Match the mandate, not the label
Family offices can have different priorities across company investment, property and other assets. A proposal should make clear what is being funded: an operating company, a particular project or an existing ownership interest. Do not infer an investment mandate from an office location or assume all family offices offer patient capital on the same terms.
Prepare for an ownership conversation
Explain who controls the company today, who makes key decisions and what investor involvement would be welcome. Outline the financial reporting currently available and any improvements needed. A long-term plan should still explain cash requirements, risks and potential liquidity routes; it should not depend on an investor accepting indefinite uncertainty.
Prepare an ownership discussion pack
Create a decision-rights worksheet
List decisions that management currently makes: annual budgets, borrowing, senior appointments, issuing new equity and selling material assets. For each, show the existing decision-maker and the approvals already required. Use this as a discussion worksheet, not a proposed legal agreement. It helps both sides identify where an incoming shareholder might expect consultation and where the founder needs operating flexibility.
Explain liquidity without assuming an exit
Separate the company’s need for new cash from an existing shareholder’s wish to sell. Explain whether the business plans to reinvest earnings or might distribute cash, and what assumptions support that view. A future sale or listing is a possibility to examine, not a scheduled source of repayment. Ask how the prospective investor evaluates holding periods and future funding needs; do not infer those preferences from the family-office label.
Your preparation checklist
- Mandate summary
- State asset type, sector, stage, operating markets and amount sought on one page.
- Governance
- Provide an ownership chart and explain management responsibilities.
- Information quality
- Label audited, management-prepared and forecast numbers clearly.
- Investment horizon
- Explain capital needs over time and plausible liquidity routes without promising an exit.
Before you submit
Should our first introduction include the whole data room?
Start with a concise non-confidential deck and a clear request. A detailed data room is more useful once both sides establish relevance and agree how information should be shared. Avoid sending customer records or sensitive agreements in the initial contact.
How Cubin considers an opportunity
Cubin invests its own capital and works with an international network of private investors, family offices and investment firms. Our investment focus is USD 1–30 million, from angel and early-stage opportunities through growth and private equity. We assess business quality, financial performance, growth, valuation and risk. Direct investment and investor introductions are different outcomes; neither is guaranteed by submitting a pitch.
What to include in your pitch
Send a short company overview, location, sector, stage, amount sought and intended use of funds. Include revenue or traction where available, ownership information and the next milestone. Attach a non-confidential PDF pitch deck, up to 3 MB. The form is in English and does not require a member account. Your submission is sent to Cubin with the guide page you came from. Do not include sensitive customer data in your initial submission.
Choose the next step for your situation
When preparing a targeted family-office introduction in Dubai, use Family office investors in Dubai.
For Saudi family-office partnership responsibilities, see Family offices in Saudi Arabia: strategic partner fit.
For entity boundaries and governance diligence, use Private equity in the UAE: group and governance preparation.
Return to Capital Raising to introduce your company or choose another market and investor type.