Financial Industry Service
SALESFORCE CONSULTING FOR PRIVATE EQUITY & VENTURE CAPITAL
We equip private equity and venture capital leaders with Salesforce systems built for the full investment lifecycle. Every configuration aligns with your growth strategy, so you get real-time insights, faster execution, and scalable operations.

THE BARRIERS HOLDING BACK YOUR NEXT FUND OR DEAL


Data on investors, deals, and portfolios is scattered across multiple systems.

Fundraising progress is hard to track in real time.

Deal execution is slowed by manual processes and spreadsheets.

Portfolio performance lacks a central, up-to-date view.

CRM setups fail to reflect complex fund and investor structures.

Teams miss opportunities to deepen investor relationships.

Technology investments are underutilised or misaligned with strategy.

Scaling introduces compliance and operational control risks.
Solutions
HOW OUR SALESFORCE SOLUTIONS EMPOWER PE AND VC COMPANIES?
We solve the critical challenges facing PE and VC firms with a focused five-step Salesforce consulting, configuration, and enablement approach.



01
Run AIMcheck for Fund and Deal Clarity
We begin with AIMcheck, our Private Equity and Venture Capital audit. It maps how your team uses Salesforce across fundraising, investor engagement, and deal execution. You receive a gap analysis, compliance review, and a prioritised action plan for rapid ROI.
02
Create a Targeted PE/VC Configuration Blueprint
We design a configuration plan built for capital raising, LP management, deal tracking, and portfolio performance monitoring. It defines fund-specific data models, reporting structures, and integration points with market data, virtual data rooms, and financial systems.
03
Implement Industry-Specific Salesforce Solutions
We deploy Salesforce’s AI powered capabilities matched to your investment cycle. Sales Cloud for deal sourcing, Experience Cloud for secure LP portals, Tableau CRM for fund analytics, and Marketing Cloud for tailored investor communication.
04
Automate Key Fund and Deal Processes
We set up automation for capital calls, investor onboarding, deal approvals, and pipeline progression. AI models within Salesforce highlight priority LPs, identify cross-fund opportunities, and surface deals with the highest potential.
05
Optimise for Portfolio Growth and Exits
We evolve your PE and VC Salesforce environment to keep pace with new funds, acquisitions, and exit strategies. Dashboards provide instant visibility into portfolio KPIs, enabling faster decisions, stronger LP relationships, and greater investment returns.
Let’s Talk
Request AIMCheck
And take the first step toward full Salesforce alignment.



Why 1AIME?
WHY TRUST 1AIME FOR PE AND VC SALESFORCE SOLUTIONS?
Because we go beyond delivering Salesforce as a tool for your private equity and venture capital company. We shape it into a competitive advantage, aligning every function to your deal flow, investor strategy, and growth goals.

AIMcheck Diagnostic Framework

1AI-Powered Salesforce Configurations

Hands-on PE and VC Expertise

Scalable Salesforce Architecture

Full Tech Stack Integration

End-to-End Delivery Model

Flexible Engagement Plans

AIMcheck Diagnostic Framework
Comprehensive audits revealing efficiency gaps, compliance risks, and revenue opportunities.
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1AI-Powered Salesforce Configurations
Predictive deal scoring, automated LP engagement, and data-driven decision support.
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Hands-on PE and VC Expertise
Sector-specific knowledge in capital structures, portfolio monitoring, and regulatory reporting.
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Scalable Salesforce Architecture
Future-ready design supporting multi-fund growth, cross-border deals, and new asset classes.
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Full Tech Stack Integration
Seamless connections to data rooms, portfolio analytics, financial modelling, and investor portals.
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End-to-End Delivery Model
Full lifecycle ownership from audit to optimisation without vendor fragmentation at any step.
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Flexible Engagement Plans
Customisable delivery models, from rapid accelerators to multi-cloud enterprise solutions.
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What You’ll Get
DOWNLOAD THE SALESFORCE REALIGNMENT CHECKLIST FOR PE and VC FIRMS
Is your Salesforce system driving faster closes, stronger investor relationships, and clearer portfolio insights or leaving value on the table? Our free checklist helps you assess performance gaps before they affect fund returns.
12 must-track signals of CRM misalignment in private equity and venture capital
Red flags in data integrity, AI deal-matching, and capital call tracking
Standards for pipeline velocity, investor engagement quality, and post-deal visibility
Insights drawn from AIMCheck audits with high-growth investment firms

Now quickly identify overlooked gaps and build a platform that works as hard as your deal teams.
Testimonials
PROVEN SALESFORCE RESULTS FROM FIRMS DRIVING MARKET-LEADING RETURNS


Ash is highly knowledgeable and experienced in the field of CRM with speciality in Salesforce. He quickly makes an impact in your business with his astute and insightful questioning of your processes. He’s got great people management skills and a likeable personality.
Visa


Ash was the visionary architect behind transforming Groupon International’s operational backbone. He spearheaded the end-to-end design and integration of Salesforce, uniting fragmented business functions into a single, cohesive platform. His leadership not only drove automation and streamlined the customer journey, but also enabled scalable growth—from 50 to over 10,000 Salesforce users globally. His strategic foresight and relentless pursuit of innovation left a lasting impact on the organisation, making him an invaluable force in any enterprise transformation.
Groupon


Keerthi played a pivotal role in the integration design of a major strategic proposition, navigating a highly complex landscape involving multiple internal systems and third-party suppliers. He demonstrated exceptional initiative by delivering a comprehensive data model of the entire customer journey and uncovering critical, undocumented insights that were key to the project’s success. His ability to go above and beyond—often without being asked—makes him a rare asset and a trusted expert in delivering seamless, end-to-end solutions
Sitecore


Edward has played a pivotal leadership role in expanding the EMEA South region, driving the professional services strategy behind our enterprise software solutions.
With a sharp focus on delivery excellence, he consistently bridges the gap between sales and execution—building trust with customers, developing high-performing regional teams, and ensuring programmes land successfully. His adaptability, strategic mindset and commitment to outcomes make him a key enabler of transformation across complex, multicultural markets. A strong leader and a dependable partner in any sales-driven environment.
Finastra


Edward led the largest consulting region across Iberia, the Mediterranean, Middle East and Africa—navigating the complexities of language, culture and time zones with clarity and purpose.
Through his strategic vision and inclusive leadership style, he empowered teams to consistently deliver against ambitious transformation goals. Edward brings authenticity, focus and the kind of leadership that inspires high performance in even the most challenging environments.
Fenergo
Blog Posts
PROVEN SALESFORCE INSIGHTS FOR THE MODERN PE AND VC LEADERS
LETS ALIGN SALESFORCE TO YOUR CAPITAL-RAISING STRATEGY
Work with our Salesforce experts to create a PE and VC technology stack that accelerates fundraising, strengthens investor engagement, and drives measurable portfolio growth.


Question
CLEAR ANSWERS TO YOUR QUICK QUERIES

How does 1AIME help private equity and venture capital firms improve deal sourcing?
Our Salesforce configurations give deal teams complete visibility across every stage of sourcing. AI-led scoring, designed around your investment thesis, ensures the most promising deals move forward without delay.
What investor relationship management advantage does 1AIME deliver?
We build a unified investor profile inside Salesforce, capturing preferences, interactions, and commitments. Automated, personalised updates keep relationships engaged while freeing your team from repetitive tasks.
Can you configure Salesforce to manage complex fund structures and multi-round investments?
Yes. We create dedicated objects and workflows for each fund, capital call, and investment round. You gain precise tracking of committed versus deployed capital and a real-time view of portfolio performance.
How does AIMCheck identify the gaps in a firm’s Salesforce setup?
AIMCheck runs a deep diagnostic across workflows, data structures, automations, and reporting. You receive a prioritised action plan built to align your platform with fundraising, portfolio management, and deal execution goals.
What level of post-launch support does 1AIME provide?
We stay engaged through continuous optimisation, release updates, and advanced training sessions so your platform evolves alongside your investment strategy.