Investment Dashboards That Track Portfolio KPIs in Real Time

A private equity firm with 196 investments was built to move fast to find and acquire companies. Its edge was speed; but its reporting ran on spreadsheets that went stale the moment they were exported.

They'd run on Salesforce for years — but the numbers that actually drove decisions still lived in Excel. Every export was a snapshot of a portfolio that had already moved. For a firm whose edge is speed, that wasn't a reporting problem — it was a competitive one.

• Time — every analysis started with a manual export, so answers arrived days late
• Fragility — constant hand-edits made the spreadsheets brittle and error-prone
• Blind spots — no real-time view, so leadership never saw the full picture at once

The metrics that mattered most were the hardest to see — entry multiples, valuation benchmarks, ROI by co-investment partner, deal sources. The exact levers that drive returns.

They didn't need new software — they needed the software they already owned to work. In under one month, Everpeak retired the spreadsheet workflow and rebuilt reporting natively in Salesforce. No new platform, no rip-and-replace.

• Native Sales Cloud dashboards — real-time reporting, no exports
• Custom Apex — advanced reporting logic Salesforce couldn't do out of the box
• Refined data architecture — consistency across the entire platform
• Validation rules & process — clean, trustworthy data that stays clean

The transition to Salesforce was not just a technology upgrade, it was a change in how leadership runs the firm and how data entered the system. Guesswork gave way to confident, data-driven decisions.

• Unprecedented Visibility — Leadership now has a real-time, 360-degree view of the entire portfolio and deal pipeline. Faster, more confident decisions replaced guesswork with data-driven insights.
• Operational Efficiency — Automation of reporting and manual tasks saved 10–15 hours per week, freeing the team to focus on higher-value activities such as client engagement and deal execution.
• Improved Data Integrity — A single source of truth, supported by validation rules, ensures data accuracy and consistency across all reports.
• Enhanced Client & Investor Relations — With a complete history of interactions and transparent reporting, Nashton delivers more personalized, proactive service to stakeholders.

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