Private Capital CRM Solutions Built for Your Firm

Capital S Consulting delivers Salesforce CRM solutions engineered for private equity, private debt, venture capital, and digital asset investment firms. We cut through complexity to streamline operations and boost performance.

Our agile approach delivers fast, scalable solutions that evolve with your business and empower your investor relations, deal, and portfolio operations teams.

Multiple Platforms, one integration partner

Financial Services Cloud
Sales Cloud
Service Cloud
CPQ
Marketing Cloud

Private Equity

Institutional LPs expect instant answers, deal teams demand one source of truth, and partners need KPI visibility yesterday.

Capital S connects fundraising, deal, and ops data into a single system so the partner running Fund V never waits for a spreadsheet refresh

Single Source for LP Relationships

Capture every email, meeting, and capital call in Salesforce so partners see real-time commitment signals and shorten fundraising cycles

Deal-to-Exit Data Continuity

Auto-populate diligence templates from PitchBook/Preqin and roll KPIs straight into portfolio dashboards. No more copying from one system to another, no more version control issues in diligence

Acquisition Execution & Post-Close Integration

Automatically trigger capital-call workflows, signature capture, and portal updates without manual PDF merges

Venture Capital

The best rounds start with the best targets

‍ Capital S blends PitchBook deal signals, live cap table intelligence, and rolling portfolio KPIs into Salesforce - so you surface the right founders early, size ownership with confidence, and track value creation well past Series D

Precision Deal Targeting

Combine PitchBook alerts, Affinity warm‑intro scores, and Crunchbase momentum signals so partners only chase companies that fit the thesis

Cap Table & Ownership Visibility

Sync Carta cap tables and financing rounds to forecast dilution, reserve needs, and pro‑rata rights before you commit

Long‑Term Portfolio Performance

Monitor milestones, customer traction, and investor touchpoints in one dashboard—know exactly when to double down or step back

Venture & Private Debt

Your credit strategy is only as good as the data trail behind it

Capital S turns raw borrower financials into live dashboards, links every covenant to the underlying LP ticket, and eliminates 3 AM Excel reconciliations before IC meetings.

Real‑Time Covenant Intelligence

Stream borrower financials from Allvue, Clearwater, or quarterly financials - instant ratio tests, automated breach escalations

Cash Flow Forecasts

Roll up scheduled interest, principal, and fee payments to project fund‑level liquidity and upcoming LP distributions in seconds

Integrated Portfolio Monitoring & Investor Updates

Automatically compile borrower updates, covenant statuses, and fund performance into customized investor reports, ensuring timely and accurate communication - without manual assembly

Digital Asset & Cryptocurrency

Investors expect transparency. Regulators demand accountability

‍Capital S integrates real-time digital asset valuations, custodial holdings, and automated compliance checks directly into your CRM—empowering your team to communicate confidently and manage risk seamlessly

On‑Chain Insights

Stream Glassnode or Dune metrics; NAV and wallet flows refresh hourly, not weekly

Cap‑Table & Ownership Visibility

Kick off Chainalysis checks with one click; immutable results stored for regulators and auditors

Unified Investor & Custody View

Merge BitGo or Fireblocks balances with LP metadata so the team answers “What’s my exposure right now?” instantly

Want to learn more about our services?

Get In Touch With Our Team

Frequently Asked Questions

How does Salesforce streamline deal sourcing and pipeline management for private capital firms?

Salesforce provides private equity firms with a centralized platform to manage deal sourcing and pipeline activities. By integrating with financial data providers such as PitchBook and Preqin, firms can access real-time market intelligence directly within Salesforce. This integration facilitates efficient tracking of potential investments, automates data entry, and offers comprehensive analytics to prioritize high-value opportunities.

How does Salesforce support end-to-end processes, from LP management and fundraising to asset performance management?

Salesforce offers an integrated platform that manages the entire private equity lifecycle:

LP Management and Fundraising: Centralizes investor data, tracks communications, and efficiently manages fundraising campaigns.
Capital Calls: Automates capital call processes, ensuring timely and accurate communications with investors.
Due Diligence: Streamlines due diligence by consolidating documents and workflows, facilitating thorough and efficient evaluations.
Marketing and Reporting: Provides robust tools for marketing automation and generates real-time reports for stakeholders, enhancing transparency and decision-making.
Asset Performance Management: Monitors portfolio company performance through customizable dashboards, facilitating data-driven decisions and standardizing financial workflows.

What are the advantages of choosing Salesforce over DealCloud or other CRM solutions for private capital firms?

When evaluating CRM solutions, private equity firms often compare Salesforce with platforms like DealCloud. While both offer robust features, Salesforce provides distinct advantages:

Extensive Customization: Salesforce offers unparalleled customization capabilities, allowing firms to tailor the platform to their specific needs, including unique investment strategies and operational workflows.
Comprehensive Ecosystem: With a vast array of applications and integrations, Salesforce enables seamless connectivity with existing tools and systems, enhancing operational efficiency.
Scalability: Designed to accommodate firms of all sizes, Salesforce scales effortlessly as your firm grows, ensuring consistent performance and reliability.
Advanced Analytics: Salesforce's robust reporting tools and dashboards provide deep insights into operations and performance, facilitating informed decision-making.
AI and Automation: Leveraging artificial intelligence, Salesforce automates routine tasks and offers predictive analytics, enhancing productivity and strategic planning.

How does Salesforce enhance data security and protect against cybersecurity threats for private equity firms?

Salesforce provides robust data security features to safeguard sensitive information:

Advanced Encryption: Ensures that data, both at rest and in transit, is protected using industry-leading encryption standards.
Multi-Factor Authentication (MFA): Adds an extra layer of security by requiring users to verify their identity through multiple methods before accessing the system.
Regular Security Audits: Conducts continuous monitoring and assessments to identify and address potential vulnerabilities promptly.
User Access Controls: Allows firms to define and manage user permissions, ensuring that individuals access only the data necessary for their roles.

By leveraging these features, private equity firms can mitigate risks associated with data breaches and maintain the confidentiality and integrity of their information.

Can Salesforce improve investor relations and communication for private equity firms?

Yes, Salesforce helps private equity firms strengthen investor relationships by centralizing communication, tracking investor interactions, and automating fundraising workflows. Investor portals provide real-time access to fund performance, capital calls, and distributions, reducing administrative burden and improving transparency. Additionally, automated reporting tools ensure that investors receive timely updates on their holdings, while custom engagement tracking allows firms to personalize investor outreach and strengthen relationships.