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Companies

Synaptic Advisory Partners

Salesforce implementation and consulting

Raised to date

$7.2M

of $8.2M offered across 2 Form D filings

Still open
$950K
Investors
15
Last filed
May 8, 2026

About

Synaptic Advisory Partners is a specialized consulting firm dedicated to assisting organizations in optimizing their investment in Salesforce. By providing tailored solutions, they ensure that their clients can fully leverage the platform's capabilities, aligning them with specific business needs and contexts.

The firm stands out for its personalized and partnership-oriented approach, focusing on building long-term trusted relationships with clients while offering right-sized resources based on specific needs.

Funding

$5.2M round, first sold Jun 2024$5.2M soldJun 202420252026
Now
  • EquityFiled May 8, 2026Form D
    $2M/ $3M
  • EquityFiled Feb 7, 2025Form D/A
    $5.2M/ $5.2M

Product

Salesforce Implementation and Optimization Services

Consulting Services

Synaptic Advisory Partners provides comprehensive consulting services for organizations implementing or optimizing Salesforce. Their offering encompasses strategy development, implementation guidance, and ongoing support to ensure the platform is effectively utilized.

  • Customized implementation strategies
  • Ongoing advisory support
  • Resource allocation tailored to client size and budget

Built for

Organizations using or planning to use Salesforce

People on file