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Family Office & RIA Data Intelligence

A Better Way to Access Family Office & RIA Data

Discover how FINTRX empowers its customers to map, access and sell into the complex and fragmented world of Family Offices and Registered Investment Advisors.

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CASE STUDY

How Convergence Investments Leverages FINTRX

2002

Year Founded

Real Estate

Industry

10

Employees

Convergence Investments

Overview

Convergence Investments is a Jackson, Wyoming-based private equity real estate investment firm operating in a specialized corner of real estate: Master Planned Community Development. In the alternative investment industry, it's difficult to find prospects that are well-suited for your fundraising efforts. This issue was a frequent pain-point for the long/short equity hedge fund.

 

The work of sifting through countless investors to find the most appropriate ones to target can be an excruciatingly long process, and a pain point that many of our FINTRX users face prior to using our platform. Once Convergence joined as a client, results were seen immediately.

"Extremely effective and clean interface, highly detailed profiles of prospective investors, all information is up-to-date. A very high ROI database for our firm."

matt-lusins
Matthew Lusins 
Director of Business Development, Convergence Investments
SUMMARY 

Case Study

Convergence Investments is a Jackson, Wyoming-based private equity real estate investment firm operating in a specialized corner of real estate: Master Planned Community Development.
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Their Challenge

Upon speaking with Matthew Lusins, Director of Business Development at Convergence Investments and FINTRX seat holder, he was quick to address the pressing issues that led them to FINTRX. This stemmed from a need to "identify and rifle-shoot the exact profiles of investors we're seeking for our next fund."

Like many other capital-raising professionals, lack of time and information can cause major inefficiencies when it comes to fundraising within the family office sector.

Rather than continue using ineffective processes, Convergence turned to FINTRX, knowing that the platform's instantaneous ability to filter through thousands of family offices and contacts would save them both time and money in the long run.

From there, the Convergence team could quickly locate "good data from which to contact these investors" in a more targeted and humanized way. 

The Outcome

Today, Convergence Investments have been successfully using the FINTRX platform to advance their prospecting efforts. In their preparation for fundraising, Matthew Lusins has found the platform's data to be "highly informative and up-to-date".

FINTRX was sure to provide custom client service that worked to reduce inefficiencies in their prospect process, all the while keeping in mind and tailoring our data towards their unique use case.

"The FINTRX platform will make our roadshows much more efficient to plan." - Matthew Lusins, Director of Business Development at Convergence Investments

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