DR-Ventures · Academy
A 4-week cohort sprint. Learn the exact methods DR-Ventures used to connect with dozens of family offices — and own the playbook forever.
The method
Access to family offices is earned over long periods of relationship and trust. Founders don't need introductions — they need a proven playbook.
"Introduce a founder to an investor, make him happy for a day. Teach him how to find the investors — make him happy for a lifetime."
Curriculum
5 sessions. 4 weeks.
Know your FO
How family offices invest, taxonomy, single vs. multi FO, wealth managers, generational stage, sources of wealth, capital allocation.
Roadmap — where to find FOs
Identifying hidden family offices, M&A route, round reverse engineering, free databases, leveraging your existing network.
Sorting it out
Profile the FO, score it, give it context, determine collaboration horizon, identify key decision makers, populate your CRM.
Connecting
Build a connection strategy, context emails, credibility workflow, warm path-finding, working with no warm path, sequencing, managing a cadence.
Outreach sprint
Put your learning into practice: work with 3 chosen family offices, draft the emails, reach out, troubleshoot, update your CRM — you're ready to raise like a Pro.
Included
Everything you need to execute.
Email templates
Verified databases
CRM access
Community access
1:1 post-course consultation