『From Direct Deals to Quality Portfolios: A Family’s Path to Peace of Mind』のカバーアート

From Direct Deals to Quality Portfolios: A Family’s Path to Peace of Mind

From Direct Deals to Quality Portfolios: A Family’s Path to Peace of Mind

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Most family offices investing millions in private deals are flying blind — and it's costing them years of regret.

Susan Lindeque — private equity expert with over $1 billion invested — joins the show to reveal the critical due diligence steps most family offices skip when evaluating private deals while breaking down how to pressure-test financial projections and verify claims about competitive moats through real customer conversations.

She shares her proven framework for building a focused investment thesis, vetting deal flow, and protecting your portfolio from the biggest pitfalls in private markets: weak management teams, regulatory blind spots, and liquidity risk.

If you manage or advise family wealth, this episode gives you the process to invest smarter and sleep better at night.

Connect with Susan Lindeque
🌐 Website: www.avestix.com
🔗 LinkedIn: https://www.linkedin.com/in/susanlindeque
📩 Email: susan@avestix.com
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