Their Challenge

Navigating the alternative wealth landscape is often challenging and time-consuming, even for the most seasoned firms. The case was no different for the Ziegler investment team, who was seeking money for their newest Venture Capital fund.

When creating the fund, Ziegler ran into several hurdles that stemmed from a lack of structure and organization when reaching out to investors. Rather than continuing to use an ineffective process, Ziegler turned to the FINTRX solution, knowing its instantaneous ability to filter through thousands of family offices and contacts, ultimately saving them both time and money down the road.

Not only would the FINTRX platform enable Ziegler to identify suitable family office investments, but our solution also provides a one-stop shop to keep notes organized across their team.

The Outcome

By implementing FINTRX, Jenny Poth and her team at Ziegler were able to leverage 3,200+ family offices and contacts to help broaden their exposure across the family office market.

Having access to our platform allowed for the ability to cultivate a list of well-aligned family offices that may be interested in their investment opportunity.

On the side of creating intelligent relationships, FINTRX also removed the historic challenge of the capital-raising process based solely on preexisting relationships and little information on how a family office makes investment decisions.

"For recent fund and capital raising efforts, FINTRX has made it easier than ever to cultivate a list of targeted, well-aligned family offices that may be interested in the opportunity."

Jenny Poth - Vice President at Ziegler