Salesforce for Private Equity
Leverage Salesforce to manage investor relations, deals, portfolio operations, and more.
Leading private equity and venture capital firms turn to Salesforce for scalable, strategic solutions — not just deal tracking.
With over a decade of PE consulting experience and first-hand growth equity insight, Mphasis Silverline combines deep industry knowledge with technical expertise to support every stage of the investment journey and drive innovation across the global capital markets landscape.
Salesforce Private Equity Solutions
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Fundraising
Our Salesforce solutions support direct fundraising processes, as well as those driven through placement agents and consultants.
We leverage the next-gen communication tools of Salesforce Inbox, the roadshow planning capabilities of Salesforce Maps, and the simple pipeline UX, so firms can collaborate and keep tabs on the fundraising process.
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Investment Pipeline
The most efficient teams use a centralized tool to manage deals, co-investment opportunities, and joint ventures, while investment committees keep tabs on all processes by strategy or fund.
The Salesforce platform gives tools directly to dealmakers so they can see and manage their investments on any device in real time.
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Assets Under Influence
The relationship modeling capabilities of Salesforce track intermediaries, placement agents, and co-investors to provide a holistic map of relationship networks.
Our solutions provide dynamic views into Assets Under Influence, aggregate related investments, and calculate portfolio performance with effective integration.
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Investor and Client Onboarding
Onboarding new investors and ensuring the client experience is truly top tier couldn’t be easier.
Salesforce action plans and work queues drive KYC and onboarding, while our solutions help manage the legal entity and document checklist. We also provide integration services to existing middle-office systems for seamless compliance.
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Client Services and Case Management
Salesforce action plans drive templated workflows for quarterly and annual investor meetings so firms can visualize the work ahead. Service Cloud features like email-to-case streamline client inquiries and queue up service requests to ensure the best service. Leverage Salesforce website chatbots for truly white-glove service.
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Portfolio Projects and Executive Search
Our most collaborative firms leverage Salesforce to track add-on processes, executive search efforts, and strategic projects to help their assets grow.
Easy-to-use project management and candidate tracking tools, when paired with incredible datasets from partners like Equilar, help firms streamline workflows and deliver the most value possible for their portfolios.
Salesforce Marketing Cloud for Private Equity
Marketing automation helps financial institutions grow by automating marketing processes and delivering personalized experiences across channels. But how do you keep up with advancements in technology and make sure you’re getting the most value out of your marketing efforts?
It takes a combination of teamwork and technical knowledge to be able to deliver on this, and Mphasis Silverline’s marketing automation practice can help.
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Capital Markets Case Studies
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Client Adviser InvestmentsWorking from home during a pandemic: how Adviser Investments maintains business as usual
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Client PineBridge InvestmentsPineBridge Investments
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Client StoneXImproved customer experience sSolution for a Global Financial Services Firm
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Client StonebriarHow Stonebriar sees major growth with Sales Cloud implementation
Modern Solutions for Private Equity
Mphasis Silverline’s Salesforce solutions for private equity span across fundraising, the investment pipeline, portfolio management, marketing, and more. Get your copy of the datasheet to learn more about the types of solutions we build for private equity firms.
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Success after implementation with Managed Services
As your business grows and evolves, your Salesforce Org needs to do the same. Mphasis Silverline’s Managed Services gives you access to a team of highly skilled Salesforce experts.
We can assist with every aspect of your Salesforce journey — from technical strategy and business alignment to supplementing your own in-house skills. With hands-on Salesforce support services, we help our clients achieve the maximum benefit from their investment in the Salesforce platform.
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