Salesforce for Venture Capital and Investor Relations

Certified ConsultantsSalesLogistix has done more VC implementations of than any other integrator, and salesforce's own sales reps consistently refer their customers to us.  Check out our client list to see!

We are one of three SFDC partners in the world who are designated specialists in implementing the Salesforce' for Venture Capital template.  This special version of SFDC provides a wide range of features specially tailored to the needs of Venture Capital, both for deal tracking and investor relations.  Click here for a description of our offering.

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

  • Deal recruitment, tracking, evaluation, follow-up, and pipeline management
  • Entrepreneur tracking and contact management
  • Fund Lifecycle Management
  • Term sheet, contract, and side-letter management
  • Due diligence and action items
  • Real-time reporting, dashboards, and "Monday deal sheets"

SalesLogistix has implemented SFDC at over 40 Venture firms, and has developed a series of specific configurations for: 

  • Early stage VC
  • Late stage VC and debt financing
  • Investor relations and fund raising

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