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  • Planning Your Data Integrations with Salesforce

    Over the last decade, the transition to the cloud has become a catalyst for many security and data breaches for companies of all sizes. This risk compounds when an organization’s data becomes in transit across multiple systems that are implemented in parallel. The question remains: how do we build a safe and efficient data integration…

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  • Crypto Philanthropy: Powered by Salesforce and NetSuite

    Nobody can deny that 2021 was a banner year for crypto. As the global crypto market cap skyrocketed past $3 trillion, banner currencies like Bitcoin and Etherium notched brand new all-time-highs while newer, more volatile currencies like DOGE and SHIB have made more risk-tolerant retail investors overnight multi-millionaires. These factors rewarded long-term holders handsomely and…

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  • On Demand Webinar: Empowering Alternative Investment Professionals to Execute at The Highest Level

    Click here to get the webinar on-demand to view any time! Learn how the world’s top private equity firms, hedge funds, and investment banks use Salesforce to limit downtime, integrate data, and execute at the highest level. On this webinar, we cover:  Technology trends in private equity and hedge funds Salesforce for investor relations Salesforce…

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  • Salesforce for Hedge Funds and Private Equity Investor Relations

    Our capital markets advisory implements Salesforce for hedge funds and private equity firms, sell-side investment banks, and boutique M&A outfits. When we implement Salesforce for hedge funds or other alternative investment managers, a common and reasonable first topic is investor relations where the bulk of relationship management, reporting, and fundraising occurs. This is a common…

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