DEAL DILIGENCE™ Briefing 004 | How to Unlock the Future Venture Potential of Family Office Legacy with Stacy Kehren Idema

Welcome to the Flightpath podcast. Each episode of Flightpath acts as a dedicated Briefing with a leading industry voice currently navigating their unique path into a new Deal Diligence™, that affects the way forward looking deal flow and funnels might now identify, generate and evaluate new and untapped venture value. 

In this Briefing we with talk with Stacy Kehren Idema about her new venture Equati. An intelligent legacy technology for Family Offices which bridges generations through data and technology.

Creating a single source of truth for Family Office investors, we help them align their direct / impact / alternative investment opportunities to their values; while reducing emotional bias, enhancing family communication, and fostering co-investment opportunities.

We explore how a Family offices often struggle with balancing their portfolio thesis with effective investment governance with the need to uphold their legacy - particularly when historical data shows 90% of family offices face wealth erosion by the third generation. 

We discuss how her Deal Diligence™ journey - mirroring many others working and pioneering this new paths into this evolving space - is being driven by a cross section of emerging technologies with an increasing appetite in venture for data colliding with the behavioural shifts in appetite amongst forward thinking investors around the psychology of leveraging the competitive advantages offered by these shifts first and early.

Connect with Stacy:

> LinkedIn here - https://www.linkedin.com/in/stacykehrenidema/

> https://equati.ai/ 

> Contact and sign up for newsletter here: https://equati.ai/contact/