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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.

Work with Silverline's Salesforce Financial Services Cloud Consultants today.

Salesforce private equity solutions from Silverline

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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