How I Raised It - The podcast where we interview startup founders who raised capital. · Foundersuite.com - software for raising capital

Ep. 293 How I Raised It with Danielle Patterson of Family Office List

·40 min·2 clips

Family Office List launched version 2.0 with insights on decision makers, communication preferences, and styles.

1. How I Raised It episode 293 focuses on Danielle Patterson and Family Office List, a data platform built for family office investors. 2. Nathan Beckerton interviews Danielle Patterson, who acquired Family Office List nine years ago and explains why the database matters to capital raisers. 3. The episode asks how fund managers should research family offices, contact them, and build relationships that can lead to capital. 4. Danielle says Family Office List began in 2001 as an Excel spreadsheet because there were few family office resources available. 5. She says the product moved from static quarterly updates to a continuously updated platform after she joined from a sales and marketing background. 6. Danielle says version 2.0 adds insights on high-level decision makers, communication preferences, and styles. 7. She says the team moved away from a “spray and pray” model and toward matching family offices by industry, funding stage, and target geography. 8. Danielle says the company now adds around 50 family offices per month and uses APIs, client feedback, and research-team checks to keep records current. 9. She says the platform categorizes offices as single family, multifamily, and foundation, and that families increasingly ask to be added. 10. Danielle says the client base includes fund managers, venture, private equity, real estate funds, startups, and family offices looking for co-investors. 11. She says Family Office List has around 4,500 offices globally and offers North American, international, and global subscription tiers. 12. Danielle says the most important step is research: know the decision maker, the structure, and the family’s values before reaching out. 13. She says family offices are long-term investors who want a partnership, not a one-time ask for a quick check. 14. She cites McKinsey research to emphasize that many outreach efforts fail because they are not personalized. 15. Danielle recommends LinkedIn as a way to support a family office’s work, learn what they care about, and build familiarity before emailing. 16. She says conferences such as DC Finance, Digital Evolution Institute, Du Bois Productions, and Opal help because family offices can be met in person. 17. Danielle says cold email can work only when it is relevant, respectful, and supported by prior context, but she is not a fan of cold calls. 18. She describes family offices as fragmented, often small or siloed, and sometimes led by family members rather than hired professionals. 19. Listeners who raise funds from family offices, manage private capital, or build investor databases will get the most from this episode. 20. Listeners who want a broad market overview without outreach tactics may find it less useful.

Listen to the show on

Apple Podcasts Spotify

Play clips from this episode More from How I Raised It - The podcast where we interview startup founders who raised capital.