FORTIMIZE PRIVATE EQUITY
Building PE platforms geared towards your high touch investor experience
An investor-centric CRM built for today’s competitive environment
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.
The Fortimize Advantage
- Experience in the private equity industry, with a focus on investor relations and fundraising efforts
- Design centered around high touch investor experience and a streamlined internal workflow
- Preconfigured accelerators customized to private equity
- Thoughtful and scalable integrations with powerful core systems
- Better align your organization with Change Management strategies that improve user adoption and technical governance
FORTIMIZE CAPABILITIES
Funding
Investor and Fundraising CRM
Capital raising for funds or direct-deals
Diligence checklists
Operating
Investor Onboarding
Investor Relations workflows
Self-service investor portal
Waterfall calculations
Document management
Investing
Pipeline management
Term sheet generation
Underwriting
Deal teams
Due diligence and financing checklists
Holistic view of your capital relationships and deal pipeline
Director & Co-Founder, New York City Private Equity fund
Director & Co-Founder, New York City Private Equity fund
