Vantage Point helps private equity firms manage deal flow, investor relations, and portfolio company performance with Salesforce or HubSpot — configured for your investment strategy.
Challenges Facing Private Equity Firms
Fragmented Deal Flow
Deal opportunities scattered across emails, spreadsheets, and individual partner networks without centralized tracking.
LP Relationship Complexity
Managing relationships with dozens of limited partners across multiple funds with varying communication needs.
Portfolio Visibility Gaps
Limited real-time visibility into portfolio company performance and value creation initiatives.
Manual Reporting Burden
Quarterly LP reports and internal investment memos created manually from disparate data sources.
Our Approach to Private Equity CRM
We help PE firms implement CRM that supports the full investment lifecycle — from deal sourcing through exit — while maintaining LP relationships and portfolio oversight.
Salesforce CRM
Best for: Growth equity, buyout funds, firms with $500M+ AUM
Deal pipeline with custom investment stages
LP relationship and commitment tracking
Portfolio company performance dashboards
Integration with data rooms and portfolio monitoring tools
HubSpot CRM
Best for: Emerging managers, search funds, deal marketing focus
Deal sourcing and pipeline management
LP outreach and marketing automation
Relationship tracking with intermediaries
Cost-effective solution for smaller teams
Key Capabilities
Deal Pipeline Management
Track opportunities from sourcing through close with custom stages, screening criteria, and investment committee workflows.
LP Commitment & Capital Calls
Manage fund subscriptions, capital call schedules, and distribution tracking for each limited partner.
Portfolio Company Tracking
Monitor portfolio company KPIs, board meetings, and value creation initiatives in a centralized dashboard.
Fundraising Campaign Management
Organize LP outreach, track meetings, and manage the fundraising pipeline from prospecting to close.
Expected Outcomes
Private equity firms that implement CRM with Vantage Point typically achieve:
3x
Deal Velocity Faster sourcing to close
50%
Time Saved On LP reporting
10-16
Week Implementation For Salesforce CRM
6-10
Week Implementation For HubSpot CRM
Who We Serve
We work with private equity firms across the spectrum:
Buyout Funds
Growth Equity Firms
Venture Capital
Search Funds
Family Offices
Frequently Asked Questions
Common questions about CRM solutions for wealth management firms
How does CRM help with PE deal sourcing?
CRM centralizes deal flow by tracking all opportunities, intermediary relationships, and outreach activities. You can log interactions with investment banks, executives, and advisors, then score and prioritize opportunities based on fit criteria. Automated workflows ensure timely follow-ups, and reporting shows pipeline health across sectors and geographies.
Can Salesforce manage multiple PE funds?
Yes. Salesforce can be configured to track multiple funds with separate deal pipelines, LP bases, and portfolio companies while maintaining a unified view across the platform. Custom objects model fund structures, and permission sets control access so teams see only relevant fund data. This is particularly valuable for firms managing multiple vintages.
What integrations do PE firms need?
Common PE integrations include: data rooms (Intralinks, Datasite), portfolio monitoring tools, email (for deal correspondence tracking), document management (DocuSign, Box), and financial data providers. Salesforce has pre-built connectors for many PE tools; HubSpot integrations often require middleware like Zapier.
How long does PE CRM implementation take?
Salesforce implementation for PE firms typically takes 10-16 weeks, including deal pipeline setup, LP tracking, and portfolio company dashboards. HubSpot implementations run 6-10 weeks with a focus on deal flow and marketing. Firms with complex fund structures or multiple integration requirements should plan for the longer end of these ranges.
What's the cost of CRM for a PE firm?
For a typical PE firm (5-15 users), expect: HubSpot: $500-2,000/month for core CRM and sales features. Salesforce: $3,000-10,000/month depending on edition and add-ons. Implementation costs range from $30,000-$150,000. ROI typically comes from faster deal execution, improved LP relationships, and better portfolio visibility.
Ready to Transform Your Deal Flow?
Schedule a consultation to discuss your firm's CRM needs. We'll help you choose the right platform and implementation approach for deal sourcing, LP relations, and portfolio management.
Ready to grow your company to the next level?
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