Private equity firms have accelerated towards a technology platform built around two core principles: give investors a high-touch, seamless experience and give the internal team the tools needed to efficiently, digitally perform their jobs. Pressure mounting from all angles – market volatility, regulatory considerations, investor satisfaction – has driven private equity firms to consolidate and simplify their technology efforts.
Our professionals are from the industry. We understand these challenges and how to create best-in-class solutions on the Salesforce platform. When you have clear insight into your investors and deal activity, it enables your staff to do what they do best – add value and manage investors’ capital.
With a long-standing partnership since 2015, Fortimize and Root Capital have partnered to design and build a solution to act as the system of engagement for Root Capital's loan servicing and performance team.
“I have never been associated with a group of more tuned in and turned on people that get it as far as what the entrepreneurial, highly nimble companies in the world need to monetize opportunities in real time in a qualitative, high touch manner. They as a team have my highest recommendation.”