LFM Capital opened its doors in Nashville, Tennessee after successfully closing its first fund in October 2014. LFM invests in lower middle-market North American manufacturing and industrial service companies and is led by a successful Fortune 50 team with experienced global operating executives and private equity professionals.
LFM’s nontraditional deal sourcing approach proved to be a successful strategy. With the growth LFM experienced, the firm sought a better way to manage the increased volume of data. Third-party applications became essential for LFM to maintain their contacts and interactions. With the growing number of applications LFM was utilizing, they realized the steps within their daily workflows were also growing, creating a lengthy process.
To get the LFM team back up and running with their favorite applications, like Outreach. io, SourceScrub, and DataFox, Altvia trained their team on AIM, and how to use their third-party tools within the system, providing a seamless workflow that gives them back time in their day.
“We were blown away; the entire process was painless and it was a seamless transition to get up and running on Altvia,”Jessica Ginsberg, Director of Business Development.
The switch to a more robust private equity CRM system was necessary for LFM’s future growth.
“Private equity technology is changing so quickly. I feel really good that we are now on Altvia and Salesforce because I know that we can add more tools and applications over time very efficiently,” Jessica Ginsberg.
LFM’s case study shares the story of the strategic investment made with Altvia’s private equity technology to build a scalable workflow designed for future growth.