The Private Capitalstack, connectedend to end.
Your CRM, data providers, investor portal, fund admin, and AI tools, wired into one system the whole company trusts. These are the platforms we implement, integrate, and customize most.
Skydog is the partner of choice for asset managers overseeing $500B+ in AUM.
01 · The system we build
Four layers. One system.
The AI your teams work in, the CRM underneath it, the overlay products that feed it, and the data you already have, connected and governed.
LAYER 01
AI Transformation
What your team works in
Claude, ChatGPT, and Grok connected to the same CRM, documents, and permissions, so every team gets AI that knows your company.
LAYER 02
CRM
The system of record
Salesforce Financial Services Cloud as the system of record, or DealCloud and Affinity where they already run the business.
LAYER 03
Overlay products
Data and workflow on top
LAYER 04
Your data
Where the truth lives today
The overlay products we connect.
A sample of the platforms we implement, integrate, and customize, grouped by the job they do and the teams that rely on them.
Salesforce overlays
Altvia · InvestorFlow · Navatar
Private-markets packages built on Salesforce for fundraising, investor relations, and deal flow. We implement, extend, and clean them up, and connect them to your data and AI tools.
Fundraising intelligence
Dakota · Preqin · With Intelligence
Allocator, consultant, and advisor contacts, mandates, and searches, matched to the records already in your CRM.
Deal & market data
PitchBook · S&P Global
Company, deal, and financial data behind sourcing, market maps, and comparables.
Investor portals & onboarding
Juniper Square · Anduin · Intellistack
Commitments, subscription documents, and investor onboarding, synced back to the relationship.
Fund accounting & administration
Allvue · SS&C
Capital accounts, performance, and portfolio data feeding reporting and LP communications.
Enrichment & data operations
Clay · ZoomInfo
Research, enrichment, and de-duplication that keep every record complete and current.
Where your team works
Slack · Microsoft Teams · Google Workspace
Agents and alerts delivered where people already work, including Rover, our Slack and Teams agent.
Product names and logos are trademarks of their respective owners. Listing a product does not imply a partnership.
03 · How we wire it
Connected, not just integrated.
Plenty of stacks have connectors. Few have rules. These four keep yours clean as it grows.
One golden record
Every LP, company, and person exists once. Data from every source is matched to that record, not copied beside it.
Every field has an owner
We decide which system owns each field and which way it syncs, so sources never overwrite each other.
Permissions mirror your walls
Information barriers and MNPI rules carry through to the CRM, the overlays, and every AI agent.
AI on governed data
Claude, ChatGPT, and Grok read from the same governed data, and ask a person before anything is sent or changed.
Private Capital
Built for every team at a Private Capital company.
Four teams, one connected system. Each gets the tools, data, and AI agents built for the way it works.
Institutional Capital Raising & Investor Relations
LPs, consultants, DDQs, and quarterly reporting.
Explore 02Private Wealth Capital Raising & Investor Relations
Wholesalers, advisors, platforms, and evergreen flows.
Explore 03Deal & Origination
Sourcing, intermediaries, pipeline, and IC.
Explore 04Value Creation & Ops
Portfolio KPIs, portfolio company GTM, and AI rollouts.
ExploreFAQ
Common questions
Which CRM is best for Private Capital?
Most of our clients run Salesforce Financial Services Cloud. DealCloud and Affinity are strong choices for some teams. We compare all three in our DealCloud vs. Affinity vs. Salesforce guide.
Can you integrate Dakota, Preqin, and PitchBook with Salesforce?
Yes. We connect data providers to your CRM with matching and de-duplication rules, so their data enriches your records instead of creating duplicates.
Do we need every product on this page?
No. Most companies use a handful. We help you decide what's worth keeping, what overlaps, and what to connect first.
Which AI tools do you connect to the stack?
Claude, ChatGPT, and Grok. We connect them to the same CRM, documents, and permissions, and recommend which one fits each team's work.