Investor Portal via Salesforce Experience Cloud for Innovative Capital Corporation

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.

Innovative Capital Corporation

Location

San Diego, CA

Newport Beach, CA

Industry

Capital Markets

Number of Employees

2-10

Services Provided:

Salesforce CRM Consulting, Salesforce Customization, Salesforce Development, Salesforce Integration,

Want to Build a Custom Investor Portal?

We will help you create a completely custom investor portal powered by Salesforce without overpaying for unnecessary functionality.

<p>Thank you for showing your interest in Ascendix!</p>
<p>While we’re getting ready to schedule a meeting with you, let us tell you about Ascendix in brief.</p>
<p>We are a CRM Consulting company that helps businesses maximize the efficiency of their Salesforce and Microsoft Dynamics CRM software.</p>
<p>We also have designed our own CRE CRM tools and add-ons that empower commercial real estate companies to better serve their clients and win more deals.</p>
<p>See <a href="https://ascendix.com/cases/salesforce-crm-consulting-services/" target="_blank" rel="noopener">how one of our clients was able to streamline marketing and lead processing processes</a> by leveraging AscendixRE CRM and Salesforce consulting services by Ascendix.</p>

<p>Team, we have a new lead.</p>

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Challenge

Handling a sizeable and growing client base, Innovative Capital struggled to effectively unify the data of its lenders and borrowers. Furthermore, with the launch of a private debt fund, they needed to expand their Salesforce platform to meet investor needs and manage data securely and efficiently.

Moreover, they looked for a powerful solution that could not only promote their premier services but also enhance lead engagement and provide better visibility into investors’ fund contributions and distribution.

Also, the new tool should be highly customizable, have secure access control, and have multi-device accessibility.

Investor Portal Dashboard for Innovative Capital Ascendix

Solution

Innovative Capital engaged Ascendix to create an investor portal software that harnessed Salesforce Experience Cloud’s power. The new portal, resonating with their company’s branding, seamlessly integrates with Salesforce CRM and other Salesforce products, fostering a unified database of contacts, loan details, and activity outcomes.

The portal offers highly customizable features and is accessible from multiple devices. Crucially, it includes controlled permissions to protect sensitive information.

In addition, the investor portal spotlights the critical details of each loan portfolio:

Loan type,
Loan position,
Loan value,
Monthly payments.

It also has a table listing out more in-depth loan data, such as:

Property type,
Funding and maturity dates,
Closing appraisal,
Loan amount,
Property address,
A summary of loans, payments, and yields.

Within the investor portal, the essential loan information is linked to PDF documents for easy access, and provided property addresses are linked to external platforms like Zillow, Redfin, or Google Maps. Moreover, the portal solution facilitates document uploads via Salesforce’s Contact record, allowing investors to view all necessary documents along with monthly updates in one place.

Investor Data in Salesforce Organization For Innovative Capital Ascendix

Payoff

With the new investor portal, Innovative Capital could showcase essential loan information linked to additional resources like PDF documents and external property listings.

All documents are now stored within the Salesforce Digital Experience portal, streamlining file management and enhancing the investor experience.

Book Free Salesforce Consulting Call

We help with Salesforce projects of any complexity: from small customizations to global Salesforce implementations.

<p>Thank you for showing your interest in Ascendix!</p>
<p>While we’re getting ready to schedule a meeting with you, let us tell you about Ascendix in brief.</p>
<p>We are a CRM Consulting company that helps businesses maximize the efficiency of their Salesforce and Microsoft Dynamics CRM software.</p>
<p>We also have designed our own CRE CRM tools and add-ons that empower commercial real estate companies to better serve their clients and win more deals.</p>
<p>See <a href="https://ascendix.com/cases/salesforce-crm-consulting-services/" target="_blank" rel="noopener">how one of our clients was able to streamline marketing and lead processing processes</a> by leveraging AscendixRE CRM and Salesforce consulting services by Ascendix.</p>

<p>Team, we have a new lead.</p>