Sector fit
The family office has confirmed interest in your asset class and your markets.
The Standard
A meeting counts when it passes all five.
Most introductions fail before the call starts: wrong sector, wrong size, wrong person. The Standard is how we stop that.
Five tests
What we verify before your calendar moves.
Each test is confirmed in writing with the family office before the meeting is booked.
01
02
Verified allocation
Capital allocated to real estate, verified between $500K and $10M+ per deal.
03
Check size match
Their typical check clears your minimum LP commitment.
04
Decision-maker
A principal or CIO on the call. Not a junior analyst taking notes.
05
Both sides briefed
Each side receives a written brief on the other before the call.
Verification
How each test is confirmed.
No guesswork from a database field. Each one is a direct answer from the office.
- Sector fit
Stated interest
The office confirms it invests in your asset class and your markets today, not a past vintage.
- Allocation
Capital on hand
The office confirms an active real estate allocation and a per-deal range between $500K and $10M+.
- Check size
Your minimum, cleared
Their typical check is compared against your minimum LP commitment before we book.
- Decision-maker
The right chair
A principal, CIO or someone with authority to move forward joins the call.
- Briefing
No cold starts
You get a brief on the office. The office gets a brief on your firm. Both arrive before the call.
What does not count
Meetings that do not count.
If a call looks like one of these, it does not meet the Standard.
“Might be interested”
Curiosity without a stated mandate in your asset class.
No allocation
Offices with no capital set aside for real estate this year.
Undersized checks
Offices whose typical check sits below your LP minimum.
Junior screens
An analyst gathering decks with no authority to proceed.
Cold calls
Either side showing up with no context on the other.
Repeat tire-kicking
Offices that have taken several calls and never committed.
Cohort 01
The list is private. So is the waitlist.
Cohort 01 is in review. Applications are read in the order received, and every developer who meets the Standard hears back from a partner directly.
Join the Waitlist