Salesforce for Private Equity,
Investment Banking, and Investor Relations

Certified 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 Investment Banks.  Click here for a description of our offering.

Certified Consultants

The SalesLogistix Private Equity solution extends the SFDC platform 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 at over 40 Private Equity and Venture firms, and has developed a series of specific versions for: 

  • Buyout funds
  • Debt funds
  • PIPE/public company funds
  • Real Estate

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

Find out how to work with SalesLogistix

Phone Us+1 650 326 2626