Analytics & reporting

Turn Salesforce data into dealmaking insights

Track relationship strength, monitor deal progress, and identify the best opportunities
Get a demo

Surface relationship insights that drive deals

Transform your firm’s network data into actionable intelligence. Create custom reports to identify warm introduction paths, track relationship strength across portfolio companies, and uncover hidden connections that could accelerate deals.

Monitor deal progress and identify opportunities

Stay on top of your pipeline with real-time visibility. Access pre-built reports or build custom dashboards to track deals needing attention, monitor relationship scores, and identify opportunities that need engagement—all using Salesforce’s native reporting tools.

Build stronger portfolio relationships

Transform portfolio company interactions into lasting partnerships. Create reports that track engagement across industries, monitor relationship health, and identify opportunities to deepen connections across your firm.