Private Equity
Silverline helps private equity firms leverage Salesforce and Slack to manage investor relations, deals, portfolio operations and more.
Addressing the evolving needs of private equity firms
Visionary private equity and venture capital firms don’t look to point solutions to simply manage their deals in the cloud. They look to Salesforce CRM and to the power of the platform to deliver robust, strategic solutions for their firms at scale.
With more than a decade of experience consulting in the private equity space, our team is a braintrust of industry strategy. After taking on growth equity in 2018, we have first-hand experience and a deep understanding of all stages of the investment journey. Our technical acumen, paired with our pragmatic in-market understanding, has helped build deep partnerships with some of the biggest and most creative PE and VC firms worldwide. Our teams across the globe are rapidly innovating the technology that supports capital markets innovation.
Salesforce private equity solutions from Silverline
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.
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.
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.
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.
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.
Some of our clients even leverage Salesforce website chatbots for truly white glove service!
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.
Private Equity 2020 Outlook
As the future and culture of finance shifts, so must the ways in which firms do business. The highest performing and most diversified firms now possess a deep capability to imagine and execute new ideas for technology, and this creates significant leverage for dealmakers and investors alike. The practice these firms have gotten over the last decade designing, building, and innovating new products sets them up for success and sets them apart from their competitors under current market conditions.
Get the full report to see the bigger picture on 2020 private equity trends.
Download the ebook
Continuous Innovation through Managed Services
As your business grows and evolves, your Salesforce Org needs to do the same. 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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