Use Cases
fundraising, screening, deal-sourcing
Integrations
4degrees, addepar, affinity, altvia, boardex, crunchbase, dealcloud, discovery-data, docusign, dropbox, eikon, factiva, fintrx, firmview, fundcount, investorflow, jira, linkedln, mailchimp, mattermark, mercatus, mergr, mvine, navatar, protrak-international, relpro, relsci, slack
Office Functions
front-office

Salesforce

Salesforce's CRM solutions are widely adopted within the alternative asset management space, providing versatility and adaptability for closed-ended fund management. Users can tailor their Salesforce instance, leverage apps, or opt for specialist platforms like Navatar, Altvia, and Caltina built on Salesforce's architecture to meet specific industry demands. Salesforce's Private Equity Practice offers firms partnership opportunities, facilitating access to innovations and thought leadership. Additionally, Salesforce aids Private Equity firms through central partnership management and digital value creation advisory services.

Website

Other Tools

Backstop Solutions

Empowering Financial Firms with Comprehensive Asset Management Solutions.

Fundraising
Screening
Deal Sourcing
Portfolio Monitoring
Investor Relations

Fund Count

Bridging Excellence with Insights

Fundraising
Screening
Portfolio Monitoring
Investor Relations
Reporting

Allvue

Redefining Investment Management with Integrated, Intelligent Solutions.

Fundraising
Screening
Deal Sourcing
Portfolio Monitoring
Investor Relations