Their Challenge

Prior to leveraging FINTRX, Private Capital Development (PCD) relied on their existing network of connections comprised mostly of institutional investors. As their client portfolio expanded and became more diverse, PCD found they needed to tap into other categories of investors to ensure better fit with the clients’ profiles and strategies. As explained by Randy Mitchell, PCD Chief Development Officer: “We were seeking greater access to family offices & RIA’s globally and the key contacts within each unique entity.”

Although the team acquired access to several investor data platforms, Mitchell felt that the firm’s needs for focused research and credible up-to-date information specifically in the private wealth area were not being met. PCD was also looking for a solution that would provide for a more dynamic user interface and enable efficient data integration.

As the firm continued to expand, Mitchell and the Private Capital Development team turned to the FINTRX Family Office and Registered Investment Advisor (RIA) Data and Research Platform to gain credible, actionable and updated intel into family offices, RIAs and the private capital markets at large.

The Outcome

Since harnessing the FINTRX private wealth dataset, Private Capital Development has directly integrated FINTRX data into their native HubSpot CRM system to activate a connection of nearly 4,000 family offices, 20,000+ family office contacts and 18,000+ independent wealth advisors worldwide.

Private Capital Development uses FINTRX data natively within their HubSpot CRM system to enable a scalable and repeatable process for connecting GPs to LPs. Through custom data mapping, the FINTRX HubSpot integration allows the team to leverage a preferred subset of private wealth data natively which has since been incorporated into their daily active segments.

Additionally, FINTRX data enrichment technology has not only ensured PCD is using the most accurate information on its target market, but Mitchell and the PCD team have also been able to harness hidden networking opportunities within their own data to deliver successful results. FINTRX continues to be a key partner for Mitchell and his team in driving business growth for Private Capital Development.