Pitchbook Salesforce Integration
Silverline helps you access Pitchbook data straight from your CRM.
Pitchbook offers access to the private market data of over 3 million companies. Private equity, venture capital, and M&A firms can tap into this data to use in their fundraising, deal sourcing, due diligence, networking, and deal execution processes.
For organizations that rely on Salesforce for pitch management and deal marketing efforts, a Pitchbook Salesforce integration can grant access to this vast private market data inside the CRM itself. This helps create seamless and efficient processes.
Benefits of integrating Pitchbook and Salesforce
Enrich company data
Supplement your existing Company & Sponsor records by bringing Pitchbook data into Salesforce about financials, key relationships and board members, deal history, and more.
Map data directly into reports, dashboards, and workflows to leverage the Pitchbook app and see a live feed of critical data.
Augment fund intelligence
Find and import relevant relationships to power your fundraising and business development processes.
Connect your Pitchbook and Salesforce instances so you can have information about funds and fund managers, investment preferences, performance and cashflows, service providers and more at your fingertips.
Power deal sourcing and diligence
Accelerate your deal and investment pipeline by combining Pitchbook intel and Salesforce data about investments and portfolio companies, deal multiples and cap tables, and key relationships and more.
Leverage the power of Salesforce workflows and reminders to stay on top of expected portfolio exit dates so you can source more deals.
Why choose Silverline?
As a Salesforce consulting partner with a specialization in financial services, Silverline has the consultative and technical expertise to develop an integration that meets your firm’s needs. We’ve worked with many private equity firms and investment banks over the last decade to help them get access to financial data sources such as CapIQ, FactSet, Preqin, and Pitchbook within their Salesforce orgs.
We can provide best practices and also help find the appropriate integration solution for your financial institution. Depending on your needs, you may need to access data in (near) real-time, or in batch uploads, etc. and this may change depending on the data at hand. Get in touch today to learn more.
We’re ready to help
Learn more about how Silverline can help you integrate Pitchbook and Salesforce.