CRM software can provide a great way to manage your contacts and customers but when you have a specialist business, you need specialist software that can cater for your needs. Private equity firms are one of those businesses that could benefit from CRMs but require tailored solutions to support them. There are quite a few providers that offer dedicated software that has been tailored to meet the needs of private equity firms which we have explored below.
Topics
Featured CRMs
There are several key factors that you should look for when investigating which CRM software would be best for your private equity firm:
- Can it support the full lifecycle?
- Does it support fundraising, capital markets and investor relations?
- Does it support email integration?
- Does it include the integrations that you require?
- Does it support compliance?
- Does it offer advanced reporting that caters for the needs of your business?
- Can it help automate your processes and streamline administration?
- Can you try the software for free?
Companies are ranked in no particular order.
1. Copper CRM
- Offers specialist CRM software for venture capital
- Allows you to build deal flows
- Manage multiple pipelines and have full visibility
- Nurture relationships with founders and investors
- Full Google Workspace integration allows you to work out of Gmail
- Sync contacts, meetings, tasks and more
- Associate Google Drive files
- Integrate with apps including Slack, MailChimp, LinkedIn, DocuSign, Quickbooks and Zapier
- Provides a choice of plans that enables scalable solutions
- Offers a 14-day free trial
Website Copper CRM software
2. SugarCRM
- Offers a dedicated solution for private equity firms
- Easy to setup
- Grows with your business with the ability to add licenses and services
- Unlimited custom modules and fields
- Integrates with core Sugar modules and tools
- AWS platform that is secure and accessible
- Utilises AI to make accurate predictions about customer journeys
- Automate daily processes and routines
- Meet organisation and regulatory requirements
- Provides a demo of the software
Website SugarCRM software
3. Altvia
- Offers a purpose built CRM solution for private equity
- Provides a fully integrated CRM and data management solution
- Collect and report on information with instant data visualisation
- Record and track calls, meetings and emails
- Connect contacts to Deals, Funds and Investor Records
- Set email notifications
- Track fundraising and investor relations
- Automatically generate, distribute and track PPMs
- Manage portfolios and streamline due diligence
- An experienced team of experts offer a demo of their software
Website Altvia CRM software
4. Xpedition
- Provides dedicated private equity CRM solutions
- Powered by Microsoft Dynamics 365, Power Platform and Azure Data Platform
- Tailored CRM solution
- Delivers a 360-degree view of your investments and investors
- Allows you to meet the challenges of complex portfolios
- Enables complex reporting and portfolio monitoring
- Includes fundraising and investor relations app, a dealflow app and a briefing app
- Provides powerful data analytics to assist decision making
- Integrate with your existing data and technology
- Also integrates with third-party applications
Website Xpedition CRM software
5. DealCloud
- Offers a specialist financial service CRM suitable for private equity
- Assists with regulatory compliance and fiduciary responsibilities and standards
- Organise and manage all your data in one place
- Gain insights into your data
- Interactive reports and dashboards
- Easy to configure tags to get more out of your data
- Connect with external solutions and third-party data providers
- Suitable for firms of all shapes and sizes
- Provides in-depth tutorials, on-demand help and training materials
- Offers a demo to allow you to see the software better
Website DealCloud CRM software
6. Attio
- Offers tailored private equity CRM software
- Refine and build your workflows and deal flows
- Optimise your front office
- Drive investment
- Connects emails and builds a relationship database
- Choose pre-designed lists and templates or build your own
- Eliminate manual data entry by automatically enriching your records and merging duplicate records
- Custom data tracking tools
- Real-time collaboration tools
- Mobile apps for iOS and Android
Website Attio CRM software
7. Dynamo Software
- Provides CRM software for private equity and investor relations
- Centralise operations and streamline tasks
- Includes deal management, portfolio management, fundraising, investor accounting and compliance functionalities
- View performance data and run reports
- Track correspondence
- Monitor engagement of prospective investments
- Configurable interface and relationship mapping
- Consolidate your portfolio monitoring
- Equipped with PEView to support investor accounting and financial reporting system
- Integrates with third-party apps such as DocuSign, Mailchimp, Microsoft Office, Microsoft PowerBI
Website Dynamo Software CRM software
8. Navatar
- Offers dedicated private equity CRM
- Helps you manage every step of the deal lifecycle
- Assist you in nurturing relationships and map activity
- Gives you visibility of your pipelines
- Automatically channel deal flow to the right teams and people
- Embedded approval and review processes
- Create intermediary deal sourcing based on intelligence gained
- Monitor leading performance indicators
- Manage multiple fundraises
- Offers a demo of their software to understand it better
Website Navatar CRM software
9. InvestGlass
- Provides a CRM solution for private equity
- White label investor portal
- Control investor experiences and reduce risk
- Maximise data management, analytics and reporting
- Automate the customer journey
- Manage deal pipelines
- Knowledge sharing
- Assess investment opportunities
- Send personalised emails
- Offers a demo of their software
Website InvestGlass CRM software
10. Affinity
- Offers a purpose-built CRM for private equity
- Helps you to find, manage and close more private equity investments
- Originate and close deals faster using relationship intelligence
- Unify teams through a collective network
- Manage deal pipelines
- Automate contact and company profiles from inbox and calendar data
- Connect beyond your team with Affinity Alliances
- Share investment status across the team and with investors
- Gain insights from deep analytics
- Offers a demo to learn more
Website Affinity CRM software