Intercontinental Real Estate (IRE), an SEC Registered Investment Adviser specializing in private equity real estate, partnered with Fortimize to replace Dynamo with Salesforce. This move aimed to enhance scalability and provide a complete view of investor activity, overcoming manual processes and a lack of transparency.
Fortimize implemented Salesforce as the central platform for all investor-related activities, offering CRM capabilities for managing fundraising, investors, properties, and financials. The solution included a branded investor portal for self-service access, allowing investors to monitor activity and download documents. Complex profit and waterfall calculations were also consolidated on the Salesforce platform.
Results of the partnership include streamlined investor communication through Salesforce, cost savings by subsetting Dynamo, and transferring all calculations from Excel to Salesforce. The collaboration successfully built a scalable solution, addressing challenges in investor tracking, performance calculation, and monitoring investment criteria.
