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Private Markets Accelerator

Salesforce solutions tailored for private markets.

A pre-built Salesforce implementation designed to enhance investor relations, deal tracking, portfolio management, and optimize prospecting workflows with a fixed price and scope.

Are You Facing These Challenges?

Disorganized data is causing missed opportunities and slow response times.

Outdated systems and fragmented tools are hindering efficiency and growth.

Lack of insights and inconsistent data is weakening investor relationships.

Complex compliance and reporting are causing delays and increasing errors.

Then our Accelerator is right for you.

What is a Private Markets Accelerator?

A pre-built Salesforce implementation designed to enhance investor relations, deal tracking, portfolio management, and optimize prospecting workflows with a fixed price and scope.

  • Increase Investor Relations fundraising effectiveness by starting with a prospecting engine (MCAE, Maps and Zoom Webinar)

  • Enrich data with integration (PreQin, Factset, or LinkedIn or Pitchbook) and Tier relationships and interests based on historical pipeline engagement

  • Manage portfolio in real time of active deals, top investors and trends over time for leadership insights

  • Facilitate operations by complying with Investor Qualification, Form CRS, and Suitability Checklist standards

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Private Markets Accelerator FAQ

  • The Private Markets Foundation Module includes:

    • Tailored lead, opportunity, contact, and account setup for Private Markets

    • Deal and fund tracking structure

    • Investor Relations tracking

    • Dashboards and Maps (if licensed)

    • AI-enhanced meeting notes

    • 5 hours of training and 10 hours of customization

    Additional modules include GTM Insights, Engagement Scoring, AI tools, and pre-integrated platforms like PitchBook, Preqin, and Slack.

    • De-risks implementations by giving clients a roadmap built from successful projects

    • Shortens sales cycles with a clear, scoped offer for first-phase implementation

    • Increases adoption by delivering dashboards, workflows, and views Private Markets teams actually use

    • Makes you look good—you're bringing in a proven, industry-aligned solution and a partner highly experienced in their industry.

  • Yes. Each module includes scoped configuration hours and is designed to be tailored to the client’s strategy, roles, and process flow. It’s structured, but not rigid.

  • Saasinct’s Private Markets Accelerator starts at $29K for the Foundation Module and scales up depending on selected add-ons. Total deal sizes typically range from $15K to $50K+, with strong attach rates for additional licenses (e.g., Slack, Agentforce, Shield), managed services and phase 2 expansion.

  • Absolutely– Saasinct designed the accelerator specifically for this purpose. Many clients start with the Foundation Module, then add Engagement Scoring, AI, or Integrations as their use of Salesforce matures and deepens.

  • Yes. Saasinct maintains a complete demo org with preconfigured modules and data. AEs can schedule a guided demo for their prospects with the Saasinct team.

  • Yes. Saasinct’s accelerator can be implemented on Sales Cloud or Financial Services Cloud, depending on client preference and licensing. Saasinct tailors the implementation accordingly.

    • Saasinct is a boutique firm that knows Private Markets and their workflows cold;

    • Designed to support AE-led sales, not compete with Salesforce licenses;

    • Proven track record with fast time-to-value and happy client references;

    • Modular, flexible, and priced flexibly for either quick-starts or strategic expansions.