Guides / Investors & fundraising

How to Get an Intro to a Family Office

Research a family office's mandate and process before asking a connector for an introduction.

A practical answer

What to know

Family offices vary widely in mandate, check size, and process, so research comes before the request. Confirm that the office invests in your stage and sector, then ask a connector who understands their process for context before requesting an introduction. Expect a longer, relationship-led evaluation.

A thoughtful next step

Try this

  1. Verify the family office's stated focus and typical investment stage.

  2. Ask the connector about their process and preferred first step.

  3. Send a concise overview and let the office set the pace.

Explore the topic

Read the What is Go-to-Network? pillar guide for the broader approach, or explore all network guides.