CapBridge

“We have a 360 degree view of all investor activities, including all email interactions with customers and all actions performed.”

Johnson Chen | CEO

40%

year to date growth in user base

Products Used

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CapBridge builds vibrant co-investor communities with Salesforce

Singapore-based CapBridge is using Salesforce to connect investors and companies with an integrated private markets platform that offers seamless end-to-end deal investment management.

Innovative private markets platform, CapBridge is transforming the traditional private equity investment experience. Founded in 2015, the Singapore-based company leverages cutting-edge technology to connect venture capitalists, angel investors and other private investors to institutional-grade investment opportunities.

With CapBridge, investors get better access to more relevant opportunities, as well as seamless end-to-end deal management – including conducting due diligence and closing transactions – all effectively managed on CapBridge’s integrated platform.

For companies seeking investment, CapBridge securely and intelligently markets their deals to relevant and interested investors, saving valuable time and resources.

“The idea was to create an online platform to enable what we call syndicated co-investment,” explains Johnson Chen, CEO of CapBridge. “Our platform digitally enables anyone to invest alongside other highly experienced investors who are leading the deal as a Lead Investor. For example, say a company wants to raise anywhere from $10 million to $100 million. A Lead Investor may contribute around $5 million, and then invite co-investors to raise the remainder.”

“When there is a meeting between an investor and a company, we can trace ... what needs to happen for the deal to be successful. This makes it easier for us to stay on track and have more relevant, value-adding conversations with our investors.”

Johnson Chen | CEO

Connecting companies and investors

The CapBridge platform is an equally powerful tool for investors and companies.

Investors are matched with relevant opportunities that are aligned with their investment preferences. Deal flow is managed entirely within the CapBridge platform with all due diligence documentation contained within the issuing company’s data room. Investors can also ask questions and interact with company management within the platform.

Companies are connected with a network of interested investors and can selectively allow investors access to their data rooms. And when the deal is made, all transactions are executed within the same platform.

“Traditionally, if you are a private company and you want to raise anywhere from $1 to $100 million, it's a significant amount of effort. You are flying everywhere, meeting all the fund managers and essentially repeating the same story over and over again,” says Chen. “Transferring this process to the CapBridge platform widens your investor base without needing to leave your office. It’s a more cost and time effective way to connect with interested investors.”

“On the other side, investors are connected with more relevant opportunities. Your inbox isn’t getting flooded with irrelevant deal teasers every day. We’re connecting you with targeted opportunities based on your investment history, and providing end-to-end deal flow all in one single integrated platform.”

Driving innovation with Salesforce

Salesforce is the secret behind CapBridge’s integrated private markets platform. Sales Cloud is used to track campaigns and record deal activity for effective lead and opportunity management, and Community Cloud is used to drive and optimise the entire deal lifecycle.

Investors can log into the Community Cloud platform to create an account, undergo verification, follow companies and view content-rich fundraising campaigns. Companies can then use the same platform to grant interested investors access to their data room and manage the deal flow.

The integration of Sales Cloud and Community Cloud has also had a powerful impact on CapBridge’s internal productivity.

“When a CapBridge employee opens a particular account or contact, we have a 360 degree view of all investor activities, including all email interactions with customers and all actions performed,” explains Chen.

“Even when there is a meeting between an investor and a company, we can trace what happened, and what needs to happen for the deal to be successful. Everything is very visible. This makes it easier for us to stay on track and have more relevant, value-adding conversations with our investors.”

The result, for CapBridge, is 40 per cent year-to-date growth in the company’s user base and a significant increase in activation metrics.

Committed to the customer experience

CapBridge employs a team of around five internal IT specialists, who supervised the Sales Cloud and Community Cloud deployment, and continue to manage ongoing system optimisation.

For example, the company is currently considering using the Salesforce AppExchange to integrate DocuSign into the platform to provide digital e-signing functionality. But that’s only the beginning as the company looks towards the challenges of the future.

“We intend to build in more functionality including multi-lingual support,” says Chen. “We’re also working on an app that would sign up and verify users, and allow investors to use the platform on their mobile phones.

“We’re happy with what we’ve achieved so far, but our goal is always to keep building in more functionality to improve the experience for our investors and companies.”