Revolutionary technology. Unrivalled delivery.

Our expertise

We’re more than a technology consultancy. With over 35 years of experience delivering tailored solutions to Financial Services we’ve come to understand what success looks like, and more importantly how to achieve it.

Private Equity firms worldwide have chosen us as their digital partner because we’re business people first.


Our sector knowledge means we understand the commercial priorities and operational imperatives for you and your clients. We understand that you demand value for money, need a smooth deployment that doesn’t disrupt day-to-day activities, and a proven solution that’s easy to use, easy to integrate and can quickly contribute to your firm’s performance.

"We recognised that an expert partner with a real understanding of our specialist sector was as important as choosing the best technology."

Scottish Equity Partners - - Client

A brief intro to our Private Equity services

What to expect during a project?

CRM isn’t just software. It’s an opportunity for you to grow your
business. To drive results through strategy, process and technology.
It’s business success powered by intelligent business applications

Accelerate your business growth with intelligent insight. Our innovative Private Equity services, such as the advanced CRM deal flow capability found in the Private Equity CRM Accelerator, will empower you to make more accurate decisions, faster.

We drive results in Private Equity

Set the target
Led by our Private Equity consulting team, our initial Discovery service sets a clear vision for change and business improvement. We’ll challenge your business processes and set sights on a goal that solves the business needs of today and protect you from the industry pressures of tomorrow.

An expert team 
Working with a proven team of Private Equity expert consultants, we will work to design a solution aimed at exceeding firm-wide performance and business growth. Through online or in-office workshops and user design, we’ll craft an end solution that starts adding value from day one.

A trusted partner
Business transformation will likely uncover difficult routes along your journey. Directed by a dedicated Xpedition Project Guide, your internal teams and key stakeholders will have the assurance and support to go further.

Equipped to compete
Powered by intelligent insight and unified through digital ways of working, you’ll exploit opportunities earlier, meet investor needs sooner and react to industry changes faster. Supported by a industry leading partner.

The Private Equity CRM Experts

Learn how Microsoft Dynamics 365 and the Xpedition Private Equity Accelerator can enhance your decision-making capability so you can focus on what really matters.

Download the latest brochure

Want to hear more?

Speak to a consultant today