Family Office Podcast: Billionaire & Centimillionaire Interviews & Investor Club Insights
The Family Office Podcast released 3-7 episodes a week of interview mandate interviews, private investor strategies, innovative investment structures, and wealth management related insights.
We use this podcast to interview billionaires, centimillionaires, investors, and family offices and help founders, entrepreneurs and investors scale their platforms and invest more effectively.If you are looking to grow your business, get sharper at investing and scale you are in the right place.
Our program provides investors with insights on setting up their own single family office, virtual family office, or selection of a multi-family office to help them manage their wealth.
We cover private equity, real estate, income investments, commercial real estate, hard money lending, private loans, and innovative structures such as performance-fee only and Co-GP investment opportunities.
The Family Office Club has over 7,500 registered investors and our online investor community has over 700 recorded investor mandates, with a normal 15 live events hosted a year with 6,500 participants at those live events.
To learn more please visit http://FamilyOffices.com or text (305) 333-1155
Family Office Podcast: Billionaire & Centimillionaire Interviews & Investor Club Insights
The B2H Framework From a $10B IPO Builder
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This investor's edge isn't capital - it's communication. As a brand strategist and communications founder, she has helped take companies to multi-billion dollar IPOs and record-breaking public market debuts. She backs founders she believes in and uses brand strategy to amplify their growth from the inside. Her investment thesis is simple: if a company can't connect on a human level, the product doesn't matter.
In this episode, she introduces the B2H framework - Business to Human - and explains why the most common mistake she sees from founders is leading with everything they do instead of what the investor actually cares about. She breaks down why eight seconds is all you have to make an impression, and what a memorable soundbite actually looks like in a capital-raising context.
Recorded at the Single Family Office Summit, hosted by Family Office Club - the largest investor club in the family office space with 300+ events hosted over 19 years. Join us at our next event at FamilyOffices.com.
What's one thing you'd change about the way founders pitch investors today?
So my background is definitely different than the other people I'm sitting beside.
I am an investor. However, the way I came into this is through my business.
What I do is build brands, build companies. I've had the pleasure of working with companies as
early as Y Combinator, taking brands like GitLab to $10 billion IPOs.
building many, many cybersecurity companies, including Sentinel One, which to date is still the
highest valued IPO in cyber history. But what this means is I spend most of my days speaking to the
people sitting on the other side. And so I speak with founders day in and day out.
And what I see is a lot of people who... aren't necessarily great storytellers,
and that's really where we step in. We help brands connect on the human side.
And at the end of the day, it's never B to B, B to C.
I always say it's B to H. There is a human being sitting at the end of every conversation,
and if we can't connect on an emotional level, I don't care if you're selling cybersecurity,
or art, or whatever it is that you're doing, you have to connect at an emotional level.
And there's a reason why people are making their decisions. And so I have helped these companies
break through the clutter, punch above their weight, and get noticed in highly competitive markets.
So I make a lot of my investment decisions. when I meet those founders,
when I believe in the mission, and when I know that I can drive and amplify change.
So that's really where my head is, and I get to do it from the sidelines,
and I use a lot of relationships then to help those companies push even further.
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