Private Equity

Case Study:
Nashton Companies

Private Equity | Salesforce

Reporting Stuck in Spreadsheets
Despite using Salesforce for years, Nashton's investment reporting lived entirely in Excel. Manual exports were required for every analysis, constant updates made spreadsheets laborious to maintain, and leadership had no way to see the full portfolio picture at a glance
A Centralized Reporting Engine in Under a Month
‍Everpeak designed and implemented a Salesforce-native reporting solution in under one month, using Sales Cloud dashboards, custom Apex code for advanced logic, and refined data architecture to ensure clean, reliable data across the platform.
Real-Time Visibility Across Every Investment
‍With reporting fully centralized in Salesforce, Nashton gained a real-time, 360-degree view of its entire portfolio and deal pipeline. The team reclaimed 10–15 hours per week previously lost to manual reporting, and leadership now makes decisions with confidence from a single source of truth.

Private Equity | HubSpot

Value Creation starting with the CRM
Halma's newest portfolio company had a disorganized HubSpot instance with inconsistent contact and deal data and limited automation. The platform wasn't being used to its potential, and teams had lost confidence in what it was telling them.
A Targeted Optimization
Everpeak conducted a thorough audit and rebuilt the foundation to delivery the highest ROI. This meant standardizing deal stages and contact properties, cleaning up duplicate and outdated records, implementing automated workflows to reduce manual data entry, and bringing consistent RevOps processes.
A CRM Teams Can Trust Again
With a cleaner, more consistent HubSpot environment, Halma's team gained reliable data, faster reporting, and a platform built to scale.