Family Office & Institutional Investor Database
Our LP Bundle
A.I.F.O = A.I. Infused Family Office Database
Now The Largest and Most Accurate INSTANT Download Family Office Database in the World with 36,038+ Records
AIFO Geography: Approximately 55% of our Family Office records are U.S. Based with 45% European, Asian, LATAM, and African.
Thoroughly examine our AIFO Excel database samples before purchasing, which can be found here:Sample FO Data
A.I. Infused Family Office Database (AIFO) with Validated E-Mail AddressesWe've built the first exhaustive A.I. driven 2024 database of both United States (approximately 55%) and International (approximately 45%) based Family Offices.Our tactic and intention in creating this database was shock and awe (capturing the MAXIMUM number of Family Offices) alongside precision (the HIGHEST LEVEL of DETAIL per record).AIFO Contains:• 1 Excel File• 21,000+ Unique FO listings (each FO may have multiple contacts)• 39,000+ Total FO Records/Contacts• 65+ Columns of Granular FO intel--> Single Family Offices (SFOs)
--> Family Business Conglomerates (FBC)
--> Multi-Family Offices (MFOs)
--> Private Wealth Management Entities (PWME)
--> Virtual Family Offices (VFOs)
--> Embedded Family Offices (EFOs)
--> External FO Service Providers (Attorneys, Banks, Accountants that are Linked to FOs)
--> FO Support / External Connectors• 819,664 Discrete Cells of FO Intelligence• All 2024 A.I. captured records include VALIDATED EMAIL ADDRESSES (approximately 12,000+ validated email addresses and 22,000+ unvalidated addresses for a total of 34,179 email addresses)• This database is MAMMOTH - approximately 3X the size of other competing Family Office compilationsAIFO Data Quality: The A.I. "gets it right" a significant amount of the time, but there are also incidents of misses or "hiccups." Overall our aim was to get 60%+ accuracy levels in aggregate. If you are looking for 100% data accuracy, do not purchase this product.Remember, a substantial portion of Family Offices are hidden, which makes the task of compiling this data particularly challenging.Sample AIFO Data
August 2024 Updates
ADDED Updated Version 3.0 of the Family Office Capital Raise Blueprint
May 2024 Updates
• 341 New U.S. State-by-State Family Office Records / Contacts--> NEW NY Based Family Offices
--> NEW Massachusetts Based Family Offices
--> NEW Illinois Based Family Offices
--> NEW California Based Family Offices
--> NEW Florida Based Family Offices
--> NEW Texas Based Family Offices• 209 New European Family Office Records / Contacts--> NEW German Family Offices
--> NEW Swiss Family Offices
--> NEW London Family Offices• 219 New Asian Pacific (APAC) Family Office Records / Contacts--> NEW Australian Based Family Offices
--> NEW Singapore Based Family Offices
--> NEW Chinese Based Family Offices
--> NEW Hong Kong Based Family Offices• 437 Additional Family Office Founders• 2,350+ New Family Office Investors / LPs
and with AIFO you also receive...
The Ultimate Family Office Capital Raising Blueprint
Learn how to EFFICIENTLY Raise Capital from Family Offices.• Raise Capital 3-5X Faster• Reverse Negotiating Polarity & Secure Optimal Deal Terms• Identify Your Ideal Investors that are worth Forging Long-Term Relationships with• Create Viral Buzz & Authentic Demand: Let Investors Come to You• Leverage BATNA and Social Positioning to Maximize Your Investment Options• Position Yourself Best to Receive Multiple Term Sheets• Attract Those Investors That Most Closely Align with Your Vision & Values• Get All Your Collateral "Ducks" in a Row (Data Room, Investing Agreements, Valuation, Projections)• Learn to Acquire Funding from Angels, VCs, & Family Offices• Utilize a Hybrid Inbound (Attraction) / Outbound (E-Mail, Phone, & DM) Capital Raise ApproachSuccessfully raising capital through Family Offices is undoubtedly challenging.To fulfill funding goals, one must operate through the collaborative lens of congruence, reciprocity, and alignment.Family Office executives are experienced. They can sniff out inconsistencies.Having a systematized and strategic fundraising gameplan is essential in creating uniform positioning and fostering trust.Here's what's included in the FO Capital Raise Guide:
• Intel from over 115+ Capital Raisers whose sole focus is on fundraising from Family Offices• Learn how to rapidly expand your network of Family Office Contacts on Linkedin• Learn how maximize the value of Warm Introductions (even without a large network)• The most successful Family Office Cold E-Mail Tactics & Strategies• The most successful Family Office Linkedin Connection & DM messaging• The most successful Family Office Twitter Connection & DM messaging• How to navigate and Master the Family Office Negotiation Ecosystem• How to optimize your chances of getting funded using our Family Office Investor Database• How to successfully Cold-Call Family Offices with no pre-existing relationship• Family Office Cold-Call Scripts• Family Office Pre-Call Checklists• Learn How Congruent Positioning can be used to Secure a Family Office Investor...and much more...
Family Office Data Samples & Terms of Service
You can view data samples for AIFO here:Sample DataAnd you can review our TOS and FAQs here:TOS & FAQREMEMBER: this database is full INSTANT download access (excel files). There is zero data throttling like other data providers. You receive an instant download of the entire database of 36,000+ Records.
Here's Everything That is Included with AIFO
• 36,000+ Family Office Records (3X larger than competing databases)• More than 819,664 Discrete Cells of FO Intelligence• Over 12,000 Validated Family Office E-Mail addresses• 2024's The Ultimate Family Office Capital Raising Blueprint
Thoroughly examine our Excel database samples before purchasing, which can be found here:Sample FO DataAnd, review our TOS & FAQ
Institutional Investor / LP Database
Our Exhaustive Institutional Investor / LP Database is finally here.Over 101 Trillion Dollars in AUM.Exhaustive Institutional Investor Database (EIID)EIID data was compiled by our team from scratch.This is entirely New/Unique data for August 2024- none of this LP/Investor intelligence is recycled, shuffled, or repurposed.We have never offered this product before.The culmination of over two years of work.This is the largest and most comprehensive instant download Institutional Investor / LP database available in the world.If you received our free sample Institutional Investor / LP list from Linkedin, you'll find this upgrade to be light-years more valuable in terms of scale, scope, coverage, and correspondence options.Here is how EIID stacks up against the free giveaway version:• 10X Larger: Over 20,714+ Discrete Records with 548,596 data points.
• Includes All Phone Numbers (Primary & Secondary): 17,145+ Phone Numbers
• Includes All Validated/Scored E-Mail Addresses (Primary & Secondary) : 26,587+ Email Addresses
• Includes All Linkedin Addresses (Corporate + Individual): 33,421+ Linkedin Addresses
• 11X more Description / Investing Thesis Data
• Top 1500 Largest AUM LP/Investor Quick Reference Designations
• Significant Pension Fund (27X upgrade) and Endowment Data (9X upgrade) Intelligence Enhancement
• 2X Data Granularity Upgrade
• Expanded Decision Maker Scope/Titles
• 2X Number of Key Personnel Per RecordEIID Focus:Approximately 75% of EIID is U.S. based while 25% is international.The EIID database is comprised of:• Largest Pension Funds / Retirement Funds
• Largest University Endowments
• Largest Asset Management and Wealth Management Firms
• Largest Commercial Banks
• Largest Insurance Companies
• Mutual Funds
• Investment Banks
• Hedge Funds
• Sovereign Wealth Funds (SWFs)
• Real Estate Investment Trusts (REITs)
• Exchange Traded Funds (ETFs)
• Foundation TrustsHere are the key personnel you will find within the database:• Chief Executive Officer (CEO)
• Chief Investment Officer (CIO)
• Portfolio Manager
• Investment Director / Director of Investments
• Endowment Fund Manager
• Chief Financial Officer (CFO)
• Chief Risk Officer
• President
• Head of Risk Management
• Founder
• Partner
• Founding Partner
• General Partner
• Portfolio Director
• Wealth Manager
• Asset Manager
• Fund Manager
• Investment Manager
• Chairman
• Senior Investment Manager
• Director of Private Equity
• Managing Partner
• Head of Asset Management
• Chief Strategy Officer
• Head of Alternative Investments
• Head of Fixed Income
• Head of Equities
• Chief Operating Officer (COO)
• Operations Manager
• Fund Supervisor
• Fund Administrator
• Fund Controller
• Investment Committee Chair
• Investment Committee
• Chief Investment Strategy Officer
• Board of Trustees
• Board of Directors
• Chancellor
• University PresidentHere are database samples to download / peruse:EIID Sample DataExhaustive Institutional Investor Database (EIID) Highlights:• Heavy Emphasis on Identifying the Optimal Institutional Investor / LP Decision Makers• Exceptionally Broad Coverage of All Institutional Investor / LP Flavors• Multiple Communication/Relationship Building Channels (Phone, E-Mail, Linkedin, other Social)• Instant Download of the Entire Database• Detailed Investor / LP Descriptions & Investing Theses• More Key Personnel Intel per LP / Investor
Summing Up: Here's Everything That is Included with our LP Bundle
• Exhaustive Institutional Investor Database (EIID) : 20,000+ Records• Comprehensive Family Office Database (AIFO) : 36,000+ Records• The Ultimate Guide to Raising Capital : 80+ Files• Lifetime Upgrade Access
LP Bundle Sample Data & TOS
FO Sample DataEIID Sample DataTOS & FAQ
344 West 38th Street
NY, NY 10009
Brian V. Ortiz
https://www.linkedin.com/in/brianvortiz (125,000+ Followers)
www.FalconScaling.com
646.389.3259
[email protected]