The evolution in the maturity of family offices has become attractive to capital raisers. However, in the midst of an ever-changing market characterized by volatile human behaviors and rapid technological advancements, it's imperative to craft the right messages, make warm introductions feel effortless, and ensure what you're bringing to their attention in the form of your pitch is executed with as much detail and insight into their preferences as possible.
Our guide to How to Utilize Industry Intelligence for Outreach Excellence is packed with information on the following:
- why capital raisers should be targeting family offices
- how to leverage data to refine your approach to outreach
- tactics to win in your prospecting efforts
- best practices for crafting an effective pitch for family office investors
In the midst of economic uncertainty, it is important to reinforce the significance of good strategy, especially when identifying and connecting with those in the private wealth landscape.
For more practical family office insights and best practices, visit our Knowledge Center.
Hundreds of the world's largest asset managers, bankers, private companies and fund managers leverage FINTRX to target family office capital - Discover why & join the movement.
Designed for the asset raising professional, FINTRX offers accurate and comprehensive family office intelligence - engineered to streamline your family office capital raising efforts.
Explore in-depth dossiers on each family - AUM, source of wealth, investment criteria, previous investment history, sectors & industries of interest, amongst other key data points.
Discover which family offices are attending upcoming/past events, set custom alerts to learn when your prospects are attending events & access discounts to attend our partner sponsored conferences.
The FINTRX platform was launched in early 2014, after numerous requests for a more dynamic and interactive family office prospecting solution.
Today FINTRX remains the leading, cloud-based solution which offers unparalleled data and insights on the family office investments space.