The leading Private Equity CRM

We know Private Equity and deliver intelligent solutions that drive results.

The Private Equity Landscape

Focus on value creation. We'll take care of the rest.

Private Equity is a challenging environment, where firms have to balance demands on value creation, a growing market with immense competition, investor confidence, missed opportunities, loss of talent, never-mind the increased sanctions around data transparency. Without the right technology guidance, future pressures will soon catch up.

Out of the box products are no good for Private Equity or Venture Capital CRM solutions. Your business needs tailored CRM software, and experts who understand your industry.

We work with firms that think differently.

A Chosen CRM System

The Private Equity CRM Accelerator

Launching a Private Equity CRM project is one thing. Making sure it will unify your firm and deliver real business value is another story. To maximise your project’s success, it will need all the help it can get. The Private Equity CRM Accelerator is a big step towards that.

Built on Microsoft Dynamics 365 and tailored to Private Equity and Venture Capital firms, the accelerator takes all the power from Microsoft Dynamics and makes it relevant to manage Investor Relations, Deal Flow, Fundraising and Reporting. With the Xpedition Private Equity CRM Accelerator you’ll be up and running in a fraction of the time. Fast-track your journey to CRM success.

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Fundraising

Keep track of progress toward fundraising targets and always know what you have and what you need. Know where to focus your fundraising activity based on insight from past investment programmes and current market knowledge.

Deal Flow

Track critical information and close more deals, faster. Collaborate effectively and access the right information at the right time, making the most of the knowledge held by staff all around your firm.

Investor Relations

Meet the modern digital needs of your investors. Exploit your whole network by mapping relationships between specialist advisers, key contacts and previous investors, so you can make best use of cumulative network knowledge.

Reporting

Powerful reporting and data intelligence will provide one single, comprehensive picture of current activity and performance. Empowering you to confidently take action and address any issues or un-realised opportunities.

Xpedition Private Equity Brochure

Connected intelligence in Private Equity

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"Xpedition's expertise & industry knowledge really helped us to set clear project objectives and refine our requirements."

Deutsche Beteiligungs AG - Client

Implementation

Challenge your business processes to revitalise productivity.

We are experienced at deploying across multiple sites and overseas, using both remote and on-site resources, ensuring your firm is benefiting from day one.

To minimise operational disruption and deliver benefit in the shortest time-frame, Xpedition has a consulting team of 35 available to plan and implement your solution. An industry-leading Project Manager will co-ordinate the project, calling on the appropriate experts at the right time, for the best value and most efficient delivery.

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