Streamlining Deal Origination with Agentforce on Salesforce
In this webinar, Futureform explores how Agentforce, Salesforce’s embedded AI capability, can transform the deal origination process for private equity firms by reducing manual effort and turning data into actionable insight.
Led by Barney Hayward, Co-Founder of Futureform, alongside Greco, Solution Architect, the session demonstrates a real-world use case showing how Agentforce supports investment professionals throughout the early stages of deal evaluation.
You’ll see how firms can use Salesforce Experience Cloud, intelligent document processing, and AI-driven agents to ingest pitch decks, extract and structure key data, assess strategic fit against existing portfolio and investor data, and automate next steps — all without leaving Salesforce.
Through a practical end-to-end demonstration, the webinar highlights how Agentforce can:
- Capture and enrich deal data directly from submitted pitch decks
- Eliminate manual data entry using intelligent document extraction
- Analyse opportunities against historical and pipeline investment data
- Generate clear summaries and recommendations grounded in firm-specific data
- Draft and send professional, data-driven follow-up communications
This session is ideal for private equity teams looking to streamline deal origination, reduce administrative burden, and enable their teams to focus on higher-value activities like relationship building and investment strategy — all while maximising their Salesforce investment.
Whether you’re exploring Agentforce for the first time or considering how AI can support document-heavy workflows, this webinar offers a practical, data-driven view of what’s possible on the Salesforce platform.