Their Challenge

Like so many other fund management firms, the team at Apis Capital Advisors found it difficult to prospect into the family office space for their capital raising efforts. According to Will Dombrowski, Director of Marketing & Client Relations at Apis, "family offices have historically been underrepresented as part of [their] investor base," as their previous research and capital sourcing processes were inefficient and mostly limited to domestic offices. It was due to these challenges that they sought out a better way to access the family office ecosystem.

When searching for a solution to their lack of family office data, their goals were straightforward and simple: to "increase family office investments in [their] products, not only from a geographic perspective but also from a diversified pool of family office allocators." They eventually turned to FINTRX to help them achieve their goals.

The Outcome

Since adopting FINTRX into their prospecting processes, Apis Capital Advisors has been able to utilize the innovative and dynamic platform to expand its family office investor base with seamless access to 3,700+ investors and over 19,000+ key decision-makers. Additionally, the team has noticed an enormous increase in both family office engagement and in efficiency when reaching out to potential investors.

Access to a streamlined family office capital-raising solution offered Apis an extensive database of investors and contacts from which they could boost their fundraising efforts and "has helped broaden [their] coverage of the family office investor segment globally." Today, FINTRX continues to provide the resources needed for Apis to effectively drill into the obscure family office industry.

"The FINTRX platform has been a tremendously valuable resource for our firm. It has helped broaden our coverage of the family office investor segment globally." - Will Dombrowski, Director of Marketing & Client Relations at Apis Capital Advisors