When choosing a family office database or alternative investor platform, a key factor to take into strong consideration - accuracy. The end goal when gaining access to any investor platform offering investor profile and contact information is to streamline efficiency & expand market awareness. The game of raising money and fund marketing through family office channels is ever changing and certainly one which demands efficient use of time and resources. The difference between a great year & one that deems itself average can often be narrowed down to 1 or 2 accounts. This calls for proper time management and an appropriate amount of accurate data at your disposal. Surely, the time of a fund marketing professional is much better spent connecting with allocators, presenting materials, and reaching new investors, rather than scouring the web & industry rag landscape for investor contacts and information. Even more, once investors are found, the challenge of keeping their contact information and profiles current is separate task altogether. Which leads us to the core question: 

How effective can a family office database be?

Very.  If used, purchasing access to a family office database platform can be a very smart and efficient way to source new capital from wealthy families and individuals. By nature, family offices tend to have shorter due diligence cycles prior to an allocation than the often larger more complex institutions. In a world of investing where time is money this lends itself to a more attractive opportunity set for both traditional and alternative investment vehicles. 

In closing, take the time to consider and research the family office directory space to assist with time management and efficient asset raising. A strong database platform can save your team thousands of hours in research and database upkeep.

By: Russ D’Argento | Russ D’Argento serves as Founder & Global Business Development Director at Capital Hedge, a Boston, MA based alternative investor database platform covering family offices & institutions, in addition to his Family Office Consultant role at Windham Capital Group, an 20+ year old alternative investment asset raising firm. Established in 2007, the Capital Hedge Investor Platform continues to serve global fund managers seeking active institutional and private investors.