The partner of choice for
    tech-forward private capital firms.

    Skydog builds and customizes the operational infrastructure that powers deal execution, fundraising, and LP relationships, with Salesforce at the core and AI built in from day one.

    BOOK A FREE STRATEGY CALL

    Skydog is the partner of choice for asset managers overseeing $500B+ in AUM.

    Carnelian Energy Capital
    Cerberus
    Eagle Point Credit
    $300B AUM ALTS FIRM
    HPS
    Lead Edge Capital
    LLR Partners
    $100B PE FIRM
    Mercury
    Series X Capital
    Carnelian Energy Capital
    Cerberus
    Eagle Point Credit
    $300B AUM ALTS FIRM
    HPS
    Lead Edge Capital
    LLR Partners
    $100B PE FIRM
    Mercury
    Series X Capital

    We implement, configure, and customize the tools the modern private capital firm runs on.

    01

    Capital Raising

    From first LP conversation to closed commitment, we build the systems that make fundraising faster and more organized. CRM configuration, pipeline tracking, subscription document workflows, and investor onboarding, all connected and automated.

    02

    Investor Relations

    Your LPs expect an institutional-grade experience. We implement the portals, reporting workflows, and communication infrastructure that keeps them informed and confident, without adding headcount.

    03

    Deal Management

    We configure the CRM and deal tracking systems your team actually uses: pipeline stages, relationship intelligence, IC workflows, document management, and activity capture. Built for how deal teams work.

    04

    Value Creation & Portfolio Ops

    We extend your operational reach into portfolio companies, standing up reporting infrastructure, KPI tracking, and data workflows that surface the insights your investment team needs to drive returns.

    Platforms We Build On

    A sample of the tools and ecosystems we implement, integrate, and customize.

    Salesforce Ecosystem
    Sales CloudSales Cloud
    AgentforceAgentforce
    Service CloudService Cloud
    Experience CloudExperience Cloud
    Marketing CloudMarketing Cloud
    Data CloudData Cloud
    TableauTableau
    MuleSoftMuleSoft
    Financial Services CloudFinancial Services Cloud
    Private Capital Platforms
    DealCloudDealCloud
    Juniper SquareJuniper Square
    AllvueAllvue
    S&PS&P
    SS&CSS&C
    PreqinPreqin
    With IntelligenceWith Intelligence
    DakotaDakota
    PitchBookPitchBook
    AnduinAnduin
    Modern Sales & Marketing
    HubSpotHubSpot
    OutreachOutreach
    GongGong
    SalesloftSalesloft
    CventCvent
    SeismicSeismic
    LinkedInLinkedIn
    TeamsTeams
    SlackSlack
    AI & Automation
    ClayClay
    ClaudeClaude
    OpenAIOpenAI
    n8nn8n
    LindyLindy

    AI FORWARD

    We don't bolt AI on.
    We build it in.

    Every engagement includes an assessment of where AI can eliminate manual work and sharpen decision-making — from deal sourcing and due diligence to LP reporting and portfolio monitoring. We build the workflows that put AI to work inside your existing systems.

    Platforms we deploy

    AgentforceAgentforce
    ClaudeClaude
    OpenAIOpenAI
    ClayClay
    n8nn8n
    LindyLindy

    WHERE AI SHOWS UP

    01

    Deal Sourcing & Pipeline Intelligence

    AI-powered prospect identification, relationship mapping, and automated deal flow enrichment inside your CRM.

    02

    LP Reporting & Communications

    Automated capital account statements, quarterly report generation, and investor communication workflows.

    03

    Due Diligence Acceleration

    Document extraction, data room analysis, and automated checklist management to compress deal timelines.

    04

    Portfolio Monitoring

    KPI tracking, automated data collection from portcos, and AI-generated performance summaries for IC review.

    Book an AI Strategy Session→

    Skydog AI Launchpad

    Forward-deployed engineers embedded in your team to design, build, and launch production-ready AI agents in 90 days.

    →

    AI Included. So You Never Fall Behind.

    Every Skydog client gets AI tools, training, and infrastructure built into their engagement — for free.

    Slack & Teams AI Agent — Rover

    A custom AI agent in your Slack or Teams workspace to update, access, and create CRM records and reports on-demand.

    Embedded AI inside Salesforce — Snapbrick

    AI-powered Salesforce data enrichment via Snapbrick.ai — free access included with every engagement.

    Salesforce MCP

    A purpose-built Model Context Protocol server connected to your Salesforce org for AI-powered data access.

    Claude API Credits, Included

    Claude API credits included for testing and deploying AI agents across your tech stack.

    Hands-On AI Enablement Sessions

    Live sessions covering new AI tools, best practices, prompt techniques, and workflow automation to keep your team ahead of the curve.

    100+ five star reviews on G2.

    #1 highest-rated Salesforce firm.

    #2 highest-rated HubSpot firm.

    The only firm ranked in the Top 10 in both Salesforce & HubSpot.

    "It's their curiosity and genuine interest in our success that assures me we'll continue and expand our partnership."

    Head of Growth

    ·

    Teamcraft Roofing

    How We Engage

    Two ways to work with Skydog — pick the model that fits.

    Implementation Projects

    Scoped engagements with a defined outcome and transparent pricing. Ideal for new implementations, migrations, integrations, and one-time builds. You know what you're getting, and what it costs, before we start.

    Ongoing Partnership

    A dedicated Skydog consultant in your corner every week. Ideal for teams that need continuous operational support without the overhead of a full-time hire.

    The Skydog Way

    The principles behind every engagement we run.

    Unreasonable Proactivity

    We don't wait for tickets. We surface issues before they surface themselves, flag opportunities you haven't asked about, and push your systems forward without being asked.

    High Business IQ

    We understand pipeline, ARR, fund operations, and investor reporting. Our work is shaped by business context, not just technical requirements.

    Part of Your Team

    We embed in your Slack, join your standups, and know your team by name. We operate as an extension of your org, not an outside vendor.

    Technical Expertise

    Salesforce, HubSpot, AI agents, integrations, data pipelines. We go deep where it matters and bring senior-level talent to every engagement.

    Ready to build the infrastructure your firm actually needs?

    Book a Strategy Call

    We'll talk through your specific needs to design a tailored roadmap

    FAQ

    Common questions

    What does a CRM look like for a private equity or venture firm?

    It is built around relationships and deal flow rather than a sales funnel: firms, funds, deal teams, intermediaries, and portfolio companies are modeled as connected entities, with sourcing pipeline, diligence checklists, LP records, and portfolio KPIs on the same platform.

    Do you use Salesforce Financial Services Cloud for funds?

    Often, yes. Financial Services Cloud gives a native model for entities, relationships, and households that fits capital firms well. For smaller or simpler firms, a well-designed Sales Cloud org is usually the better call.

    Can Skydog handle LP reporting and capital account data?

    Yes. We build the workflows around LP communications, quarterly reporting packages, and capital account data, and connect the CRM to the fund administration and portfolio data sources those reports depend on.

    How long does a private capital CRM engagement take?

    A focused first phase typically runs 8 to 12 weeks to a live system, with additional phases for portfolio monitoring, LP reporting automation, and AI workflows.

    How much AUM do Skydog's private capital clients manage?

    Skydog works with asset managers overseeing more than $500B in combined AUM.