Whether you are a business development professional who is drumming up new opportunities, or an PE firm that focuses on managing pipelines and relationships of portfolio companies that are already in operation, keeping track of all the people that are involved, the companies, and their activities in your network is essential to ensuring a healthy flow of deals. For rapid-moving PE companies, a simple Rolodex and Excel spreadsheet won’t be enough. You need a solution which consolidates information on relationships and communications, making it easier to access, and also converting the day-to-day activities into valuable intelligence.

A technology driven by AI can help you make those highly sought-after introductions to best professionals in your network to help create more value for your portfolio businesses. For example, a CRM that is intelligent will identify contacts with whom you share a contact and suggest a connection.

Analytics tools are another feature to look out for in a software solution for private equity. They provide information on key metrics, such as the performance of the portfolio over time as well as trends. This can help you spot new investment opportunities, make better decisions or identify potential risks read the full info here by running simulations based on historical or current data.

A private equity CRM can provide an extensive overview of all IT, legal financial, operational, and legal data for every project or investment company. This can be accomplished by connecting your software with third-party services that offer the data you need at your fingertips. It also helps streamline the process by automating the process of creating reports. This can save you time and money.