Navigate Angels and Family Offices with Ark

Each investor is different and requires a unique strategy. Ark is designed to assist you with any type of investor you choose to approach. Let’s explore how Ark can help you engage with Angels and Family Offices!

In the Ark platform homepage, click on Investment Strategy, and then on the sub-folder Angels and Family Offices

Then, create a new project by clicking the plus button. If you already have one, simply select it. Each project has its own dedicated context — meaning the AI will only reference information discussed within that specific project, avoiding any “context pollution.” For example, you can explore different strategies without overlap.

After creating a project, you can start by sending a message in the chat. Your dedicated AI Agent will answer your questions and guide you through a focused discussion on your angels / family offices.

You can chat with agents in each folder using three different options:

1. Consult Partner – This is the default option. It’s a free discussion with the AI Partner dedicated to the folder you’re in. You can also ask the AI to generate documents for you.

2. Analyze Document – This option allows you to upload documents you’ve created or received from stakeholders (for example, an investor) and get an analysis, such as a list of insights or a risk assessment to the received document.

3. Teach Ark – This option lets you teach Ark new information about your company. Everything Ark knows about you is managed in the Company Profile. By selecting Teach Ark, you can upload documents or share information in the chat that you’d like Ark to learn

There are many topics you can discuss with the Angels and Family Offices AI Agent. We recommend starting with one of the following examples:

• What should I adjust in my messaging to suit it best for angels and family offices?

• What is the best way to approach {{investor name}} → When mentioning names of companies, people or organization we recommend activating Deep Research to make the agents are up to date on the entity you are referring to by clicking on the Deep research (x) button on the bottom right corner of the screen.

• What are the differences between working with VCs and working with Angels / Family Offices?