361Firm's has a special global community of 10K+ family offices, institutional investors, funds, founders, and thought leaders (361firm.com). Now we have AI.
We can onboard you to the platform as a mandate in about 24 hours and "launch" you by inviting approved relevant investors to meet 1:1 or via Group Zooms.
Step 1. Start to onboard your firm at www.361firm.com/onb. This gives us key info (in your words, categories) for our "match-making" based on our Diagnostic, which 800+ allocators have submitted. It also prompts our AIs to curate including "no-name" summaries which leads to inbound investor inquiries.
be added to our Mandate Platform, which enables us to feature you to a universe of investors whom you approve. You can also choose to show certain information to all Qualified Person investors on our platform.
receive our "launch" program as we reach out to investors to invite them to meet you 1:1 in a series of group Zooms.
pitch at our Allocator Session segments of our conferences and schedule 1:1 meetings.
be featured on panels and breakouts at our events where you receieve a deep discount on fees.
For the above, you just pay a “Launch Fee” of $7.5K and you can optionally pay a retainer for more different levels of proactive marketing and road show.
On the success fee, to align for the longer term, we often can do the following:
for companies, we can reduce the cash portion in exchange for equity warrants, and
for funds, we can take a smaller portion upfront in exchange for participating in the "carry" but limited to the funds we raise.
We can also create events for you, which can be for the wider community or targeted at investors. We can mutually agree on the scope and fees for such specific events.
For reference, here are links to our Engagement Letters
