Client Case Study · LP Targeting · GP Introductions

How Private Capital Development Uses FINTRX toExpand LP Coverage

Private Capital DevelopmentLP Targeting · GP Introductions
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Overview

Founded in 2018, Private Capital Development (PCD) is a specialized professional services firm that connects private capital fund managers (GPs) with a global network of institutional and family office limited partners (LPs). PCD has facilitated thousands of GP-LP introductions across 650+ active LP relationships, supporting clients across private equity, venture capital, infrastructure, fund-of-funds, private credit, growth equity, clean energy, agriculture, and other alternative investment strategies.

"FINTRX helps ensure we leave no stone unturned when connecting GPs to LPs."
Randy Mitchell Randy MitchellChief Development Officer, Private Capital Development
Before FINTRX

The Challenges Before FINTRX

As PCD’s client base expanded across strategies, its longstanding institutional investor network alone could no longer address the full range of its fund managers’ needs. The team wanted to broaden its LP universe with greater access to family offices and RIAs globally, while ensuring the underlying investor and contact data was credible, current, and easy to incorporate into its existing workflow.

01

Expanding Beyond Institutional LPs

PCD had historically relied heavily on institutional investors but needed to broaden its reach as the strategies and capital-raising needs of its fund manager clients continued to diversify.

02

Greater Access to Family Offices & RIAs

The team specifically sought deeper coverage of family offices and RIAs globally, along with visibility into the key contacts within each organization.

03

Finding Credible, Up-to-Date Investor Data

PCD trialed multiple data platforms but found they did not provide the combination of current intelligence and private wealth specialization the team was looking for.

04

Bringing Investor Data Into Existing Workflows

Beyond the data itself, PCD wanted a modern platform with CRM integration that could make investor intelligence accessible within the systems its team already used day to day.

The Decision

Why They Chose FINTRX

PCD chose FINTRX for its specialized coverage of the private wealth market, including global family offices, RIAs, advisor teams, and the contacts behind them. The platform also addressed two important requirements from the team’s search for a new provider: a modern, dynamic interface and native CRM integration that could bring FINTRX intelligence directly into its existing HubSpot workflow.
With FINTRX

Results & Impact

With FINTRX, PCD has expanded the private wealth intelligence available to support its GP-LP introduction process and incorporated that data directly into its business development workflow. 
Verified Impact 01

Broader LP Coverage Across Private Wealth

FINTRX gives PCD direct access to extensive family office, RIA, registered rep, and advisor team data, expanding the universe available to the team as it connects fund managers with potential LPs. As Randy Mitchell, Chief Development Officer at PCD, shared, “FINTRX helps ensure we leave no stone unturned when connecting GPs to LPs.”

Verified Impact 02

GP-LP Targeting Embedded in HubSpot

Through FINTRX’s native HubSpot integration and custom data mapping, PCD can surface relevant private wealth opportunities directly within the CRM its team already uses, reducing the need to move between platforms when researching and acting on investor intelligence.

Verified Impact 03

Existing Data Enriched for Greater Targeting Accuracy

PCD uses FINTRX Data Enrichment to enhance the investor information already within its ecosystem, helping maintain targeting accuracy as the team evaluates potential LPs across a growing range of fund strategies.

Verified Impact 04

Warm Introductions Within the Existing Network

Data enrichment also helps PCD uncover connections already present within its network, giving the team another avenue for identifying potential introductions between its fund manager clients and relevant LPs.

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