Challenges

As Private Capital Developments' client base expanded and diversified, its long-standing reliance on institutional investors could no longer support the evolving needs of fund managers. The firm needed broader access to a more targeted universe of LPs, particularly family offices and RIAs aligned with its clients' evolving strategies.

Randy Mitchell, PCD Chief Development Officer, further explained, “We were seeking greater access to family offices and RIA’s globally along with the key contacts within each unique entity.”

While PCD trialed multiple data platforms, none offered the credible, up-to-date intelligence or private wealth focus the team required. They also sought a modern, dynamic interface and seamless CRM integration to embed investor targeting into daily workflows.

Results & Impact

By adopting the FINTRX Family Office & RIA Data Platform, Private Capital Development now has direct access to:

+ 4,000+ Family Offices 
+ 27,000+ Family Office Contacts
+ 760,000+ Registered Reps
+ 25,000+ RIA Aggregators & Advisor Teams (wirehouses, independents & aggregators)

Through the native HubSpot CRM integration, Private Capital Development has built a scalable, repeatable process for connecting GPs with high-fit LPs, leveraging custom data mapping to surface the most relevant private wealth opportunities directly within their daily workflows. By embedding FINTRX data natively into HubSpot, PCD’s team can now act on live intelligence without switching platforms, streamlining workflows and accelerating execution.

The firm also utilizes FINTRX’s data enrichment technology to ensure targeting accuracy and uncover warm introductions hidden within its existing network. Today, FINTRX plays a central role in driving PCD’s business development engine,  empowering the team to match GPs with aligned LPs more efficiently and effectively.