Family Office Podcast: Billionaire & Centimillionaire Interviews & Investor Club Insights

How Investors Spot the Real Deal – Family Office Club Panel | Due Diligence, Proof & Red Flags


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In this Family Office Club investor panel, seasoned investors share exactly how they separate real opportunities from overhyped pitches. From customer validation to live product demos, this discussion covers the due diligence mindset used for deals ranging from $500K to $15M+.

Key insights from this panel:

📊 “The customer never lies” — why customer feedback and behavioral data are the most reliable indicators

🧮 Simple, non-sophisticated adjustments that reveal the truth about a business’s revenue and renewals

📝 Early-stage investing reality — “anything’s possible on a PowerPoint” and how to see past the fluff

🚤 Example: Electric hydrofoil boats by Navier — tech innovation that extends range, reduces noise, and decarbonizes ocean transport

🛠️ Proof through experience — why seeing and testing the product is critical for hardware investments

🌍 Focus on sustainable innovation that reduces pollution and has a real, scalable market

📍 Established company investing — why due diligence can be simpler when buying proven, local businesses

💹 Crypto & public markets approach — only investing in SEC-regulated products and top market-cap leaders

Why watch?
If you’re a founder, capital raiser, or investor looking to understand what convinces investors to move forward—and what makes them walk away—this panel reveals practical, experience-driven screening methods.

📌 Recorded live at a Family Office Club investor event.
🔗 Learn more: https://FamilyOffices.com

https://familyoffices.com/

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Family Office Podcast: Billionaire & Centimillionaire Interviews & Investor Club InsightsBy Richard C. Wilson, CEO of Family Office Club

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