The Situation

Upstate Capital Association of New York is a robust membership network that increases access to capital for companies and deal flow for investors across New York. As part of their operations, they manage relationships among their members, facilitate investment deals, connect business buyers and sellers, plan and carry out large scale events.

The Challenge

The team was using an off-the-shelf software system for member management that did not have the flexibility to accommodate the nuance of their organization. They needed a single system that could combine the features of traditional CRM, project management, event management and member network management tools.

The Solution

Leveraging Airtable’s user-friendly relational database and powerful automation capabilities, Upstate Capital partnered with Burke Consulting to create a bespoke system that would be a single source of truth for all core business operations. Their system allows Upstate Capital to have a holistic view of their members, enabling them to deliver greater value to the private equity investors, M&A professionals, venture capital investors, CEOs and business owners, entrepreneurs and ecosystem support professionals of New York. The system automates membership renewals, houses their membership directory, automatically creates tasks for each event, and provides visibility into operating metrics on real-time dashboards.

The Result

The Upstate Capital team has a comprehensive picture of each member at a glance, understanding their role in the New York investment capital ecosystem. They can now understand levels of engagement and participation among members, connect investors with deals, plan and execute the details of large events and track sponsorship opportunities all from a single system.