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CASE STUDY

How Convergence Investments Leverages FINTRX

2002

Year Founded

Real Estate

Industry

Private Equity

Asset Class

Convergence Investments

Overview

Convergence Investments is a Jackson, WY-based private equity real estate investment firm that specializes in Master Planned Community Development with the goal of developing land across the US into "innovative, highly-desirable planned communities" and creating "exceptional living experiences." Convergence is guided by four core values

 

in their business operations: timeless design, balanced environment, health & wellness, and product diversity. The firm is hands-on in their investments and utilizes a focused, niche approach to the market in order to generate high returns for their investors.

"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, WY-based private equity real estate investment firm that specializes in Master Planned Community Development with the goal of developing land across the US...
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Their Challenge

 As with many other capital-raising professionals, lack of time and information caused major inefficiencies for Convergence Investments when it came to fundraising within the family office sector. Matthew Lusins, Director of Business Development, expressed that their team needed a better way to "identify and rifle-shoot the exact profiles of investors [they were] seeking for [their] next fund."

Convergence was frustrated at the lack of access to accurate and actionable family office data, which led to inefficiencies in their prospecting efforts. They found it difficult to pinpoint the right potential investors and felt that their roadshows were ineffective, costing them valuable time and money. 

 

The Outcome

Rather than continue to struggle with their prospecting and outreach, Convergence turned to the FINTRX Family Office Data Intelligence Platform to help break into the family office space. With hundreds of advance search filters and actionable data on 3,700+ family offices and 19,000+ key decision-makers, the team knew that FINTRX would save them both time and money in the long run and "make [their] roadshows much more efficient."

Convergence Investments successfully leveraged the FINTRX platform and its "highly informative and up-to-date" data to advance their prospecting efforts, leading to more efficient research & networking and saving the firm valuable time and resources while uncovering the previously opaque family office ecosystem.

 

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

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