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