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 Deep Purple’s Mark I and Mark II lineups. I was a really weird kid.
Not exactly a skill with obvious real-world applications… unless you go into sales. In investor relations, being able to recall names, faces, and histories is a legitimate superpower.
How I Stay on Top of Family Offices
There are only about 3180 family offices in the U.S. and maybe 8030 globally. Instead of relying on secondhand data, I make it a habit to personally research and track new ones every day. This is an important area because family offices currently manage about $3.1T in assets and by 2030 there will likely be almost 11,000 family offices managing $5.4T.
Here’s how I do it:
Three-a-Day ChatGPT Research – I’ve set up an AI agent to surface three new family offices for me daily.
Manual Stakeholder Review – I personally vet each office and track down the top three decision-makers.
Try To Committ It to Memory – Sure, I could outsource this research, but knowing these names and faces off the top of my head gives me a huge edge in conversations.
My Family Office Podcast Diet
To stay plugged into the family office world, I keep a steady rotation of podcasts in my routine:
Ted Seides’ Capital Allocators – One of my go-to sources for insights. We’ll actually be running an interview with Ted soon. Ted’s recent episode with Donald Miller, creator of the Storybrand branding method, is a must-listen.
Richard Wilson’s Family Office Podcast – I particularly enjoy his event wrap-ups. Good for GPs who are new to the family office world.
Family Office World – A solid listen, though it hasn’t released a new episode since May 2024.
Jeb Blount’s Sales Gravy – If you’re serious about building a strong pipeline of family offices, this is required listening. Blount, a former NFL player (1976–1979), is my go-to prospecting guru. Doing what Blount tells you to do is a lot of work. It also systematically builds a ridiculous amount of sales pipeline.
FOXcast – A solid family office podcast, though I’ve only been listening for a month and am still getting to know it.
DRA Family Office’s The Family Office Podcast – I recently did an interview with them. If you’re looking for a quick, insightful listen on budgeting a fundraise, this is a great place to start.
How We Target Outreach for Maximum Success
Raising capital isn’t just about reaching out to as many investors as possible—it’s about reaching the right investors in the right way. That’s why we require every investment firm we work with to follow three key principles:
1️⃣ Dedicated Landing Pages for Stakeholders – Tailoring your outreach with dedicated landing pages for each stakeholder group, especially family offices, is crucial. This approach acknowledges that different investor types have unique concerns and decision-making criteria. A generic "For Investors" page often fails to address these specific needs.
In the B2B sector, companies have documented significant improvements by implementing targeted landing pages. For instance, Monday.com makes dedicated landing pages to effectively communicate their value propositions to distinct audience segments, leading to enhanced user engagement and conversion rates. citeturn0search5
By creating tailored content that resonates with the specific interests and requirements of each investor group, you can significantly improve engagement and conversion rates.
2️⃣ Only Engage with Family Offices That Match Your Fund’s Thesis – Blind outreach wastes time. We only target family offices whose investment thesis aligns directly with your fund, ensuring they have a strong reason to engage.
3️⃣ Pre-Qualify Before the Meeting – Before taking a meeting, we validate whether:
The family office is actively deploying capital (not just “monitoring the market”).
They’ve invested in an investment vehicle like yours within the last 12–18 months.
Skipping these steps leads to wasted meetings and dead-end conversations. By focusing only on serious, qualified investors, we maximize your chances of securing commitments. How do we determine whether they’re deploying? It’s pretty easy. Typically we use Fundingstack, FINTRX, Dakota or Pitchbook. You can’t raise from family offices unless you have a solid data solution. Otherwise, you can waste 50% of your sales time or more, selling into this segment.
🚀 Want help implementing this strategy? Our Mastermind program and LPBlueprint.com training portal walk you through the entire process.
Why This Routine Matters, And Advancing Your Progress With Family Offices
Staying on top of the family office landscape isn’t just about knowing names—it’s about understanding who’s deploying capital, where the best opportunities are, and how to navigate conversations effectively.
If you’re serious about improving your investor outreach and closing more LPs, here’s how we can help. Quite a lot of this has no cost:
🔹 Mastermind Program – Designed for GPs, MDs, and IR professionals struggling to raise a $30M+ fund, our Mastermind program gives you the frameworks, strategies, and real-world insights to accelerate your fundraising. Stop getting ghosted by LPs. This program kicks off on March 6, and seats are limited. If you would like to sign up, just add your name here. Mastermind also includes a one-year membership in our GP/LP community (a $360 value).
🔹 LPBlueprint.com – Need a deeper dive? Our 70-hour training portal is your step-by-step guide to LP outreach, negotiation, and closing. Get instant access at LPBlueprint.com. There is no cost.
🔹 LP Data & Substack Membership – Our paid Substack membership gives you direct access to our internal LP database—the same intelligence we use to stay ahead. This is included with both Mastermind and regular membership. You can also email me any questions you have about your fundraise, meet with me once a year, and chat with all of the other 50+ GPs and LPs in our Discord chat community.
🚀 Ready to level up your fundraising? Choose the path that fits your goals and start getting results today.
Feel free to leave any questions on family office outreach below and we’ll answer them!