Products

Salesforce for Private Equity, Venture Capital, and Investor Relations

Certified Salesforce.com Consultants

SalesLogistix corporation is one of three SFDC partners in the world who are designated specialists in implementing the Salesforce for Private Equity configuration.  This special version of SFDC provides a wide range of features specially tailored to the needs of Private Equity, Venture Capital, and Investor Recruitment roles.  Click here for a description of our offering.

The SalesLogistix Private Equity solution extends SFDC to bring powerful collaboration to:

  • Fund Lifecycle Management
  • Investor targeting, recruitment, and management
  • Tracking investor commitments, capital calls, and transfers
  • Term sheet, contract, and side-letter management
  • Deal recruitment, tracking, evaluation, follow-up, and pipeline management
  • Due diligence and action items
  • Contact management
  • Real-time reporting, dashboards, and "Monday deal sheets"

SalesLogistix has implemented SFDC for more than a dozen Private Equity and Venture firms in the last year, and has developed a series of specific versions for: 

  • Early stage VC
  • Late stage VC and debt financing
  • PIPE/public company funds
  • Buyout and spinoff
  • Real Estate

Check out the brochure and the data sheet for more details about our Private Equity implementations and services.

Phone Us+1 650 326 2626