Deal Flow for a Family Office: The Painful Word of Mouth Business in a Digital World

Deal Flow for a Family Office: The Painful Word of Mouth Business in a Digital World

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We are inviting a select number of  founders and investors to gain early access to our platform. Chat with us and learn more about WealthVP. 

Become a WealthVP Qualified Company

Companies that meet the criteria for the WealthVP Expedition subscription level must participate in the WealthVP qualification process.

Why do we qualify companies? Investors are looking for quality deal flow. By qualifying companies, we are meeting the needs of our investor community by removing the burden of due diligence and helping streamline the deal process. Serious investors, able to fund larger deals, are attracted to “qualified” companies.

What are the benefits of obtaining a "qualified status"?

  • Qualified companies’ profiles receive a “WealthVP Qualified Company” designation Investors are able to conduct a filtered search for “qualified” companies.
  • Qualified companies receive premium ranking in the WealthVP match results.
  • Qualified companies are highlighted in “This Week on WealthVP” which notifies all investors of newly qualified companies on the platform.

How do I get my company qualified?

WealthVP qualifies companies based on the four data points below. The process takes approximately 2 weeks and is free of charge.
  1. Ownership (Provide fully diluted CAP table)
  2. Addressable market size (Provide the research/resources you used to calculate your TAM)
  3. Revenue (Provide income statement)
  4. Proof of corporation or LLC (Provide Certificate of Incorporation or LLC agreement)

Our Member Benefits have got you covered!

Not only does WealthVP directly connect you to smart money, but as valued members you get exclusive access to our Member Benefits. Leverage our Member Benefits to aid you and your startup in scaling your company while saving money.

Over

0 +

Member Benefits

Over

$ 0

In Member Savings

We know that private companies need capital to fully realize their value and impact on the world. Not only can WealthVP directly connect you with smart money, but let us help lower your company’s cost with some of our amazing Member Benefits.

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