Investor diligence & data rooms · Working

Source of wealth

Also called: wealth source, SOW

ELI5

Proof of how an investor became wealthy.

Used in conversation

“The family office completed source-of-wealth review.”

Definition

Evidence explaining how a person's overall wealth was generated.

Here “Source of wealth” means: Evidence explaining how a person's overall wealth was generated.

Pitch context

You will see “Source of wealth” in fundraising decks, data rooms, term sheets and investor conversations when the discussion reaches investor diligence & data rooms.

Why it matters: In investor diligence & data rooms, a loose definition can change rights, obligations, approval, disclosure or enforceability.

Caution

Meaning, enforceability and required process vary by jurisdiction and agreement; this definition is not legal advice.

Connected terms

Sources & evidence · 8

Direct term-level sources and supporting source families.