💸 Workshop: Raising Capital from Family Offices
​About this event
​A two-day interactive workshop designed for real estate sponsors, entrepreneurs, and capital raisers looking to raise capital from family offices.
​Monday, June 23rd: 12:00pm–1:30pm EDT
Tuesday, June 24th: 12:00pm–1:30pm EDT
​Both sessions will be recorded
​Over two 90-minute live sessions, you’ll learn how family offices invest, explore real-world case studies, and walk away with practical tools to build your capital network and negotiate smarter.
​Participants will receive pre-read materials, including case studies and frameworks, and gain post-course access to Circle, where we’ll share recorded videos, sample decks, curated investor lists, and outreach templates.
​You’ll learn how to:
​Understand the family office landscape—types of family offices, how they invest, and how they make decisions.
​Compare investment structures—joint ventures, LP capital, co-GP deals, and direct platform investments.
​Learn from case studies—real-world examples of family office-backed sponsors and platforms.
​Build your family office network—proven strategies for sourcing and developing investor relationships.
​Create your own outreach campaign—hands-on session to craft cold emails, improve your deck, and map your targets.
​Negotiate with family offices—walk through term sheets and governance considerations from live deals.
​You’ll leave with actionable insight into how family offices invest in real estate—and how to get them to invest in you.
​The Workshop Will Cover:
​Who Are Family Offices?
​Decision-making dynamics, check sizes, risk appetite, and timelines
​How to approach single-family vs. multi-family offices
​Investment Structures that Work
​Joint ventures vs. co-GP partnerships
​Direct LP vs. platform investments
​Examples of real capital stack structures and governance terms
​Case Studies in Action
​Fred & Rise Capital: Scaling an industrial platform via joint venture with a single-family office
​Rachel & Grove Living: Building a lifestyle rental platform through a co-GP with a tech founder’s family office
​Dee & Solace Communities: Attracting LP capital from family offices to expand a wellness-oriented housing brand
​Building Your Family Office Network
​Where to find them—and how to get introduced
​Warm intros vs. cold outreach
​Email strategy, social media presence, and follow-up frameworks
​Marketing Materials & Outreach Strategy
​Building a pitch deck that speaks to family offices
​Writing compelling cold emails
​Targeting based on themes, sectors, and values
​Live Workshop: Build Your Outreach Campaign
​Write your cold email to a family office
​Customize your marketing deck using our template
​Receive feedback on your campaign and investor list
​Term Sheets & Real-World Negotiations
​Walkthrough of a family office JV agreement
​How control, promote, and exit terms get negotiated
​Interactive term sheet drafting exercise
​Format & Access:
​Two live sessions: Each 90 minutes, split across two days
​Pre-read materials: Case studies and framing decks shared in advance
​Post-workshop access: Circle community with recorded breakdowns, sample agreements, and template resources
​Frequently Asked Questions
​Will students receive a copy of the materials?
​Yes, all students will receive a copy of the materials we use.
​I can't make this time - will a recording be available?
​Yes, we will send out a recording to all students who sign up regardless of whether or not they attend the in-person session.