Salesforce for Capital Markets

Zero To Cloud in 60 Days.


Salesforce for Dealmakers, Optimized by Hundreds of Successful Projects

Developed and meticulously optimized by the capital markets experts at Plative throughout our 10-year history of implementing Salesforce for capital markets, our Plative Launch accelerator is purpose-built for private equity investors, venture capitalists, secondaries investors, and investment bankers. 

salesforce for capital markets

“It became very apparent very quickly that the Plative team ‘got it’. Plative understood what we were trying to do, the resources that we were able to commit, the timelines that we were on, and the type of support we actually needed. That’s very important because the first step in solving any problem is a mutual understanding of what the actual problem is.”

Ian Bradley

SVP Operations

What’s Included

Tracking investor key contacts, relationships, and preferences just became a lot easier. With our IP for Salesforce, you’ll get a ready-to-use set of configurations used by industry-leading investor relations teams.

Subscriptions, redemptions, capital calls, and documents are all tracked from within your fund command center. Included with Launch, you have one place to view all of your IR team’s critical data to serve up to LPs.

Investment professionals work day and night to establish and build relationships with executive teams at emerging companies. Our IP turns Salesforce into a central repository for all the companies and relationships in your network.

Never miss a next step and stay one foot ahead of your competitors by capturing and tracking your deal pipeline in Salesforce. Monday morning meetings can be run entirely our of your Salesforce database.

What if everyone at your firm knew who everyone at your firm knows? That’s what it’s like when Salesforce captures multi-dimensional relationships for contacts and companies.

Your team spends most of their day in Outlook or Gmail. While we can’t change that, we can embed Salesforce directly into your favourite email applications to capture, update, and maintain your firm’s data without adding unnecessary steps to your professionals’ day.

A Proven Methodology, Made Possible by Hundreds of Deployments

Unlike most implementations, Plative Launch is structured to quickly deploy pre-built modules that we’ve meticulously perfected over hundreds of implementations. This means that you can realize value in record-time and leverage the best practices from hundreds of other similar companies.

Team introductions
Administrative access
Timeline & key dates

Provisioning
Process walkthroughs
Personalized sessions

Clarify
Build
Optimize
Migrate

User acceptance testing
Admin training
End-user training

Deployment
Post go-live support
Ongoing innovation

Our Insights

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