Client Case Study · Private Debt · Investor Prospecting

How Peachtree Group Leverages FINTRX toStreamline Investor Prospecting & Drive Private-Debt Growth

Peachtree GroupPrivate Debt · Investor Prospecting

Download the Original Case Study ↗

Overview

Founded in 2007, Peachtree Group is a diversified investment firm focused on commercial real estate and credit investments. Headquartered in Atlanta, Georgia, the firm has executed hundreds of transactions across acquisition, development, and lending, managing more than $13.9 billion in real estate asset value and $4.9 billion in capital. Peachtree’s vertically integrated platform provides end-to-end oversight, from construction and property management to asset and capital stewardship, ensuring investor capital is optimized for sustainable, long-term growth. Its Capital Markets team connects private and institutional investors with tailored real estate and private-debt opportunities nationwide.

Victor LeBlanc — Victor LeBlancManaging Director, External Wholesaler, Peachtree Group

Before FINTRX

The Challenges Before FINTRX

Peachtree Group faced mounting complexity in managing data across multiple platforms while expanding its investor base. They needed to simplify prospect discovery and consolidate workflows under a single, efficient system.

01

Fragmented Systems

Investor intelligence was spread across ten different software tools, creating duplication and gaps in CRM visibility.

02

Travel Planning Efficiency

With team members frequently on the road, identifying high-potential RIAs and family offices near target geographies required hours of manual research.

03

Alternative Strategy Focus

The team wanted to segment investors by asset class interest, particularly private debt, a growing pillar of Peachtree’s capital markets strategy.

The Decision

Why They Chose FINTRX

Peachtree selected FINTRX for its ability to centralize fragmented data and deliver intuitive, high-speed prospecting. The platform’s ease of use and powerful filtering capabilities enable team members to identify advisors most compatible with Peachtree’s private credit and real estate offerings, without extensive training or setup. Equally impactful is FINTRX’s AI-powered search, which allows users to generate targeted lists based on travel itineraries or specific metro areas in seconds. For a firm that thrives on face-to-face relationship building, this feature turned hours of prep time into a few simple clicks.

With FINTRX

Results & Impact

FINTRX has become a daily part of Peachtree’s workflow, allowing the team to move faster, qualify better, and engage investors more strategically.

Verified Impact 01

New Investor Relationships

Through FINTRX, the team identified a Northeast family office that developed into a multi-deal partnership, demonstrating the long-term value of precise, data-driven targeting.

Verified Impact 02

AI-Enhanced Travel Efficiency

Automatically built lists of investors within 25 miles of target cities, transforming business travel into productive, pre-qualified meetings.

Verified Impact 03

Focused Alt Investment Filters

Leveraged filters to isolate firms allocating to private debt, enabling sharper segmentation and tailored outreach.

Verified Impact 04

Firm-Wide Adoption

10+ users across the Capital Markets team now rely on FINTRX daily, using one system to manage relationships and uncover new opportunities with ease.