Due Diligence Deep
Dive Workshop

March 16TH, 2021
RSVP NOW

The Due Diligence Deep Dive Workshop is one of the newest workshops we have released within our investor club focused on how investors typically vet deals and due diligence strategies.  This event will cover an array of models to follow, and areas to be aware of if you are preparing for or going through investor due diligence processes.  All of capital raising and closing on investments or investors is about building trust, comfort levels, and conviction in your team and strategies – that is what this workshop will help you achieve.  
 
This workshop will cover:
 
  1. Example due diligence questions to be asked
  2. Master DDQ templates
  3. Social Media Due Diligence
  4. Background checks and private investigator usage
  5. Key questions you may be asked
  6. Data room construction and architecture
  7. Third party due diligence report strategies
  8. Use of Video/Webinars & Audio in due diligence processes
  9. Easy mistakes to avoid that are often committed by first-time capital raiders
  10. Key FAQ one-pagers and why they are critical
  11. Dozens of best practices, strategies, templates, and checklists to consider while under due diligence
This workshop is appropriate for any seasoned investor relations professional, investment firm principal, or someone getting started in raising capital to help them become much more effective after this workshop and have a customized due diligence action plan as a result of attending the workshop.  Once this plan is in place your team will have more positive results and be more prepared for the tough questions and sophisticated investors who may engage you and start due diligence on your offering at any point in time.

Check back soon.

Member Testimonials

Testimonials | Here is what our clients are saying:

 You Will Benefit From This Event, Guaranteed. We only include practical proven marketing strategies and methods and we know you will get a ton of value out of attending this event.  If you attend and don’t get at least $1,000 worth of value for any reason at all, we will give you 100% of your money back within 1 business day.

 
 
 

Attendees:  Past attendees have included wealthy families looking to form a family office, single family offices, multi-family offices, real estate investment professionals, private business owners, hedge fund and private equity fund managers, investment bankers, private banking professionals, CPAs, attorneys, placement agents, third party marketers, and insurance agents.  This event places an emphasis on direct investments and deal flow, thus participants are typically either representing a deal or looking to invest capital in a new investment.

Risk-Free Offer: If you attend our summit and find that you don’t get at least $1,000 of value, The Family Office Club will give you 100% of your money back on admissions paid. You will also be allowed to keep a copy of the event recording and materials for your trouble. Our full refund policy can be found here.

Questions? Call us at +1 (305) 503-9077

We look forward to meeting and networking with you at this workshop and hopefully a few more of our events in 2021.

CEO & FOUNDER

Richard C. Wilson

FAMILY OFFICE CLUB

(305) 503 – 9077
11445 E Via Linda, Suite 2-623
Scottsdale, AZ 85259

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*No risk trial renews at $199 on 1/29/2021 for 1 month, and then rolls into regular Charter Membership at $399/Month thereafter.

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Premium Charter Membership (Monthly)
(Access 450 investor mandate interviews, pitch deck coaching, and 130 capital raising strategies)

*No risk trial renews at $199 on 1/29/2021 for 1 month, and then rolls into regular Charter Membership at $399/Month thereafter.

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Due Diligence Deep Dive Workshop 3-16-2021
Premium Charter Membership (Monthly)
(Access 450 investor mandate interviews, pitch deck coaching, and 130 capital raising strategies)

*No risk trial renews at $199 on 1/29/2021 for 1 month, and then rolls into regular Charter Membership at $399/Month thereafter.

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Coupon Untitled-2 firstmonth199 $0.00 [Remove]
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Subtotal $399.00 / month
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Recurring totals $199.00 / month
First renewal: 01/29/2021
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