Long-Term Investment Strategy Consulting
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Long-Term Investment Strategy Consulting

Inspired by a conversation on:

Capital Allocators – Inside the Institutional Investment Industry

Capital Allocators – Inside the Institutional Investment Industry

CIO Greatest Hits: Multi-Family Offices – Jenny Heller 2017 (Brandywine)

Host: Ted Seides

Timestamp: 32:00 - 34:00

Listen to Episode • View Podcast • All Ideas from Capital Allocators – Inside the Institutional Investment Industry

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Direct Quote

"We have a framework that we use that actually permeates everything we do in many respects, that where we really focus first on what a manager's process is, what their strategy is, and then what their team and culture is."

Summary

The idea is to create a consulting service that specializes in helping investment firms and family offices develop long-term investment strategies. This service would focus on understanding the unique processes, strategies, and cultures of the firms they work with. By providing a tailored framework for evaluating investment opportunities, the service could help clients align their investments with their long-term goals while mitigating risks associated with more volatile market behaviors. The target audience includes family offices, small to medium-sized investment firms, and even individual investors looking to build a sustainable investment portfolio. Tactics could include workshops, strategy sessions, and ongoing advisory services, leveraging insights from successful investment practices discussed in the podcast.

Categorization

Business Model
Consulting
Target Founder
Subject Matter Expert
Difficulty
Medium
Time to Revenue
3-6 months
Initial Investment
< $100

Scores

Clarity
8/10
Novelty
7/10
Feasibility
8/10
Market Potential
8/10
Evidence
7/10
Overall
7.6/10
Found on August 25, 2025 • Analyzed on August 25, 2025 3:36 PM

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How should I validate this consulting idea before building it?

2:34 PM

Great question! For a consulting idea like this, I'd recommend starting with these validation steps:

  1. Customer interviews: Talk to Subject Matter Expert to understand their pain points
  2. MVP approach: Build a simple landing page to test demand
  3. Competitor analysis: Research existing solutions and identify gaps

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2:35 PM

Yes, and what about the technical implementation? Should I build this myself or hire a team?

2:36 PM

Based on your idea's complexity and 3-6 months, here's my recommendation:

Technical Strategy:

  • Start with no-code tools for rapid prototyping
  • Consider your technical background and available < $100
  • Plan for scalability from day one

I can help you create a detailed technical roadmap and resource allocation plan...

2:37 PM

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