Key benefits of a CRM for Private Equity

As a Private Equity professional, you have specific business processes related to the preparation, fundraising and investor relations monitoring of this fund. A CRM solution for Private Equities helps you optimize Front Office activities by providing essential functionalities for managing prospecting, managing and monitoring the activity.

The main benefits are:

• Combine the strengths of CRM and the efficiency of the deal flow management and analytics processes. A solid CRM solution helps you to animate your network, find new investment opportunities, analyze them and develop your equity investments.

• Save time by feeding CRM from your business tools. A CRM solution as Salesforce allows you to stay in touch with your ecosystem (leaders, investors, partners) through a collaborative exchange platform.

A CRM Private Equities contains 2 key features:

1. CRM and deal flow tracking

  • A CRM Private Equities allows you to manage all your contacts (natural or legal persons) and related relationships
  • The software provides accurate tracking of information relating to companies: description, managers, shareholding table, documents …
  •  Manage all your pre-investment phases (due diligence, committees …) and benefit in real time from a synthetic view of your deal flow.
  • Conduct simulations and investment projections to assess the potential impact of a prospect on performance

2. Management of the activity

  • A CRM Private Equities offers numerous dashboards and detailed situations for a real-time view of investments that allow managers to steer the activity.
  • The performance calculations (multiples, TRI …) are carried out automatically at the dates of the desired situations, taking into account the flows to date.
  • Simulation tools and projections of future flows make it possible to build different scenarios (pessimistic, optimistic, neutral) on prospects, participations and funds.

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About Askerteam

Askerteam is a CRM software vendor, based on the Salesforce platform, designed for Financial Services.

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