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Funds and capital · Family office presentation

Family office presentations concise and discreet.

Family offices are approached often and decide privately. A short, well-ordered presentation that respects their time stands out.

See packages, from $3,500Get a written audit, $1,500

Fixed prices. No calls: you brief us in writing and comment in writing.

Fit

Long horizon, aligned interests

Illustration only. Any figures are invented for this sample slide.

Who reads it

Family office principals and investment staff.

Turnaround

5 business days for a design rebuild; 3 business days for an audit.

How it differs

How a family office presentation differs from a general pitch deck

A startup deck is often built for many venture funds with similar criteria. A family office presentation is built for a few people, often a principal and an investment lead, whose criteria come from one family's goals, time horizon and existing holdings. It is shorter and more discreet, puts alignment and the family's role ahead of growth claims, and is tailored to each office. Family offices may invest directly, co-invest beside a sponsor or commit to funds, so the deck must say plainly which of these it asks for.

Slide by slide

What goes in a family office presentation

  1. 01

    Opportunity

    What it is, in one slide.

  2. 02

    Fit

    Horizon, involvement and alignment with a family office.

  3. 03

    Structure

    How the investment is held.

  4. 04

    Returns

    Projected, with assumptions.

  5. 05

    Risks

    Stated plainly.

  6. 06

    Team

    Who manages it.

  7. 07

    Terms

    The essentials.

  8. 08

    Next steps

    What happens if they are interested.

The questions behind every slide

What readers of a family office presentation ask

Each answer names the slide or document where it belongs. If a question has no home in your deck, the reader will ask it in writing, or stop reading.

  1. 1

    How much of your own capital is in this?

    State it on the fit slide, with whether you invest on the same terms as the family.

  2. 2

    What role would the family have?

    The structure slide should say whether the role is passive, with a board seat, or with information or co-investment rights.

  3. 3

    How and when do we get our money back?

    Show the expected hold and the exit or liquidity path on the returns slide.

  4. 4

    Who else is investing?

    Name co-investors on the structure slide only where they have agreed to be named.

  5. 5

    How will you report to us, and how often?

    Put reporting frequency and content on the next steps slide.

  6. 6

    How does this fit beside what we already own?

    Tailor the fit slide to the office's known focus, which means researching them before sending.

  7. 7

    Is this a fund commitment or a direct deal?

    Say which in the first line of the opportunity slide.

  8. 8

    Who decides on your side if something goes wrong?

    Name the decision makers and the governance on the team slide.

Headline rewrites

Slide titles that say something.

A reader skims headlines first. A label tells them the topic; a sentence tells them the point. Bracketed figures are placeholders for your own numbers.

Before

Investment Opportunity

After

[Asset] held for [X] years, with the family as one of [X] co-investors

Before

Alignment

After

We invest $[X]M of our own beside yours, on the same terms

Before

Next Steps

After

A site visit and model review in [month] lead to a decision by [date]

What we fix

Faults we see in family office presentation drafts

  • A long institutional deck sent unchanged.

  • Alignment of interests unclear.

  • Too much marketing language.

What you receive

Documents we produce

  • Short presentation
  • One-page summary
  • Full deck for later stages

Every file is delivered editable, in PowerPoint, Google Slides or Keynote, with a PDF for sending. A family office presentation rebuild starts at $3,500; the full Raise Set with one-pager and teaser is $10,000.

Format

Length, versions and appendix

Length
Commonly short for a first meeting, around 10 to 15 slides, with the full deck kept for later stages.
Send-ahead version
A PDF sent personally, ideally after an introduction, never as part of a mass mailing.
Presented version
Run it as a conversation. Many first meetings move off the slides quickly, so put the key facts in the first few.

What belongs in the appendix

  • Model summary
  • Structure chart
  • Team biographies
  • Prior deals
  • Reference list
  • Sample investor report

Before you send it

Family office presentation checklist

  • The fit slide reflects this office's own stated focus.
  • Names of the principal and staff are spelled correctly.
  • No mass-mail phrasing or generic greetings remain.
  • The deck is short enough to read in one sitting.
  • Each page carries a confidentiality marking.
  • The one-page summary matches the deck.
  • A direct contact, not a general inbox, is on the last slide.
  • Your counsel has reviewed terms and disclaimers.

Glossary

Terms used in a family office presentation

Single family office
An office that manages the wealth of one family, often deciding through the principal and a small team.
Multi-family office
A firm serving several families, usually with a more formal investment committee and process.
Direct investment
Investing straight into a company or property rather than through a fund.
Co-investment
Investing alongside a sponsor or fund in a specific deal, often on lower fees.
Investment horizon
How long the investor expects to hold before needing the capital back.
Information rights
The investor's right to receive set reports and financial statements.

Your written brief

What to send us for a family office presentation

No call needed. Send what you have; missing items are listed in our written reply, and nothing is invented to fill a gap.

  • 01What you know about the target office: focus, size and prior investments
  • 02Opportunity summary
  • 03Model or projections
  • 04Structure chart
  • 05Your own commitment amount and terms
  • 06Team biographies
  • 07References who have agreed to be contacted
  • 08Disclaimer text from your counsel

Packages

Four packages, fixed prices.

Deck Audit

$1,500

3 business days

A written verdict on the deck you have, before you send it to anyone.

  • Slide-by-slide notes inside your file
  • The fixes that matter most, in order
  • Story, numbers and design, each assessed
  • The investor questions your deck leaves open

One deck, up to 20 slides. No redesign included.

Choose Deck Audit
Most chosen

Investor Finish

$3,500

5 business days

Your draft, rebuilt to investor standard. Design only.

  • Up to 15 slides rebuilt
  • Charts redrawn from your data
  • Your brand applied throughout
  • One written revision round
  • Editable PowerPoint, Google Slides or Keynote

Design only: your wording and slide order stay as they are.

Choose Investor Finish

Finish + Story

$6,500

8 business days

We restructure the argument, rewrite the headlines, then rebuild the deck.

  • Up to 20 slides
  • Narrative restructured from your draft and notes
  • Headlines rewritten as full-sentence points
  • Send-ahead PDF version
  • Two written revision rounds

We work from your facts. No market research or financial modeling.

Choose Finish + Story

Raise Set

$10,000

12 business days

Everything a raise needs, in one matching set.

  • Up to 30 slides plus appendix
  • Investor one-pager
  • Short teaser version for cold outreach
  • Three written revision rounds
  • All source files

No investor introductions, fundraising or legal advice.

Choose Raise Set

Not included in any package: Calls or meetings · Market research · Financial modeling or valuation · Investor introductions · Fundraising, legal or securities advice. Extra slides and extra revision rounds are quoted in writing before we start them.

Questions, answered.

Should the deck be tailored for each office?+

Yes, at least the opportunity and fit slides.

How much does a pitch deck cost here?+

A written Deck Audit is $1,500. Investor Finish, a design rebuild of up to 15 slides, is $3,500. Finish + Story, with the argument restructured, is $6,500. Raise Set, up to 30 slides with a one-pager and teaser, is $10,000.

How long does it take?+

Three business days for an audit, five for Investor Finish, eight for Finish + Story and twelve for Raise Set, counted from payment and a complete brief.

Is there a call?+

No. No package includes a call or meeting. You brief us in writing and comment in writing.

What do I need to send?+

Your draft deck in any editable format, or notes if you chose a package with writing, plus a few lines on who will read it and what you are asking for.

How do I pay?+

By card, through a secure payment link we send once scope and delivery date are confirmed in writing.

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Further reading

Sources we read when writing this page. General information only; not legal, tax or investment advice.

Have a draft? Send it today.

Choose a package, link your deck and write a few lines about who it is for. You get scope, a delivery date and a payment link in writing.

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Family Office Presentation Design