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SUCCESS STORY

LANDMARK CAPITAL

Real Estate Capital Advisory Firm w/ Discipline in Finance & Private Equity 

SUMMARY

CASE STUDY

Landmark selected the FINTRX platform as their global family office investor solution and firm-wide CRM tool due to their expansive coverage of the family office community and integrated offering.

The Challenge

The Landmark team was using an array of solutions to attempt the sourcing of active family office investors, organizing investor information, tracking the firm's investor communication and distributing updates and performance reports to their interested targets. These overwhelming tasks were quickly creating inefficiencies within Landmark's asset raising efforts and firm-wide communication.  Their pain points specifically surrounded finding & sourcing global family office allocators who invest in alternatives.

According to David Kidder, Landmark Capital Managing Director and FINTRX seat holder, "It was clear that we needed a solution. It was either build our own or leverage an asset raising platform that allowed for greater family office investor coverage and visibility for our business. We chose the latter."

The Solution

Today, the Landmark team leverages FINTRX to drive its family office lead generation and CRM nurturing efforts. The innovative offering gives the Landmark team a virtually limitless way to market, raise capital, and streamline investor engagement across its team members. That is the power of FINTRX.

Landmark Capital

"Upon our activation within FINTRX, we experienced an immediate jump in efficiency firm-wide."

DAVID KIDDER

Managing Director

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