Their Challenge

Like many fund managers, Apis Capital Advisors faced challenges prospecting into the family office space to support their capital-raising efforts. Family offices were historically underrepresented in their investor base, largely due to inefficient research methods and a process limited to domestic offices. These obstacles led the team to seek a more effective way to access the broader family office ecosystem.

+ Family offices were underrepresented in their investor base due to inefficient, domestic-focused sourcing

+ Limited visibility into the global family office ecosystem hindered capital-raising efforts

+ Needed to diversify allocator pool and expand reach across geographies

Their goal was clear: to grow family office investments in their products, not only by expanding geographically, but also by engaging a more diversified pool of allocators.

The Outcome

Since adopting FINTRX into their prospecting processes, Apis Capital Advisors has been able to utilize the innovative and dynamic platform to expand its family office investor base, providing seamless access to over 4,300 investors and more than 27,000 key decision-makers. Additionally, the team has noticed a significant increase in both family office engagement and efficiency when reaching out to potential investors.

Access to a streamlined family office capital-raising solution gave Apis an extensive database of investors and contacts to fuel their fundraising efforts. The platform broadened their reach across the global family office segment, and today, FINTRX continues to equip the firm with the resources needed to effectively navigate and penetrate this traditionally opaque market.

"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 Advisors