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Accelerating Growth & Value Creation as Agentic Enterprises.

We help PE firms and their portfolio companies become Agentic Enterprises, where humans and AI agents work together to scale faster, drive efficiency, and maximize exit value. With deep expertise in private equity, venture capital, technology, AI, M&A, and commercial operations, we offer centralized partnership management and tailored support across the portfolio lifecycle. Our services include insights, enablement, product and AI advisory, and thought leadership programs to help operating partners accelerate value creation at every stage.

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Insight and News

Beyond the Hype: What AI Value Creation Really Looks Like in PE

At our recent Private Equity Value Creation Day in New York, PE Operating Partners and portfolio executives gathered to network and explore how AI agents are reshaping enterprise operations through insightful fireside chats and panel discussions. Learn more about the powerful insights shared across the ecosystem.

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We partner with PE firms and portfolio leaders to move beyond strategy to agentic execution. Salesforce gives you one platform where AI agents, trusted data, and workflows power growth, operational discipline, and exit readiness.

Value Creation Drivers

In-depth approach to accelerate value creation within your portfolio through the power of AI CRM.

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Centralized Partnership Management

A centralized single point of contact to your operating team and your
portfolio companies.

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Portfolio Performance
Insights

Providing performance monitoring analytics & adoption insights including Data and AI Readiness to maximize Salesforce ROI.

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AI, Tech, and Product Advisory

Salesforce product enablement, webinars, platform health checks, POCs, and assessments.

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Events and Thought Leadership

Participate in events to learn about Salesforce product innovation, get access to thought leaders & industry content.

What is Agentforce?

Agentforce is a proactive, autonomous AI application that provides specialized, always-on support to employees or customers. You can equip Agentforce with any necessary business knowledge to execute according to a specific role.

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Let’s build the Agentic Enterprise together!

Whether you’re unlocking the AI potential in your current stack or preparing for exit, our team helps you embed agentic workflows, trusted data, and performance discipline across your portfolio so you deliver value faster, more sustainably, and with more clarity.

Reach out to our team