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Watch Video | The Private Equity CRM Accelerator

 

Built by Xpedition on the market leading Microsoft Cloud platform, Dynamics 365 for Private Equity is tailored for the specialised needs of the industry, helping firms better manage:

  • Investor Relations & Fundraising | Meet the modern digital needs of your investor and understand who knows who and where the most valuable connections are.
  • Deal Flow Lifecycle | Spot the next investment opportunity with a solution that enables your firm to track critical information and close more deals, faster.
  • Reporting | Ensure your data is held in one secure location that the entire firm can depend on.  Make your data and information secure, reliable, up-to-date and accessible.
  • General Management | With one single, comprehensive picture of current activity and performance, take action to address any issues or unmet opportunities. Interrogate historic data to predict future trends, opportunities and threats.

Complete the form to view a short demo of the Private Equity Accelerator in action.