Their Challenge

According to FINTRX seat holder and Director of Marketing & Client Relations at Apis Capital Advisors, Will Dombrowski, "family offices have historically been underrepresented as part of our firms' investor base." Their previous prospecting and sourcing processes were inefficient and mostly limited to domestic offices. It was from these challenges that they leveraged FINTRX to address this issue.

When working with FINTRX, the goals were straightforward and simple, to "increase family office investments in our firm's products, not only from a geographic perspective but also from a diversified pool of family office allocators" says Dombrowski.

The Outcome

Today, Apis Capital is using the innovative and dynamic FINTRX platform to expand its family office investor base. Since utilizing the platform, they have noticed an enormous increase in family office engagement and an immediate increase in efficiency when prospecting potential investors.

Immediate access to a streamlined family office capital raising solution offered Apis an extensive database of investors and contacts from which they could boost their fundraising efforts.

"The FINTRX platform has been a tremendously valuable resource for our firm. It has helped broaden our coverage of the family office investor segment globally." - Will Dombrowski, Director of Marketing & Client Relations at Apis Capital