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fintrx family office data
CUSTOMER SUCCESS STORY

How Landmark Capital Advisors Leverages FINTRX

FINTRX helps the Landmark team drive their family office relationships

 
ABOUT LANDMARK

Landmark Capital Advisors is a Newport Beach-based real estate capital advisory firm disciplined in finance and private equity.

FOUNDED

2014

INDUSTRY

Real Estate

WEBSITE

www.landmarklc.com

Landmark Capital was experiencing the pain points many others in the real estate advisory space were facing, finding & sourcing global family office allocators who invest in alternatives. When David Kidder, Landmark Capital Managing Director and industry veteran first approached our FINTRX team, there was one clear objective: how could FINTRX help their rapidly growing real estate advisory firm find active family offices in the alternative space and allow Landmark to better manage their interaction with investors.

Landmark Capital Advisors

"From day one, we were able to quickly source investors, implement our data, and leverage the daily work of the FINTRX team to keep our family office investor pool growing and most importantly, updated and accurate."

fintrx

DAVID KIDDER

Managing Principal

Why Landmark Chose FINTRX

Prior to becoming a FINTRX seat holder, David, and the Landmark team were 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. "With our growth came new opportunities," says Landmark's Kidder. "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."

Outcome of Using FINTRX

Today Landmark uses the cloud-based FINTRX Platform to drive its family office lead generation and CRM nurturing efforts. The innovating offering gives the Landmark team a virtually limitless way to market, raise capital, and streamline investor engagement across its team members. "The FINTRX Platform gave us every feature our marketing team needed out of the box," Kidder says. "From day one, we were able to quickly source investors, implement our data, coordinate efforts internally within the platform and leverage the daily work of the FINTRX team to keep our family office investor pool growing and most importantly, updated and accurate."

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