For Family Offices
Ready to turn product love into predictable revenue?
Let’s X-Ray your funnel.
For Family Offices
De-risk Direct Investments in Fin-, Legal- & PropTech
Conservative portfolios built on real estate and listed equities have served families well, but private-market tech deals are rewriting the playbook. The latest UBS Global Family Office Report shows that the typical office still keeps ~44% in equities and 13% in property , yet a growing share is now hunting for venture-style returns through direct deals and private-equity co-investments advisors.ubs.com .
That shift collides with a sobering reality: three quarters of fintech startups flame out within 20 years , and technology ventures as a whole carry the highest failure rate in the US explodingtopics.com . Even “hot” verticals can mislead—LegalTech is forecast to double from USD 26.7 bn in 2024 to 46.8 bn by 2030 grandviewresearch.com , while PropTech is projected to quadruple to nearly USD 180 bn by 2034 precedenceresearch.com —but scale alone says nothing about moat, margins or regulatory headwinds. Fintech fundraising, for instance, is now dominated by compliance questions that can up-end a term sheet overnight taylorwessing.com .
Compounding the challenge, most family offices still run evaluation models on spreadsheets: 80% rely on Excel and 40% manually aggregate data , leaving blind spots that institutional investors would never accept finextra.com . The vulnerability is not merely operational; UBS reports that only half have dedicated cybersecurity controls, yet more than one-third have already suffered a cyber-attack advisors.ubs.com .
“Startups don’t have the trading history of larger companies, so investors must be skilled at asking the right questions and treating due diligence as an ongoing process.” — Simple venture-capital guide for family offices andsimple.co
How SELLTRIC Bridges the Gap
Challenge
Opaque product-market fit & shaky metrics
Regulatory & compliance unknowns
Excel-based decision flow
Limited in-house tech expertise
Need for board-level conviction
What SELLTRIC Delivers
Market Reality Report – bottoms-up TAM sizing, cohort analyses, burn runway stress-tests.
Risk Radar – maps licence requirements, AML/KYC exposure and pending legislation for each deal stage.
Data Hub – live dashboards that pull cap-table, CRM and financial data into one source of truth.
Embedded Operator Network – former GTM and product leads from top fintech/legaltech scale-ups parachute in to vet roadmaps and management depth.
Investment Memo & Valuation Pack – MEDDICC-style qualification translated into IRR scenarios and waterfall sensitivity so committees can sign off—with eyes wide open.
