In this episode, we dive into what Family Offices can learn from Private Equity firms when performing diligence on prospective investments. We cover:

• Key differences in investment horizon, decision-making, and funding sources
• When to start tech diligence & what it should include
• Knowing which part of the business should be included in a tech assessment
• Selecting the right diligence partner - key factors and considerations
• “Red flags” that could kill a deal
• How Family Offices can outshine PE firms in deal competition

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