Skip to content

Client profile · Private Equity & VC

Mid-market private equity investment firm

A private equity investment firm that manages capital across portfolio companies. Vantage Point assessed and migrated its Salesforce org from Enterprise Edition to Professional Edition and stayed on through a retainer.

South Client since 2019 3 engagements

The challenge

The firm needed its Salesforce environment reworked to fit how its deal and investor teams actually work.

What Vantage Point delivered

  • Assessed the existing Salesforce Enterprise Edition org and migration path
  • Migrated the org from Enterprise Edition to Professional Edition
  • Provided ongoing retainer support after the migration

Platforms

SalesforceSales Cloud

Services

MigrationImplementationManaged services

Similar clients

Boardroom with a long wood table, leather chairs, and a city skyline view Private equity firm

Lower middle market private equity firm

Pennsylvania · Since 2022 Modern venture capital office with glass conference room and city view Venture capital firm

Venture capital firm with managed Salesforce support

Florida · Since 2024 Private equity conference room with skyline view and leather folders Private equity firm

Middle-market private equity firm

Texas · Since 2023 Minimal meeting room with laptop and notebooks overlooking a skyline Venture capital firm

Early-stage venture capital firm

Texas · Since 2019

We do not publish client names. Every profile on this page describes a real Vantage Point client, written from our CRM records with identifying details removed. Image is illustrative. Salesforce, HubSpot and other product names belong to their owners. Browse all clients →