Streamline core business operations for your employees, investors, customers, and partners.
Your private equity firm is evolving, and likely recognizing technology as a strategic differentiator. Your goal is to boost deal volume and speed up your core business while also exploring new investors, markets, and sectors. However, traditional operations relying on email, shared drives, and Microsoft Excel are causing slowdowns in your internal processes and creating less than optimal experiences for external shareholders.
At Fortimize, we understand these industry challenges. We specialize in designing and building Salesforce and data and analytics solutions tailored to your industry. If you’re looking to power and connect your workflow or find a solution to automate data consolidation for integrated reporting and insights, we have a solution for that. With years of direct private equity experience, we have the business and technical skills to guide you through your transformation journey.
Four Pillars to a Fortimize Engagement
Four Pillars to a Fortimize Engagement
Sample Business Solutions
Fundraising
Pipeline Management
Fundraising Dashboards
Investor Portal
Asset & Portfolio Management
Monthly & Qtrly Asset Data Collection & Operations
Asset & Portfolio Dashboards
Transactions
Pipeline Management
Transaction Dashboards
Diligence Workflow
Customer Solutions
Enhancing visibility and security into private equity deals.
Solution Stack:
- Einstein Analytics
- Shield
- Web Studio
Solution Stack:
- Einstein Analytics
- Shield
- Web Studio
Solution Stack:
- Sales Cloud