Investible
Readiness
Investible
Readiness
For startups seeking funding, our Investible Readiness program refines pitch decks, develops fundraising strategies, and connects you with investors.
250+ Satisfied Customers
Investible
Readiness
For startups seeking funding, our Investible Readiness program refines pitch decks, develops fundraising strategies, and connects you with investors.
250+ Satisfied Customers
You want venture exposure — but your family office isn't built for it yet
Family offices have capital and deal flow. What they lack is the governance structure to deploy it responsibly and systematically. The reality is stark: 70-80% of early stage investments fail, relationship-driven deals replace disciplined selection, and no loss boundaries are defined upfront.
Without formal structure, even smart families misinterpret normal venture outcomes as mistakes, leading to regret, conflict, and missed opportunities.
Who needs this assessment?
If you're getting startup pitch flow but lack a system to evaluate it, this is for you.
Family Principal / Wealth Owner
You want venture exposure but don't know how to tell good deals from bad ones, or manage risk systematically.
Chief Investment Officer
You're fielding deal flow but lack a framework to evaluate opportunities consistently and defend decisions to stakeholders.
Investment Committee Chair
Your family's venture investments are ad-hoc, undisciplined, and creating tension around governance and outcomes.
Family Office Director
You need a formal mandate and decision framework before deploying capital. Without it, every deal becomes political.
If you're being pushed to invest in startups but lack confidence in how to do it right, this assessment gives you a defensible operating system.
What you walk away with
A complete venture investment operating system your family can deploy immediately.
Formal Venture Investment Mandate
Defines allocation range (typically 2-10% of AUM), capital at risk expectations, deployment pacing, and stage mix.
Governance & Decision Framework
Clear approval thresholds, decision scorecard, veto conditions, and conflict disclosure rules so every deal follows the same path.
Standardized Deal Evaluation System
Uniform scoring framework with consistent diligence criteria. Filter 70-90% of inbound deals early and focus on what matters.
Portfolio Construction Rules
Initial check size limits, diversification structure, and follow-on investment logic. Ensuring disciplined deployment over 24-36 months.
How it works
Built around four foundational pillars of venture investing.
Mandate & Allocation
Define why venture belongs in your portfolio. Set allocation range (2-10% of AUM), expected loss tolerance, deployment pacing over 24-36 months, and stage/geographic concentration limits.
Governance & Decision Rights
Establish who decides what. Create approval thresholds (e.g., >$1M needs principal approval, $250k–$1M needs investment committee, <$250k needs advisory approval), build a standardized decision scorecard, and define veto conditions.
Deal Filtering & Diligence
Discipline your deal flow. Filter 70-90% of inbound deals early using consistent criteria. Focus diligence on unit economics, GTM, burn vs. milestones, and explicit risk tagging. Avoid projections beyond 12-18 months.
Portfolio Construction
Deploy capital systematically. Set initial investment caps (under 10-15% of allocation), trigger follow-on investments only on performance signals, and model outcomes across write-offs, partial returns, and meaningful winners.
Ready to invest in venture the right way?
You'll have a formal mandate, governance framework, deal evaluation system, and portfolio construction rules ready to execute.
"We were making venture investments on instinct. Having a formal framework transformed how we evaluate deals, manage risk, and align the family. Every decision is now defensible."
— Family Principal, Multi-Family Office
You want venture exposure — but your family office isn't built for it yet
Family offices have capital and deal flow. What they lack is the governance structure to deploy it responsibly and systematically. The reality is stark: 70-80% of early stage investments fail, relationship-driven deals replace disciplined selection, and no loss boundaries are defined upfront.
Without formal structure, even smart families misinterpret normal venture outcomes as mistakes, leading to regret, conflict, and missed opportunities.
Who needs this assessment?
If you're getting startup pitch flow but lack a system to evaluate it, this is for you.
Family Principal / Wealth Owner
You want venture exposure but don't know how to tell good deals from bad ones, or manage risk systematically.
Chief Investment Officer
You're fielding deal flow but lack a framework to evaluate opportunities consistently and defend decisions to stakeholders.
Investment Committee Chair
Your family's venture investments are ad-hoc, undisciplined, and creating tension around governance and outcomes.
Family Office Director
You need a formal mandate and decision framework before deploying capital. Without it, every deal becomes political.
If you're being pushed to invest in startups but lack confidence in how to do it right, this assessment gives you a defensible operating system.
What you walk away with
A complete venture investment operating system your family can deploy immediately.
Formal Venture Investment Mandate
Defines allocation range (typically 2-10% of AUM), capital at risk expectations, deployment pacing, and stage mix.
Governance & Decision Framework
Clear approval thresholds, decision scorecard, veto conditions, and conflict disclosure rules so every deal follows the same path.
Standardized Deal Evaluation System
Uniform scoring framework with consistent diligence criteria. Filter 70-90% of inbound deals early and focus on what matters.
Portfolio Construction Rules
Initial check size limits, diversification structure, and follow-on investment logic. Ensuring disciplined deployment over 24-36 months.
How it works
Built around four foundational pillars of venture investing.
Mandate & Allocation
Define why venture belongs in your portfolio. Set allocation range (2-10% of AUM), expected loss tolerance, deployment pacing over 24-36 months, and stage/geographic concentration limits.
Governance & Decision Rights
Establish who decides what. Create approval thresholds (e.g., >$1M needs principal approval, $250k–$1M needs investment committee, <$250k needs advisory approval), build a standardized decision scorecard, and define veto conditions.
Deal Filtering & Diligence
Discipline your deal flow. Filter 70-90% of inbound deals early using consistent criteria. Focus diligence on unit economics, GTM, burn vs. milestones, and explicit risk tagging. Avoid projections beyond 12-18 months.
Portfolio Construction
Deploy capital systematically. Set initial investment caps (under 10-15% of allocation), trigger follow-on investments only on performance signals, and model outcomes across write-offs, partial returns, and meaningful winners.
Ready to invest in venture the right way?
You'll have a formal mandate, governance framework, deal evaluation system, and portfolio construction rules ready to execute.
"We were making venture investments on instinct. Having a formal framework transformed how we evaluate deals, manage risk, and align the family. Every decision is now defensible."
— Family Principal, Multi-Family Office
