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THE PARTNER YOUR PEERS TRUST
Organize your portfolio.
Whether you’re making your first investment from fund one or working to operationalize your established firm, we help you transition from laborious processes and spreadsheets to a systematic approach. We set up Salesforce to track your portfolio asset growth, automate investor reporting, and more, so you can keep your mind on strategy.
Nurture your relationships.
The relationships you build are your most valuable resources. Use Salesforce to automate relationship management with current and potential LPs, investments, vendors, and channel partners. Salesforce allows you to keep a repository of who your team has talked to and coordinates your outreach efforts to make new connections.
Streamline the deal process.
We save you from spending valuable resources on administrative tasks, like tracking your deal pipeline and company outreach - freeing up your team to devote their attention to sourcing deals, working with LPs and channel partners, and supporting your portfolio companies.
This isn’t our first rodeo.
We’re not new to the private equity scene. We understand your goals and focus on the metrics that matter to you and your team.