Industry Solutions For Private Equity

Take the pain out of your Monday morning meeting with automated reporting and improved deal pipeline visibility.

Private Equity Expertise

“For Private Equity firms, an investment in Salesforce means you have the ability to address challenges across the entire client lifecycle. You’ll benefit from holistic reporting and a platform that is endlessly extensible for future capabilities to be configured to grow with your organization.”

Dan Vonsover, Vice President of Industries at Fortimize


Private Equity Accelerators

Do you feel the pain of siloed or outdated technology? Your teams require a high level of confidentiality, and on top of this.. deal sourcing takes a lot of valuable time. Solve important challenges and get up and running quickly with accelerator solutions for Salesforce. Easy information capture methods and workflows are designed specifically for Private Equity firms to streamline Fundraising, Deal Tracking, and Investor Reporting.

Our Private Equity Customers

“Fortimize did a phenomenal customization job. We threw them very unique use cases and the team was always up to the task. There is NO way we could have created this sophisticated a solution without them … I would have been happy to pay more if I knew how satisfied I’d be with the end result. Fortimize offers a “no brainer” value proposition.”

Mark L.
General Partner, Harmony Partners

“Fortimize did a fantastic job customizing Salesforce to our needs. They spent the time necessary to fully understand our business, our objectives of implementing a new CRM software and developing a solution to meet those requirements. Their entire team is highly knowledgeable, competent and a pleasure to work with. We will be working with the Fortimize team again.”

Anthony B
Partner & CFO, Atlantic Pacific Capital

Take Your Business to the Next Level

Schedule a demo, learn about solutions, get expert guidance, and much more.