Client Case Study · Family Office Capital Raising

How Greenwich Private Equity Leverages FINTRX toTarget Family Offices & Streamline Capital Raising

Greenwich Private EquityFamily Office Capital Raising

Overview

Greenwich Private Equity is a private markets investment firm founded by a team of seasoned professionals with decades of experience across capital markets, real estate development, finance, and technology. The firm provides accredited investors access to proprietary private equity opportunities with a focus on capital preservation and long-term growth. Greenwich Private Equity invests across several sectors, including ultra-high-end residential real estate development, aviation, entertainment and media, and transformative technologies such as AI-related opportunities. Leveraging the team’s institutional investment and operating experience, the firm partners with family offices, registered investment advisors, and other private wealth investors seeking differentiated access to private markets.

**Steven McDermott**Managing Director at Greenwich Private Equity

Before FINTRX

The Challenges Before FINTRX

For Greenwich Private Equity, raising capital across the private wealth channel requires clear visibility into the investor landscape. Prior to FINTRX, gaining that level of insight, particularly within the family office segment, was difficult without centralized, reliable intelligence.

Limited Transparency Across Family Offices

Unlike RIAs, family offices operate with far less public visibility. This made it harder to identify relevant firms, understand their investment focus, and determine which family offices might be aligned with Greenwich Private Equity’s strategies.

Identifying the Right Contacts Within Each Firm

Even after identifying potential firms, determining who evaluates opportunities and makes investment decisions remained a challenge. Without clear contact-level intelligence, connecting with the appropriate individuals required additional research.

Avoiding Broad, Ineffective Outreach

Without visibility into potential connections, outreach risked becoming broad and impersonal. For a firm focused on building meaningful investor relationships, the ability to approach the right people with context was critical.

Maintaining an Efficient Capital-Raising Workflow

With capital raising serving as a core responsibility across the team, investor research, screening, and outreach needed to move efficiently so more time could be spent engaging relevant investors.

The Decision

Why They Chose FINTRX

FINTRX stood out for the depth and quality of its family office intelligence, including detailed insight into contacts, investment strategies, and allocation preferences. Combined with powerful screening capabilities and a seamless HubSpot integration, the platform allows the Greenwich Private Equity team to move efficiently from investor research to outreach. Managing Director Steven McDermott also highlighted the responsiveness of the FINTRX Client Success and Integrations teams, noting that the support has been especially valuable.

With FINTRX

Results & Impact

FINTRX now serves as a central resource within Greenwich Private Equity’s capital-raising workflow, helping the firm identify investors, research prospects, and prepare for outreach across family offices and RIAs.

Verified Impact 01

Identifying Investors Not Previously on the Firm’s Radar

Through powerful searches, Greenwich Private Equity has surfaced relevant firms and contacts that were previously unknown to the team. In several instances, the information within the FINTRX database helped initiate relationships that otherwise may not have been discovered.

Verified Impact 02

Targeted Investor Screening

Granular filtering capabilities allow the firm to screen potential allocators based on factors such as asset class exposure, investment strategy, and openness to emerging managers, helping narrow a broad universe into a more focused pipeline of relevant prospects.

Verified Impact 03

Identifying Paths Into Target Firms

Using tools such as FINTRX Relationship Path, Steven can uncover potential connections to contacts within target firms, helping guide outreach and reduce reliance on broad cold outreach.

Verified Impact 04

Faster Outreach Through HubSpot Integration

The FINTRX–HubSpot integration allows the team to move directly from screening investors to accessing CRM records and sending outreach, completing tasks in minutes that previously required navigating multiple platforms.

Verified Impact 05

Stronger Preparation & Workflow Efficiency

FINTRX is consistently used to review intelligence on both new prospects and existing relationships before outreach begins, providing additional context on firms, contacts, and potential connection paths. With research, screening, and CRM integration connected in a single workflow, tasks that once took 30–60 minutes can now be completed in minutes.