How I Help GPs Get in Front of the Right Family Offices—Without Wasting Time

My system for tracking active family offices, coordinating introductions, and ensuring every meeting is with an LP that’s actually deploying

A lot of our clients ask me, “Adam, how do you stay on top of such a large volume of LPs, maintain relationships with them, and track who’s actively deploying and who’s not?”

Well, while we do have our own internal LP database—which we’ll be sharing soon with our members—the real question is: how do we stay on top of family offices as a whole? Here’s my entire routine.

A Weird (But Useful) Superpower

One thing to know about me—I was a strange kid. My weirdest talent? Memorizing rock-and-roll encyclopedias at the library. I’d spend hours at the Shoreham or Port Jefferson public libraries, poring over books like The Harmony Illustrated Encyclopedia of Rock and The Rolling Stone Record Guide, committing obscure trivia to memory.

By the time I was four, I could probably recite most of The Rolling Stones’ discography. By five, I knew every member of De…