Their Challenge

The size of the global family office landscape has been increasing exponentially in recent years, both in number of offices and in total assets under management. Despite their growing prevalence, family offices are typically closely held and difficult to uncover. This is the challenge that Ramston Capital faced when trying to prospect into family offices in the southeastern US.

According to Benjamin Byrd, partner at Ramston Capital, the team sought to expand their internal Rolodex and to "increase the visibility of local investment groups and generate conversation points with investment leaders." Appreciating that the family office ecosystem is opaque and challenging to canvas, the team decided to reach out to FINTRX as a solution.

The Outcome

By adopting FINTRX into their daily workflow, Ramston Capital dramatically increased their exposure to family offices within their region, and they were able to find previously hidden investors, ultimately expanding their target market and capital raising potential. In addition, access to FINTRX's Affinity feature helped the team humanize their outreach and build stronger relationships with LPs.

Ramston Capital was able to utilize our vast dataset of 3,700+ investors and 19,500+ family offices professionals to “seamlessly identify local family offices” and quickly pinpoint firms that are specifically active in real estate. Through harnessing FINTRX, the team at Ramston was able to focus on building and nurturing relationships with LPs, leaving the heavy lifting and research to us.

"The detail on contacts and firms is incredible - unparalleled. The knowledge provided by FINTRX on individuals and firms' investment goals has proved invaluable when approaching potential new investors." - Benjamin Byrd IV, Partner, Ramston Capital