ManagementForce connects enterprise CRM, financial data integrations, and capital markets partners so PE sponsors and RIA firms move from fragmented data to governed, investment-committee-ready intelligence.
ManagementForce Capital Markets Transaction Overview
From wealth management data to capital markets
Layer 04 · Capital markets network
Investment banks
Private equity
Institutional credit
Buy-Side Negotiations with Digital Advantages
Live earnings data and governed diligence materials give buyers a structural edge at every stage of negotiation.
Real-Time RIA Consolidation Across Fragmented Industry
Unified earnings intelligence across disconnected RIA platforms — enabling PE sponsors to consolidate at scale without manual reconciliation.
Institutional Earnings Reports
Continuously updated, structured earnings scorecards formatted for institutional capital partners — investment committees and LPs receive governed data, not manually assembled PDFs.
Revenue Management Intelligence
Advisor-level revenue, AUA roll-forwards, Net New Assets, and fee analytics surfaced in real time — supporting monitoring fee justification and platform-level performance decisions.
M&A Data Advantages
Live, governed earnings and revenue data pre-populates the ManagementForce VDR — giving acquirers and targets a shared, current information layer that compresses diligence timelines and strengthens valuation narratives from first engagement.
Layer 03 · Two-sided VDR & deal management
ManagementForce
Earnings and revenue data populated through deep integrations — buy side and sell side transact on live, governed information.
Buy side
Diligence-ready
Sell side
Transaction-ready
Layer 02 · Integration infrastructure
AppCrown
Layer 01 · Underlying platform
Salesforce Financial Services Cloud
Salesforce Financial Services Cloud and AppCrown are required underlying systems for ManagementForce. ManagementForce is a capital markets transaction layer — it does not compete with Salesforce or AppCrown. ManagementForce is not affiliated with, endorsed by, or related to Salesforce, Inc. in any way.
The ManagementForce VDR connects directly to portfolio systems through AppCrown and Salesforce FSC — continuously populating four critical reporting streams without manual assembly.
ManagementForce Integrated VDR
Portfolio systems → governed reporting outputs
Portfolio system inputs
Custodian feeds
Portfolio accounting
Planning systems
Financial accounts
Reporting outputs delivered
Earnings Management
Advisor-level and firm-level earnings scorecards continuously updated from live portfolio data — structured for PE investment committee review and LP reporting without manual reconciliation.
Net New Asset Reporting
Inflows, outflows, and net new asset flows tracked at the advisor, household, and platform level — giving PE sponsors a real-time view of organic growth momentum across the RIA portfolio.
AUM Roll Forward Reporting
Beginning AUM, contributions, withdrawals, market appreciation, and ending AUM reconciled across every period — the structured roll-forward institutional buyers require for diligence and valuation.
Business Performance Tracking
Advisor productivity, client retention, revenue per household, and platform-level KPIs tracked continuously — supporting monitoring fee justification, consolidation decisions, and exit readiness.
All four reporting streams are populated from the same governed data layer — no parallel spreadsheets, no manual assembly, no version conflicts between what the RIA owner sees and what the PE sponsor reviews.
The vision
Traditional capital-markets processes begin with a request, followed by a manual effort to assemble management, operating, and financial information. ManagementForce establishes a governed information layer so teams can maintain current context before a financing, investment, or strategic transaction begins.
Today: transaction preparation
Reactive, point-in-time preparation
Lenders, sponsors, and advisors ask management for a current view of the business.
Leadership teams reconcile metrics, documents, and supporting context across functions.
CRM, financial, and operating systems are pulled into a point-in-time diligence package.
With ManagementForce: a governed information layer
Connected, governed, and permissioned
Connected systems continuously contribute to a governed management view, giving authorized capital partners current, decision-ready context without rebuilding the information foundation for every process.
Connected source systems
Customer, pipeline, relationship, and operating context.
Performance, reporting, planning, and operating information.
Governed management context
A governed management view that organizes, validates, and permissions decision-ready context.
Authorized capital partners
Engage with a current, structured view of the operating business.
Coordinate current context for private placements, secondaries, and strategic transactions.
Support financing conversations with governed operating and financial context.
The result is continuous capital-markets readiness: a governed, near-real-time view of the business built from the systems management already uses.
The industry we are disrupting
Corporate financing often depends on a high-friction diligence cycle: teams assemble point-in-time materials, reconcile versions, and respond to follow-up requests after a process is underway. ManagementForce connects the systems that run the business to a governed information layer designed for continuous capital-markets readiness.
Today
A financing, investment, or transaction opportunity triggers a new request for management information.
CRM records, financial reporting, operating metrics, and supporting documents are collected across disconnected systems.
Capital partners receive a static package that creates reconciliation work, follow-up questions, and version risk.
With ManagementForce
CRM, financial, and operating systems contribute to a governed management view as the business runs.
Management can maintain a decision-ready business narrative without rebuilding the information foundation for every process.
Lenders, sponsors, and advisors engage with current, permissioned context instead of a static point-in-time package.
ManagementForce turns transaction readiness from a reactive document exercise into a governed, near-real-time management capability.
The platform
ManagementForce brings enterprise CRM, financial banking institutions, and investment-banking partners into a connected management workflow.
Layer 03 · Decision intelligence
ManagementForce
Orchestrated multi-decision intelligence for executive management.
Management orchestration
Omni-decision management intelligence and integrated business reporting
Unifies third-party systems, AppCrown, and Salesforce into one management interaction layer with connected business views.
Layer 02 · Data and integration infrastructure
AppCrown
The data and integration infrastructure built for complex wealth management data.
Layer 01 · Trusted data foundation
Salesforce Financial Services Cloud
Orchestrated through AppCrown
AppCrown's integration infrastructure connects Salesforce Financial Services Cloud with the systems that shape how a wealth management firm performs. ManagementForce organizes that context into a decision layer for leaders.
Portfolio
Client, asset, and allocation context.
Finance & operations
Performance, capacity, and execution signals.
People & HR
Workforce readiness and organizational visibility.
Advisor performance
Relationship, pipeline, and growth intelligence.
All connected through Salesforce Financial Services Cloud—so management teams can anticipate decisions, not just report on them.
Capabilities
Capital strategy
Bring operating and financial context into credit conversations.
ManagementForce turns cross-functional data into a shared operating conversation—without asking leaders to manage another disconnected reporting layer.
Capital strategy
Prepare decision-ready information for growth and ownership discussions.
Capital strategy
Coordinate materials and relationships for private-market transactions.
Capital strategy
Connect management intelligence to strategic growth decisions.
The independent RIA market is one of the most fragmented and capital-intensive industries in financial services. Thousands of RIA owners have built significant businesses — but lack the infrastructure to connect their earnings performance to the capital markets participants who want to invest in them. ManagementForce is that infrastructure.
For RIA owners, founders, and CEOs
Your earnings story, told with governed data — not a manually assembled package.
Present your business with confidence
ManagementForce organizes your AUA, advisor-level revenue, Net New Assets, and earnings trajectory into a governed, continuously updated information layer. When a PE sponsor or investment banker asks for a current view of your business, you have one — structured, verified, and ready.
Accelerate diligence without the fire drill
Traditional diligence requires RIA owners to assemble data from disconnected systems under time pressure. ManagementForce keeps that data current and organized so diligence conversations start from a position of strength — not a weeks-long document assembly exercise.
Negotiate from a position of information advantage
PE sponsors and investment bankers engage with live, structured earnings data through the ManagementForce VDR. RIA owners who can show a buyer a real-time earnings scorecard — rather than a static CIM — command a stronger negotiating position and a more credible valuation narrative.
For Private Equity firms
Continuous earnings intelligence across every RIA you acquire.
Evaluate targets with live data, not historical PDFs
ManagementForce gives PE sponsors access to normalized, continuously updated earnings and revenue data from RIA acquisition targets. Sponsors evaluate businesses on current performance — not a point-in-time snapshot assembled months before a letter of intent.
Monitor the portfolio without manual reconciliation
After acquisition, ManagementForce maintains the same governed earnings intelligence layer across every portfolioCo. Investment committees see a unified, comparable view of the platform — enabling monitoring fee justification, LP reporting, and consolidation decisions grounded in real data.
Exit with a buyer-ready data room already in place
When a secondary sale, recapitalization, or strategic exit becomes relevant, the ManagementForce VDR is already populated with live, structured performance data. Buyers engage with governed diligence materials from day one — compressing the exit timeline and supporting a stronger valuation.
ManagementForce does not replace the relationship between RIA owners and PE sponsors — it makes that relationship possible at scale, with the information infrastructure both sides need to transact with confidence.
Private equity firms pursuing roll-up strategies in fragmented industries — such as the independent RIA market — face a persistent problem: portfolio companies run on disconnected systems, report inconsistently, and cannot produce the unified earnings and revenue intelligence investment committees need. ManagementForce solves this at the portfolio level.
The fragmentation problem
Why RIA roll-ups stall at the reporting layer
Independent RIAs are acquired for their AUA, client relationships, and advisor talent — but each firm arrives with its own CRM, custodian feeds, portfolio systems, and financial reporting cadence. The result is a portfolio of businesses that cannot be compared, consolidated, or reported on with any consistency.
Investment committees are left working from static, manually assembled packages that age between reporting cycles. LPs receive narrative summaries rather than structured, verifiable data on portfolioCo performance. The consolidation thesis is sound; the information infrastructure to support it is not.
The ManagementForce answer
Digital earnings scorecards and revenue intelligence across every portfolioCo
ManagementForce connects each portfolioCo's Salesforce Financial Services Cloud instance — and the AppCrown integration layer beneath it — to a governed information layer that produces continuous, structured earnings and revenue data. Investment committees see a live scorecard for every firm in the portfolio, not a quarterly PDF.
Advisor-level revenue, AUA movement, client retention, and organic growth signals are surfaced in a unified view across the portfolio. PE sponsors can identify which firms are scaling, which need operational support, and where consolidation creates the most value — before the next board meeting.
ManagementForce organizes portfolioCo performance data into a governed reporting layer that investment committees can use directly. Critical details — revenue per advisor, AUA growth, earnings trajectory, and operational KPIs — are structured, permissioned, and ready to flow into LP reporting without manual reconciliation.
When a portfolioCo approaches a secondary sale, recapitalization, or strategic exit, the governed information layer is already current. Buyers and advisors engage with live, structured data rather than a static diligence package assembled under time pressure.
ManagementForce turns the independent RIA consolidation thesis from a capital-allocation decision into an operating reality — with the earnings intelligence and LP reporting infrastructure to prove it.
Leadership
CEO, ManagementForce · CGO, AppCrown LLC · CEO, Blackcrown Inc.
SEC Registered RIA · Series 65/63/SIE · Columbia University Fu Foundation
Franklin Tsung brings more than 15 years in financial services, including $7B+ in private-equity advisory processes at Blackcrown and enterprise data integration supporting approximately $450B AUA through AppCrown.
Blackcrown Inc.
CEO since 2006 · Private equity advisory
AppCrown LLC
Chief Growth Officer · Enterprise data integration
ManagementForce
CEO · Management decision intelligence
Financial management, connected
ManagementForce connects enterprise CRM, financial data integrations, and capital markets partners so PE sponsors and RIA firms move from fragmented data to governed, investment-committee-ready intelligence.
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