Case Study

With over 100 investments across many industries – ranging from software to HVAC to dental services – Nashton runs an investment model that empowers entrepreneurs to identify and acquire companies.

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The Challenge

Despite using Salesforce for many years, Nashton’s investment reporting lived in Excel.

• Manual exports were required for every analysis.
• Constant updates made spreadsheets laborious to maintain.
• Lack of real-time visibility prevented leadership from seeing the full picture at a glance.

This fragmented approach created discrepancies and slowed decision-making. Critical metrics — such as deal investments by industry, average entry multiples, valuation benchmarks, ROI by co-investment partners, and deal sources by business school — were difficult to track with confidence.

Nashton’s goal was clear: eliminate the reliance on Excel and centralize reporting entirely within Salesforce.

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The Solution

Everpeak Partners designed and implemented a streamlined solution in under one month.

• Sales Cloud native reporting tools delivered real-time dashboards.
• Custom Apex code added advanced reporting logic.
• Refined data architecture improved consistency across the platform.

Validation rules and processes ensured clean, reliable data moving forward.

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Real-time portfolio view of investments and MOIC by industry, eliminating manual Excel updates.

The Impact

The transition to Salesforce was not just a technology upgrade — it was a fundamental shift that delivered tangible, positive outcomes across the firm:

• 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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(Above) Dashboards now highlight which sources are driving the strongest investment opportunities.

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Results at a Glance

• 100% of reporting centralized in Salesforce
• 10–15 hours saved per week in manual reporting
• < 1 month implementation timeline
• 360° real-time portfolio visibility across six platforms

Looking Ahead

With its new dashboards in place, Nashton is planning further enhancements to track co-investment partners across deals. This will deepen visibility into collaboration and capital performance, helping the firm scale its data-driven decision-making even further.

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