<img height="1" width="1" style="display:none" src="https://q.quora.com/_/ad/1ac644d4c3f54087bef4289a089c9d7c/pixel?tag=ViewContent&amp;noscript=1">
SUCCESS STORY

APIS CAPITAL ADVISORS, LLC

Hedge Fund Manager w/ Experience Across Global Equity Markets

SUMMARY

CASE STUDY

With FINTRX, the access to a streamlined family office capital raising solution offered Apis Capital an extensive database of investors and contacts from which they could boost their fundraising efforts.

The Challenge

Apis Capital was facing a number of challenges when targeting the family office space. As a hedge fund in the process of capital raising, Apis was looking to increase and diversify its investor pool while decreasing the legwork of its employees. They reached out to FINTRX, and immediately we started improving their workflow and expanding their investor base.

According to FINTRX seat holder and Director of Marketing & Client Relations at Apis Capital Advisors, Will Dombrowski, "family offices have historically been underrepresented as part of our firms' investor base." Moreover, their previous prospecting and sourcing processes were inefficient and mostly limited to domestic offices. It was from these challenges that they decided to leverage FINTRX to directly address this issue.

The Solution

Apis Capital is using the innovative and dynamic FINTRX platform to expand their family office investor base. Since utilizing the platform, they have noticed a large increase in family office engagement and an immediate increase in efficiency when prospecting potential investors. That is the power of FINTRX.

Apis Capital Advisors, LLC

"I have been very impressed with the quality of the FINTRX platform - no other platform has the breadth and depth of coverage of the global family office investor universe."

WILL DOMBROWSKI

Director of Marketing & Client Relations

core
 

For more on practical family office insights & best practices...

Explore Knowledge Center

Built for the asset raising professional. Engineered for efficiency.

REQUEST FREE TRIAL