As private investment activity continues to increase, so does competition for the most lucrative deals. Building a strong reputation as a family office or private investor will give you an edge in accessing the most competitive investment deals.
- What are investees, co-investors, and others were looking for from private investors?
- Is it important to showcase the family office’s business track record?
- Why do the ethical credentials of a family office play a key role in its ability to attract quality deal flow?
- How do you balance the visibility of the family office with the privacy concerns of its principals?
In Q4 2020, Transmission Private conducted research into what investees, co-investors, and others were looking for from private investors.
Selected findings and recommendations
- Building a strong reputation as a family office or private investor gives you an edge in accessing the most competitive investment deals
- When considering whether to work with a family office, 35 percent of people said the ‘business track record’ of its team was a deciding factor
- The ethical credentials of a family office play a key role in its ability to attract quality deal flow
- Stakeholders want the family offices they work with to have some form of public profile, especially online
- The visibility of a family office must be balanced against the privacy concerns of its principals
Plus, more raw data from our survey of 2,000 members of the public... and practical, hands-on suggestions on how to manage your risk and respond to potential issues. Download the full report below.
