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Salesforce Private Equity Practice

Helping you accelerate value creation within your portfolio through tailored services including:

  • Central partnership management
  • Digital value creation advisory
  • Portfolio performance insights
  • Tailored innovation and thought leadership

We help you accelerate time to value.

We’ll identify value streams, activities, and systems that support each other to give you a better understanding of the value they can provide to customers.

A single point of contact to provide you and your portfolio companies with access to the best of Salesforce. No confusion, no call centers, just a seamless, rich experience.

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We’ll transform the front-office capabilities of your portfolio companies or target investments. Allowing you to tap every last drop of potential.

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We’ll bring industry and technical experts together to address the challenges faced by you and your portfolio. Curated experiences with practical results.

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Make sure you’ve maximized the value of your Salesforce investment across your portfolio with targeted insights and actions.

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Astro, a Salesforce mascot
Astro, a Salesforce mascot
Astro, a Salesforce mascot
Astro, a Salesforce mascot

We help you drive impact.

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EBITDA Growth

Boost exit value in your portfolio companies with our Gartner-recognized sales, marketing, and analytics solutions.

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Accelerated Time to Value

Realize value from your portfolio companies faster, with industry-specific solutions and our customer-focused approach to value creation.

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Continuous Innovation

Stay ahead of the game with access to deeper customer insights, data analytics, and continual technology releases.

Success stories from customers of all sizes.

Driving sustainable growth with data.

Net Zero Cloud helps organizations track, analyze, act, and report on environmental, social, and governance (ESG) data across your entire ecosystem. Whether you are a fund looking to organize your own organizational ESG metrics, or for portfolio companies to use as they roll in and out of your funds, Net Zero Cloud helps to automate and organize relevant ESG KPIs.

View the Net Zero Cloud demo to see how we can help you:

  • Accelerate value creation within your portfolio 
  • Track, analyze, and report on ESG targets
  • Work with investor-grade data dashboards
  • Support ESG program management and delivery for your portfolio companies

Join us at one of our upcoming events.

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Value Creation Circle Dinners

Explore our exclusive Value Creation Circle dinners, where we gather top Salesforce executives and operating partners to discuss the latest digital trends impacting the private equity industry.

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Private Equity Practice Events

Explore our upcoming lineup of immersive events around the world, including Dreamforce 2 You, AI Days, and topical webinars.

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Salesforce Events

Explore an exciting lineup of Salesforce events, including Dreamforce, World Tours, and Connections. Discover the latest product innovations, network, and gain valuable insights into the world of Salesforce.

Discover more private equity resources.

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Thought Leadership

Learn 1-to-1 from leading industry and technical experts at curated experiences that yield practical results.

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Salesforce Spotlight

Dive into our comprehensive list, featuring insights from our product ecosystem.

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Scale up for the future.

Expand your skill set by using the Salesforce in-demand Trailhead modules that can help you and your portfolio companies develop soft skills, business skills, and tech skills to gain that competitive edge.

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Questions? We’ll put you on the right path.

The Salesforce Private Equity Practice can help you drive EBITDA growth and accelerate time to value from your portfolio companies. To start your journey and learn more, contact our team of expert digital advisors today. Email: privateequity@salesforce.com