Salesforce for Private Equity and Investment Banking
The stakes are different here
Private equity and investment banking teams make decisions that depend on speed, accuracy, and complete insight. Salesforce can support that work when configured to reflect the nuance of deal cycles, fund structures, and investor communication. Sikich brings the expertise to make Salesforce meaningful for these environments.
A purpose-built approach
We configure Salesforce to reflect the real patterns of deal sourcing, partner engagement, investor communication, and reporting. Your teams gain a clear, consistent way to track relationships and activity. Your leadership gains transparency into pipeline health, fund performance, and strategic execution. The result is a more unified, responsive firm that moves in step.
Designed to scale with your firm
As your fund strategies evolve and your deal volume grows, your CRM should support momentum rather than slow it down. We create a Salesforce foundation that adapts as you expand, restructure funds, open new offices, or grow your advisory reach.
Give your success a headstart
Sikich’s Salesforce HeadStart for Private Equity is a ready-to-use accelerator built specifically for PE firms. It streamlines and standardizes the core processes that drive fundraising, deal sourcing, and investor relations, allowing your teams to begin operating with clarity from the start.
Instead of building your CRM framework from scratch, HeadStart delivers industry-aligned data models, workflows, objects, and dashboards that reflect how PE firms actually operate. Your team steps into Salesforce with structure already in place, ready to refine rather than reinvent.
Deal visibility and pipeline discipline
Structures how deals move through sourcing, qualification, diligence, and closure, creating accountability and momentum.
Fund and investor transparency
Unifies capital commitments, fund allocations, investment history, and investor communication for a consistent view across partners.
Reporting that builds confidence
Pre-built dashboards surface performance, activity, pacing, and pipeline concentration, helping leadership make timely, strategic decisions.
A launch point that grows with you
HeadStart isn’t a rigid template. It’s a foundation. You can expand, integrate, and tailor it as your firm grows and evolves.
Continue the conversation across the ecosystem
Salesforce for wealth management
If your firm partners with or operates wealth advisory services, see Salesforce for Wealth Management.
Salesforce for banking
If your work intersects with institutional banking groups, explore Salesforce for Banking.
