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Specialist CRM Solutions for Private Equity

Capitalise on resources and talents of your firm

Working with leading Private Equity firms has equipped us with a deep understanding of the sector. Proven to help drive fundraising pipeline, manage deal lifecycles and provide insightful analysis across the firm our solution is best-of-breed.

In our experience, consistent CRM business processes and data management enable Private Equity firms to optimise their relationships with investors, referrers, existing and potential portfolio companies and intermediaries.

Our scalable CRM Solutions for Private Equity enable you to:

  • Leverage ‘who-knows-who’
  • manage the lifecycle of a deal
  • qualify the value of relationships
  • build profiles of potential investors
  • manage the fundraising pipeline
  • automate the management information across deal flow, fundraising and marketing
  • access all this information on any device.

Our solution for Private Equity is built on the market-leading Microsoft Dynamics CRM platform. We have tailored the proven power of this solution in building long-lasting client relationships across business functions to the specifics of the Private Equity and Venture Capital sectors.

Request a short online demo of our Private Equity solution.


Private Equity CRM Brochure thumbnail  CRM for Private Equity Brochure


Pe-thumbnail  Intelligent Business Applications for Private Equity


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