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Oakley Capital: Specialised Deal & Investor Focused Private Equity CRM


Learn why leading private equity firm, Oakley Capital, chose Xpedition to deploy a class-leading, deal and investor focused
CRM featuring secure, full-featured mobile access.

Download the case study here

The Challenge:

A scalable platform for firm-wide use

Established in 2002 by Peter Dubens and David Till, Oakley was formed to create an investment firm that really understands entrepreneurs and founders. The team looks for primary deals outside of auction processes, with exciting businesses cut out for success.

As the firm has grown to bring in people with complementary expertise, the team has retained an entrepreneurial mindset and a culture of openness and collaboration. Oakley now operates from offices in London and Munich, with a portfolio of investments concentrated in three core areas – consumer, education and TMT (technology, media and telecommunications).

Oakley’s team knew they wanted to support expansion and growth with intelligent deal and investor management systems. Relying on Excel spreadsheets and a project collaboration tool just wasn’t enough. They needed a stronger, more intuitive, and more scalable solution, specifically designed to cater to the unique needs of private
equity.

The requirement was for a dependable solution that everyone in the business would use to maintain a single source of information about every deal, investor and intermediary. It had to maintain comprehensive records of new and existing interactions across the organisation, enable insight into co-investment activities, and allow Oakley to communicate more effectively with investors about the relevant target and portfolio companies.

The Process:

The best CRM solution for Oakley’s needs

Oakley embarked on a systematic comparison of vendors and solutions, using six key criteria to effectively evaluate their shortlist of three organisations, including DealCloud and Salesforce. Ultimately, it was Xpedition’s Microsoft Dynamics solution that emerged as the clear winner.  Xpedition’s PE solution fulfilled Oakley’s wish-list for Microsoft office integration, seamless mobile functionality, the ability to customise to specific requirements, reporting, and the ability to take advantage of the inbuilt functionality of leading 3rd party applications such as Preqin.

Lucy Money, Xpedition’s experienced Dynamics Project Manager and CRM consultant worked on-site with the Oakley team, responding to their feedback, helping ensure that the project objectives were met throughout the planning and implementation phases. This strong partnership approach was designed so as to move the project forward rapidly, creating a functional solution in the shortest possible timeframe.

“We were very confident that Xpedition was the right partner for us, after a rigorous selection and due diligence process. Their sector experience was clear from the outset. The Xpedition consultants made good recommendations based on best practice and in-depth knowledge helping to ensure a solution that brings real value to Oakley.”
Fred Raikes, Investment Director, Oakley Capital

The Solution:

Excellent visibility and decision-making insight

Choosing Xpedition’s Dynamics 365 for Private Equity proprietary solution has given Oakley a complete mobile CRM solution that the team can use on the move, wherever they are in the world. Oakley employees can add or review insights and relationship information, including activity, through Microsoft’s leading-edge mobile app. This seamless, ’information anywhere’ experience, as well as the ability to make use of standard phone features such as contact lists, the camera or even dictation, has helped to bring additional ease of interaction to the Oakley team.

This ability to work efficiently and with minimal effort when out of the office is key to Oakley achieving its fast-paced operation. The Dynamics CE platform is intuitive and fully integrated with Office 365. Moreover, user adoption is significantly easier due to the familiarity of having already worked with other key Microsoft applications.

The Oakley team can generate reports from the dashboard easily, providing both a high-level view as well as more granular detail that shows clearly where deals exist and where the next action is needed. They can also spot the closest matches to their ideal investment, identifying and managing priorities to help with efficient and effective targeting.

“We can capture a wider range of information about investors and deals and
making them available for real-time reporting. It’s easy to analyse information about a potential investment and target companies in weekly meetings or even on an hour to hour basis – we know that the insights are correct because everyone has access to the solution at all times, wherever they are.”
Fred Raikes

The Future:

Keeping Oakley ahead with secure, scalable technology

A huge advantage of Xpedition’s Microsoft Dynamics solution is its proven ability to
evolve with the business. The platform can be customised to reflect changing internal processes and compliance requirements.

Microsoft’s own investment in the platform was also a key driver for Oakley. Dynamics is renowned for holding the highest accreditation and compliance standards, including specific sector regulations that meet Oakley’s own rigorous requirements, helping maintain client and deal confidentiality, both now and in the future.

The Oakley team recognise that CRM is a continuous journey and that their digital strategy is just the start of an ongoing, ever-developing process. Like all successful CRM projects, there is a need to keep the solution up-to-date, so the well-established working relationship with Xpedition is paramount.

For example, Oakley is already considering adding further functionality including
enhanced communication, event management and investor updates. As Dynamics is designed to embrace a broad range of capabilities, it’s easy to add and integrate further core functions as well as sector specialist add-ons.

Xpedition is excited to continue to working closely with Oakley, continuing to develop the Dynamics solution and ensuring it delivers the capabilities Oakley requires as it looks to meet the challenges of the private equity industry today, and in the future.

“We’ve introduced an element of gamification, challenging colleagues to meet usage targets and ensure continued engagement. It’s a bit of fun that’s working well to keep everyone committed to best practices and ensure the system visibly proves its worth.”
Fred Raikes

If you are looking to optimise your client relationship management, elevate your deal flow and streamline investor relations, contact one of our experts today.