HELPFUL LINKS TO THE OUTSIDE WORLD
Welcome to the Silverman External Systems Interface.
From this terminal, authorized personnel may access the various platforms, portals, databases, and digital contraptions required to conduct Silverman business beyond the Command Center.
Select your destination below. Credentials may be required. Remembering your password remains your individual responsibility.
HubSpot
HubSpot is our central CRM (Customer Relationship Management) system and the primary place we track Silverman’s business development activity and relationships.
We use HubSpot to maintain our contact and company database, track interactions with clients and referral sources, manage business development outreach, send marketing communications, and understand how our relationships develop over time.
Keeping HubSpot current helps us coordinate outreach across the firm, avoid duplicate efforts, measure our marketing and business development activity, and make sure valuable relationship history stays with Silverman.
Remember: If it’s not in HubSpot, did it even happen?
Collateral Hub
The Collateral Hub is our central library for Silverman marketing materials, templates, and examples of prior work. It’s designed to make it easy to find approved, up-to-date materials without digging through old folders or emails.
Use the Collateral Hub to access pitch decks, proposals, case studies, credentials, logos, templates, examples of past deliverables, and other materials that can help you prepare for client and business development opportunities.
Have something that belongs in the Hub? Send it to Marketing so we can keep the library growing and current.
Harvest
Harvest is our timekeeping platform, used to track the time spent on client engagements and other firm activities.
Use Harvest to record your hours accurately and assign time to the appropriate client, project, and task. Consistent timekeeping helps support client billing, engagement management, internal reporting, and a clear understanding of how our time is being allocated across the firm.
Best practice: Enter your time regularly rather than trying to reconstruct your week on Friday afternoon.
Cloverleaf
Cloverleaf is our team development and collaboration platform, designed to help us better understand how we work, communicate, and collaborate with one another.
Through a series of personality and behavioral assessments, Cloverleaf provides insights into individual working styles, communication preferences, strengths, and team dynamics. We use these insights to improve collaboration, help managers better support their teams, and make working together a little easier.
Use Cloverleaf to explore your own profile, learn more about your colleagues, and get practical tips for communicating and working effectively with different personalities.
Think of it as a user manual—for yourself and the people you work with.
Shared Access Programs
Some Silverman platforms use shared firm credentials rather than individual accounts. Login information for these programs is provided for authorized Silverman business use only.
Please use shared accounts responsibly. Do not share passwords outside the firm, change account credentials, modify security settings, or provide access to anyone who has not been authorized to use the platform. Avoid saving shared credentials on personal or public devices.
If a password is no longer working, an account is locked, or you believe credentials may have been compromised, please contact the appropriate internal administrator rather than attempting to reset the account yourself.
Shared login. Shared responsibility. Please don’t be the reason we all have to change the password.
pitchbook
PitchBook is our market intelligence and research platform, providing data on companies, transactions, investors, lenders, private equity firms, and other participants in the capital markets.
We use PitchBook primarily for business development and relationship intelligence—researching companies and industries, identifying the key players involved in transactions, finding relevant contacts, and better understanding activity within our target markets.
If you need access or a report, please send a request to Marketing, Wendy Barbieri, or Dan Rose.
IBISWorld
IBISWorld is our industry research and market intelligence platform, providing detailed reports and analysis across hundreds of industries.
We use IBISWorld to quickly get up to speed on a client’s industry, understand market size and trends, identify key risks and competitive dynamics, and add broader industry context to our analysis. It can be especially useful when preparing for a new engagement, researching a prospect, or developing presentations and client materials.
Think of it as your industry crash course before walking into the room.
If you need access or a report, please send a request to Marketing or Dan Rose.
Programs Included with Your Silverman Account
Silverman maintains corporate access to several programs and platforms that are available to employees without creating a separate account or using shared credentials.
For these programs, simply select the option to sign in with your Silverman email address. Your access is already connected to our corporate account, and you should be automatically recognized as a Silverman user.
If you’re unable to access a program using your Silverman email, please reach out before creating a new account or purchasing an individual subscription.
Your Silverman email is your clearance badge. No additional passwords, purchases, or secret handshakes required.
Dropbox
Dropbox is our cloud-based file storage and sharing platform, used to securely store, organize, and collaborate on firm and client files.
We use Dropbox to maintain shared folders, exchange large files, collaborate on documents, and ensure important materials are accessible to the appropriate team members from wherever they’re working.
Your Silverman email provides access through our corporate account. Please keep client and firm information within approved folders and be mindful of permissions when sharing files externally.
When in doubt: save it somewhere your team can actually find it later.
Adobe Acrobat
Adobe Acrobat is our primary PDF management platform, used to create, edit, organize, convert, sign, and securely share PDF documents.
We use Adobe Acrobat for everyday document needs such as combining files, editing PDFs, converting documents to and from PDF, adding signatures, redacting sensitive information, and preparing documents for client delivery.
Sign in using your Silverman email address to access Adobe through our corporate account.
Because eventually, everything becomes a PDF.
SharePoint
Microsoft SharePoint is our internal file storage and collaboration platform, used to organize, access, and share firm documents and resources.
We use SharePoint to maintain shared files and folders, collaborate on documents, and provide teams with access to important firm information. Because it integrates with Microsoft 365, files can be opened and edited directly through programs like Word, Excel, PowerPoint, and Teams.
Sign in using your Silverman email address to access our corporate SharePoint environment.
A home for important files—and ideally, the end of “Does anyone know where that document is?”