Like so many partnership leaders, Li set out to source quality leads for raising capital when she quickly ran into several challenges. There was no sourcing tool that focused on private wealth data as this information is often limited and outdated. Existing tools that focused on institutional investors have very bare profiles of the coveted family office ecosystem.
Sourcing like-minded LPs is no easy task but ultimately guarantees a strong partnership long after a fund's inception. To do this effectively, Li would need access to an unparalleled private wealth data and research solution, one with the ability to search by industry or sector, in this case, all things sports, media and entertainment.
Jessica serendipitously met a former FINTRX employee who referred her to the FINTRX Family Office & Registered Investment Advisor (RIA) Database solution to gain credible insights and access to 3,500 family offices, 740,000 investment advisors and the tools necessary for productive outreach.
In utilizing the FINTRX Family Office & RIA Database, Velocity saw results within months. Li can now filter for the investors that would be interested in their firm’s focus.
With detailed profiles of 435,000+ family office and investment advisory firms and 375+ search filters, FINTRX makes it easy for Li and her team to sort through promising leads, monitor important updates, segment by territory and much more.
Our expansive contact information features job titles, direct email addresses, phone numbers, common connections, alma maters, past employment history and brief bios that ultimately help keep Li prepped for all meetings.