PRIVATE EQUITY AND VENTURE CAPITAL

 

In Private Equity and Venture Capital your relationships are everything and you work day and night to initiate and develop those relationships, sometimes over years or decades. Coordinating that effort across your entire team and eliminating missed opportunities in our 24/7 global work environment has become increasingly challenging. Business moves faster and faster every day and you need the most efficient and effective processes to stay ahead of your competition.

We can help you build a customized process in Salesforce to manage all your relationships and opportunities, from fundraising to investing in one place, saving your team time, improving outcomes, reducing missed opportunities and maintaining valuable institutional knowledge, even when key members leave the team. 

RELATIONSHIP MANAGEMENT

Centralize your entire organization's rolodex to maximize opportunities with each and every relationship.

DEAL SOURCING

Manage your target list and pipeline of potential investments in one place, anytime, anywhere.

DUE DILIGENCE

Streamline your due diligence process to save time, improve investment outcomes and enable your team to review more deals.

INVESTOR RELATIONS

Onboard new investors and track key investor relations processes to maximize every relationship.

FUNDRAISING

Gain real-time visibility into fundraising progress and the status and detail of each and every potential investor and commitment.

RECRUITING

Leverage your rolodex by managing recruiting in the same place you manage the rest of your business.

 

Call or email us today to schedule a short call or even a free one hour consultation. We'd love to share best practices and how others are leveraging Salesforce to gain a competitive advantage.