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Their Challenge
As is common in the private wealth sphere, the team at Sandpiper Lodging Manager was having trouble sourcing data on investors to prospect into. Since information on family offices, investment advisors and industry professionals is often outdated and sparse, it can be difficult trying to pinpoint relevant firms to reach out to in the process of raising capital.
Michael Helgeson, Vice President of Capital Markets at Sandpiper, faced this exact challenge of being able to target the right family offices and RIAs. The Sandpiper team felt they were often wasting their time, unable to narrow down their search to investors that would actually be interested in their asset class offering. The team was spending numerous hours calling individual reps and firms to get an understanding of their investment interests, only to find that they were unwilling to entertain real estate opportunities.
Michael Helgeson, Vice President of Capital Markets at Sandpiper, faced this exact challenge of being able to target the right family offices and RIAs. The Sandpiper team felt they were often wasting their time, unable to narrow down their search to investors that would actually be interested in their asset class offering. The team was spending numerous hours calling individual reps and firms to get an understanding of their investment interests, only to find that they were unwilling to entertain real estate opportunities.
In an effort to save valuable time and create a more targeted approach to family offices and RIAs, Michael and the Sandpiper team turned to FINTRX.
“[We needed] to target the right contacts, at the right firms, so we don't waste time calling on advisors and offices that don't touch the asset class we are a part of.” - Michael Helgeson, Vice President of Capital Markets at Sandpiper
The Outcome
In partnering with FINTRX to leverage the vast dataset of family offices, investment advisors and key contacts, Sandpiper was able to easily streamline their prospecting and outreach processes.
FINTRX provided Michael and his team with a one-stop shop for RIA and family office data. By leveraging the millions of data points, 375+ unique search filters and user-friendly workflow tools, Sandpiper was able to form a more targeted approach, focused on investors active in their real estate asset class. Filters such as office location, firm assets under management and investment preferences helped the team to quickly dig through thousands of entities to pinpoint potential investors, and the phone numbers, email addresses, and direct links to websites and LinkedIn profiles allowed them to make instant connections with key decision-makers.
FINTRX continues to support Sandpiper, providing all of the data, tools and customer service needed to efficiently navigate the private wealth landscape.
FINTRX continues to support Sandpiper, providing all of the data, tools and customer service needed to efficiently navigate the private wealth landscape.
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