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How Convergence Capital Leverages FINTRX

FINTRX helps the Convergence team drive their family office capital raising


Convergence Investments is a global long short equity hedge fund based in New York City.




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In the alternative investment industry, it can be difficult finding prospects that are well-suited for your fundraising efforts. This particular issue was a frequent pain-point for the long/short equity hedge fund, Convergence Investments. The work of shifting through countless investors to find the most appropriate ones to target can be a an excruciatingly long process, and a pain point that many of our FINTRX users face prior to utilizing our platform. Once Convergence joined as a client, results were seen immediately and we were able to work with them to compile targeted and effective prospecting lists. 

Convergence Investments

"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." - Matthew Lusins



Director of Business Development

Why Convergence Chose FINTRX

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 was able to quickly locate, "good data from which to contact these investors"  in a more targeted and humanized way, says Lusins. 

Feedback on Using FINTRX

Today, Convergence Investments has been successfully utilizing 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". He goes further to assert that he expects the platform will make their, "roadshows much more efficient to plan". 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. 

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