Private Equity and Investment Management on Salesforce

Industry-Specific Solutions for Private Equity Firms, Hedge Funds, and Investment Professionals

Plative enables principal investment professionals and deal-makers to automate and institutionalize their proprietary business processes to execute at the highest level. We accomplish this by pairing your firm with an industry-experienced engagement team that has delivered successful outcomes for similar firms, and customize the world’s most cutting-edge technology platforms to function specifically for your vertical. No more out-of-box enterprise solutions, and no more niche solutions from less-capable technology providers.

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Investment Managers and Deal Makers Trust Plative

Our Industry Expertise

Private Equity

Strategy. Origination. Execution. We understand that the evolving landscape of private markets is quickly evolving, and we know how to equip our clients to compete at the highest level. Manage investor relations, intermediary tracking, deal pipeline, portfolio asset bench-marking, and fund management in one institutionalized solution.

Venture Capital and Growth Equity

Whether your fund is beginning it's first raise or your firm is an international investment manager, there is no reason to have a generic or spreadsheet-style solution to manage your complex network of relationships with entrepreneurs, executives, and limited partners. We work with top venture capital firms from Sand Hill Road to New York City on implementation and optimization of their firm's processes and accompanying technology.

Hedge Funds

The terms "Client Management" and "Sales and Marketing" mean very different things to a hedge fund than they do to almost any other industry. Although large-scale enterprise technology providers might have the best technology for your needs, they might not speak your language. That's where we come in. Plative has helped dozens of hedge funds implement investor relations workflows, automate investor reporting, manage entities, subscriptions, redemptions, and analyst research in one institutionalized system.

Credit and Leveraged Finance

Innovative financing solutions require a technological and data-informed advantage. Lenders and credit advisers have a substantial amount of institutional and personal relationships that cannot possibly be retained in a generic technology solution. We help these firms institutionalize their deal-execution and evaluation process, and keep a repository of all pipeline to create benchmarks and a repository of fee structures that will impact the firm's decision making for years to come.

Real Estate and REIT

CRE investment teams require a substantial amount of relationships to be institutionalized and tracked in a centralized system. Once that happens, professionals working in investor relations, acquisitions, development, and asset management will not have to worry about which data sets are most up to date, and which data needs to be blocked from other departments while keeping open borders with others.

Investment Banking

Origination, due-diligence, analysis, and execution best practices are evolving at a rapid pace. We help deal-makers implement automated processes, create a collaborative environment, and store an audit log of their activity and notes so that they can do what they do best: build valuable relationships, create pitches, and close deals. Whether your firm is straight-forward M&A advisory, or offers a larger range of services like S&T, Plative has an industry-informed solution for you.

Ready To Get Started?

Plative capital markets experts are standing by, ready to discuss your firm's next competitive advantage. Get in touch with us today to learn more.

Let's Talk 1-800-232-5108