Client Case Study · LP Prospecting · Private Equity

How Performance Equity Management Uses FINTRX toPrequalify LPs & Navigate the Family Office Market

Performance Equity ManagementLP Prospecting · Private Equity
Download the Original Case Study ↗
Overview

Founded in 2005, Performance Equity Management is an independently owned investment management and private equity firm based in Greenwich, Connecticut. Formed from the former General Motors in-house private equity group, the firm invests across growth equity, small and middle-market strategies, large buyouts, venture capital, co-investments, and special situations. Performance Equity has allocated $29 billion to private equity and venture capital and completed 160 direct co-investments. The firm focuses on opportunities across sectors including healthcare, business services, and industrials.

"Excellent - easy to navigate platform with reliable family office data that adds a level of clarity to an often opaque vertical."
Taylor Horty Taylor HortyVP of Business Development, Performance Equity Management
Before FINTRX

The Challenges Before FINTRX

For Performance Equity, sourcing opportunities across the family office market was complicated by the private nature of the space and a lack of reliable information on single- and multi-family offices. The team needed a clearer way to evaluate potential LPs before outreach and determine who within each organization was the right person to contact.

01

Limited Transparency Into Family Offices

The private nature of the family office market made credible information difficult to source, creating challenges as Performance Equity looked to identify opportunities across both single- and multi-family offices.

02

Prequalifying LPs Before Outreach

Rather than simply building a larger prospect list, the team wanted to evaluate family offices using information such as AUM, investment preferences, investment history, and allocation preferences before initiating outreach.

03

Finding the Right Point of Contact

Once a potential LP was identified, Performance Equity also needed visibility into the key decision-makers behind each family office to determine the most relevant contact for its fundraising efforts.

The Decision

Why They Chose FINTRX

Performance Equity turned to FINTRX for reliable family office data that could bring greater transparency to a traditionally opaque market. Detailed firm and decision-maker intelligence, combined with search and filtering capabilities, gave the fundraising team the information needed to identify and prequalify potential LPs before outreach.

With FINTRX

Results & Impact

FINTRX is now part of Performance Equity’s daily workflow for navigating the family office market. The team uses the platform to manage prospecting lists, evaluate potential LPs, uncover new investor targets, and stay informed on the prospects and relationships most relevant to its fundraising efforts.

Verified Impact 01

More Informed LP Qualification

Performance Equity uses FINTRX’s regularly updated family office data alongside investment preferences, investment history, and allocation criteria to evaluate potential LPs before outreach. As Taylor Horty, VP of Business Development, shared, “FINTRX offers us reliable data that is regularly updated which allows our fundraising team to effectively manage prospecting lists and prequalify LPs ahead of outreach.”

Verified Impact 02

New Targets & Ongoing Relationship Monitoring

FINTRX supports more than initial LP research. Performance Equity uses the platform to uncover new investor targets, follow market trends, and set customized alerts and notifications around core prospects and existing relationships.

Verified Impact 03

Greater Transparency Into the Family Office Market

Detailed firm and decision-maker intelligence gives Performance Equity a clearer view into a market where reliable information can be difficult to source. Horty described FINTRX as an “easy to navigate platform with reliable family office data that adds a level of clarity to an often opaque vertical.”

Keep Exploring

More teams putting intelligence to work.

RIA

Pure Financial Advisors

A more scalable way to identify, evaluate, and engage high-potential advisors and firms.

Read the story → Asset Management

F/m Investments

Limited visibility into advisor-level data and a small sales team called for a centralized solution.

Read the story → Asset Management

Victory Capital Management

The transition from Discovery to FINTRX was driven by the desire for improved service level and support.

Read the story →
Your Market. Fully Visible.

Build your next growth story with FINTRX.

Bring us your market, territory, or growth question. We will show you the path through private wealth.

Request a Trial →