Salesforce for Investment Banking & Private Equity
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.
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
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.
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.
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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