Xpedition Private Equity Solutions
Accelerate business growth with intelligent insight. Our Private Equity specific solutions will empower you to make faster and more accurate decisions using powerful data analytics that give you the 360-degree view of your investments and investors, helping you build investor confidence and credibility.
The Private Equity CRM Accelerator
Built on the market-leading Microsoft Dynamics 365 platform and tailored it to provide the specific industry functions, the Private Equity Accelerator cuts the time and cost to deploy and fast-tracks you towards a unique solution.
Tailor-made to improve productivity and designed to integrate with your existing data and technology, this solution will create a single, well-controlled and comprehensive source of truth. This actionable insight is seamlessly integrated with existing Microsoft 365 tools such as Outlook and Excel, making it intuitive and easily adopted.
How can it revitalise your firm? >
"The Private Equity Accelerator made Xpedition’s solution truly relevant to our activities and was a decisive factor "Scottish Equity Partners - Client
POWERED BY MICROSOFT
Developing technology to match future needs with current business processes
Integrating with your existing Microsoft Office applications for an intuitive experience
ONE SOURCE OF TRUTH
Confidently analyse and action the knowledge shared around your firm
Take action on intelligent insight on any device, wherever you are.
"Xpedition's expertise within the Private Equity sector has been invaluable, enabling us to deploy a solution tailored to our needs within a tight time frame."Bridges Fund Management - Client
3rd Party Integrations
Preqin’s Private Equity Online provides a 360º transparent view of all aspects of the asset class, including fund terms and conditions, fundraising, fund managers, institutional investors, fund performance, deals and exits, service providers and more.
Xpedition is the first CRM solution provider to successfully integrate Preqin’s powerful, flagship database into a proven Private Equity CRM Accelerator.
Nurture relationships and exploit connections within your network with a seamless integration within your CRM system. Interrogate relationships across your firms and gain quicker insights into market opportunities.
Business intelligence like never before. Go from data to insights in minutes. Seamlessly exploit insights about your firm’s performance, investments and accountability. With powerful reporting, you can analyse with confidence and act with certainty