We work with you to quickly identify your fund’s needs, collect and unify your data, then train your staff to maximize automation and value on the Salesforce Platform
Deal Flow and portfolio tracking
Track your universe of potential deals, 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 financing activity.
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.
Bridging the gap between your deal and LP information to real people is important. Looking for simplicity 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 power of Salesforce to give you live access to insights and easily log contacts, emails, and meetings from where you do your job, not just some old CRM.
Plug into S&P Capital IQ’s API for enhanced intelligence and quick deal sourcing.
Utilize your Preqin subscription to enrich your LP database.
Integrate with Emma for email marketing and annual meeting invitations