Building a Clay Table for UK Family Offices and Capital Raising

Hey folks — could use some help building a Clay table. I’m trying to find UK-based family offices (or people working at them) for a capital raise. Does anyone have a workflow or template for: Finding people on LinkedIn with titles like Principal, Investment Manager, CIO who work at family offices in the UK Enriching that list inside Clay with email, company info, and social profiles Bonus if you’ve figured out how to identify stealth family offices that don’t have “family office” in the company name. Happy to share my version once it’s live! Thanks in advance.

4 comments

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To build a Clay table for UK-based family office professionals: 1. Start by copying our LinkedIn search template. 2. Use our Find People feature to search for titles like "Principal," "Investment Manager," and "CIO" in the UK. 3. Enrich your data using integrations: • ContactOut or Datagma for emails and contact info • ZoomInfo for company details • LinkedIn URL enrichment for social profiles 4. For stealth family offices, look for keywords like "private investment office" or "single family office" in company descriptions. 5. Use our "write to table" feature to organize and analyze your data. For more specific guidance, consider requesting human assistance.
Sources: Claybooks: Search LinkedIn profiles for target keywords | Clay.com Data points: Contact Linkedin URL | Clay.com Find People [Clay 101] - Clay University Data points: Contact Email - Work | Clay.com
Jean M.
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the “Clay Find Companies” step only works if "family office" is in the company name or description, which misses many stealth or low-profile firm, what about using with pitchbook
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To use PitchBook with Clay for finding stealth or low-profile family offices: 1. Set up the PitchBook integration in Clay by clicking 'Add enrichment', searching for 'PitchBook', and adding your API key. 2. Use the 'Enrich company (via PitchBook)' action, providing company domains for potential family offices. 3. In the PitchBook enrichment, enable 'Include Latest Fundraising Data' and 'Include VC Data' options for more comprehensive information. 4. After enrichment, use our "write to table" feature to analyze the data, looking for indicators of family office operations in the company details, investment patterns, or ownership structure. This approach can help identify stealth family offices without relying on explicit "family office" mentions in names or descriptions.
Sources: PitchBook integration | Documentation | Clay University Pitchbook integration overview | Documentation | Clay University Enrich Company (via Pitchbook) with Pitchbook PitchBook integration | Documentation | Clay University
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