Integrated front-office solutions for private equity, family offices, real estate, secondaries, and fundless sponsors

Based inside of the Salesforce platform and built from the ground up to accommodate the workflows of alternative asset managers; flexible to mold around firm-specific needs

 

deal sourcing and Coverage Tracking

Track your universe of potential transactions, customized for your firm's specific asset class, niche, and process. Fully systematize how your firm manages its relationships with deal sources and surface the best quality bankers and lenders. Also track sell-side and refinancings. 


Outlook integration

Bridging the gap between your transaction and LP information to real people is important. Though not required if you're looking for a simpler system to get off the ground, we recommend that every Caltina engagement begin by unifying everyone's contact list (we'll help clean it all up) and build from there. Maintain a firm-wide contact system of record, and utilize the best-of-breed Salesforce plugin to give you live access to insights and easily log contacts, emails, and meetings.


Investor RelationS

Manage your committed and potential investors and track all of your conversations with them. Make sure each LP is engaged and make sure you know who you'll want to contact when it's time for the next fund. Stop making fundraising something you only do every three years so that when the time comes, the process is painless.

Fundraising Pipeline Reporting for Private Equity

Customization and integration

  • Work with our experienced team to mold Caltina around your firm's needs.
  • Integrate with Investran, iLevel, or any API accessible service
  • Connect your data with Tableau dashboards, Microsoft PowerBI, or Excel for powerful reporting options
Deal pipeline management

Preqin Integration For Investor Data

Preqin is the alternative assets industry’s leading source of data and intelligence. Preqin’s products and services are utilized by more than 40,000 professionals located in over 90 countries for a range of activities including investor relations, fundraising and marketing, and market research. (Requires Preqin subscription)


Capital IQ Salesforce Integration

S&P Capital IQ Integration for Operating company data

Gain powerful sales intelligence using S&P Capital IQ for Salesforce. CapIQ knows that you need business intelligence to quickly and easily identify opportunities, facilitate executive outreach, and know your operating companies better. (Requires CapIQ subscription)


Mass Email with Emma Integration

Deal announcements, annual meetings, events, or any firm-level marketing requires the use of a proper email marketing engine. Through our partnership with Emma, use the information in Caltina to send email marketing that is precisely targeted to anyone your firm has interacted with. (Requires Emma subscription)


Real Time Analytics