Private Equity Firms We've Worked With

Solutions for Private Equity Firms

Mergers & Acquisitions

Coastal specializes in guiding portfolio companies through complex M&A integrations, carve-outs, and consolidations—aligning Salesforce with private equity investment strategies. With proven playbooks, we accelerate post-merger value capture by unifying customer data, streamlining sales processes, and standardizing reporting across newly combined entities.

Carve Outs

Carve-outs can leave portfolio companies with fragmented systems and limited infrastructure. Coastal quickly establishes a stand-alone Salesforce environment tailored to the new entity, ensuring data integrity, business continuity, and scalability from day one. Our proven playbooks accelerate separation, reduce disruption, and set the foundation for revenue growth and operational agility—so the new PortCo is positioned to deliver value faster.

Salesforce Org Performance Assessment

With Coastal’s Salesforce for Peak Performance Assessment, PE firms get a data-driven view of how a PortCo’s Salesforce org is performing—highlighting technical debt, scalability, and revenue system maturity. This insight enables fact-based investment decisions that maximize EBITDA impact.

Salesforce Optimization & Managed Services

Waves, our flexible managed services model, gives portfolio companies on-demand access to the Salesforce expertise they need—without the cost of building high-overhead teams in-house. Combined with our diagnostic frameworks and ongoing strategy sessions, we ensure Salesforce orgs are optimized, scalable platforms that deliver value across the investment cycle.

Revenue Optimization

As the #1-ranked Salesforce Revenue Cloud partner, Coastal delivers end-to-end quote-to-cash modernization—including CPQ-to-RCA migrations, billing, and subscription management—to eliminate revenue leakage. Our expertise helps PE firms systematically improve cash flow, expand margins, and increase the predictability of topline growth across their PortCos.

Agentforce & AI

Coastal helps portfolio companies safely and effectively adopt Agentforce AI by prioritizing initiatives based on value-creation impact, supported by strong governance, security, and alignment. By embedding AI into sales, service, and operations, we enable PE firms to capture productivity gains while minimizing the risks of ad hoc pilots and poor adoption.

Data Modernization

Coastal’s Data Cloud and analytics services modernize portfolio company data architectures with governed, zero-copy models that unify insights across every system. For PE firms, this delivers a single source of truth for benchmarking, performance tracking, and rapid execution of value-creation strategies.

Trusted solutions to common Private Equity challenges.

True North Value Creation Pack

Coastal’s Value Creation Assessment Pack accelerates revenue, EBITDA, and scalable growth across portfolio companies. Peak Performance, AI Data Cloud, and CPQ-to-RCA assessments benchmark today, reveal growth levers, and align leaders on actionable, measurable roadmaps.

Peak Performance Assessment

Benchmark portfolio companies to uncover growth levers and align leadership on a clear roadmap—delivering repeatable, measurable results.

AI Data Cloud Assessment

Unlock portfolio-wide insights via data readiness assessment, cross-system intelligence integration, and a modernization roadmap—converting disparate data into revenue growth and EBITDA.

CPQ to RCA Migration Assessment

Optimize revenue by migrating portfolio companies from legacy CPQ to Salesforce RCA. Assessments identify risks, uncover growth levers, and provide roadmaps to accelerate quote-to-cash, reduce leakage, and scale growth.

Coastal’s combination of technical and business knowledge is where they really shine.

Actual Customer Review on G2

The Salesforce Org Merge Decision Framework

Take the guesswork out of your platform consolidation.

Meet our Private Equity experts.

Mark Burkhead

PE Peak Performance Assessments

Frequently asked questions about Salesforce for Private Equity Firms.

How can PE firms use Salesforce to accelerate revenue growth across portfolio companies?

Coastal True North Strategy Services establish outcome-oriented roadmaps to identify high‑ROI quick wins—like improved cross-selling or lead generation—driving early sales acceleration across portcos.

Which Salesforce tools drive EBITDA improvement and cost efficiency for PE-backed businesses?

Through Revenue Cloud (including CPQ and Approvals) and Salesforce Data Cloud, Coastal helps reduce revenue cycle friction, automate manual workflows, and eliminate inefficiencies, directly supporting EBITDA growth.

What Salesforce solutions improve sales pipeline visibility and forecasting accuracy?

By integrating Sales Cloud, Data Cloud, and Tableau/CRM Analytics, Coastal delivers unified dashboards and AI-driven insights that enhance pipeline clarity and forecasting fidelity.

How can Salesforce Data Cloud and AI deliver portfolio-wide insights for value creation?

Coastal’s Salesforce Data Cloud services—including zero-copy architecture and Agentforce activation—enable real-time, scalable insights across diverse data sources. Their Waves for AI tier supplies AI agent governance and operations for sustained, data‑driven insights.

How does Salesforce Marketing Cloud support acquisition and retention strategies?

While specifics on Marketing Cloud aren’t deeply detailed, Coastal’s Unified Business Insights offering suggests integrating Marketing Cloud with CRM and financial platforms to power data-informed acquisition and retention strategies.

How does Salesforce enable repeatable, scalable growth across diverse portfolio companies?

Their approach includes Accelerated Solutions (prebuilt industry-specific templates), True North strategic planning, and Waves Managed Services—all combined to ensure consistent, scalable Salesforce delivery across a variety of portcos.

How can Salesforce support data-driven benchmarking across markets and industries?

Using Tableau and CRM Analytics, Coastal builds semantic data models, reusable KPIs, and governed analytics. These tools allow PE firms to benchmark performance across segments with trusted, cross‑portfolio insights.

What role does Salesforce play in M&A integration and portfolio consolidation strategies?

Coastal specializes in digital transformations that handle mergers, carve-outs, and platform roll-ups throughout the investment lifecycle—providing strategic and technical execution support for M&A‑driven consolidation.

How can Salesforce improve portfolio company performance assessments and reporting?

Their Peak Performance Diagnostic offers deep diagnostics of org health, process performance, and tech debt—enabling accurate, up-to-date performance assessments across portcos.

Need a Salesforce Partner for a Private Equity Firm?

We Help Private Equity Firms Drive Value Creation Through Data, Technology, and AI