Arthur’s RoundTable Pitch & Luminary Series

Family Office Insights -Arthur’s Round Table Pitch & Luminary Series

Welcome and thank you for kindly visiting today!

We have postponed any in-person gatherings until it’s safe and legal to have gatherings in NYC.  As it  turned out, it was a good idea!

For now, here is what we are doing in lieu of our “in person” investor pitch gatherings in New York City, along with our other activities. Welcome and enjoy:

For Qualified Applicants:

PLEASE READ CAREFULLY:

TO BE SUPER CLEAR. WE DO NOT ASK FOR OR ACCEPT SUCCESS FEES OR SHARES. THE ONLY WAY TO ACCESS THE FAMILY OFFICE INSIGHTS INVESTORS COMMUNITY  IS TO APPLY, QUALIFY, PAY & PITCH.

  1. APPLY AND IF YOU ARE APPROVED,
  2. PAY THE REQUISITE FAMILY OFFICE INSIGHTS FEE (if you are not able to comfortably afford the FOI virtual investor pitch webinar fee at this time, please apply when you can)
  3. THEN SCHEDULE YOUR VIRTUAL PITCH WEBINAR

 WE ARE NOT A BROKER DEALER AND CANNOT AND WILL NOT ACCEPT MONEY RAISING OR SUCCESS FEES.

THE FOI VIRTUAL INVESTOR PITCH WEBINAR FEE MUST BE PAID TO SECURE YOUR SLOT.

Disclosure: there are a limited number of slots and are available on a “first come basis”  for approved qualifiers. Even if you apply, and are approved others could pay the fee before you and claim all available slots in any given month.

If you are an extraordinary entrepreneur with a company, fund or service that you think would appeal to the Family Office Insights investor community or care to nominate another and:

  • your opportunity is truly extraordinary
  • you can comfortably afford the Family Office Insights fee
  • you are in position to do the work to apply and if approved are well prepared to present
  • you and the opportunity present well
  • you are willing to follow up diligently
  • you recognize that there is a requisite amount of time that simply needs to pass between when you connect and meet with proper investors who can invest, and when they actual invest in your opportunity. And recognize the sooner you get that clock ticking the better.
  • you recognize the expense and time connecting one-by-one is one way to meet family office investors, and maybe it would makes sense to meet 15-30 family offices in a 1 hour virtual environment may be smart if your opportunity qualifies.

Here is how to apply for Family Office Insights Investor Virtual Pitch Webinar and get a reviewed promptly, simply apply here. https://forms.gle/oyExsKVZ7eGJFeR57 . Alternatively you are welcome to send your pitch deck or executive summary to admin@familyofficeinsights.com

TEAM FOI is standing ready at admin@familyofficeinsights.com

The Family Office Insights investor community:

  • is very private
  • is very specifically single family offices & active investors
  • 22,000+ members
  • 5000+ Family Office Investors
  • 3000+ Impact Investors
  • 3000+ Block Chain, Digital Asset Investors
  • 5000+ Private Equity Investors
  • 3000+ Real Estate Investors
  • 2000+ Attorneys and Accountants
  • 3000+ Angel, Venture & Early Stage Investors
  • 2500+ private single family offices
  • 800+ private single family offices actively seeking deal flow
  • 2475 applicants seeking to meet family office investors
  • 230 qualifiers
  • 104 pitch luncheons
  • $110,000,000.00 successful allocations in 2019
  • is over 20 years in the making
  • is an exclusive private membership community of qualified, monied, smart investors seeking to be pitched and have capital to deploy
  • is often super hard, expensive and time consuming to connect with in a meaningful way
  • is actively seeking deal flow in multiple and wide variety of sectors directly and via fund allocations (being that the investor cohort is so large with over 5,000 family offices and 22,000+ members)
  • has demonstrated an increasing appetite for extraordinary opportunities
  • the Family Office Insights investor community enjoys a unique position to evaluate the most extraordinary opportunities in part due to its peer group expert resources

Stay safe. Be vigilant.

Thank you, Arthur & TEAM FOI

Alert & disclosure: The Coronavirus (COVID-19) has now been identified in New York City. During the outbreak of the virus, in order to protect the health of our friends members and staff.  Family Office Insights, BavelasGroup LLC and all affiliates is following the recommendations of the CDC and suggest you do the same. Affected individuals should limit their exposure to everyone including fellow members and staff. 

    Affected individuals include members, non-members, guests, general population and staff who exhibit Coronavirus symptoms (including but not limited to fever, cough and shortness of breath), may have been exposed to the Coronavirus, or who have recently traveled to countries affected by the Coronavirus.  Limiting exposure may include self-quarantining, avoiding common areas, and limiting close contact with others as much as possible.

    All are also encouraged to continue to engage in everyday preventative actions, including covering coughs and sneezes with a tissue, washing their hands often with soap and water for at least 20 seconds (or using hand sanitizer), and cleaning frequently touched surfaces and objects daily using a regular household detergent and water. We DO NOT assume or accept any responsibility for the negligence or any action or inaction of anyone. As is our standard policy, we will reschedule any service with best efforts issuing FOI services credit. There is an only services credit policy. Please note it is your choice to participate or interact in any way with anyone and is your choice alone and you assume the responsibility thereof. Family Office Insights, BavelasGroup and/or an affiliates or assigns does not offer or give medical, financial or investment advice, or offer or suggest or recommend securities or any other invest for sale or otherwise, and is not a broker dealer. We do not accept success fees. Anyone considering deployment of capital will likely be well served by seeking advice from a qualified professional. I love you.

All rights reserved. Copyright © 2020 & Forever Family Office Insights 

Arthur’s RoundTable Series: Family Office Insights Entrepreneur Webinars, Pitch Days, Impact, FinTech, Blockchain & Healthcare Awards

All entrepreneurs are welcome to apply here.

Arthur’s RoundTable Series: Family Office Insights Entrepreneur Pitch Days. Impact, FinTech, Blockchain & Healthcare Awards

  1. An all-day event in New York City held during the 1st and 3rd week of each month.
  2. 20-30 minutes investor pitch opportunity for each qualifying entrepreneur (only 10 qualifiers assigned per pitch day).
  3. Family Office Insights investor members in attendance (75-100 attending throughout the day).
  4. Qualifiers are welcome to attend for the entire day.
  5. Plenty of networking time with investors.
  6. Investor audience & panel of judges will select a winner for each day.
  7. Winner will be:
    • First place recognition & presented with the Arthur’s RoundTable Award.
    • First place emblem for use on your website and correspondence.
    • Access to the Family Office Insights community by being featured in the Family Office Insights Peer Insights Report Q&A published and emailed to over 22,000 Family Office Insights members.
    • Complimentary attendee ticket to the 2020 “family office only”, September 2020 Family Office Insights Impact Conference in New York City.

*While there is no application fees, if you are selected and would like to pitch, there is a nominal pitch participant fee.

If you would care to submit or nominate an opportunity, apply here. Sadly we cannot reply to all applicants. If you qualify, you will be notified directly via email of:

  1. Dates available for your pitch.
  2. Process in preparation for your pitch.
  3. Provide with a report on recommendations of how to pitch to family offices.

Family Office Insights is a deal flow community with over 22,000 subscribers, 5,000 family office members and HNW investors. 2500 are single family offices, of which 800+ are actively seeking deal flow. We receive more than 200 applications a month that largely comes from the 800 family offices. The community has many great opportunities that they share with their investing peers. The applicants seek to connect with family offices for capital, connectivity, business development and resources. Selection priorities: 1) how they were introduced, and 2) which ones would be most interesting to the FOI investing community. Apply early. Limited capacity.

Family Office Insights 2019

20 years

$110,000,000.00 successful allocations from Family Office Insights members in 2019!

22,000+ subscribers

5000+ Family Office Investors

3000+ Impact Investors

3000+ Block Chain, Digital Asset Investors

5000+ Private Equity Investors

3000+ Real Estate Investors

2000+ Attorneys and Accountants

3000+ Angel, Venture & Early Stage Investors

 

2500+ private single family offices

800+ private single family offices actively seeking deal flow

2475 applicants seeking to meet family office investors

230 qualifiers

104 pitch luncheons

 

Join us in 2020

 

Check out the  Peer Insight Report for Empire

NASDAQ Photo: Empire Software with Family Office Funding Challenge

Matthew Hoffman from Empire Software Taping on the NASDAQ with Family Office Funding Challenge

Matthew Hoffman from Empire Software Taping on the NASDAQ with Jane King and Arthur Bavelas

Empire Luncheon- pitching to Family Offices

 

“The FOI team put on a great luncheon for us! As inaugural winners for the Family Office Funding Challenge, we were pleasantly surprised how well organized and well-connected Arthur, Simeon and Lindsay were. They have a deep network of connections and were able to match us up with the appropriate people. Numerous attendees have already reached out to us who are interested in either investing or using our platform. Thank you to the FOI team for putting together a successful event. Good luck to the next winners — you’re in good hands! 

Best,
Matthew Hoffman & Brittany Nguyen

www.poweredbyempire.com

 

Family Office Funding Challenge, Winner #2: Breast Defense

 

Check out the  Peer Insight Report for BreastDefense

NASDAQ Photo: Breast Defense Software with Family Office Funding Challenge

Peter Blaney from Breast Defense Taping on the NASDAQ with Jane King and Arthur Bavelas

Breast Defense Luncheon- pitching to Family Offices

Breast Defense Luncheon- pitching to Family Offices

 

“Arthur’s team at Family Office Insights are an amazing crew.  They put their heart into their work.   They put me in touch with precisely the right people for my company.  They introduced me to the best strategic fit in North America for private equity investors, no small feat. Thank you sincerely for a fantastic job. 

Peter Blaney CEO SignPost”

 

Family Office Funding Challenge FAQs:

Who’s presented in the past?

A few Family Office Insights prior qualifiers and presenters.

What is the Family Office Insights model?

Family Office Insights is a voluntary, “opt-in” collaborative peer-to-peer community of over 20,000 family offices and other investors who have qualified for invitations to investor gatherings.

We accelerate the nexus of connectivity to family office investors who invest in your type of offering or opportunity. One can meet all these family offices without a FOI investor gathering. It just may take 2-3 years. We simply convene a group of FOI member family offices who are actively investing in your type of opportunity and choose to be pitched. They attend a private pitch arranged just for you at an intimate luncheon in New York City. We invite over 800+ primarily single-family offices with an invitation which includes a short interview that specifically explains your ask. You are the only presenter during a pitch luncheon from 12-2 PM. There are no other presenters and we provide you with all the contact information for the investors who attend. We are also able to expose your opportunity to 2000+ family offices and the 20,000+ FOI readership via our Peer Insights Report Q&A/short video. Examples here:  https://familyofficeinsights.com/peer-insights-report/

We do not accept success fees. We do not offer investment advice. And to be clear, we are not a broker dealer, Registered Investment Advisor or investment advisory firm nor do we accept fees of any kind relating to an investment in opportunities from investors or presenters.

“We strive to create a safe, private, curated environment where investors access deal flow that interests them and learn from their peers.” Arthur Andrew Bavelas, Founder Family Office Insights.

Alert & disclosure: The Coronavirus (COVID-19) has now been identified in New York City. During the outbreak of the virus, in order to protect the health of our friends members and staff, Family Office Insights, BavelasGroup LLC and all affiliates recommends that affected individuals limit their exposure to everyone including fellow members and staff. 

    Affected individuals include members, non-members, guests, general population and staff who exhibit Coronavirus symptoms (including but not limited to fever, cough and shortness of breath), may have been exposed to the Coronavirus, or who have recently traveled to countries affected by the Coronavirus.  Limiting exposure may include self-quarantining, avoiding common areas, and limiting close contact with others as much as possible.

    All are also encouraged to continue to engage in everyday preventative actions, including covering coughs and sneezes with a tissue, washing their hands often with soap and water for at least 20 seconds (or using hand sanitizer), and cleaning frequently touched surfaces and objects daily using a regular household detergent and water. We DO NOT assume or accept any responsibility for the negligence or any action or inaction of anyone. As is our standard policy, we will reschedule any service with best efforts issuing FOI services credit. There is a only services credit policy. Please note your choice to participate or interact in any way with anyone is you choice alone and you assume the responsibility thereof.