Sustainability and impact Target family offices focused on societal challenges and impact investing, highlighting Simple’s emphasis on directing capital toward social issues as a differentiator and potential sales hook.

Niche market fit Position Simple as the premier knowledge, data and access provider for the next generation of family offices, suggesting a high-value, relationship-driven sales approach with decision-makers in wealth management.

Tech-enabled solutions Leverage the platform’s mix of high-touch services and technology-enabled tools to upsell scalable solutions, appealing to offices seeking efficiency through systems like NetSuite, Terraform and SAP Concur.

Growing but mid-sized With 51-200 employees and revenue in the low millions, pursue enterprise-style deals that align with growth-stage family offices and mid-market wealth entities seeking modernization without enterprise-fat costs.

Workflow efficiency Emphasize cost savings and time-to-value by showcasing integrated workflows and data accessibility for family office operations, targeting leaders responsible for governance, reporting and vendor selection.