Pre-IPO investing: How family offices stay selective in private markets

Key topics we discuss include: The practical barriers to private market investing: why information gaps, network-driven access and ongoing administration continue to challenge lean family office teams. Funds versus deal-by-deal investing: the trade-offs shaping how families balance commitment, liquidity and control across their private market exposure. The role of late-stage, pre-IPO technology in a diversified portfolio: why allocations are growing, and why the point of entry matters as much as the opportunity itself. The next generation's influence: how younger family members are reshaping private market allocations, and why co-investing is emerging as both a strategy and a learning tool. Judgement and automation in due diligence: where AI adds efficiency in research and screening, and where human judgement remains essential when information is incomplete or difficult to verify.