Private Equity
Silverline helps private equity firms leverage Salesforce and Slack to manage investor relations, deals, portfolio operations and more.
Silverline helps private equity firms leverage Salesforce and Slack to manage investor relations, deals, portfolio operations and more.
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.
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.
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.
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.
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.
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!
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.
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 kind of solutions we build for private equity firms.
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