Our capital markets team frequently receives inquiries from partners and clients about integrating Salesforce with data providers like Preqin, Pitchbook, CapIQ, and Equilar. The crucial aspect is utilizing Salesforce as an output, not just an input tool. Whether you’re in private equity, direct lending, hedge funds, VC, REITs, or investment banking, you manage data from various sources. We connect APIs to smartly populate your records, enhancing efficiency and ensuring your data is always up-to-date and leveraged effectively.
Private Equity Data Feed
Combine data from Pitchbook, Preqin, Bloomberg, and more into Salesforce.
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