FORTIMIZE PRIVATE EQUITY

Salesforce and Data & Analytics Consulting for Private Equity

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

Regardless of your engagement model–advisory, implementation, or support–you’ll receive a thoughtful solution that empowers your people, drives optimal business behavior, and turns technology into a seamless experience.

Business Functionality Integrations Data & Analytics Change Management Comprehensive marketing, sales, and operations solutions that align to your business goals. Scalable architecture with common ERPs like Yardi, MRI, and Real Page to deliver connected experiences. Proper data hygiene, governance, and strategies to deliver trustworthy insights for accurate decisions. Supportive strategies and best practices to ensure business users gain confidence and adopt the solution.

Four Pillars to a Fortimize Engagement

Regardless of your engagement model–advisory, implementation, or support–you’ll receive a thoughtful solution that empowers your people, drives optimal business behavior, and turns technology into a seamless experience.

Sample Business Solutions

Fundraising

Investor CRM
Pipeline Management
Fundraising Dashboards
Investor Portal

Asset & Portfolio Management

Post Acquisition Workflow & Handoffs to Back Office Teams
Monthly & Qtrly Asset Data Collection & Operations
Asset & Portfolio Dashboards

Transactions

Acquisitions/Dispositions CRM
Pipeline Management
Transaction Dashboards
Diligence Workflow

Customer Solutions

Enhancing visibility and security into private equity deals.

Solution Stack:

  • Einstein Analytics
  • Shield
  • Web Studio
To execute and fund their deals, Crescent and Fortimize built a secure deal management solution that ensured users only had access to the data they were authorized to see. Salesforce Shield and FairWarning were implemented to maintain compliance standards and monitoring.
To execute and fund their deals, Crescent and Fortimize built a secure deal management solution that ensured users only had access to the data they were authorized to see. Salesforce Shield and FairWarning were implemented to maintain compliance standards and monitoring.

Solution Stack:

  • Einstein Analytics
  • Shield
  • Web Studio
To better enable investment managers, The Baupost Group and Fortimize built a robust Sales Cloud solution to help the firm monitor and fundraise more efficiently through activity tracking, outreach efforts, and email synchronization.

Solution Stack:

  • Sales Cloud

We want to learn about you.