Salesforce Solutions
For Private Equity Firms

Operating partners, investor relations, and investment professionals can take advantage of our purpose-built Salesforce Accelerators for private equity firms.

Trusted By

Empowering Execution Across The Firm

Make Data Your Firm’s Competitive Advantage

Consolidate and surface insights on every company in your network from Preqin, Pitchbook, CapIQ, Crunchbase, and many more datasets to build complete company and executive profiles for all of the companies your investment professionals need to track.

Supercharge Investor Relations

Your firm needs a full grasp of existing investors, related investment accounts and entities, key contacts, distribution list associations, and third-party consultant affiliations. Your firm’s system should be able to tell you which current investors are most likely to co-invest in a deal, invest in a new offering, or re-up on a current fund.

Generate Customizable Tearsheets

When the executive team needs to be briefed quickly on an investor who’s coming onsite for a visit (or virtual visit), it’s critical to arm them with the most relevant and up-to-date information that the firm has on the investor.

Build Value For Portfolio Companies

With Salesforce Experience Cloud, you can add value to your portfolio companies with a talent marketplace, pre-approved vendor lists, expert network requests, and making reports available to them from any device.

Manage and Execute Deal Pipeline In Salesforce

GROWTH EQUITY PLATIVE

Take deals from CIM to completion and every step in between with Salesforce’s powerful pipeline management features. Say goodbye to running Monday meetings out of Excel.

Gather and Report on Portfolio Insights

Streamline the process of gathering portfolio company business performance metrics and displaying them in a Tableau dashboard that’s visible to the entire portfolio operations team.

“The industry expertise of the Plative team is second to none. They provided solutions specific to our business model and communicated our implementation plan effectively. We look forward to continuing our partnership with Plative.”

Jon Mariano

Director of Project Management, Republic Capital

Business Outcomes for Private Equity Firms

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Unlock Forecasting
Models and Pipeline
Visibility

Unlock a deeper understanding of your pipeline and forecasting by partnering with a team of industry experts who understands the immense differences between a wealth manager’s wallet share opportunity, an LP commitment at a hedge fund and a confidential investment memo at a private equity firm.

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Manage Complex
Relationships

Clients, intermediaries, referral sources, sponsors, co-investors, insurance carriers – the list goes on based on your industry. We understand the complex relationships that are common in your business and will build solutions that mirror the way you work.

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Consumer-Grade
Experiences

Have you noticed that most enterprise software is not quite “user-friendly” in nature? We understand that if the technology doesn’t behave as users expect it to, it won’t be adopted. We’ll design a human-focused solution that works how your team expects it to and make logging their activities and updates a proactive and simple motion rather than a recurring chore.

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Security and
Governance

Automate due diligence, conflict checks, investment committee approvals, and other steps that are required for your firm’s governance requirements so your team can focus on what they do best.

Our Salesforce Expertise Runs Deep

600+

Certifications

2,000+

Projects and
Programs Completed

Top tier partner

Summit-Tier Partner
(highest tier)
Premium-Tier .org Partner
(highest tier)

Our Services for Every Step in Your Transformation Journey

Inspire

Strategy and Advisory

Partner with Plative to design a roadmap to the future state of your company– then let us make it real by advising on implementation methodology, change management, and user adoption strategies. By putting strategy and process before technology, we’ll help you prevent technical debt and mitigate risk.

Transform

Consulting and Implementation

Whether your project requires implementation, optimization, migration, integration, or all the above, Plative will build a project blueprint to help you achieve the future state of your business then get to work on implementing it. Our industry specialists speak your language and will help you bridge the gap between your industry-specific needs and Salesforce and Oracle NetSuite.

Innovate

Managed Services

Plative isn’t your average managed services provider. We staff a dedicated group of cross-cloud technologists who will act as a strategic extension of your team on a part-or-full time basis to plan, design, and implement change in an agile format.

Launch

Zero to Cloud in 60 Days

Ready to go from zero to cloud in sixty days? Plative will implement Salesforce, Oracle NetSuite, or both, and replace the systems you’ve outgrown to prepare your company for the next phase of growth with our accelerated paths to implementation.


Insights by Plative

Capital Markets and Real Estate Data Intelligence, Powered By Salesforce

Our Core Operating Principle: Salesforce should improve your firm’s data intelligence, not complicate it. Our capital markets practice routinely receives calls from our partners and clients asking us for Salesforce Preqin integration, or Pitchbook, CapIQ, Equilar, and other data providers. What’s more important is how their peers in the industry are leveraging Salesforce as an…

Salesforce for Hedge Funds and Private Equity Investor Relations

Our capital markets advisory implements Salesforce for hedge funds and private equity firms, sell-side investment banks, and boutique M&A outfits. When we implement Salesforce for hedge funds or other alternative investment managers, a common and reasonable first topic is investor relations where the bulk of relationship management, reporting, and fundraising occurs. This is a common…

Driving Dealmaking in Salesforce with A.I. Hosted by Affinity and Plative

In this session, our industry expert George Shalhoub will reveal the top ways financial services firms are using Affinity for Salesforce’s AI and automation to drive more deals. We are joined by Affinity’s Director of Product Management Brook Lane to talk about how their features will be able solve many of the industry struggles. 

Planning Your Data Integrations with Salesforce

Over the last decade, the transition to the cloud has become a catalyst for many security and data breaches for companies of all sizes. This risk compounds when an organization’s data becomes in transit across multiple systems that are implemented in parallel. The question remains: how do we build a safe and efficient data integration…

Crypto Philanthropy: Powered by Salesforce and NetSuite

Nobody can deny that 2021 was a banner year for crypto. As the global crypto market cap skyrocketed past $3 trillion, banner currencies like Bitcoin and Etherium notched brand new all-time-highs while newer, more volatile currencies like DOGE and SHIB have made more risk-tolerant retail investors overnight multi-millionaires. These factors rewarded long-term holders handsomely and…

Salesforce for Hedge Funds and Private Equity Investor Relations

Our capital markets advisory implements Salesforce for hedge funds and private equity firms, sell-side investment banks, and boutique M&A outfits. When we implement Salesforce for hedge funds or other alternative investment managers, a common and reasonable first topic is investor relations where the bulk of relationship management, reporting, and fundraising occurs. This is a common…

Salesforce Loan Origination

Many of our clients ask us how Salesforce loan origination works. Implementing a CRM is one of the most critical decisions any retail mortgage brokerage can make. In the digital world of Ellie Mae Encompass, Nortridge, Calyx, Fiserv, and similar loan origination platforms, being lean & nimble is more important than ever. Understanding how to…

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