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FINTRX Fuels Operational Excellence for Clear Investment Group


In the ever-evolving landscape of investment management, firms constantly seek ways to gain a competitive edge. For Clear Investment Group, this pursuit led them to embark on a transformative journey powered by the cutting-edge solutions of the FINTRX Private Wealth Data Platform. By harnessing the power of data-driven insights and efficient targeting, Clear Investment Group has experienced a significant boost in its investor relations efforts. FINTRX has since provided them unparalleled access to their target audience and revolutionized how they raise capital. In this blog, we will delve into the transformative journey of Clear Investment Group and explore how their partnership with FINTRX has propelled them to new heights of success.

About Clear Investment Group

Clear Investment Group (CIG) is a Chicago-based boutique firm that transforms distressed multifamily assets into quality workforce housing nationwide. With over 20 years of expertise in acquiring, managing and redeveloping mid-size multifamily properties across secondary and tertiary markets, CIG has an outstanding track record. Their focus on distressed assets enables them to generate superior returns while positively impacting communities by restoring properties. As a proud woman-owned business with a diverse team, CIG's unwavering commitment lies in providing affordable housing solutions while contributing to society - core values driving their continued success.


The Pain Point: Lack of a Powerful Database of Target Investors

Navigating the intricate investment landscape, Clear Investment Group grappled with a persistent challenge - identifying potential investors for their real estate offerings. Conventional sources of data on limited partners proved scarce and disjointed, hampering their ability to conduct effective outreach and raise capital efficiently. Lacking a centralized, comprehensive database solution that could provide accurate and up-to-date information on their desired investor audience, CIG's prospecting efforts were significantly hindered.

Recognizing the need for a transformative approach, Clear Investment Group partnered with FINTRX to gain access to a comprehensive and actionable database on their target base of limited partners interested in real estate investments. By leveraging the FINTRX Private Wealth Database, CIG hoped to streamline their outreach, maximize efficiency in pinpointing well-aligned investors and ultimately elevate their capital-raising capabilities for their distressed multifamily property investments.

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The FINTRX Advantage: Maximizing Efficiency & Reach

As a valued client since July 2023, Clear Investment Group has undergone a significant transformation in optimizing its daily operations. One of the major advantages that FINTRX has provided to the CIG team is a significant enhancement in their efficiency when it comes to daily prospecting and fundraising efforts. With instant access to a vast database of 850,000 LPs and decision-makers, 375+ powerful search filters, credible data on asset class interest and so much more, CIG can quickly identify their exact target investor audience.

Time-saving features like location-based searches allow the team to maximize travel by lining up relevant meetings in each city. Alexandra Horton, Investor Relations & Marketing Lead at CIG, delves into this, "My favorite, and most used, feature of FINTRX is the location filter. When our team travels, we seek to maximize our time in a city by setting up meetings. FINTRX helps us identify key prospects based on location." The intuitive interface and centralized data intelligence offered by FINTRX enable CIG to streamline outreach, eliminate tedious manual research and rapidly uncover new, suitable investor opportunities. By automating much of the data gathering and prospect identification, FINTRX has freed up substantial time and resources for CIG's team to focus their efforts on nurturing relationships and securing investments. 


"The FINTRX platform is clean and straightforward, allowing us to identify our target audience with ease." - Alexandra Horton, Investor Relations & Marketing Lead at CIG



FINTRX has been instrumental in fueling Clear Investment Group's growth and capital-raising success. By providing seamless access to comprehensive data on over 850,000 LPs and key decision makers, along with powerful filtering tools, FINTRX has empowered CIG to precisely pinpoint and connect with their ideal investor targets. Features like advanced location filtering have maximized productivity for CIG's travel schedules. This partnership has enabled CIG to transcend previous limitations in reaching their desired audiences. With FINTRX's cutting-edge solutions driving efficiencies, Clear Investment Group has elevated their fundraising capabilities, expanded investor relationships and propelled their firm's upward trajectory in the competitive private wealth investment landscape.


FINTRX is a unified family office and RIA database that provides comprehensive data intelligence on 850,000+ family office and investment advisor records, ultimately designed to help asset-raising professionals identify, access and map the global private wealth ecosystem. Find relevant decision-makers in a snap with 375+ powerful search filters and queries. Uncover the data you need, when you need it and filter through areas of investment interest, AUM, asset flows, intent signals, potential associates and much more. FINTRX sources data from both public and private sources and has a team of 75+ researchers who map, validate and compile data daily to ensure its accuracy.

FINTRX CTA-Jan-09-2024-10-30-56-9511-PM

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