Investment Banking Private Equity

Salesforce for Investment Banking & Private Equity

With great software come great investments.

Deal Tracking

Deal making made easy.

Tremendous amount of data is captured along the extended pitching and deal closing timeline. Enable information to be captured to a granular level. Documents, stakeholder management, compliance and everything else in one process-driven place.


Make nice with investors.

Track investor relationships and commitments with ease. Make capital calls and close rounds with just a few clicks. Recruit new investors through referrals, events and other channels that can be measured on ROI.


Investor Relations
Data Analytics

Make data-driven decisions.

Use data from previous deals to fuel future decision making. Capture deal profiles that are a good fit for your organization and pursue relevant opportunities without getting distracted by unprofitable deals.


What We Do

  • Data Modeling

    We setup your data to accommodate complex data models for managing investors, capital calls, acquisitions, pitches and deals. We also build custom reports to track deal pipeline and success metrics to help you make data-driven decisions.

  • Investor Portal

    Provide a portal for your investors to give them a peek into where their money is going, how their investments are doing and further commitment opportunities they have.

  • Integration

    We integrate your Salesforce to connect seamlessly with deal platforms such as S&P and PitchBook so you can easily track opportunities and sync them into your organization.

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  • "We needed help building a complex pricing calculator in Salesforce. Accelerize 360 approached the problem creatively and built it faster with easier maintenance."
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  • "Accelerize 360 saved us hundreds of hours every month with a custom solution to automate and track our paper-based governmental forms."
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  • "We needed one central, easy to use system to provide business visibility and access to information. Accelerize 360 accomplished that and more, driving higher levels of efficiency and productivity across the organization."
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Make your last investment in technology.

Join hundreds of private equity firms and investment banks on the Salesforce platform.