Strategic partnerships Independent global platform focused on family offices and institutional investors, presenting co-investment and sponsored opportunities that can be sourced or led by 361Firm to drive collaborative deals and broaden deal flow for prospective clients.

Investment banking solutions Tailored capital solutions for family offices, leveraging a wide network for co-investments and exits; potential upsell of advisory, fundraising, and liquidity services to optimize portfolio company outcomes.

Digital membership AI-powered membership platform and ongoing events (Weekly Briefing Roundtables, Deep Dives, Global Conferences) create recurring engagement and upsell avenues for premium advisory, events sponsorships, and exclusive investment access.

Tech-enabled outreach Utilizes modern martech stack (HubSpot, Google Workspace, Mailchimp, Squarespace) to nurture prospects; potential to offer integrated marketing and CRM services, data enrichment, and analytics partnerships to clients.

Revenue and scale Current revenue range indicates mid-market positioning with room to grow through strategic partnerships, expanded fund/select opportunities, and cross-sell of investment banking and philanthropy services to family offices and funds.