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The Private Equity CRM solution

Connected intelligence across your firm

Private Equity is a specialised and demanding sector. Excellent technology solutions exist but a generic enterprise application may not meet your particular client, portfolio and operational requirements.

With over 20 Private Equity clients worldwide, the team at Touchstone has years of specialist experience working with Private Equity firms, accelerating business growth with CRM. Never loose track of your next big investment opportunity or loose investor credibility when using a Touchstone Private Equity solution, helping firms exploit insight from powerful data analytics, giving company-wide visibility and connected intelligence that empowers faster and more accurate decision-making.

Built on the market leading Microsoft Dynamics 365 platform, the Touchstone Private Equity CRM accelerator is tailored for the specialised needs of the industry and helps your firms improve the following areas:

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Deal Flow Lifecycle –  Spot the next BIG investment opportunity with Touchstone’s tailored Private Equity CRM solution enables your firm to track critical information and close more deals. Take greater control by managing and track emails, call notes, meetings and digital interactions from CRM and other Microsoft Office tools. Collaborate effectively and access the right information at the right time, making the most of the knowledge held by staff all around your firm.

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Investor Relations – Meet the modern digital needs of your investor. Who knows who and where are your valuable common connections. Exploit your whole professional network by exposing connections between specialist advisers, key contacts and previous investments, so you can make best use of network knowledge. Measure and quantify the true value of all business relationships with systematic records that collate comprehensive investor relations data about contacts and interactions.

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Compliance and Regulation –  Keep on top of the latest GDPR and MiFID II regulations, with a Touchstone CRM Private Equity solution. Ensure your data is held in one secure location that the entire firm can depend on. Unify processes and build audit workflows, making your data and information secure, reliable, up-to-date and accessible, so it’s easy to demonstrate the risk and reward of any deal for internal and external data security and compliance measures.

What some of our Private Equity clients have said…

Bridges Ventures

“Touchstone’s expertise within the Private Equity sector has been invaluable, enabling us to deploy a quality solution tailored to our needs within a tight timeframe.”

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Permira logo

“Our team can now collaborate seamlessly and provide ever higher standards of service to meet our clients’ high expectations.


“Touchstone’s expert industry knowledge really helped us to set clear project objectives and refine our requirements.

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Securing your firm’s future with intelligent business applications.

In this paper, we share our thoughts and insights about why and how effective intelligent business applications for Private Equity and Venture Capitalist firms are being adopted. We discuss the business risks and opportunities of action and ‘do nothing’ approaches to securing your Private Equity firm’s digital future

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For further information on our work within Private Equity or how we can help you, contact a member of our Microsoft Dynamics 365 team today.

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