Industries › Financial Services › Private Equity & Funds Management

AI agents that already know private capital.

Our agents come pre-equipped with private capital workflows, regulatory requirements, data models, integration patterns and proven Salesforce configurations — turning industry knowledge into a faster, lower-risk implementation.

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Pre-solved

We have already solved the hardest challenges for private capital before your project starts.

Close the gap between IC and fund administration

Governed picklists and a handoff pattern mean approved deals map downstream without re-keying, so the two systems reconcile instead of disagreeing.

Model commitments the way they really work

Multi-close structures, tranched instalments and side letters ship as an extended data model, not a stretched opportunity object.

Stop LP relationships living in people's heads

Relationship mapping and coverage patterns capture who introduced whom and which LP backed which vintage — through staff turnover and fund cycles.

Make every IC decision auditable

Gated approval routing records who approved what, when and why, with decline reasons captured against controlled values.

The AI-native approach

Seven agents. Every project starts pre-loaded.

We embed industry knowledge into the agents — not a methodology deck. From day one, every agent applies your industry’s workflows, regulations, data models and proven patterns — from Discovery through Managed Services. The result: industry expertise built directly into your solution and project artefacts from week one.

Discovery

Runs workshops from the pack process models. Asks “how do your IC gate criteria differ from this baseline?” not “walk us through your process.” Output is captured as deltas against the pack baseline.

Design

Starts from the tenth draft. Pack stories, acceptance criteria and the commitment and vehicle data model pre-loaded; the agent reconciles rather than authors. Every artefact badged From pack / Adapted / Net new.

Metadata

Diffs your existing org against the pack data model to produce a fit-gap automatically, or validates a clean landing zone.

Build

Instantiates the pack Flow and Apex skeletons parameterised to the approved design. Config generated from validated, tested patterns rather than authored from scratch.

Test

Runs the pack test suites against the built config using synthetic fund, LP and commitment data. Traceable story → acceptance criteria → test.

Deploy

Inherits the pack environment and release conventions.

Managed Services

Picks up the pack reporting layer and continues to improve it post go-live.

Inside the pack

What makes our Agents ready for Salesforce implementation for private capital

See exactly what our agents know and apply to your implementation.

Agent Skills

What it impacts

Process models

Deal origination → screening → diligence → IC decision → allocation → handoff. LP prospect → onboarding → KYC → commitment → close. New product approval across both gates. Periodic portfolio KPI and ESG collection. Mermaid + structured JSON.

Data model extensions

Fund, vehicle, SPV, commitment, close, tranche, side letter, LP entity, GP and sponsor, deal, allocation, approval and portfolio company objects layered on Financial Services Cloud, with ERDs and rationale.

Story & AC library

Parameterised user stories with acceptance criteria, tagged by use case, cloud and persona (deal team lead, IC member, IR and coverage owner, distribution, operations, compliance).

Flow / Apex patterns

Deployable skeletons: stage-gate entry criteria enforcement, multi-close roll-up, tranche linkage to a parent commitment, KYC renewal scheduling, dual-gate approval routing, duplicate detection on entity identifiers.

Agent prompt & topic-action sets

Agentforce topics and actions for IC pack assembly, diligence status summarisation, relationship path discovery, LP engagement briefing.

Test suites

Test scripts plus synthetic data generators — funds and vintages, LP entities, commitments across multiple closes, tranches, side letters, deal pipelines.

Reporting packs

Dashboards and KPI definitions: capital raised against target by vehicle, pipeline by stage and time-in-stage, conversion by channel, IC decision log, LP engagement health, commitment audit trail.

If a component is empty in the manifest, the row renders empty. The page cannot overstate the pack.

The solution

How we implement Salesforce for private capital firms.

We connect the entire private capital journey — from deal origination and diligence to fundraising, commitments, portfolio oversight and reporting. Our agents apply AML, wholesale-investor and disclosure logic to automate work and identify risk before it becomes a problem.

20 of 20 use cases

Use case

Pillar

Salesforce

Agent / integration hook

Deal origination & sourcing attribution

Origination & Deal Flow

Sales Cloud, FSC, Data 360

Sourcing agent classifies source type and links the introducing contact

Gated deal pipeline from idea to approval

Origination & Deal Flow

Sales Cloud, Agentforce

Stage-gate agent enforces entry and exit criteria at each transition

GP, sponsor & intermediary relationship network mapping

Origination & Deal Flow

FSC Actionable Relationship Center, Data 360

Network agent surfaces prior sponsor history and warm introduction paths

LP onboarding pipeline & KYC/AML status tracking