Success Story SalesForce Strategy for Investor Relations Building a be,er Private Capital Marketplace SteelBridge Consul0ng James M. Haluszczak Managing Partner o: +1 646.737.7960 m: +1 302.438.5400 e: jhaluszczak@steelbridgeconsulJng.com Todd G. Haring Partner o: +1 646.737.7960 m: +1 215.704.4838 e: tharing@steelbridgeconsulJng.com Contact Us Project Approach Client Challenge SteelBridge Impact • DraMed strategy to bring all the contact informaJon into SalesForce from various Excel schedules • Created workflows around all the repeaJng communicaJons to exisJng and potenJal LPs • Put processes in place to capture investor address changes and other noJficaJon changes • Customized reports to generate investor heat maps to help cluster travel around geo

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