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.
At our recent Private Equity Value Creation Day in London, 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.
United Football League’s partnership with Salesforce brings fans closer to the game with instant customer service and the first AI agent-powered broadcast.
In-depth approach to accelerate value creation within your portfolio through the power of AI CRM.
A centralized single point of contact to your operating team and your
portfolio companies.
Providing performance monitoring analytics & adoption insights including Data and AI Readiness to maximize Salesforce ROI.
Salesforce product enablement, webinars, platform health checks, POCs, and assessments.
Participate in events to learn about Salesforce product innovation, get access to thought leaders & industry content.
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.
Whether it's understanding how to easily unlock the AI and next-gen capabilities already within your current licensing or streamlining tech stacks ahead of an exit, our team is ready to help.
