
You know, just like open AI could be. We've unchecked the box. Our conversations do
not feed into the master brain of the LLM. And if you are a member steward,
then just contact Jennifer and we'll get you access to all these tools. They're all
free with membership in our investor club. And at the end of this webinar, we have
three bonus items were including for people who are interested in joining the
investor club at the end. But as I go through these other AI tools, you're going
to see exactly how powerful it can be in ways we haven't had a chance to cover
yet here. This one is Investor Email Analyzer. So this is based off of 1 ,500
investors that have spoken on stage at our events. And you can put just about
anything in here. Like, hey, John, I have a 100 acre land deal and I'd like to
show you the details. It should produce a 2x return over four years.
It is based in San Diego just for a random location.
So you can put any email that you're using into this tool called an email analyzer
and it will grade and rate and give you feedback on your email. This tool is
critical because we've had our database business for quite a while and what we often
find is someone says, "Oh, I emailed these 10 investors from the event or from the
database and like, you know, I didn't really get a good response rate." And it's
almost like they're putting it on us that people did not like the email they sent
or like, "Well, you still have to write an email, it gets people value or is
unique or is exciting and compelling and high conviction. And part of that is just
being concise, right? Most people write emails, many people who pitch a deal, it's
like an essay and no one has time to read it, nobody. Same with materials, 44
page, 77 page pitch decks, like it's just death, right? You put the word Mickey
Mouse on page 42 of your pitch deck and ask your spouse and business partners to
review it for mistakes. They will not find that because even your own partners won't
read every word I find. So we have to be concise, dialed in, be clear, have a
call to action. And so based on all the investors feedback on stage and all the
discussion panel rating panels and everything I've learned over 18 years running our
investor club and sending out emails to our CRM of 160 ,000 people or 144 ,000
people, whatever it is, this is what the strengths of it is. Okay, yeah, I was
concise because I just wrote out a sentence and a half because I meant to write
that before the webinar started. So of course it was concise, but here's areas for
improvement, right? It'll judge your subject line, it will suggest things like a call
to action, it'll look at the investor appeal, it'll grade it based on how unique it
is or not, and whether you had an email signature there or not, it'll tell you
what you need to do. So before you send out an email to investors, just scan it
by here. It's like bouncing it off a business partner and be like, what do you
think about this email? And it's programmed to tell you it's not concise enough if
it is more than two to three sentences long. That's why I programmed it and that's
why I think it's the most response. So this one is a final score of 54 out of
100. That's pretty generous. It's probably lower than that. And here's some more pro
tips on what to keep in mind when approaching investors. You can also export a PDF
summary of the tool results as you go and I go over the next tool and then go
through questions again because next tool is one that we are I think perhaps most
proud of we have had hundreds of people use it and we've had more people rave
about this next tool than any of the other tools we've created by far it's saved
people dozens of hours of time so I do think investor email analyzer will be useful
to many of you. But this next tool is Dewey Instant Due Diligence Advisor.
So essentially, thing is like artificial intelligence, you know, it has the word
artificial for a reason, it can make mistakes, but so can humans. You should never
replace conducting in -person due diligence, working with a real attorney, a real
accountant, for any meaningful amount of money, that's more than a thousand or a
couple thousand dollars like use AI and do all the things that you should be doing
to be a good steward of your wealth or the wealth of your investment fund, whatever
it is, of course, right? So I'm not suggesting to go crazy and just rely upon this
AI. So here is the Dewey tool. We're going to give you three case uses for this
because it's so useful. Even if your core focus is raising capital, you're probably
either acquiring companies, acquiring real estate assets, or you can use this tool to
conduct due diligence on yourself to see what you should be preparing for while
meeting with sophisticated investors who either use this tool or they know what to
ask. And this tool is trained on 150 white papers and due diligence checklists and
best practices on private equity due diligence, angel investing due diligence, family
office due diligence, real estate due diligence, et cetera. And it's like you went
and found someone and sat in a corner and said, "Read these 150 white papers,
memorize these checklists, and I'm gonna text you night or day anytime, and I want
you to analyze this 100 plus page PPM or this 50 page pitch deck, and instantly
tell me red flags, top risks, what questions to ask, or tell me if my DD process
seems valid or it could be made more thorough, right? Like, there's no way to do
that with a human, right? There's some of these tools have millions of data points
across across them. So here's one where I say, I wanna prepare for a family office
level due diligence 'cause I'm raising capital. My deck is attached. What should I
build out in my data room to be ready for intensive due diligence by an ultra
wealthy investor and million dollar checkwriters who will be more thorough than a
normal high net worth investor? All right, so we're gonna submit that. I already
have the PDF attached there to not waste time. It's gonna take about 20 seconds to
run through that. So to not you and waste time, I'm going to push send on a
couple other processes here using Dewey and then we'll look at the results from
each. So the second one is a PPM and it says I was sent this 100 page PPM. I've
read it once but with all the dense legal language and only having invested in five
or 10 deals, some of them not even having a PPM. Can you thoroughly review this
PPM? What is it missing? What are the top risks? What fees are being charged for
what? What are the red flags and questions I should ask, like the reason why this
is important, most investors don't even read every word of a PPM. They're just too
long. There are 140 pages long. Who has time to read every single word? Least
likely, the people who are such successful at running their business that they have
hundreds of employees and are worth tens of millions of dollars don't have time to
read every word of the PPM, right? But even if you do, you'll probably have your
eyes glazed over on page 89 or you're probably not an attorney by trades. You're
not going to understand 10 % of the lingo or realize what's referencing something
else and go back and forth to really understand what it's referencing. So that's why
this is super critical. It helps investors feel more confident in moving forward. So
I push upload on that. We're going to have it review that PPM. And then the third
one is this. I just got pitched this deal. It's a passive income real estate
opportunity. I don't want to jump on a call with them yet because it might be a
waste of my time. Can you analyze this deck and come up with a summary of the
deal and come up with 10 questions I should ask over email to start things out?
The reason why this is powerful is anytime someone pitches you something and says,
"Oh, I want to get on the phone." Well, first of all, if they can't tell you
anything unless you get on the phone, it should just be a pass because everyone's
busy and what if it's a dry cleaner startup in Zimbabwe? Unless you're based in
Zimbabwe and that's your specialty, you don't want to get on the phone, right? So
you have to go through something like this first to save yourself and save hundreds
of hours of time per year. And investors absolutely love this because many times
we're really busy, something comes at us, and we just don't reply so we don't have
the time. But you might have two or three questions you always ask someone who
pitches you a certain type of deal on AI or real estate or private equity or
dental practices. you can ask those two or three questions and then have AI think
through the other three questions you should ask. And then don't spend hardly any of
your time on that first pass, even the second pass, and then use your precious time
and human brain for the next steps, right? So it doesn't replace, it augments what
you would normally do. So here, if we go back, remember the first question was, I
wanna prepare a data room, basically a due diligence folder for sophisticated
investors. And this is based off of 150 white papers, checklists, articles,
talks and our full day workshop on investor due diligence and all of the due
diligence comments made on stage at our events. It's basically saying here is the
core data room structure, and this will be custom for your industry for your
offering for the risks of your deal for the stage that you're at startup value add
roll up strategy, how experienced you are, etc. Do you have a fund or not, etc. So
this is very dialed in. It's much different than just going to like, oh, I want to
read a white paper and how to put a data room together. Okay, well, interesting.
But then you have to apply it to your exact situation. AI is doing all that for
you and much, much more. Right. To me, this is like mind blowing, amazing stuff. So
that's why I kind of nerd out on this and enjoy developing it because like
selfishly, I'm using these tools every day. So I make them better selfishly just for
my own use, even if the 400 and some of you on this webinar didn't care about
them, like it's like, oh, well, I want to make them better because we're using
these all the time, right? So here's some key investor expectations, like little
bonus insights that we can provide as well. So it's not just telling you, here's
how to put the data room together. It's like, there should not be surprises. They
would appreciate audited financials, right? You should have transparency in what your
exit would be or how to de -risk the deal, et cetera. All right, I might show the
results to the next two deals and then run through the questions 'cause I see
there's 14 new chats or questions going. For this PPM one, we had to review the
PPM. It's saying, here's the fee structure. It's saying, here's the rental management
fees. Here's the key risk factors. Here are red flags. Here are questions that you
should ask. Oh, and by the way, one thing it just said as I was scrolling was not
100 % accurate, it's somewhat accurate, but that's the thing with AI, right? Like
just like a human reviewing it, it might get something mostly right, but sometimes
it'll get something completely wrong. But still, it's super helpful compared to not
having these things in here. And David, I see your hand raised. If you can just
type in your question in the Q &A, I will look at at what the question isn't just
a second. So basically it gives you a conclusion, et cetera, at the end. This third
example that we did, if you remember, was I just got pitched a deal, I don't wanna
jump on a call yet, what should I be asking them? So it's basically saying, well,
here's the summary, here's the structure, here's the operational model, here's the key
claims, and then here are the suggested questions. So basically if you're in a rush,
you you just be like, okay, here's 10 questions. Well, I have two questions already
because of the industry. Here's five more questions I like from that list. Boom, go,
send it off. And before you spend your valuable time on any phone call, if they're
not willing to answer three to five questions about their model, which AI says is
most important and your brain says is most important at a high level, then don't
get on a call with that person for sure, right? Like you can save yourself a lot
of time and they self -select it out of your careful process 'cause you're very
busy. All right, before we go into the next tool, I am going to go through
questions here. How do you know geographies, unit count, check size, hold period,
and return expectations? Well, you can ask, when you get to the tool called investor
advantage truth, that is the tool to ask all those questions against, and it will
help answer all that for you. Okay.
All investors from the tools are in the Family Office Club, Edna. No, this is fed
with every investor has spoken on stage at our events, is fed into many of these
tools to get advice and insights and expertise from. The investor database behind the
investor pipeline builder, those are publicly available, contact details, or someone
has a website saying, "I have a family office or I'm an angel investor, this is my
investor club," et cetera. Now, instead of searching on Google for thousands of
hours, my team has put them in a databases and it put that in the AI tool. The
investors that come to our events, you need to meet them through our mobile app
investor portal, through attending live events, streaming live events you can't go to
in -person, and networking through our virtual software where you can set up meetings
and message people directly through, while at the live event in person or virtually,
we have a messaging system you can use. We do not put every investor who attends
one of our events and then put them in a database because they didn't make their
public, their contact details public, right? So it would drive away some investors
from our club and we're always trying to do the opposite, attract investors from our
club.
Let's see here since organizations basically leverage these tools meet that
qualification. Yes, I really see these AI tools, it's really like the set of them
is like a full stack suite of investor and capital raising tools. And it's like a
force multiplier. It's like it exponentially make things faster, clean air more
decisive, etc. The 22 ,000 investors are global Peter, we're stronger in the US than
other areas. And there's more family offices here that are public than many other
countries, but it is global. Shannon's asking, "Are the AIs you selected remaining in
your stable based on merited responses and track record over time and continually
getting evaluated?" The artificial intelligence tools are being tweaked and improved
all the time. In fact, if you use them as a member of our investor club, let us
know. Something doesn't work. We'll make it better and dial it in. Executive summary
is essential, yes, definitely very simple. It's definitely simple, it is definitely
required.
You get access to these tools as a member of the investor club,
which I'll go through pretty soon here. I'll try to start speeding up. Instant
partner insights is something you just need permission from someone first, but you
put in their name, company name, and where they're based out of, and then it will
give you some details on them. You just have to ask the permission first before you
do that, pretty straightforward. And so it just verifies you've asked for permission
and it will tell you, well, Richard runs Family Office Club and he is likely to
own these assets and we searched online for red flags related to scam or fraud,
et cetera, and we were not able to find any and that doesn't guarantee that
nothing's wrong, but this is what we found by doing a public search on that person.
All right, this next tool, I want to submit here and show you the results on.
Basically, what we've done at our live events is have people rate one through 10
how a one -liner looks on stage. We've had feedback at full day pitch deck
workshops, giving people feedback on their materials, and we've put together over 1
,000 visual digital sets for people putting together pitch decks. That's why at Family
Office Club, we have our charter membership, our VIP, and then a pitch optimization
program in case you need help with doing a one -pager or your logo or your one
-liner, et cetera. But this gives you a score on your pitch deck, one through 100
based on 25 criteria. So I attached a pitch deck and I asked it to rate it. It's
gonna start spitting out some results here in just a
I'm saying, do you have a one pager? No, I don't have those things.
All right. So it's going to start spitting out the results, and we'll come back
here in a second to show you the results. I guess it's going super fast right now.
Sometimes it does take five seconds or 20 seconds at most. But it's basically
the brand name, you know, analyze that, the one -liner, analyze that, etc. And that's
going to spit out the rating at the end. So I'll come back here in a second. All
right, the one -line capital raising pitch. This is also critical. If you don't get
people in the first line of your email, or the one sentence of your voicemail, like
you're in trouble, right? We've had people say on stage, "You don't get me in the
first two seconds." I'm moving on, especially in an email inbox or voicemail. And
what's fascinating to me is that I get 1 ,000 emails a day is what my email meter
tool tells me. I only get two to eight voicemails a day. So I literally get 146
times more emails than I do voicemails. People don't want to leave a voicemail. It's
easier to point, click, and blast a thousand people something, right? So we are big
fans of calling, following up with people via phone internally here. And you can use
this one liner on the front page of your pitch deck, top of your one pager, front
page of your website for every voicemail, every email you send. I'd introduce
yourself in a coffee line at a conference, super critical. So here is my pitch
deck, I've attached it. Please give me seven one liners to consider and then we'll
see what it produces. Let's switch back to this pitch deck success score. It's
analyzing all these different things and it gave me a 68 out of 100 on this pitch
deck. There's not enough team There's no funding ask, there's no one one page or a
website, a lot of people are missing a one pager or a website for their offering.
Here's what to fix first, etc. And you can also export all of this if you want to
in a PDF form. You can always ask any of these tools to do it. You can see the
25 criteria here that is asking for and then the final score.
All right, one -line capital raising pitch. Here's seven one liners that it produced.
You have to get it down to a single sentence. If you can't say it concisely in
high conviction way, they get people to lean forward. How is somebody going to tell
their spouse or their investment committee or their business partner or another
investor friend of theirs what you do? They can't, right? This is why your brand
should work for you and say what you do and draw people in. Your one liner
absolutely has to. Most people don't have a one -liner at all. So this is based on
engineered prompts, which is based on our discussion panels where we rate one -liners.
We've done many, many of these discussion panels, our full -day workshops on dialing
in your pitch, and also criteria such as you should always have one to three data
points that make it very clear. Saying you're best in class means absolutely nothing.
But saying that you have 100 property fund or 250 million in transactions, or a 16
.5 % preferred return, or you have a track record of serving 142 investors, you've
been in business for 19 years, those are hard numbers. So your one -liners should
have a couple of hard numbers in it and it should be concise. And so we put a
bunch of rules into what a great one -liner should have. What I would do if I was
you is come here and select the two you like best and say make seven more for me
that sound like these two. Or I really like number two and four, but add this data
point in, add these words in, make sure and fit this in somehow, or write out your
one -liner, which might be the form of a paragraph right now, and be four sentences
long, and just give it that and say, "Hey, turn this into a one -liner. Here's four
sentences. I know it's way too long, but help me out here." And it's like a coach
for developing your one -liner, right? So definitely encourage you to play around with
this tool as you get into membership if you're going to. All right, these last
three tools are different than all the rest. So I'm just gonna pause for 10 seconds
here. I used GPT to create this model. So I saw that question though,
I saw that question here. Yeah, Jay, we reviewed your model several years ago.
Thanks for being part of the club for a while now.
No, We have unchecked the box, so none of the data you feed into this feeds into
the master brain unless OpenAI is just literally lying and feeding it into their
master brain, while telling you it's not. But just so you know, natively built into
these custom GPTs, it does not have memory. And that's one of the downsides. And so
it literally will not remember what you said the day before, but it will remember
all the things we trained it on. And so that makes me believe It's not feeding it
into the master brain, but you're dealing with a tech company, they could flat out
not be honest about something, of course, so it's a valid question to ask. All
right, billionaire collective intelligence. So this tool is different than all of the
rest because when you work with an LLM and you are asking it questions,
you're getting feedback based on what it scraped from the web and found on Wikipedia
and public websites and news articles and data factual articles and scientific
journals and all that stuff, right? But you're also getting feedback based on what
the 300 million people have input. Some people input stuff that's wrong. So people
publish things to the web that is just wrong. Some people have a lot of opinions
and they're not a billionaire. Do you want to get your feedback from 300 million
people in Wikipedia? Or would you like feedback on your business from billionaires.
What if you could sit down and have a cup of coffee with a billionaire or a few
different billionaires to give you feedback? What if you could text billionaires at 2
a .m. when you wake up and you really need to solve a challenge for your business
or capture an opportunity and you're not quite sure about how to navigate it or
speed things up and move the needle? That's what this is about. So we have found
there are 986 billionaires who have given public talks. We found those public talks
and transcribed all of them. I also have interviewed 45 billionaires because one of
the things I own is billionaires .com and I've interviewed Mark Cuban and Tony
Robbins and Grant Cardone and Jeff Hoffman and many other billionaires that are, you
can see on billionaires .com publicly. And I put all of that as well as billionaires
we've done talks with on stage. We've done many billionaire fireside chats at our
events. So here you can see. I've been scaling my business for seven years now. We
do five million in revenue, etc. We have these challenges. We have these
opportunities. How do I grow faster? What do you suggest I do, etc? You ask that
to billionaire collective intelligence, and you're getting feedback from the collective
insights of those 986 public talks by billionaires, and it will tell you where the
advice is coming from so that you know which billionaire is giving you what advice
along the way and you're not just blindly thinking, "Oh, okay. Well, I hope this
tool really was built off of billionaire insights." So it's not just a little AI
magic trick by Richard kind of faking that these are billionaire insights, right? And
so here is some of the feedback. Sarah Blakely has some feedback. Jerry Moyes has
some feedback.
Here's a second point that's backed up by a quote from a billionaire with an action
plan on your HVAC plumbing business idea. Here's a third one coming over from Matt
Calkins. And it's a strategy backed by a quote from a billionaire. So it's kind of
like we're referencing, it's like having references for not only what the exact
advice is and why it suggested it, but also who suggested it in case you like or
don't like or really appreciate someone from in your industry giving that advice. So
I'll move on from that. But Similar to why we created billionaire collective
intelligence, that's why I wanted to show that one first, we created investor
advantage. The reality is, there's a lot of smart people out there that are just as
smart as a billionaire, but maybe took their foot off a gas a bit and spent more
time with their children and spouse and we're still very successful, even if they're
not a billionaire, right? Maybe they're center millionaires, decade millionaires, or
just millionaires, but they have things we could learn from them, of course, right?
We have taken the 1 ,000 plus investors have spoken on stage at our events,
our workshops, our webinars. It's over 4 million data points of information and put
that into our own little sandbox and said, "Don't ask 300 million people plus random
Wikipedia pages for answers. Don't ask just billionaires. Let's ask this much broader
data set of everyone has spoken at our events." And my question to them is, you
know, I'm capturing my next capital raise, I found out the hard way a lot of
investors don't just want an investment fund. So due to that, I want to come up
with,
and by the way, you can spell things wrong or make little mistakes here in AI, I
will know what you're talking about. And basically, I want to figure out how we can
structure the deal right so we de -risk it for investors, and how can I raise
capital faster and just build investor relationships faster. And then you ask it that
or whatever you're wondering along the way, whatever your current challenge is. And
on top of asking a best friend, a peer, a mentor, this is like being mentored by
the collective intelligence of all the investors who have spoken on stage at our
events. Like to me, this is just mind blowing and super exciting. Sometimes I tell
us people and they're like, "Oh, interesting." And they're like, "No reaction at
all." And I'm just kind of like, "This is like amazing to me." So We have a lot
of fun putting these together. As you're using our tools, if you're like, "I wish
you had a tool, I did this." Well, maybe we can change the backend engineering
prompts
and dial a tool in further and make it better for you or come up with a new
tool, like the three new tools we're working on next. And I'll get to how we
simplify everything. 'Cause I know it's like a lot. It's like a lot of tools,
right? So here is some custom deal structures to think through,
fee enhancement, triggers, tiered bonus, equity based on multiples, convertible
preferred equity, liquidity event bonus. Here's how to attract more investors. So this
is answering all the questions that you are asking it, essentially, for advice on.
All right, the final tool. And then I just have like four or five PowerPoint slides
to show you and we'll wrap it up. And then I'll get to all the questions here and
appreciate the patients everyone being on the webinar. This final one is Family
Office Club Concierge. This is for our current members or someone looking to become
a member potentially, because this helps you navigate everything we've produced.
Sometimes the reaction is like, whoa, that's a lot, right? We have 1 ,250 investor
talks in a Netflix -like mobile app. Well, which one of those 1 1 ,250 talks to
actually watch, right? Like 31 hour webinars, right? Take me the whole year to fit
in time to watch those, right? 16 live events a year, well, which events should I
attend? 22 ,000 investor profiles, like, well, which investors are the one or 2 % I
should actually approach? Obviously I shouldn't approach all of them. I don't have
the energy or time to do that. It'd be a waste of time. And I've already forgotten
the third of the AI tools you just because you, you know, rushed through a dozen
of them as quick as you could. So how do I know what AI tools to use? I'm,
you know, a little bit overwhelmed by the firehose of things that Family Office Club
is putting out there. Well, then you can say, hey, I'm considering joining Family
Office Club. I do real estate deals and storage multifamily or I do healthcare or
dental practices or biotech, whatever it is, right? And then you push enter, and it
will analyze all of our resources, all of our AI tools. And if you tell it where
you're based or upload your pitch deck or just record a little audio message of who
you are, what you're looking to do and put that in here, then it will give you
custom feedback based on looking at our website in real time at upcoming events,
looking at all the data points, looking at how many investor leads in general we
may have for your niche and spit out some results here. And so this is based,
the cool thing is like, on the fly, my team was having to try to do this. Oh
yeah, well, let me explain. Oh, you're based here? Well, this is an event we're
having near you. Or like, oh yeah, don't forget about this webinar. Don't forget
about, and like to be thorough and organized every single time really helps my team,
but also helps people just understand what's coming up. So for example, we have
events coming up and it lists some events there. It goes through some of our AI
tools, so you don't have to remember all of them, but it suggests which AI tools
are probably going to be the most powerful for you to start with. And then you can
go from there and use the other ones if you'd like, and it reminds you, if you're
a VIP member, you can get access to the investor club navigator and the investor
pipeline builder. It then talks about investor leads and says, Here's the names of
some investors just to give you some examples pulling from our databases and the
data is available for all VIP members. And then here's some investor mandate
interviews we have in the portal. Here are some of the things in our investor
portal you should focus on first. So it's basically saying like, hey, we got this
whole mass of things you could use but based on who you are, where you are and
the stage of what you're raising capital for, you can ignore 95 % of it 'cause you
have to, there's too much to take in all at once and use AI to navigate it a
little bit more efficiently because otherwise it is a bit overwhelming and a bit too
much. It's essentially an AI tool to simplify the fact that we made too many AI
tools and we just have a lot of stuff in our portal and it's just not practical
otherwise to kind of survive all that. All right, got a few slides left here and
then we'll be wrapped up and I miss we staying on here for Q &A and and answering
whatever questions you have about the club or AI or how to use some of these
tools. So just a reminder, we're a tribe of 1 ,000 plus family offices, deco
-millionaires, pro -athletes. It's really inspirational to go to events and just hear
down -to -earth genuine, authentic talks about scaling a business, about what it was
like to sell their business for $30 million, about how hard it was over 20 years
to build a business. We had the founders of Barefoot Wine, the biggest wine brand
in the world come on stage. And there's the nicest people in the world just sharing
their story of how they started selling wine out of their laundry room in the back
of their house and then turn it into the biggest wine brand in the world. Right,
it's just super inspiring to hear that. Also, I get bored very easily like many
founders and kind of like ADD fast moving. So I don't not want to get bored at my
own events. So nobody speaks for more than 15 minutes. There's no 45 minute talks
from some gold fund or economist, etc. These are a lot of people that have spoken
at our events out of the 1000 plus that interviewed Mike Tyson. We interviewed Tim
Draper, the founder of Keller Williams Real Estate was at our last event. We have
some champion like Kane, a two -time UFC heavyweight champion, spoke on stage at our
last event, someone from the Maybach family just spoke at one of our events with
many NFL NBA players, founder of Gold's Gym,
billionaires, centimillionaires, and just nice investors that aren't famous but are
just great investors to get to know and honestly have less gatekeepers sometimes to
actually get deals done with. And so these are just examples of some of the people
that have come and many of them come many times, like Jeff Hoffman has spoke at
our event twice, and it just reached out to see if they could speak again. If a
billionaire comes back two or three times, and by the way, we didn't pay a single
one of these people to come a single time. We don't pay for their hotel room. We
don't pay for their airplane flight. We don't give them a speaker fee. If they
speak, it's because they want to connect with deals. They're building their family
office. They want to connect with their peers. They want to learn. They want to
connect with opportunities, and that's a genuine community. So we have these April
events coming up and I get to, in a second, the three bonuses you get if you join
our membership based off of this webinar to get access to the AI deals, our live
events, the investor portal, they go through that in just a second and then run
through the questions. But this is our April event coming up, Dallas, Fort Lauderdale
in Los Angeles, April 22nd, 23rd, 25th, Deca millionaires and some billion dollar
plus family offices on stage, sharing how they built and sold their company or how
they raised $10 million or $100 million plus dollars or how they run their billion
dollar plus family office. This is a billion dollar plus family office managing
director I interviewed at our last live event. This is John, the CEO and founder of
a real estate platform. He took 30 years to build it to a billion dollars and he's
backed by Howard Marks Oak Tree Capital. He's a great guy. And this is our single
family office summit coming up in May that I mentioned at the start of the event.
So the way to think about our events is that you can always live stream them if
you miss them. We have all past events in our portal, but also we are in Dallas
four times a year. We're in Beverly Hills, Los Angeles four times a year. We're in
South Florida four times a year and New York four times a year. So whatever part
of the country you're in, it's pretty easy to come and participate in three to five
events per year, not a little bit more. This is our mobile app, which has the 1000
+ videos in it. You can stream in a Netflix -like style. And we just went through a
bunch of these AI tools. So these are the six reasons that people stay a member
and not just join, but stay long -term is the proprietary AI tools. Obviously,
we have more than five of them now. So I got to update this graphic. Our capital
network to meet new investors, meet peers, to structure your deals better. Almost no
one goes around saying, "I think the key to my success is having a better structure
to my deal," but they should be because structuring a deal can take it from average
to amazing or take it from a good deal to a great deal. So it's super important
to go down the rabbit hole of structuring your deals, scaling strategies you get by
just being around decimillionaires and centimillionaires and billionaires, just hearing
their optimistic views on the world and how they're adding value and forcing
appreciation, peak performance, we talk about being ultra healthy, not just ultra
wealthy, a lot, and powerful positioning, which again is like a force multiplier. If
you have a powerful position and a great one liner, everything goes faster. If it
sounds like you're doing the same thing as everyone else, you are 100 % dead in the
water. So these are the membership options we have, four month trial, charter
membership, annual, trial VIP and annual VIP, and then pitch optimization program to
simplify it. Charter membership is you get to come to the events, you get the
investor portal, mobile app, you get the AI tools. VIP means you essentially get all
the investor databases and you do get to unlock the two AI tools exclusive for VIP
members, which is the investor club navigator and the investor pipeline builder. Those
are the ones that tell you what other investor clubs to work with and what
investors to potentially approach out of the 22 ,000. And the pitch optimization
program is we're gonna help dial things in. So you are positioned in a very
powerful way for your one pager, a three minute founder video where you say what
your offering is as the founder. And we really dial in a dozen different aspects of
how you position yourself, how you reach out to investors, your logo, your branding,
if it needs to be refreshed or redone your email signature, your Zoom backgrounds,
you just spiff everything up to make it a bit more institutional quality. And it's
done with our same in -house marketing team that does all of our own marketing and
all of our same branding and everything else. So here's what we're offering for
people on the webinar today. Basically, if you join this investor community now
within one business day, whether it's today or early tomorrow morning within 24
hours, or if you're streaming this and it's not live but you stream it and show us
that you joined within one business day or within 24 hours or less. You get a free
AI consultation. I love working on this stuff probably by giving these free
consultations. I'll come up with another idea that we should be moving on as well
and make our current tools better. So what I'm offering is a WhatsApp or text
message based back and forth or audio messages back and forth and I'll help you not
only figure out how to use our tools, but suggest one to three tools, you should
probably build out for your own business for free or very low cost using AI. We've
thought about this for so many hundreds of hours for our business and invested $100
,000 in this project that for sure there are ways we could help you and give
feedback. Number two, one bonus investor club mastermind ticket.
If you register, it doesn't have to be our April minds, but in addition to the
normal ability, like when you become a member, all of our events are included at no
extra cost. You don't have to then pay for events as well as membership. The
membership includes 16 live events a year, come to as many of them as you want,
livestream and person, etc. And so the extra bonus ticket means you could bring a
spouse, you could bring a business partner, you could bring an employee, maybe your
head of investor relations to an extra mastermind, whether it's the same one you're
going to or another one. And the third is a 33 % off your membership on the four
month membership option. And if you do that, just pay attention to,
with a checkout form, when you select the membership, after that you can scroll
down, it says, do you have a coupon code? And you click on that and you enter AI.
And if you do that, it'll offer you 33 % off our four month options. It will not
offer you that discount off our annual options or off of the Pitch Optimization
Program 'cause those are already priced very aggressively. So just use that coupon
code AI in the next 24 hours or right now if you're ready to move forward and try
this out with a trial membership and just go to familyoffices .com /join.
If someone from my team is watching, you can just share that in the general chat,
that link for FamilyOffices .com /join, that would be excellent so that it's easy for
people to hop on over there and happy to do the free AI consultation as early as
tomorrow morning if you'd like to. So that's it for the webinar. I am going to go
through Q &A now and apologize for not stopping more. Time went by very quickly.
I guess I'd like to hear myself talk about AI, so apologize for it taking a full
hour to get to this point, but I will go back and answer questions now.
Okay, details on the Los Angeles event. Can we pay to attend before becoming a
member? Shreve, no, we don't allow anyone to attend events by buying a ticket or
attending for free to test it out. For many reasons, we guard the investor ratio
like gold. You know, our last investor event had 44 % investors in the room. We
really work hard to get it to between 42 to 50%. And so 44 % we're pretty happy
with. But if it gave away tickets or sold tickets, it would mess up the ratio in
the room. But if you look at any family office quality event, first of all, free
events are just going to be garbage or very bad almost always, right? Like the best
is never free and free is never the best. And any family office event is going to
sell for $1 ,000, $2 ,000, $3 ,500, even seeing $5 ,000 or $30 ,000.
Our trial is the same cost for a four month trial. It's just going to one
conference and they don't give you AI tools or an investor member portal or access
to multiple masterminds and investor summits. So it's ridiculous value compared to
like buying an event ticket in an area that's in an event that's not even a
community. It's just gonna be a light night and day, way more value. What if you
have several members on your team? You could buy a second membership, Alexander, if
you have more members on your team.
And the other thing to consider is you might buy one membership and then you can't
go to one event, but another team member can. So even if you have three people
that might want to attend events, you might be able to get away with buying a
membership and then just one add on membership. And with those two memberships, the
three partners or whatever you might have at your firm might be able to attend a
good number of our events. Thanks, Jennifer, for putting that link, familyoffsets .com
/join. If you think you need a phone call, like a Zoom overview of the portal,
just to go overall, the benefits of membership, again, with one of our team members,
I'll have Jennifer or Daphne or John post the round robin phone call scheduling link
as well in the chat. I know some people like to walk through things pretty
methodically, and that to you, then we'll post that as well.
Sheldon, thanks for being part of the Family Office Club. Appreciate you spending the
time here. And if your patient's going through all those tools, how about sending
these offers out in an email? I want to share with my team and get feedback. It's
from Bruce. Yeah, sure. I mean, we're gonna send in the replay out tomorrow. So
perhaps with that email, we could be doing that. So I'll talk to my team about
that, Bruce, and I'm sure since you asked about that, we can have someone on my
team follow up. John, if you wanna look up Bruce's details as a member to make
sure he gets served, that'd be great. Is the concierge AI system available to non
-members? Robert, it is. If you wanna try it out, we're happy to give you that
link. Just shoot me a message, and I would be happy to get you the If you want
to text or WhatsApp me, WhatsApp is easiest, but text is fine too. My number is on
the screen here, it's 808 -609 -260. I will say that that tool is our newest tool
and it's relatively complex, and there's one or two parts of it that I'm not too
happy with, and we're going to enrich the data in one part still, but it works and
I think it's still be really helpful for you to use. So just of FYI and it being
one of our newest tools. Jamie says I've been attending a year and a half and the
events have been amazing. Awesome. Well, I appreciate you saying that, Jamie, 'cause
I think a lot of people here are like, have no idea if our events are really
amazing, if I just try to make them look amazing. So, appreciate you saying that.
Christopher, if I'm already a member, where can I see the AI tools? We're adding a
page in Kajabi with links to all the AI tools, Christopher. But Jennifer on my
team, if you can look at Christopher and look at his membership in our club and
send him an email with links to our tools today, that would be excellent. And since
some of these are new, even my own team needs to get an updated list of where all
these tools are. So they will be in the Kajabi members area very shortly, but
Christopher, we can make sure and get you an email with links to them. Thomas, as
someone's starting out, what's the best way to get involved? The best way is to do
a, well, the best way can be read two different ways. The most value for your
money is the pitch optimization program, because if you're just starting out and your
materials are bad or non -existent or not dialed in or not focused, then you're not
gonna get much traction and you're never gonna get to the next level. So I would
highly recommend the pitch optimization program. It's 20 ,000 plus in value for the
$7 dollars, if the best way to get started in the smallest way possible is what
you're asking, then the four month basic charter membership, you still get almost all
these AI tools. The only ones that are restricted are the investor club navigator
and investor pipeline builder. But you also won't get the 22 ,000 investor database,
but at least you'd be able to come to our events and come to the investor's
summit. So then you could always upgrade to VIP or pitch optimization program later.
But if you want to start out on the right foot in the most powerful way possible,
it would be the pitch optimization program or a VIP membership
Thanks AKM for being here Do you get bonuses for any of the memberships? Yes All
those memberships give you those same bonuses three. So thanks for taking a look
Yeah, thanks for being here Frank appreciate that Peggy, I know I owe you an email
back. I apologize, I got sucked into the vortex of this AI webinar and wanted to
make sure I did a good job on it. And so I owe you an email back. But thanks
for being a member since 2018, Peggy. And I really enjoy seeing you at the events.
And you're a good example of like a class act member. That's who we try to
attract. And we say at the start of every one of our events that people who do
well in the ultra wealthy space, treat people well, add value first, are kind,
are they follow up, they're polite, they're persistent. They don't,
they're not super high stress, high pressure on people. And they know that the
biggest successes will come from those that they've taken the time and patience to
actually get to know and add value to. So really important to know. Justin's saying,
"Yes, it's a great club to join. You can actually meet real investors who are
active. I have successfully raised capital from a family office in the first year of
joining." Justin, that's awesome. I appreciate you sharing that. I didn't know that
you're going to be on the webinar here today, so thanks for taking your time to be
here. Dustin's asking for links to the tools as well. Yeah, Dustin, assuming that
you are a member, which I think you are, I think I recognize your name as well,
then we'll give Jennifer send those tools over to you. Same with Brian as well.
Andy saying great webinar. Thank you.
Shane saying we love Peggy. That's great. It's one thing about our events, right?
You see familiar faces. You see some familiar investors, but each event will have
different people attending, right? So 20 % or maybe 25 % of the investors and
speakers could be similar at different events throughout the year, but a lot of
investors based in California are not gonna go to all of our events in New York or
Florida, right? So it can be worthwhile to travel to some of the other events
outside your area. The 33 % should apply to both the Charter four month and the VIP
four month. It does not apply to the fees going forward. So if you want to be
paying less fees on a go forward basis, you should get the annual membership because
that will make it so you're paying less on a monthly basis, but it costs a little
bit more to get started. But we want to reward those who commit to a year by
giving them a lower monthly fee. But the discount is just on that initial payment,
the initiation fee essentially.
Ryan said that's great. Dan said that's helpful. Yeah, good to see you here, Dan.
Thanks for being part of our events in the past. I think I've spoken a couple of
times at our events and I saw that email from your team this week.
I'm here to see other people using AI and it might become a member. Great.
Yeah. Well, thanks for everybody's attention. It seems like the stream of chats are
slowing down. So I'll give people another minute or two to type in whatever other
questions they have. Hopefully, you're inspired to use AI in new ways to use these
tools to become part of our investor community. It's really an exciting group to be
part of. And it's a perpetual learning machine. I come away from every single event
saying, "Oh, wow, that was an amazing speaker." You're like, "Oh, I gotta take notes
on that." And I have a page of notes of things I need to get better at and I
need to dial in. And I've been to every one of our 300 events and I don't get
bored at our events. Otherwise we'd change them obviously. And so I think if you
come, you'll have a great time and see that we're at a genuine community and not
like a conference business.
Three of the pitch optimization program is not valid for the 33 % off because really
it's over $20 ,000 of work that we're doing there but we just know you'll be a
more successful member and have a better experience in the club if your materials
are dialed in and you have a one liner and then one pager And the most important
thing is that one liner and the video from your founder saying exactly what you do
in a compelling high conviction Passionate way People can tell more from you talking
for three minutes than a 40 -page pitch deck And whether they really want to meet
with you or get on a call or not But the 33 % off with the AI coupon code does
not apply to the pitch optimization program membership costs well, it's about you
about $1 ,200 after the 33 % off for the four -month starter membership.
So it starts there. And then there's a monthly fee going after that at either $3
.85, $3 .45, or $3 .99 a month. So that's what the costs are.
Sean, yeah, looking forward to seeing at the events. And Shannon, yeah, we had
previous events in Phoenix and Scottsdale when I lived there. I'm now in the middle
of the ocean here in Hawaii. So we are going to do our first Honolulu event in
July. Phoenix was a good market for us, not amazing, but it was good. So we might
do events there in the future, but there's nothing on the calendar right now. Yeah,
thanks, Jimmy, for being here. Darius saying how to raise capital. That book changed
my life 'cause I identified choke points. So if you go to capitolraising .com, you
can get the book for free that Darius is talking about. And that book at
CapitalRacing .com is a system to attract money to you, attract investors, and
acquiring strategic resources and what Verne Harner calls choke points that can
dramatically change your capital raise or your business success. So definitely check
out that book at CapitalRacing .com. It's free. And I appreciate you saying that,
Darius. Appreciate you being here. Thank you, Roberts. And Thomas Wilson,
not the one who's my dad, I'm assuming, but saying I love the fact that you limit
the speakers to 15 minutes. Yeah, for sure. Sometimes 15 minutes is too long for
one or two speakers out of 75, right? So that's the good news is like the, it's
over before you know it. If someone is not really high energy, you're saying
something super unique. Lance, he's saying I've been a member and took a pause. I
look forward to getting back involved. Awesome, yeah, appreciate you coming back. Hope
the AI tools are a catalyst to that happening. And even if you're just coming to
two to four events a year in your local market using AI tools, hopefully it's a
huge ROI. No events in Europe planned right now. We are looking to expand into
Singapore next and then we'd look to a couple other cities out east 'cause of where
I am in Hawaii. But we have done events in London before and have spoken at many
events in Europe.
- All right, I think questions are slowing down and Hawaii, I'm not a member yet.
Can I come to the July event? Samuel, I need to be a member first. The reality is
if we sold tickets, they would cost more than the four month trial membership
because there's no ongoing subscription to it. So it's like, if we sold a ticket,
you would be paying $14 .50 maybe to come to one event and after a day or two,
it's over. and you don't get the investor portal for four months, you don't get the
AI tools, you don't get the community and the networking, and you only got to come
to that one event. By doing the trial, it costs less than what we would charge you
for a ticket, and you get all those other things plus multiple events during that
quarter. With 16 events a year, it's pretty much like we're hosting an event every
month somewhere, sometimes three events in a month, like this month. So it's a much
better deal to do the membership. So if you sold a ticket, it just wouldn't even
make sense.
Oh, got it. There's a round robin link there. If you want to schedule a call with
someone on the team, please click on the Calendly link, and then you can schedule a
call with my team to go through the membership, go through your exact case use
study, and get super comfortable with exactly what you're signing up for. But we'd
love for you to get registered today and use that AI coupon code that we provided
and then welcome you as a new member and do that AI consultation with you as soon
as you're ready to use these tools and build your own tools.
Oh, got it. I see the notes here. All
right, I'm going to share this code here with everybody one second.
All right, that is the link
for the round robin call. And then that is the link for the membership join page
if you wanna get started with us. Well, appreciate everyone being here. Hope it was
get used to your time. I was actually thinking we were going to get it done about
20 minutes faster, but as usual, it talked a little bit too long. But I hope to
see many friendly faces here at the April events. We're about 70 % full on
registration for those. And then at the May event as well, hope to see many of you
there. So, appreciate everyone's time and energy being here. And we will see you
soon at a live event.