Their Challenge

Family offices are typically closely held and difficult to uncover. It is from this pain point that Ramston Capital sought the FINTRX family office data and research platform. Through the adoption of FINTRX in their daily workflow, Ramston Capital could increase their visibility of family offices within their target region - the Southeastern United States. The FINTRX platform has allowed the team to approach new investors they weren't aware of beforehand, ultimately expanding their target market.

Appreciating that the family office ecosystem is opaque and challenging to uncover, Ramston Capital sought to expand their internal Rolodex and turned to FINTRX as a solution. Their primary goal was simple: to "increase the visibility of local investment groups and generate conversation points with investment leaders." Not only would the FINTRX platform solve their need to identify local family offices, but it would also assist them with humanized conversation starters via the FINTRX Affinity feature.

The Outcome

Today, Ramston Capital is successfully utilizing our vast dataset of 3,000+ investors and 11,500+ family office professionals to "seamlessly identify local family offices." The comprehensive investor profiles allow the team to sort and filter within their targeted geography and real estate asset class. According to Ramston, "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."

Through harnessing FINTRX, Ramston Capital has focused on building and nurturing relationships with LPs, whilst we take care of the initial research required to identify them.

"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