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.

Read the latest brochure to learn more about the power of the PE Accelerator

How can it revitalise your firm? >

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.

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.

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 unmet opportunities.

"The Private Equity Accelerator made Xpedition’s solution truly relevant to our activities and was a decisive factor "
Scottish Equity Partners - Client

Benefits

POWERED BY MICROSOFT

Developing technology to match future needs with current business processes

SEAMLESS INTEGRATION

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

INTELLIGENCE ANYWHERE

Take action on intelligent insight on any device, wherever you are.

WATCH THE DEMO

"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

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.

Learn more about this unique and dynamic new partnership in Private Equity.

LinkedIn

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.

PowerBI

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