Their Challenge

Due to the vast amount of obscurity in the family office landscape, many find it difficult to uncover credible, up-to-date information on the private wealth space. Like many other capital raising professionals, Pravati Capital found themselves struggling to source accurate information on family offices. This inaccurate data led to an inefficient process when seeking to target family offices suited to their needs.

The team at Pravati needed a better way to tap into the high potential of the private wealth ecosystem and identify the key decision-makers behind that capital.

The Outcome

Pravati Capital successfully utilized the vast FINTRX dataset of thousands of investors and family office professionals to "source quality data on the family office space," according to Senior Managing Director, Kevin Mallon. Through our extensive profiles, timely alerts and direct contact information, Pravati was able to focus their efforts on developing humanized relationships with family office investors with confidence.

The addition of the FINTRX platform into their daily workflows dramatically enhanced the team's access to the global family office market, allowing Pravati Capital to finally meet their goals and build "quality relationships with family offices." 

Pravati Capital was able to successfully utilize our vast dataset of 3,800+ investors and 20,000+ key contacts to "source quality data on the family office space."

- Kevin Mallon, Senior Managing Director at Pravati Capital