What format is the list provided? Can it be modified?
Our lists are available in Excel (.xlsx) format which can be easily be modified in most spreadsheet programs. Unlike many competitors who provide subscriptions to access online databases, our lists can be downloaded and accessed by you at anytime. Our lists can be easily sorted and data can be further appended to improve your direct marketing and email campaigns.
Do you guarantee the quality of the list?
Yes, we strive for quality and service and invest the time to maintain lists for our clients. We provide free updates for 12 months after your purchase. If you find out-dated information we will attempt to update the information for you, if the information cannot be updated we will provide a full refund per-contact. We work together with our customers, in a community model, to provide the highest quality database available.
What information is provided in the lists?
Lists include contact information including: full name, company name, title, phone, fax, primary email, secondary email, street address, city, state/province, zip/postal code, country, website address, AUM, investment strategy and Linkedin profile. Family offices are very secretive, and therefore information is not always available. While many profiles are complete, not all of the information for the above categories can be found for ALL of the offices in our database. Information on AUM and investment preferences can be difficult to find, and as such, is a less complete portion of our database. With ever-changing markets, Family Offices don’t want to get pigeonholed for only investing in certain areas and prefer to remain open to emerging opportunities.
Do you provide refunds if we don’t raise capital?
We do not provide refunds if you are unable to raise capital. Once our list has been purchased and delivered, we can not provide a refund.
Do you provide updates for the lists? How will I know if my list has been updated and how do I access the list?
Yes, we update our lists at least 3 times a year. You will be notified via email when the list you purchased has been updated and you can log into your account to download the updated lists free of charge for a year after your initial purchase date.
What differentiates your lists from everyone else’s?
Our core focus is on providing the best quality lists and service for our customers based upon their needs. We do not try to be all things to our clients and push additional information subscriptions or marketing services.
If I place an order for a list or database of lists, how will I receive it?
Once payment has been made, you will automatically receive an email with a download link to retrieve your list(s). Or you can also log into your account and download the lists from there.
How many times can I download the list from my account?
We restrict the number of times you can download a version to 2 times within a quarter.
Why are there limitations on the number of downloads?
We limit the number of list downloads for each version in order to encourage our clients to download their lists immediately and in order to avoid confusion when lists are updated on an ongoing basis.
Can I update my account contact info?
Yes, you can login to your account and update your information, such as your email address and password.
Why does your company limit the number of sales for each version of a list?
We limit the number of sales for each version in order to protect our clients against list fatigue. Depending on the type of client list, we limit sales anywhere from 50 to 100.
Are there discounts for purchasing more than one list?
Yes, we do provide discounts for multiple list purchases. You’ll receive a 10% discount for a purchase of 2 lists and a 15% discount for a purchase of 3 or more.
How do I use a discount coupon?
If you’ve received a discount code, it can be entered during the checkout process.1. Select the Family Office list you wish to purchase
2. Click green button under the image that says “add to cart”
3. Then click the green button on the right that says “checkout”
4. Just above the credit card image click where it says “Have a discount code? Click to enter it – click on “Click to enter it”
5. Enter the code and click apply
6. Complete the processOnce you’ve paid, you’ll receive an email with a downlink to download the family office list in excel.
Can I customize a more targeted list?
Our team is willing to customize a list to suite your needs. In our experience however, we’ve don’t recommend targeting too narrow of an audience since Family Offices are rethinking the way they operate and more open to direct investments. With ever-changing markets, Family Offices are more open than ever to emerging opportunities.
Can you run an email marketing campaign for me?
YES! Let us work efficiently by your side to get your message delivered to Family Offices via email. Before the project begins, we will work to understand your products and the desired outcome. We will create all the content based on your feedback. Pricing starts at $3,000.00 per campaign. This is dependent our how many sections we feel are necessary to produce the desired outcome. We will send a scope of work (SOW) itemizing each step prior to starting the campaign.The initial campaign is only sent to a small sample of contacts in order to look at the open rate, click through rate and contact rate. Based on that feedback, we refine the campaign and send it out to another small sample of contacts. We do this until we feel that the campaign is fully optimized. Lastly we send it out to the remaining large group of contacts in addition to all the small samples so that all contacts receive the fully optimized version.