Transparent Invest

Complete Salesforce solution for Venture Capital and Private Equity industry

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Understanding Your Needs

In our product we use industry-based practices and recommendations by recognised bodies such as BVCA, ILPA, PERG and EVCA.

Salesforce expertise

We are Salesforce ISV and consulting partner and have worked with Salesforce since 2010. Our components are used by hundreds of organisations.

Strategical Consulting

Every detail is important, but it’s also vital to see the bigger picture. We help you to define your goals and achieve them.

Comprehensive venture capital and private equity CRM cloud solution

  • The current environment requires venture capital and private equity funds to consider security, compliancy and transparency issues, all of which are becoming increasingly challenging and resource consuming.
  • We developed our product using industry recommended reporting standards developed by EVCA, ILPA and British Guidelines Monitoring Group. As a result, the general and limited partners of funds receive a comprehensive view of investments from commitment to distribution.
  • Our product is completely built on the Salesforce platform, which is accessible from phones, tablets and desktops and takes care of security and high availability providing access to your data from anywhere and anytime.
  • We provide perfect marketing and sales solution for fund raising and deal management, giving a comprehensive view of each account and contact, with communication and marketing history tracking.

Have a question or just want to say hello?

We are happy to have a chat about your requirements and answer your questions. Give us a call or drop an email.

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We are proud of our work!

Bedrock is a CRM consultancy that deals with Salesforce and CRM software and implements it into your business to make the difference. Our specialists are based in London and provide support and consulting. We love what we do and we know how important understanding our clients’ business is. If you are looking for the most effective CRM solution for your company - contact us and hire CRM developers! Our job is to make your business better.

Clients trusted Transparent Invest

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PWC and BVCA produced best reporting practices for the private equity industry

22nd April 2018

Pricewaterhouse Coopers and British Venture Capital Association, both aiming to improve the disclosure and transparency of private equity and venture capital funds, published a best practices report. The report is in line with the Walker Guidelines and reflects the updated standards and investor expectations of reporting. It broadens the scope of reporting to include the […]

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Ernst and Young released results of their 2018 private equity industry survey

22nd April 2018

The key findings of the report include: The scrutiny of management fees remains a dominating challenge. The investors keep putting pressure on the size of the management fees in the industry. The main measure by most funds is cutting their expenses. Shockingly, more than half of CFOs said that they are still in the early […]

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Private Equity Reporting Group publishes its 10th Annual Report

22nd April 2018

PERG was formed in 2007 following the publication of Sir David Walker’s disclosure and transparency guidelines requiring additional communication by private equity funds about their portfolio companies released its 10th Annual Report . The main highlights of the report include: The share of compliant portfolio companies fell from 86% to 79% from the previous report […]

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We are official Salesforce consulting and ISV partner

We provide custom Transparent Invest component a complete solution for your Venture Capital or Private Equity funds. Built on Salesforce CRM market leading platform it brings the power and security of cloud computing to investment management enabling access to your data from anywhere on any device.