Finding Investors | Ep 15
The video discusses reaching out to investor leads after defining an investor avatar. It emphasizes staying focused and adding value while seeking warm investor leads.
Finding investors starts with a clear profile of who fits your deal. These answers cover how to build a focused list and where each investor type tends to be reached.
Related tool: Family office fit check. Browse all capital raising questions.
I start with fit. Ten investor types, the stage they usually invest in and what they want to see.
| Investor type | Typical stage | Typical check size varies widely | What they want to see | How to reach them |
|---|---|---|---|---|
| Friends and family | Idea to early business | Hundreds to tens of thousands of dollars | Clear explanation, personal trust, use of funds, risks | Personal conversations and warm introductions |
| Angels | Early stage | Thousands to hundreds of thousands of dollars | Team, problem, early evidence, clear plan | Founder networks, angel communities, relevant introductions |
| Angel groups | Early stage | Tens of thousands to low millions per group round | Presentable opportunity, team, diligence materials, fit with member interests | Group application, pitch events, member referrals |
| Crowdfunding | Early stage to growth | Hundreds to thousands per individual; the total varies widely | Clear public story, audience, campaign materials, eligibility and platform fit | Registered crowdfunding platforms and an existing audience |
| Family offices | Early stage to mature, direct deals or funds | Hundreds of thousands to tens of millions of dollars | Trusted operators, fit with priorities, understandable structure and risks | Warm introductions, relevant events, focused relationship building |
| HNW private investors | Early stage to mature | Tens of thousands to several million dollars | Credibility, an understandable opportunity, fit, useful communication | Trusted intermediaries, referrals, targeted networking |
| Venture capital | Seed to growth, depending on the fund mandate | Hundreds of thousands to tens of millions of dollars | Large market potential, growth evidence, team, fund fit | Warm introductions, founder networks, targeted outreach |
| Private equity | Established businesses and buyouts | Millions to hundreds of millions of dollars | Financial history, management, transaction fit, diligence access | Advisors, intermediaries, direct sector outreach |
| Institutional LPs | Funds with an established strategy and operating history | Millions to tens of millions or more | Strategy fit, track record, operations, reporting, governance | Institutional networks, consultants, existing relationships |
| Lenders | Startups through established businesses, depending on the product | Thousands to tens of millions of dollars | Repayment capacity, collateral or guarantees where they apply, cash flow, credit and terms | Banks, credit unions, specialist lenders, brokers |
Check sizes are broad, commonly cited ranges for orientation, not limits or promises. Actual checks vary by region, fund mandate, company, structure and investor. The ranges are general knowledge and do not come from Richard's talks.
The video discusses reaching out to investor leads after defining an investor avatar. It emphasizes staying focused and adding value while seeking warm investor leads.
General education only. Not legal, tax or investment advice.
Richard has run the Family Office Club since 2007, the largest investor club in the world by media reach. The team hosts 30 events a year, including 16 in person, and has hosted more than 340 events. Richard has done 46+ transactions as an investor and shares what he has learned on the Centimillionaire Strategies YouTube channel.
If you're working through a raise and have a question, I'm happy to help. Text or WhatsApp me at (808) 600-9260 or email Richard@CapitalRaising.com.