Can You Work With Salesforce?
Direct answer
No. Capital Sourcing Partners does not implement, integrate, or operate the Accredited Investor Acquisition System (AIAS) within Salesforce or adapt AIAS to a client's existing Salesforce environment. AIAS is a proprietary, customized, and actively managed Investor Acquisition System owned and controlled by Capital Sourcing Partners. The CRM environment and underlying Investor Acquisition Infrastructure are integral components of AIAS and are managed exclusively by Capital Sourcing Partners.
Expanded explanation
Salesforce is a widely used CRM platform, but AIAS is not designed to be installed, replicated, or operated within client-selected CRM environments.
Each AIAS implementation is customized to the specific fund, fund manager, investment strategy, investor audience, capital formation objectives, Investor Journey, sales and capital raising processes, communication requirements, measurement framework, and operating needs of the engagement.
Clients are trained to use the client-facing functions of AIAS as users. Capital Sourcing Partners retains ownership and administrative control of the system and is responsible for its configuration, management, modification, optimization, maintenance, measurement, and continued development.
We do not provide clients, outside consultants, agencies, or third-party service providers with administrative access to the underlying AIAS infrastructure, system architecture, proprietary workflows, automations, integrations, measurement logic, or other protected components of the system.
This operating model allows Capital Sourcing Partners to maintain the integrity of AIAS while continuously learning from investor acquisition activity, investor behavior, marketing and sales performance, relationship development, and capital formation outcomes.
Data generated through AIAS contributes to Data Capital and Intelligence Capital that can be used, subject to applicable agreements, privacy requirements, and legal obligations, to manage individual engagements, identify patterns, improve measurement methodologies, refine Investor Acquisition Infrastructure, and continuously develop the AIAS methodology and system across the Capital Sourcing Partners client ecosystem.
For these reasons, we do not configure AIAS within Salesforce, adapt AIAS workflows to a client's Salesforce instance, transfer proprietary processes or automations into Salesforce, or use Salesforce as the operating environment for AIAS.
If a prospective client currently uses Salesforce, eligible data from the existing system may be evaluated and handled in accordance with the applicable client agreement, implementation requirements, privacy obligations, and data procedures. However, the client's Salesforce environment does not become the operating platform for AIAS.
AIAS is not a Salesforce implementation or CRM consulting service. It is a proprietary Investor Acquisition System that Capital Sourcing Partners customizes, operates, manages, measures, and continuously improves as part of an ongoing client engagement.
The system itself is not for sale or transferred to the client. Access to AIAS is provided only as part of an active client relationship with Capital Sourcing Partners.