What if you could instantly see your clients’ full investment picture – across all platforms – in one simple view?
Fundraising in private equity is becoming increasingly data-driven and operationally complex. Private markets are expanding globally, investor expectations are rising, and internal teams need better visibility and coordination across every stage of the capital raise.
In this webinar, we’ll show how Salesforce—configured specifically for private equity—can help IR and fundraising teams manage relationships more effectively, track commitments with precision, and automate manual workflows.
What you’ll learn:
✅ End-to-End Fundraising Pipeline: Track every LP across stages, geographies, and fund vehicles in real time with dynamic dashboards.
✅ Relationship Intelligence That Drives Commitments: Centralize LP profiles, touchpoints, and interactions. Never miss a follow-up as Agentforce can summarise top products with current performance and pipeline.
✅ Process Automation for IR Teams: Streamline data entry, automate tasks, and reduce admin overhead with custom flows and alerts.
✅ Manage Multiple Investor Strategies: Expand access to fundraising from primary and secondary markets, co-investors, and fundraising syndicates
Speakers
Barney Haywood – Co-Founder, Futureform
Barney never intended for CRM to become his career, but nearly two decades later, here he is as the co-founder of Futureform. After working with Siebel for a few years, his head was turned by Salesforce, and once his eyes were opened to the capability of the platform, there was no turning back. He has been a Salesforce consultant in the UK and US, working with many of the largest and smallest Wealth Managers, Asset Managers, and Private Equity firms. As Futureform grows, Barney is excited about building a motivated and enthused team to help our customers on their Salesforce journeys.
Robert Timm – Consultant, Futureform
Robert’s life and professional roots are in the New York world of business, technology and education. From day one in his family business, he’s been focused on helping teams succeed through mastery of their financial data and information systems. Robert has followed this technology journey to Salesforce for small businesses and start-ups in education, media, non-profit, and investment industries. Robert now lives in Wales, and is proud to be part of the Futureform team delivering world-class Salesforce solutions for financial service companies.