Case Study: Generational Equity achieves faster, more complete market access and streamlined deal-making with Intellectsoft

Generational Equity - Customer Case Study

Generational Equity, a North American middle‑market M&A firm, needed an application to give users faster, more complete access to up‑to‑date market information and to support internal proposal review and Q&A to secure project funding. Intellectsoft was engaged to develop a Salesforce‑integrated market‑information app to meet these needs.

Intellectsoft designed the internal proposal, led UI/UX design and project management, and secured funding approval within a 2–3 month planning window; the project stayed on schedule and within budget. The delivered Salesforce‑integrated app enables deal searches, criteria‑based results, electronic NDA signing and colleague collaboration, providing quicker, more complete access to deal data and a more efficient workforce.

Generational Equity