Industry
Asset management
Country
United States
Licenses
181
Go-live
April 2025
The challenge
What they came to us with
Investor data, fund performance, and LP contacts were siloed across disconnected systems with no unified CRM.
Large-scale investor events — including the annual Miami conference — were managed outside Salesforce with no attendee-to-CRM link.
There was no automated way to generate investor tearsheets, leaving relationship intelligence underused.
Our approach
How the work was sequenced
Phase 01
Unify the org
Connected fundraising, IR, and CBF teams around fund groups, LP contact records, and meeting activity tracking.
Phase 02
Automate compliance
Replaced a recurring manual compliance reporting process with automation.
Phase 03
Event lifecycle in the CRM
Integrated Cvent for registration types, breakout sessions, hotel assignments, and badge printing — all synced to Salesforce.
Phase 04
AI tearsheets and security
Deployed AI to generate investor tearsheets from live Salesforce data, plus account sharing lockdown between business units, a security audit, and OAuth governance.
The results
What changed
AUM
Across private equity, credit, and real estate.
Working with Skydog
A partnership that keeps expanding across teams.
Portfolio companies
Relationship intelligence in one investor platform.
What's next
Extending AI-generated reporting and event intelligence across additional business units.
Want results like this?
Tell us what's broken. We'll tell you how to fix it.
Book a free strategy call