How Salesforce CRM Helps Private Equity Funds Improve Deal Sourcing & Portfolio Performance

The private equity business requires a lot of focus – focus on fundraising, on finding the right deals, on company performance – before it can deliver successful returns for its limited partners.

Distractions can be plenty.  Martin Stein, Managing Director of Blackford Capital, who is one of the most tech-savvy private equity professionals, discusses some of these issues in a new video. He outlines why focus is so critical in the private equity world.

Martin has been one of the early adopters of cloud technologies and social media, deploying Navatar Private Equity CRM, which is built on the Salesforce platform, at Blackford Capital 3-4 years ago. Blackford Capital is a private investment firm that acquires, manages, and grows middle-market manufacturing, distribution, and service companies. Blackford also uses Navatar Deal Connect for deal sourcing and building intermediary relationships.

According to Martin, the cloud has helped Blackford Capital focus their time and efforts a lot less on deal sourcing, so they can allocate more time towards their portfolio companies. He adds:

In the end, it is finding a good deal and managing that deal effectively that allows us to drive higher returns for our LPs.” 

In addition to the video, do not miss the recorded webinar, The New Rules of Private Equity, with Martin Stein, to learn about the detailed metrics that Blackford uses to improve operating performance. When it comes to focus, Martin is one of the pros in the business.

Alok Misra

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