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Software For Private Equity Deals

The right software stack can streamline operations, improves decision-making, and creates a competitive edge in a highly competitive market. This article explores the top software for private equity transactions, including CRMs and other tools that empower 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 relationships and constant networking, in person as well as on platforms like LinkedIn. These networks of connections can be difficult to manage, and difficult to leverage, particularly for smaller funds that don’t have the budgets or expertise of their larger counterparts. It’s not surprising that it’s becoming increasingly common for private equity teams to turn to CRMs — although not all CRMs are created equally. Many CRMs aren’t built for the specific sourcing, relationship management and pipeline tracking processes that are used to power PE deals. They lack the sophisticated reporting and features that are needed for specific use cases for PE and could cause confusion when used by teams that aren’t fully trained to use them.

Despite this, leading PE firms such as Thoma Bravo and Vista have discovered that a CRM enables them to quickly determine and prioritize deal opportunities. And a new category of CRMs that includes artificial intelligence (AI) and advanced automation helps them to spend less time on manually entering data and more time building relationships with their network.

4Degrees is a CRM that has many of the features required by a PE specific CRM, including automated data capture profiles, profile improvement, streamlined pipelines and real-time reporting and analytics. The CRM Navatar is an old-fashioned one built on Salesforce. It comes with an unrestricted set of features but it is still able to meet PE funds’ sourcing, relationship, and pipeline management requirements.

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