Client Case Study · Capital Raising · Real Estate Debt

How Parkview Financial Uses FINTRXto Target Investors for Its Real Estate Private Debt Fund

Parkview FinancialCapital Raising · Real Estate Debt
Download the Original Case Study ↗
Overview

Parkview Financial is a Los Angeles-based real estate firm specializing in ground-up commercial and residential private debt financing. As a direct private lender, the firm provides short-term bridge and construction loans secured by first trust deeds to developers throughout the United States. Launched in 2015, Parkview’s Private Debt Real Estate Fund has originated more than $4 billion in construction financing, with loans spanning multifamily, industrial, office, retail, residential, and mixed-use properties.

"FINTRX provides us accurate family office, wealth manager, and registered investment advisor data that enables the Parkview team to get in direct contact with the Chief Investment Officers and Due Diligence Managers."
Drew Weinstein-1 Drew WeinsteinVice President, Investor Relations at Parkview Financial
Before FINTRX

The Challenges Before FINTRX

Sourcing investors for Parkview’s private real estate opportunities required the team to navigate a fragmented private wealth market where reliable information was often difficult to find. Identifying suitable family offices and RIAs—and then tracking down the right contacts within those firms—required hours of research.

01

Sourcing Investors for Private Real Estate

Parkview needed a more effective way to identify family offices and RIAs that could be relevant to its Real Estate Private Debt Fund and broader funding opportunities.

02

Finding the Right People Within Each Firm

Identifying a potential investor was only part of the process. The team also needed to determine who held relevant roles and responsibilities within each organization, including Chief Investment Officers and Due Diligence Managers.

03

Outdated & Scattered Contact Data

Parkview’s research process was complicated by private wealth data that was scarce, spread across different sources, and often outdated, making it difficult to consistently find actionable contact information.

The Decision

Why They Chose FINTRX

Parkview turned to FINTRX for credible, continuously updated intelligence on family offices, RIAs, wealth managers, and the decision-makers behind them. The combination of firm-level data, direct contact information, and detailed roles and responsibilities gave the team a more direct way to identify relevant investors and the individuals responsible for evaluating opportunities.
With FINTRX

Results & Impact

FINTRX has streamlined how Parkview researches and prospects across the family office and RIA markets. Rather than spending hours piecing together investor and contact information, the team can segment the private wealth universe around its Real Estate Private Debt Fund and access the background and contact intelligence needed to act on those targets.
Verified Impact 01

Investor Lists Built Around Parkview’s Fund

Parkview uses FINTRX to segment family office and RIA contacts into targeted lists of individuals relevant to its Real Estate Private Debt Fund. Those profiles can then be supplemented with direct contact information, education and work backgrounds, and personal interests.

Verified Impact 02

Direct Access to Key Investment Contacts

FINTRX data on roles and responsibilities helps Parkview identify the individuals involved in evaluating investment opportunities, including CIOs and Due Diligence Managers. 

Verified Impact 03

Less Time Spent Tracking Down Investor Data

With updated family office, RIA, and contact intelligence available through FINTRX, Parkview has streamlined a research process that previously required hours of searching across scarce, scattered, and often outdated information.

Verified Impact 04

Expanded Outreach Across the U.S.

FINTRX has helped Parkview target and connect with family offices and RIAs across the United States using detailed contact history and accurate contact information. As Drew Weinstein, Vice President of Investor Relations, shared, “FINTRX has helped our firm target and get in touch with family offices and registered investment advisors across the United States by providing Parkview with deep dive contact history and accurate contact information.”

Keep Exploring

More teams putting intelligence to work.

RIA

Pure Financial Advisors

A more scalable way to identify, evaluate, and engage high-potential advisors and firms.

Read the story → Asset Management

F/m Investments

Limited visibility into advisor-level data and a small sales team called for a centralized solution.

Read the story → Asset Management

Victory Capital Management

The transition from Discovery to FINTRX was driven by the desire for improved service level and support.

Read the story →
Your Market. Fully Visible.

Build your next growth story with FINTRX.

Bring us your market, territory, or growth question. We will show you the path through private wealth.

Request a Trial →