Private Equity

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Areas we add value


Harness data-driven insights to identify and engage high-potential investors and nurture relationships with real-time performance tracking, advanced reporting, and collaboration enabled by Salesforce Inbox tools.

Investment Pipeline

Streamline your deal flow management by tracking, evaluating, and prioritizing potential investments in real-time across devices. Empower your team to discover co-investment opportunities and joint ventures using a centralized tool for sustainable growth.

Assets Under Influence

Salesforce-enabled solutions provide a holistic view of your portfolio, enabling you to make informed investment decisions, mitigate risks, and maximize returns on assets under influence. Map relationships by tracking intermediaries, co-investors and placement agents.

Investor and Client Onboarding

Automate workflows and ensure a swift journey from initial contact to active investor or client with compliant KYC procedures. Offer real-time updates and tailored communications while reducing administrative burden and enhancing client satisfaction.

Client Services and Case Management

Empower your team to deliver timely resolutions and provide exceptional client experiences with email-to-case functionalities. Handle complex client requests, track progress, and maintain a 360-degree view of client and investor interactions.

Portfolio Projects and Executive Search

Seamlessly coordinate portfolio projects using industry-leading tools and datasets like Equilar. Optimize resource allocation and engage and recruit top-tier executives to proactively manage your investment portfolio, ensuring that you are always positioned for growth and innovation.

Why Salesforce Financial Cloud

There’s just no taming the beast of private equity and venture capital without fully leveraging unified tech solutions. Gone are the days of setting-and-forgetting your cloud; it’s time to maximize your opportunities with predictive analytics and collaborative capabilities of Salesforce CRM and Slack to deliver excellence across touchpoints within your business ecosystem.

Partnering with global high-growth PE and VC firms for over a decade, we have emerged as the ultimate thinktank of the investment capital markets at the forefront of the innovation wave. With deep strategic understanding of customer journeys across the investment lifecycle, we are proud to have a team that delivers results by deploying proven technical acumen steering future-proof capital market strategy. You’ve got the wings, we become the wind.

Discover More


In the world of private equity, where relationships and data-driven decisions are paramount, having the right technology at your disposal can make all the difference. Financial Services Cloud (FSC) emerges as a game-changer for private equity firms, offering a range of tailored solutions that cater to the unique demands of this sector. Here’s how FSC makes a difference:

  1. Track and visualize deal pipelines seamlessly powered by a centralized hub instead of spreadsheets and disparate systems
  2. Enhance investor relations with FSC tools for relationship modeling, tracking assets under management, and tailoring investment strategies to individual investor preferences
  3. Ensure that sensitive information is protected at all times while you focus on the core activities of your business without worrying about regulatory pitfalls.
  4. Whether it's predicting market trends or identifying investment opportunities, FSC's AI capabilities empower your team to make informed decisions, setting them apart from the competition.
  5. Get templated workflows that enhance internal and external collaboration while reducing bottlenecks and accelerating deal origination, allowing you to seize opportunities faster.

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