Fortimize Private Equity

Building PE platforms geared towards your high touch investor experience

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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


  • Investor and Fundraising CRM
  • Capital raising for funds or direct-deals
  • Diligence checklists


  • Investor Onboarding
  • Investor Relations workflows
  • Self-service investor portal
  • Waterfall calculations
  • Document management


  • Pipeline management
  • Term sheet generation
  • Underwriting
  • Deal teams
  • Due diligence and financing checklists

Holistic view of your capital relationships and deal pipeline

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.

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Why Fortimize

Industry Events and Perspective