Join us on 12 November 10 a.m.
About this webinar
Private equity firms hold a lot of useful data in Salesforce: deal pipeline, relationship history, intelligence alerts and investor activity. Getting to it quickly, especially before a meeting or away from the desk, is often the hard part.
Join Futureform and Slack to see how private equity deal origination and investment teams can work with Salesforce pipeline data, external feeds and AI tools directly inside Slack, so preparing for a meeting takes minutes rather than an afternoon of admin.
What You’ll See
Futureform Senior Consultant Callum Eade will give a demo from the point of view of a private equity deal team member preparing to meet a potential investment target. You’ll see Slackbot:
- pull open deals, previous interactions, news and intelligence alerts, upcoming appointments and suggested talking points from Salesforce in one request
- return only the data that user is permitted to see
- turn that briefing into a Slack canvas the deal team can share and work on together
- draft a meeting agenda from the same context
All of this works on desktop and mobile, and links straight back to the underlying Salesforce records.
What You’ll Hear
Marc Lynch, Account Executive at Slack, will explain why PE firms run deals in Slack: a dedicated channel for each deal, external advisers and portfolio companies brought in through Slack Connect, and deal history captured as institutional memory for the next transaction. He’ll also cover Slack’s direction as a place where your people, your apps and your AI agents (including Agentforce, Claude and OpenAI) work side by side, and why Slackbot’s per-seat pricing means no surprise token costs.
Lee Clark, Account Director at Futureform, will set out how Futureform configures Salesforce Financial Services Cloud for private equity, from origination and relationship intelligence to LP management, fundraising and investor reporting, so deal and IR teams work from the same data.
The session will finish with Q&A.
Who This Is For
Deal partners, origination and investment professionals, investor relations teams, and operations and technology leads at private equity firms who want to see what Salesforce and Slack look like in day-to-day deal work.