Robert Perkins

About Robert Perkins

I work at the intersection of capital formation, CRM architecture, and data infrastructure for alternative asset managers. My focus is helping investment firms understand where capital stalls in their fundraising pipeline and how to prioritize the allocators most likely to deploy capital. I’m the founder of AllocatorBase, a platform designed to help fund managers identify which LPs in their pipeline are most likely to deploy capital in the next 90 days and where opportunities stall between meeting and commitment. The goal is to turn capital formation from a relationship-driven process into repeatable infrastructure supported by data and clear pipeline visibility. Alongside this work, I support operational and technology initiatives at Gondola Partners, where I collaborate with leadership to design and implement CRM and marketing systems that support fundraising pipelines, client engagement, and firm operations. I am a Salesforce Certified Administrator and Salesforce Platform Developer, with additional certifications from HubSpot and FINRA, including a Series 7 license. My work focuses on building systems that help investment teams raise capital more efficiently through automation, data insights, and better pipeline management.

Experience

1. Vice President Sales Marketing Operations

   Gondola Partners

   Jan 2024 — Present · Raleigh, NC, US

   We\'re excited to share that in early 2023, Hatteras Investment Partners acquired Gondola Capital, LLC. This marks a new chapter as the company will operate under the new name, Gondola Partners, LLC. Gondola Partners is an autonomous entity, poised to craft and introduce innovative products.Responsibilities:• Specialize in CRM administration and implementation, focusing on Salesforce and HubSpot platforms.• Improve sales processes through strategic enhancements and automation.• Lead digital marketing initiatives, including sales outreach, campaign automation, and analytics.• Design and maintain user-friendly web interfaces to support seamless customer experiences.• CRM setup, management, and optimization • Lead generation, sales growth, and marketing process improvement.• Integration of advanced CRM solutions with strategic marketing initiatives.• Enhancement of sales processes, CRM utilization, sales and marketing alignment, and digital marketing efforts.

Education

• The University of Alabama

  B.S in Commerce and Business Administration, Finance and Financial Management Services (Undergraduate), Professional Sales (CB)

  2012 — 2017

• Trailhead by Salesforce

  Salesforce ADM 201 Certification

  2017 — 2020

Skills

• Financial Advisory
• Capital Markets
• Series 7
• Investment Strategies
• Alternative Investments
• Private Equity
• Sales and Marketing
• Technical Analysis
• Market Analysis
• Options Strategies
• Research & Forecasting
• Getting Information
• Asset Management
• Portfolio Management
• Microsoft Office
• Microsoft Excel
• Fundamental Analysis
• Bloomberg
• Judgment and Decision Making
• Team Leadership
• Venture Capital
• Securities
• Risk Assessment
• Processing Information
• Asset Allocation
• Mutual Funds
• Risk Management
• Investments
• Critical Thinking
• Financial Modeling
• Equities
• Analytical Thinking & Analysis
• Due Diligence
• Hedge Funds
• Sales & Marketing Success
• Financial Analysis
• Process Improvements
• Alternative Investment Strategies
• Reading Comprehension
• Economics