How do family offices evaluate direct investment opportunities?

Direct deals are attractive -- but evaluating them without a full deal team is a challenge. Brokers send opportunities, your network surfaces deals, and you need a way to triage them consistently without hiring an analyst. Drew gives you the structured analysis that lets a lean team punch above its weight.

Every deal gets the same rigorous framework: financials extracted, thesis scored, red flags identified. You build a searchable history of every opportunity you've reviewed -- useful for pattern recognition, for comps, and for explaining pass decisions to your principals.

• •Structured deal analysis without a full deal team
• •Thesis scoring aligned to your family office's criteria
• •Searchable deal history for comps and pattern recognition
• •Export-ready memos for principal review and discussion