Part of PEM's AI Month

Institutional capital has gotten harder to come by, and more GPs are turning to family offices and RIAs to fill the gap. But it's a fragmented, noisy market, the right contacts sit behind the curtain, and the research can eat your entire week.

In this session, FINTRX shows how AI is changing the way capital raisers find and reach private wealth investors.

You'll see how a plain-language question becomes a targeted LP list in seconds, how to surface the right decision-maker at each firm, and how to map warm introductions through your team's existing networks rather than starting cold. We'll also cover the automation behind meeting prep, news alerts, and outreach triggers that take the legwork out of sourcing.

Whether you're planning a roadshow, filling your calendar around a conference, or building your next outreach list, you'll leave with a clear view of how AI can sharpen your private wealth fundraising.