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

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.
“I have never been associated with a group of more tuned in and turned on people that get it as far as what the entrepreneurial, highly nimble companies in the world need to monetize opportunities in real time in a qualitative, high touch manner. They as a team have my highest recommendation.”

Director & Co-Founder, New York City Private Equity fund

Director & Co-Founder, New York City Private Equity fund

“I have never been associated with a group of more tuned in and turned on people that get it as far as what the entrepreneurial, highly nimble companies in the world need to monetize opportunities in real time in a qualitative, high touch manner. They as a team have my highest recommendation.”

Innovative Salesforce private equity solutions from industry experts