How I Invest with David Weisburd

by How I Invest Podcast

7 Episodes Tracked

10 Ideas Found

67 Reach Score

Latest Business Ideas

LP Advisory Board for Fund Managers

Establishing an LP (Limited Partner) advisory board is a strategic way for fund managers to gain insights and support from experienced investors. This board can consist of a few selected LPs who provide guidance on fundraising strategies, fee structures, and overall business direction. The advisory board acts as a sounding board for ideas and challenges, allowing fund managers to refine their approach based on real-world feedback. For digital entrepreneurs, especially those in SaaS or investment platforms, creating an advisory group of early adopters or key industry players can enhance product development and customer engagement. This initiative not only strengthens relationships with existing partners but also attracts new investors who value collaboration and transparency.

Service Medium Score: 7.6/10

From: E199: How Rahul Moodgal Raised $99 Billion by Playing the Long Game

Mission-Driven Capital Raising Approach

Focusing on mission-driven capital raising allows entrepreneurs to align their business objectives with social impact. This approach emphasizes not just financial returns but also the positive changes that investments can foster in society. By articulating a clear mission and demonstrating how their offerings contribute to broader societal goals, businesses can attract investors who share similar values. This strategy is particularly relevant for entrepreneurs in the digital economy, as they can leverage technology to showcase their impact through data-driven storytelling, social media campaigns, and community engagement initiatives. By prioritizing mission alignment over mere profit, startups can cultivate loyal customer bases and encourage long-term investment relationships.

Community Medium Score: 7.8/10

From: E199: How Rahul Moodgal Raised $99 Billion by Playing the Long Game

Reverse Pitching Strategy for Fundraising

The reverse pitching strategy involves flipping the traditional fundraising script by starting with the reasons why potential investors might choose not to invest. This approach is designed to engage investors by addressing their concerns upfront and presenting transparency from the outset. By doing so, the fund manager creates a more conversational environment where investors feel comfortable discussing their hesitations. This strategy not only captivates the audience's attention but also fosters deeper relationships based on honesty and mutual understanding. Entrepreneurs in the digital economy, particularly those in fundraising or investment sectors, can implement this strategy by conducting workshops or seminars where they openly discuss potential pitfalls and challenges their offerings may present, thereby building trust and rapport with investors.

Service Medium Score: 7.2/10

From: E199: How Rahul Moodgal Raised $99 Billion by Playing the Long Game

Investment Portfolio Construction Software

Developing software that uses algorithms to create 'all weather' investment portfolios can cater to the growing need for adaptive investment strategies. This software could apply principles from modern portfolio theory and be customized based on individual risk factors, market conditions, and personal preferences. It would effectively address the problem of market volatility affecting investment returns, providing users with reassurance and a sense of control over their investments. This tool could target both individual investors and financial institutions looking to streamline their portfolio management processes.

Platform High Score: 8.2/10

From: E198: How Family Offices Construct Portfolios in 2025 w/Scott Welch

Tax Management Overlay for Portfolios

Building an online platform that provides tax management overlays can help investors efficiently manage tax implications on their portfolios. This platform could automate tax-loss harvesting and offer personalized strategies based on users' financial situations. By integrating with popular investment platforms, the service could ensure that users maximize their after-tax returns. This solves the common problem of tax-efficient investing which is not typically catered to by standard portfolio management tools. The target audience would be individual investors and financial advisors seeking to bolster their clients' tax strategies. Specific tactics might include leveraging machine learning to identify optimal times for harvesting losses.

SaaS Medium Score: 7.8/10

From: E198: How Family Offices Construct Portfolios in 2025 w/Scott Welch

Global Diversified Investment Advisor Services

An advisory service focused on global diversification could help digital entrepreneurs manage investments effectively across different geographies and asset classes. The service could leverage data analytics to guide clients on allocation strategies in response to real-time market conditions, such as fluctuations in currency and economic performance in various regions. The goal would be to maximize returns amidst global economic changes, specifically targeting clients looking to diversify away from U.S.-centric investments. Tools might include a robust web platform that visualizes global market trends and potential investment risks.

Service Medium Score: 8.0/10

From: E198: How Family Offices Construct Portfolios in 2025 w/Scott Welch

Outsourced Investment Marketplace

This idea centers around creating a digital marketplace that connects smaller family offices with highly skilled investment professionals and advisors on an outsourced basis. Many family offices face a talent gap in recruiting professionals capable of managing high-stakes investments due to limited budgets and smaller scales of operation. The platform would serve as a mediator by vetting investment experts, facilitating transparent bidding or matching processes, and integrating performance tracking tools to ensure accountability. Family offices can use this service to access specialized expertise in investment sourcing, due diligence, and ongoing fund management without the expense of building a full, in-house team. Implementation would require developing a user-friendly online portal with robust profiles, secure communication channels, and integrated financial analytics. Tools such as background checks, performance reviews, and real-time reporting improve trust and accountability. The target audience consists of family office executives and advisors, especially those managing moderate family wealth who want to optimize returns while keeping costs efficient. By adopting a marketplace business model, the platform generates revenue through commissions or subscription fees while addressing a critical challenge in family office operations.

Marketplace Medium Score: 7.6/10

From: E197: Why Most Family Offices Fail—7 Lessons from Harvard Professor

Family Office Governance Software

This business idea involves developing a SaaS-based governance and management platform specifically designed for family offices. The platform would provide a comprehensive suite of tools enabling family offices to define their mission, create detailed business plans with aligned metrics, and monitor performance across various specialized functions such as investment management, concierge services, and philanthropy. By offering customizable dashboards, data integration from multiple financial sources, and templated governance structures, the platform addresses the major problem of vague roles and inconsistent performance measurements that currently hampers family offices. Implementation would involve building a cloud-based solution with modules tailored for financial planning, team performance tracking, and regulatory compliance. The product could be targeted to ultra-high-net-worth families and professionals running family offices, allowing them to efficiently manage their wealth operations like a professional business rather than a cost center. Tactics include collaborating with domain experts to validate requirements and piloting the software with early adopters in the family office space, thereby steadily refining its features based on market feedback.

SaaS Medium Score: 7.8/10

From: E197: Why Most Family Offices Fail—7 Lessons from Harvard Professor

Private Equity Analytics SaaS

This idea involves developing a SaaS platform that aggregates and standardizes data from private equity and venture capital investments, using LP-driven data. Entrepreneurs can build a tool that employs metrics such as the Kaplan-Schoar Public Market Equivalent (PME) to perform apples-to-apples comparisons between private market investments and public benchmarks like the S&P 500. By providing real‐time analytics, data visualization, and performance benchmarking, the platform would help institutional investors, family offices, and even sophisticated retail investors to assess and compare investment opportunities in a transparent manner. The implementation would require establishing data partnerships with existing data providers (such as MSCI, Burgess, or platforms like Adipar) to access clean, unbiased data. The platform should feature user-friendly dashboards, historical performance tracking, and customizable reports. Target users include financial institutions, LPs, and digital entrepreneurs looking to make data-driven decisions in the investment space. Key tactics include leveraging cloud infrastructure for scalability, building intuitive interfaces, and incorporating automated updates. This digital tool would address the problem of fragmented and non-transparent performance data in private markets, thereby enabling more informed investment decisions and contributing to greater market confidence.

SaaS Medium Score: 8.0/10

From: E196: Professor Steve Kaplan: Do Privates Really Outperform the S&P 500?

Family Governance & Succession SaaS

This idea involves developing a SaaS platform designed specifically for high-net-worth families and family offices to manage governance, succession planning, and the strategic allocation of shared assets. The platform would allow family stakeholders to collaboratively draft and maintain key documents such as letters of intent, governance charters, and estate planning guidelines. With tools for scheduling virtual board meetings, secure document sharing, and tracking family decision processes, the product addresses the challenge of aligning multi-generational objectives with day-to-day management of wealth. The platform could include modules for scenario planning, asset allocation analysis, and historical storytelling to help preserve the legacy and values of the family. Implementation would involve a responsive web app paired with secure cloud storage and collaboration tools integrated with video conferencing APIs. Target users include family offices, wealth advisory firms, and individual families with significant, multi-generational wealth seeking to formalize their internal processes. The tool would help mitigate common pitfalls in family governance and ensure that legacy and succession are handled thoughtfully, adding value both on an operational and emotional level.

SaaS Medium Score: 8.0/10

From: E195: 7 Lessons on Family Office Investing w/Stephan Roche

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