Their Challenge
Like many other firms trying to navigate today's complex investment landscape, Clear Investment Group struggled to identify and prospect into potential investors for their real estate offering. The team found that data on LPs was scarce and scattered, making it difficult to gather enough actionable information to prospect efficiently. Without access to accurate and up-to-date information, their ability to effectively reach their desired audience and raise capital was significantly hindered.
The CIG team recognized that what they needed was a clean and comprehensive database solution that did the heavy lifting for them, gathering all of the necessary information on LPs and allowing them to streamline their outreach and maximize their efficiency in identifying well-aligned potential investors. Their main goal was simple: to find a better way to access actionable data on their target investor base and ultimately raise more capital.
The Outcome
Partnering with FINTRX has played a pivotal role in assisting Clear Investment Group in reaching their capital raising goals. With FINTRX, the CIG team has instant access to key investor data including asset class interest and direct contact information. In addition, the ability to search and filter LPs by location has proved to be a standout feature for CIG, given their team’s frequent travel. "When our team travels, we seek to maximize our time in a city", says Alexandra Horton, Investor Relations & Marketing Lead at CIG. By utilizing advanced location filters, they are able to identify key prospects based on their office location, allowing them to efficiently set up meetings and make the most of their travel.
Through their partnership with FINTRX, Clear Investment Group has been able to overcome their pain point of lacking a centralized source of target investors. The FINTRX platform not only grants the team access to comprehensive data on 850,000+ LPs and key decision-makers, but also provides all of the necessary tools and features to enhance their targeting efforts and maximize efficiency.
The team at Clear Investment Group highly recommends FINTRX for its clean interface, ease of use, and ability to identify their target audience effectively. With their access to an extensive database of potential investors and contacts, Alexandra and her team have been able to enhance their prospecting efforts, raise more capital and drive more growth for their business.
The team at Clear Investment Group highly recommends FINTRX for its clean interface, ease of use, and ability to identify their target audience effectively. With their access to an extensive database of potential investors and contacts, Alexandra and her team have been able to enhance their prospecting efforts, raise more capital and drive more growth for their business.