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Software For Private Equity Deals

The best software stack simplifies processes, improves decision making, and carves out a competitive edge in a highly competitive market. This article reviews the top software for private equity transactions, including CRMs as well as other tools that www.vdrconsulting.org/ help companies to increase the value and quantity of their investment opportunities.

Relationship Intelligence For PE Deal Teams

The world of private equity is a complicated web of connections and constant networking both in person and on platforms like LinkedIn. But these relationship networks can be difficult to manage and leverage, especially for small funds that lack the resources and experience of their bigger peers. This is why it’s becoming more common for private equity teams to switch to CRMs — although not all CRMs are created equally. Many CRMs aren’t built specifically for the sourcing, relationship management and pipeline tracking processes that drive PE deals. They lack the advanced reporting and features that are needed for specific use cases for PE, and can lead to confusion when used by teams who are not fully trained to use them.

Leading PE firms such as Thoma Bravo, Vista and others have found that a CRM can help them quickly determine and prioritize deals. And a new category of CRMs that incorporates artificial intelligence (AI) and advanced automation helps them to spend less time doing manual data entry and more time creating relationships with their network.

One example is 4Degrees, an online CRM that comes with many of the features set that is required by a particular CRM for PE such as automated data capture profiling, streamlined pipeline management and real-time analytics and reports. Another example is Navatar. an older CRM built on Salesforce that comes with a limited feature set but still accommodates the sourcing, relationship and pipeline management requirements of PE funds.

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