Mike Mitchell, CFA,CAIA

Questioner
DISC Type : c

Principal at Connective Capital

United States

Overview

Mike Mitchell is the Founder of Connective Capital, a placement agent raising capital for diverse alternative investment vehicles. He has deep expertise in fund due diligence and fostering robust connections with institutional investors, particularly family offices. He holds BA in Economics from UC San Diego and is a CFA and CAIA charter holder.

Outside of his financial career, Mike dedicates his time as a Legacy Leader for Ambassadors of Compassion. He volunteers to help students build emotional resiliency and equip them with critical life skills to navigate future challenges, reflecting a deep commitment to youth mentorship and community well-being.

He founded and managed a discreet social network specifically tailored to the unique needs of Single-Family Offices.

Personality Overview

Value Seeker

Systematic

Not Easily Convinced

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.  It is quite likely of them to ask for pricing or other concessions. They prefer to analyze every situation thoroughly.


Topics They Care About

Alternative Investments
His entire career is focused on raising capital for alternative investment vehicles, including funds, SPVs, co-investments, and private companies.
Family Office Networking
He has founded multiple ventures, like Family Office Connection, to create networking groups and curated deal flow specifically for family offices.
Capital Raising
His primary role across multiple firms has been spearheading capital raises, successfully securing over $150 million for funds and co-investments in a prior role.

Media Appearances

Mike has no verified media appearances

Work History

10-2023
Principal at Connective Capital
1-2024
Legacy Leader at Ambassadors of Compassion
4-2017
Founder at Family Office Connection
12-2020 - 10-2023
Managing Director/Registered Rep at ShareNett
6-2015 - 3-2017
Managing Director at The Family Office Networks

Education

1999 - 2003
BA Economics from UC San Diego

More Information

Social Presence :

Prographics :

Exp : 10 Location : United States Job Level : Leadership Designation : Principal at Connective Capital
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Insights For Selling To Mike

During A Call Or A Meeting

DO's

  • If you have a lower priced product compared to the competition, call out the same
  • Tell them that you will come back if you don’t have a good answer for a question
  • Back up any claims with data and numbers

DONT's

  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Avoid rushing them, be polite and patient
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Mike is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Mike

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Mike move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Mike take some risk or not?

  • They can take risk if they are convinced that they have analyzed the circumstances well.


You And Mike

Personality Compatibility


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