Investment Pitch
Mastery Workshop

Feb 2nd – NewYork, NY
Oppenheimer & Co. Inc (Map)

Feb 16th – Scottsdale, AZ
Caliber Training Room (Map)

 

Reserve your Virtual or
In-Person spot for this event

Join Us At the 2023 Investment Pitch Mastery Workshop

February, 2nd - New York, NY
February, 16th - Scottsdale, AZ

Investors will toss away anywhere between 80-90% of all deals that hit their inboxes. This means that no matter how promising your deal is, most investors aren’t even taking the time to review your offering.

Don’t let your long hours go to waste. Join us at our upcoming Investment Pitch Mastery workshop and learn best practices for putting together an irresistible pitch and raising 5X – 10X more capital in 2023.

Reach out today to RSVP to this one-of-a-kind Family Office Club event.

Or for more information call us at 305-503-9077

Can’t Make It to
Arizona, or New York?

Not a problem – you can watch us through our live stream application, Whova, with the ability to network, chat, ask questions on panels and have video calls.

Why Attend the 2023 Investment Pitch Mastery Workshop?

Learning best practices for mastering your pitch can save you and your business hundreds of thousands in expenses.

By attending this once-a-year workshop, you’ll learn and master how to:

  • Position yourself as an expert in your space so investors prioritize their meetings with you.

     

  • Incentivize your investors to refer other investors to you.

     

  • Structure your deal to make it irresistible to investors.

     

  • Use digital marketing, social media, and videos to propel your marketing materials.

     

  • Set up systems to consistently attract targeted and pre-qualified investors to you every month.

     

You’ll be given a workbook you can complete throughout the day while we review Richard C. Wilson’s 5-step system for raising more capital from your ideal investor types.

Or for more information call us at 305-503-9077

Who’s going?

By attending this summit, you’ll get the chance to shake hands with fellow attendees, including:

    • Capital Raisers
    • Venture Capital Firms
    • Entrepreneurs
    • Private Business Owners

Bonuses:

Bonus #1: Access Netflix-like Membership Options. This provides you with open access to all of our 16 Live Events a Year, Including this Super Summit.


Bonus #2:
 Submit your pitch deck and executive summary directly to our CEO, Richard Wilson, for him to review your offering.


Bonus #3:
 Access all of our investor relations and capital raising books as well as all of our previously recorded webinars and recorded events on the subject matter.


Bonus #4:
 When you sign up for the event and membership we will schedule an onboarding call with our client relationship manager, Jennifer Velasquez, so she can give you a full walkthrough of how to use the 12 deal-closing resources we give you access to.

Or for more information call us at 305-503-9077

Agenda

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.

Annual Commitment: The Family Office Club is an investor community, not an “event company” although we do host 16+ events. For this reason, our club requires a minimum of a one-year commitment to our events, workshops, and investor relations resources. We use a long-term strategy that requires a long-term commitment from all our valued members. We want our community to focus on adequate relationship building and the learning of new innovative skills that lead to more successful raises.

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

We look forward to meeting and networking with you at this summit and hopefully a few more of our events in 2022.

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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All memberships are a minimum one-year commitment

(Charter members can immediately access the member portal after payment is complete)

Select Your Purchase
Price
1
Capital Raiser Group Coaching Membership

(Access 450+ investor mandate interviews, and 130 capital raising strategies)

$5000/year
This membership includes one virtual ticket per each event + 1 in-person workshop per quarter
$5,000.00 / year
1
$5,000.00
1
Premium Charter Membership

(Access 450+ investor mandate interviews, pitch deck coaching, and 130 capital raising strategies)

$8,850/Year

This membership includes one in-person ticket per each event.
$8,850.00 / year
$8,850.00
1
Corporate VIP Charter Membership

(Access 450+ investor mandate interviews, pitch deck coaching, access to 53 investor databases, and 130 capital raising strategies)

$12,500/Year
This membership includes three in-person tickets per each event.
$12,500.00 / year
1
$12,500.00

WHAT’S INCLUDED IN YOUR PURCHASE

Capital Raiser Group Coaching Membership

(Access 450+ investor mandate interviews, and 130 capital raising strategies)

$5000/year
This membership includes one virtual ticket per each event + 1 in-person workshop per quarter

Membership Addons

(Optional)

Product
Total
1
Capital Raiser Group Coaching Membership (Virtual)
Capital Raiser Group Coaching Membership

(Access 450+ investor mandate interviews, and 130 capital raising strategies)

$5000/year
This membership includes one virtual ticket per each event + 1 in-person workshop per quarter
× 1
$5,000.00 / year
Subtotal $5,000.00
Tax $0.00
Total $5,000.00
Recurring totals
Subtotal $5,000.00 / year
Tax $0.00 / year
Recurring totals $5,000.00 / year
First renewal: February 1, 2024
Total Due Today $5,000.00

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