articles
Investment Management RFPs: The 2026 Guide for Fund Managers
How fund managers find, qualify and win investment management RFPs: process, timelines, sections, scoring, compliance and an RFP checklist.
Topic
family office
articles
The Patience Gap: What 155 Family Offices Revealed About 2026
Family offices say they are the most patient capital in the market. This year's North America Family Office Report suggests they are…
news
Inaugural Cascade Table Event on June 11 in Bellevue
Building the Community Cascade Table is a new event series that is a mix of family offices, VCs, startups (builders and operators). This is a small…
articles
The Fundraising Reality Check: It’s a Numbers Game (And Most People Are Playing It Wrong)
Here's the uncomfortable truth your fundraising consultant probably won't tell you upfront: You're going to get rejected. A lot. Like, hundreds of…
articles
JP Morgan Family Office Goes Full-Service (And We Mean Full)
J.P. Morgan Private Bank has decided that managing billions just isn't quite enough hand-holding for the ultra-wealthy, so they've launched a shiny…
articles
Multi-Family Offices: The Ultimate Fundraising Hack You’re Probably Ignoring
Think of multi-family offices as the Costco of wealth management. That one relationship that can make bulk capital allocations. Yet somehow, most…
articles
Stop Paying for Investor Database Seats, Start Paying for Capital-Raising Results
Why Usage-Based Tools and Decision Engines Like Octum Outperform Static Investor Databases Legacy investor platforms are stuck in the past, selling you…
articles
The Family Office Fundraising Game: Why Your Standard Playbook Won’t Work (And How Octum Can Save You From Embarrassment)
Let's be honest: Family offices aren't your typical institutional investors. They're more like that exclusive club where you need to know the…
articles
Why Institutional Salespeople at Asset Managers Rarely Last More Than 3 Years
If you've ever wondered how long institutional salespeople last at large asset management firms, the answer is... just long enough to update…
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