In partnership with Ascendix, Innovative Capital Corporation has created a robust investor portal software. Leveraging the power of Salesforce Experience Cloud, the portal not only synchronizes flawlessly with other Salesforce products but also shares a unified database featuring contacts, loan details, and real-time activity outcomes. The portal’s design echoes the company’s branding, reinforcing a harmonious visual identity across all platforms.
Background
Innovative Capital Corporation is a commercial real estate brokerage and private capital lender specializing in connecting clients with a variety of funding sources including venture funds, private equity, and debt funds.
Together with Ascendix, they created an investor portal software powered by Salesforce Experience Cloud and seamlessly integrates with other Salesforce products, fostering a unified database of contacts, loan details, and activity outcomes. The design of the new portal mirrors the company’s branding, ensuring consistent visual identity.
Scope of Work We Delivered to Innovative Capital
- Customized Salesforce Experience Cloud to meet the needs of investors and investor-related communication.
- Built an investor portal that provides visibility for investors into their contributions and distributions of the funds as well as into the portfolio of loans and key performance metrics.
- Enabled management of investors’ access to the portal via Salesforce.
- Synchronized their investor portal with their Salesforce organization to establish a unified data source, ensuring seamless data flow while maintaining a high level of security protection.