Richard C. Wilson's AI Tools for Investors
At an event presentation, Richard C. Wilson walks attendees through AI tools for founders and investors.
Richard C. Wilson presents a tour of his group's AI platform for founders and investors. He explains how selected tools use investor content and uploaded deal materials to support screening, underwriting, fundraising preparation, and live investor conversations. The session also includes his view on adopting AI alongside human judgment.
In this video: Richard C. Wilson (Founder of The Family Office Club)
What they said
- Richard on screening deals. Richard says Dwey has processed probably around 1500 due diligence reports. It draws on 150 white papers and can flag red flags, extra fees, unusual terms, and missing items, then script seven questions to ask before a call. (at 5:27)
- Richard on property stress tests. Richard describes Vetti as a real estate-focused counterpart to Dwey. It tests interest-rate shocks, cap-rate changes, cost overruns, and vacancy levels that could make a property profitable or unprofitable. He says it can help with an initial assessment but should not replace formal due diligence. (at 6:48)
- Richard on investor questions. Richard says investors can provide their risk preferences, family office values, and investment goals to create a custom questionnaire. For people raising capital, it can draft answers to the top 30 investor questions from their pitch deck and PPM, which they should review for accuracy. (at 9:04)
- Richard on live investor calls. Richard says his internal team used its co-pilot tool over a thousand times. Pitch Partner applies that approach to the user's uploaded materials and live investor calls, suggesting relevant responses from those materials. (at 10:28)
- Richard on pitch deck reviews. Richard says Clara combines capital-raising functions and scores pitch decks against 25 criteria. Users can review possible improvements in one tool. (at 13:12)
In their words
"using AI is like having a second brain."
"you should combine the two and use it at the appropriate time."
Why it matters if you are building or preserving great wealth
Kevin Harrington's preference for a one-minute founder video over a 39-page pitch deck gives Clara's scoring and practice tools a clear use: tighten the short pitch before polishing the longer materials.
From Richard's exclusive Billionaires.com interviews
Lessons from Richard C. Wilson's one-on-one interviews, as published on each interview page.
- Pavan Agarwal: Integrity protects a business. His father ran the company on doing it right, never lying and never breaking your word. During the financial crisis, trading partners who had worked with them for 20 years trusted them and helped them through.
- Serg Bell: Watch for outside change. Most business opportunities come from geopolitical shifts, economic trends, new technology and scientific breakthroughs. The key is to spot these changes and act on them.
- Bobby Castro: Change the strategy to scale. Bobby says that to scale a business, everything has to change. He suggests asking whether the business is scalable, whether it offers a solution and whether it is disruptive.
See the data
Frequently asked questions
How does Hyper Intelligent produce a consensus?
Richard says it combines 20 tools and 100 million data points. It presents views from 20 perspectives, has the five most credible positions argue their logic, then returns a consensus and vote tally. Users can rerun the vote with a narrower group of respondents.
What does Richard say comes with each membership option?
Charter membership includes 30 tools and live events. VIP membership adds investor data sets and advanced AI tools built around those data sets. Verified membership includes a 30% sponsorship discount, three event tickets a year with a maximum of one per event, an exhibit table credit, and two discussion panel credits.
Sources
Quotes are copied from the video captions and checked against the transcript. Timestamps link to the moment in the video. General information only, not legal, tax or investment advice.