Salesforce offers powerful flexibility—but without the right configuration, fund managers risk overspending on unused features or building systems that are difficult to scale.
This brief explores the challenges of using Salesforce out-of-the-box for private equity and venture capital firms and offers guidance on how to build an efficient, cost-effective system tailored to fund workflows. Learn how Altvia’s purpose-built solution helps firms streamline fundraising, portfolio management, and investor engagement—without starting from scratch.
Download the solution brief to learn how to get the most from Salesforce for fund management.