A Purpose-Built Salesforce Accelerator for Private Equity Firms
Salesforce HeadStart for Private Equity is a pre-built, industry-tailored solution that empowers private equity (PE) firms to streamline operations, enhance portfolio visibility, and drive smarter investment decisions.
Traditional Salesforce implementations can be costly and time-consuming. That’s why we built Salesforce HeadStart for Private Equity – a ready-to-deploy solution designed specifically for the unique workflows, data needs, and reporting requirements of private equity firms.
Developed on Salesforce Sales Cloud, our solution supports the entire investment lifecycle—from deal sourcing and due diligence to fund management and performance tracking.
Key Features of Salesforce HeadStart for Private Equity
Comprehensive Investment Data Management
Track and manage critical data across Deals, Funds, Committed Capital, Capitalization, Financial Results, Investment Structures, and Account Deal Investors with purpose-built custom objects.
Streamlined Deal & Fund Tracking
Dedicated navigation for managing deals, fund performance, and time allocations helps your team stay organized and aligned.
Automation That Saves Time
Automated workflows enhance deal team collaboration, enforce fundraising naming conventions, and manage capital commitment processes with ease.
Real-Time Insights with Advanced Reporting
Access 35+ out-of-the-box reports and interactive dashboards to monitor deal performance, fundraising progress, and fund analytics – all in one centralized platform.
Built for Speed, Designed for Scale
Rapid Deployment
Get up and running quickly with a pre-configured Salesforce setup designed for private equity.
Affordable Implementation
Cut costs compared to custom solutions and see ROI faster.
Proven Framework
Built on Salesforce best practices, our solution provides a scalable, future-ready foundation.
Why Partner with Sikich?
Sikich is a nationally recognized Salesforce consulting and technology services firm with deep expertise in private equity. Our HeadStart solution reflects years of hands-on experience working with PE firms to modernize operations and improve visibility across portfolios.
What sets us apart?
- Industry-Specific Expertise
- Proven Salesforce Implementations
- Time-Tested Accelerators That Deliver Value Fast
- Ongoing Support and Optimization Services
While other firms start from scratch, Sikich delivers a ready-to-use solution that puts your team ahead of the curve so you can focus on strategy, growth, and delivering value to investors.
