Salesforce for Private Equity

Raise Capital. Build Investor Confidence.

Your firm is evolving—and technology is key. Fortimize builds Salesforce and data solutions that streamline workflows, automate reporting, and cut inefficiencies. Close more deals, faster, while unlocking new markets and investors.

Salesforce for Private Equity

At Fortimize, we design Salesforce and data solutions that eliminate inefficiencies, automate reporting, and connect every part of your workflow. With deep industry expertise, we help you scale faster, close deals smarter, and give investors a seamless experience—all powered by real-time insights.

"Specific resources were assigned based on acquired industry knowledge that made the project run more smoothly."

Investment Advisory

National Firm

Speak to an Account Executive

Fortimize is a top Financial Services Partner for Salesforce. Our people-first methodology means we’re here to talk through and discuss any questions you may have, regardless of where you are in your CRM journey.

BUSINESS SOLUTIONS

Deal Flow & Fundraising

For capital and transactions, Salesforce helps improve recordkeeping, engagement and opportunity tracking.

Investor & Portfolio Management

Salesforce supports investor relations by simplifying performance, evaluations, and asset management.

Approvals & Reporting

For due diligence, Salesforce helps with compliance and reporting, supporting firm and investor bottom lines.

Salesforce for Private Equity

Private Equity firms have options at every stage of their Salesforce journey.

"Fortimize’s Banking Practice not only brought the industry expertise we needed to successfully implement FSC in a timely and cost effective manner, but their organization was the right culture fit and aligned perfectly with our organization which made the implementation go very smoothly"