Sweetwater Private Equity Chooses Salesforce as an All-In-One Deal Management Platform

“Plative was instrumental in creating an efficient client database that met the needs specific to our firm. We are now able to track and manage current and prospective investors in a way that leads to effective and measurable communication and fundraising efforts. The Plative team spent a great deal of time listening to what would best serve our firm, and then took that information and brought it to life.”

Aura Caruthers

Investor Relations Manager

About Sweetwater Private Equity

Sweetwater invests in market-leading companies alongside top private equity and venture capital firms. Our team brings decades of principal investment experience as well as deep operational, underwriting, and deal structuring expertise to the private equity secondaries market. We specialize in working with General Partners to generate liquidity for single assets or portfolios of assets. Sweetwater has deployed hundreds of millions of dollars of capital across dozens of companies. The firm was founded in 2016, and it is an SEC-registered investment advisor.

Business Case

Sweetwater lacked a solution for managing its deal lifecycle in one centralized location. They needed the ability to track prospect meetings along with meeting notes, and then categorize and report on their specific interests. 


Plative upgraded Sweetwater from Salesforce Essentials to Salesforce Enterprise Edition along with Plative’s Fundsight Accelerator, which provides the core data model for an alt-asset firm to manage fundraising, deal execution, and portfolio performance within Salesforce. A Pitchbook and Salesforce integration was implemented to provide Sweetwater with critical information on their customers and prospects. Finally, Outlook was integrated to automatically log activities and enable Sweetwater team members to easily track conversations and deals. 


Implementing this solution allowed Sweetwater to manage all processes in one place and have full visibility of their deal cycles all within Salesforce. The solution removed their Excel-based processes and manual work. It allowed Sweetwater to increase productivity and focus on its clients.

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