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[Webinar]: Private Equity Roadmap for 2026

Join us on 17 March at 11 a.m.

 

Private Equity firms today operate in a world where deal origination is more competitive, fundraising processes are increasingly complex, and the network of stakeholders involved in every transaction continues to grow. In this context, having clear, connected and actionable relationship intelligence is no longer a luxury — it is essential.

Yet many firms still rely on fragmented spreadsheets, disconnected systems and manual processes that slow teams down and obscure insight. This webinar, the first in our 2026 Private Equity series, introduces a strategic roadmap showing how Salesforce can help Private Equity professionals unify data, track relationships and run more efficient investment and fundraising workflows from origination through to close.

What you’ll learn

In this session we’ll walk through a comprehensive Private Equity journey and show how leading firms are:

  • Unifying deal and investor data to give teams a single, reliable view of portfolio companies and prospects.

  • Strengthening relationship intelligence so that every interaction, communication timeline and sphere of influence is visible in context.

  • Connecting origination, investment and fundraising activities to turn activity into measurable outcomes.

  • Breaking down silos between origination, fundraising and operations so teams can work more efficiently and with better insight.

What you’ll see:

During the webinar we will show:

  • A high-level walkthrough of a connected Private Equity environment built on Salesforce.

  • How tracking data, interactions and activity in one platform creates clarity across complex workflows.

  • How Salesforce can support multiple personas across deal origination, investor relations and fundraising.

  • A short, engaging demo focused on core capabilities that will leave you wanting more in the follow-up sessions of this series.

Who should attend:

This webinar is designed for:

  • Heads of Origination and Deal Teams

  • Investor Relations and Fundraising Leads

  • Operating Partners and Portfolio Professionals

  • CRM, Technology and Digital Transformation Leaders within Private Equity firms

Whether you are evaluating Salesforce, expanding your existing investment, or simply looking to modernise and scale your processes, this session will give you practical insight into what a connected PE lifecycle can look like with the right platform strategy. Join us to see how a strategic, outcome-driven approach — powered by Salesforce — can help you unify your investment lifecycle, unlock better insights and accelerate results.