Plative’s Capital Markets on Salesforce is tailored for investment bankers, private equity teams, and venture capital professionals. This toolset is designed to streamline standard use cases such as fundraising, investor relations, fund management, deal pipeline management, and handling target/source lists. It also facilitates CIM management and integrates data with key providers like Preqin, PitchBook, and CapIQ. Optimized for industry-specific needs, it enhances efficiency and effectiveness in capital markets operations.
Capital Markets on Salesforce
The Capital Markets accelerator helps private equity, VC, and bankers manage deals on Salesforce.
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