The best software stack simplifies business processes, improves decision-making and gives you an advantage in a crowded marketplace. This article reviews the best software for private equity, which includes CRMs and tools that assist firms to increase the quality and quantity their investment opportunities.

Relationship Intelligence For PE Deal Teams

Private equity is a complex world of relationships and networking is always happening. This happens both in person as well as through platforms like LinkedIn. But these relationships networks can be difficult to manage and leverage, particularly for smaller funds that do not have the resources and know-how of their larger peers. It’s no surprise that private equity teams are increasingly using CRMs. However, not all CRMs are created in the same way. Many CRMs were not designed to accommodate the sourcing, pipeline vdrconsulting.org/private-equity-deals-vs-public-offerings tracking and relationship management processes used by private equity firms. They lack the advanced reporting capabilities and features that are needed for specific use cases for PE and could cause confusion when used by teams who aren’t fully trained to use them.

Leading PE firms such as Thoma Bravo, Vista and others have found that a CRM helps them quickly identify and prioritize deals. A new class of CRMs which incorporate artificial intelligence (AI) and advanced automation and other features lets users spend less time entering data and spend more time developing relationships.

4Degrees is a CRM that has many of the features required by a PE specific CRM, like automated data capture, profile enhancement, streamlined pipelines and real-time reporting and analytics. Navatar is a traditional CRM built on Salesforce. It has a limited feature set however it is still able to support PE funds’ sourcing, relationship, and pipeline management requirements.