Fri, Jun 18

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Webinar

Accelerate Fundraising, Investments and Exits with Private Equity CRM

See how you can leverage Salesforce solutions to grow your investment firm, improve the engagement and communications with investors and gain control over your deal flows and fundraising to build trust with your investors, targets and between partners on one secure and flexible platform.

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Accelerate Fundraising, Investments and Exits with Private Equity CRM

Time & Location

Jun 18, 2021, 3:30 PM – 4:30 PM

Webinar

About the Event

EVENT TIME: FRIDAY, 18 JUN, 3:30 PM HKT / 9:30 AM CEST

Modern Private Equity firms invest in technology to remain competitive and dramatically improve the way they build trust with their investors and manage their deal flows.

Transparency has been cited by many as the core element of why investors turn down investment opportunities. Using Private Equity CRM investor management tools can have a major impact on the success of your investment firm. Organizations can raise equity faster, boost asset performance, reduce time to calculate distributions, and decrease investor support time.

Efficiency is key to managing your deal flows. Using a single platform that is accessible from any device with functional views built for your deal management team will propel performance. See how you can benefit from a top-down view of company performance.

It is time to understand how your private equity firm can excel when the right data goes to the right people at the right time with Salesforce and Namiru Solutions!

Agenda:

  • Welcome and Introduction
  • Salesforce & Private Equity - A Great Fit
  • Demo: Namiru will show you how to run your fundraising side and deal management side on one platform               
    • Visibility: A simplified way to manage interactions
    • Sales & Marketing: Manage interest levels, investor types and deal flows
    • Investor Relations: Cleanly manage the onboarding process and stages, store all investor documentation
    • Deal Flow: Custom stages, data and reports
    • Reporting: Design, schedule and subscribe to your customised pipeline and sales reports and dashboards

        

  • Conclusion and Q&A

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