The challenge
The firm had no centralized way to track engagements, match investors to deals, manage due-diligence stage gates, or handle commission splits across many brokers on complex transactions.
What we did
- Custom Engagement and Investment objects with junction objects for many-to-many relationships
- Record-triggered and loop-based flows to create engagements and generate commission-split records
- Stage-based workflows with validation rules enforcing compliance before deals go to market
- Three contact record types for issuers, investors, and associated persons with role-based security
The results
The firm gained a production Salesforce environment with 5+ custom objects tracking companies raising capital and the investors funding them, a framework for waterfall commission splits, and a platform to scale from 10 to 40+ users.
You blew my expectations away… I’m not an easy critic.
Client, Private Equity & Capital Markets