We've refined our approach to both acquire and enrich FO data based on client feedback...These enhancements are material.Here are the most critical Family Office Database enhancements:• Heightened focus on uncovering a comprehensive array of Family Office Investment Decision Makers (Now with 25,300+ Total FO Decision Makers)• Details for every Family Office have been updated and enriched (Now with a whopping 1,760,799 total data points)• Added emphasis on acquiring phone numbers, validated email addresses, and LinkedIn addresses for those FO decision makers (16,100+ Phone Numbers, 25,063 validated emails, and 20,307 LinkedIn addresses)• NEW: Granular Family Office Investing Theses now included (17,900+ Investing Theses)• NEW: Top 20 Investing Sectors Highlighted, giving us the ability to laser target the most relevant Family Offices.

ADDED Version 3.0 of the Family Office Capital Raise Blueprint

• 341 New U.S. State-by-State Family Office Records / Contacts--> NEW NY Based Family Offices
--> NEW Massachusetts Based Family Offices
--> NEW Illinois Based Family Offices
--> NEW California Based Family Offices
--> NEW Florida Based Family Offices
--> NEW Texas Based Family Offices• 209 New European Family Office Records / Contacts--> NEW German Family Offices
--> NEW Swiss Family Offices
--> NEW London Family Offices• 219 New Asian Pacific (APAC) Family Office Records / Contacts--> NEW Australian Based Family Offices
--> NEW Singapore Based Family Offices
--> NEW Chinese Based Family Offices
--> NEW Hong Kong Based Family Offices• 437 Additional Family Office Founders• 2,350+ New Family Office Investors / LPs

Learn how to EFFICIENTLY Raise Capital from Family Offices.• Raise Capital 3-5X Faster• Reverse Negotiating Polarity & Secure Optimal Deal Terms• Identify Your Ideal Investors that are worth Forging Long-Term Relationships with• Create Viral Buzz & Authentic Demand: Let Investors Come to You• Leverage BATNA and Social Positioning to Maximize Your Investment Options• Position Yourself Best to Receive Multiple Term Sheets• Attract Those Investors That Most Closely Align with Your Vision & Values• Get All Your Collateral "Ducks" in a Row (Data Room, Investing Agreements, Valuation, Projections)• Learn to Acquire Funding from Angels, VCs, & Family Offices• Utilize a Hybrid Inbound (Attraction) / Outbound (E-Mail, Phone, & DM) Capital Raise ApproachSuccessfully raising capital through Family Offices is undoubtedly challenging.To fulfill funding goals, one must operate through the collaborative lens of congruence, reciprocity, and alignment.Family Office executives are experienced. They can sniff out inconsistencies.Having a systematized and strategic fundraising gameplan is essential in creating uniform positioning and fostering trust.Here's what's included in the FO Capital Raise Guide:
• Intel from over 115+ Capital Raisers whose sole focus is on fundraising from Family Offices• Learn how to rapidly expand your network of Family Office Contacts on Linkedin• Learn how maximize the value of Warm Introductions (even without a large network)• The most successful Family Office Cold E-Mail Tactics & Strategies• The most successful Family Office Linkedin Connection & DM messaging• The most successful Family Office Twitter Connection & DM messaging• How to navigate and Master the Family Office Negotiation Ecosystem• How to optimize your chances of getting funded using our Family Office Investor Database• How to successfully Cold-Call Family Offices with no pre-existing relationship• Family Office Cold-Call Scripts• Family Office Pre-Call Checklists• Learn How Congruent Positioning can be used to Secure a Family Office Investor...and much more...

• 1-Year Upgrade Access to ALL Additional Family Office Data (every time we add or upgrade records, you’ll have full access)• GUARANTEED 1st Degree Linkedin Connection Status with me, Brian Ortiz (this will increase your exposure and ability to interact with tens of thousands of other investors and founders)

You can view data FO MAX data samples here:FO MAX Sample DataAnd you can review our TOS and FAQs here:TOS & FAQREMEMBER: this database is full INSTANT download access (excel files). There is zero data throttling like other data providers. You receive an instant download of the entire database of 40,000+ Records.

Summary of FO MAX Contents:• 1 Master Excel FOMD File (approx. 47Mb)• 1 US Based Only Segmented Family Office Excel File• 1 Non-US Based Only Segmented Excel File• Raising Capital From Family Offices Guide• 40,000+ Family Office Records (3X larger than competing databases)• More than 1,251,219 Discrete Cells of FO Intelligence• Over 35,000+ Validated Family Office E-Mail addresses• Over 20,000+ FO Decision Maker Linkedin Addresses• Over 13,000+ FO Decision Maker Phone Numbers• 2025's The Ultimate Family Office Capital Raising Blueprint• Guaranteed 1st Degree Linkedin Connection with Brian Ortiz (over 132,000 followers)• 1-Year Upgrade Access