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

How Aventurine Capital Group Leverages FINTRX

2008

Year Founded

Deep Tech

Industry

5-10

Employees

Aventurine

Overview

Aventurine is a California-based fund management company focusing on investments in early stage deep tech companies. They manage a Perpetual IP Income (PIPI) fund that emphasizes long term returns in robotics, artificial intelligence, quantum computing, life sciences, secure systems, and energy. The firm also assists young technology companies in bringing

 

their products to market through the Aventurine Studio, investing in intellectual property and guiding innovators to reach their fullest potential. Founded in 2008 by David Van Wie, the firm values creativity and innovation and is dedicated to helping academics succeed in their entrepreneurial ventures.

"FINTRX collaborates with you to meet your family office objectives."

Ted Hillinson
Ted Hillinson
Business Development Partner, Aventurine Capital Group
SUMMARY 

Case Study

Aventurine is a California-based fund management company focusing on investments in early stage deep tech companies. They manage a Perpetual IP Income (PIPI) fund that emphasizes long term returns in robotics, AI...
Get the PDF

Their Challenge

The exponential growth of family offices around the world continues to increase the number of financial professionals viewing these groups as a preferred source of capital. However, despite becoming key players in the alternative investment space, finding relevant and actionable data on family offices often proves to be challenging and time-consuming. Aventurine faced this same pain point when searching for family office investors for their IP-based fund.

Due to the opaque nature of the family office landscape, Aventurine found it difficult to both identify direct contacts within a particular firm as well as track down accurate and up-to-date contact information. Because of this challenge, the firm reached out to FINTRX to leverage its extensive profiles on thousands of family offices across the globe.

 

The Outcome

By having access to information such as direct email addresses, phone numbers, biographies, passions & interests, outlined investment responsibilities, and employment and university histories, Aventurine had a "direct connection with family office decision-makers" with which they could engage.

This instant access to millions of family office datapoints not only saved the Aventurine team valuable time, but also ensured that they were reaching out to individuals best suited for their specific needs and provided them their best chance at a successful connection with key decision-makers.

With the help of the FINTRX data set and "phenomenal customer service," Aventurine was able to prospect into and interact with over 3,700 investors and 20,000+ family office professionals, bringing them closer than ever to achieving their capital-raising goals.

Additional Case Studies

PE

NewSpring Case Study

NewSpring Capital is a $2B+ AUM private equity fund, which partners with the innovators, makers, and operators of high-performing...
Read Case Study

ASSET MANAGEMENT

Wells Fargo Group Case Study

Wells Fargo Advisors is a premier financial services firm serving investors worldwide through approximately 12,000...
Read Case Study

Simplify your family office and registered investment advisor access

Book more meetings, increase efficiency, and expand your network

RESILIENCY

Since preparation is a key ingredient to success, our team focuses on resiliency and planning when it comes to customer data.

resiliency-graphic
solution-icon-9

Get Our Daily Coronavirus Tracker Insights Sent to Your Inbox

solution-icon-9

Get Our Daily Coronavirus Tracker Insights Sent to Your Inbox

resiliency-graphic