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The best software stack simplifies processes, improves decision making, and carves out a competitive edge in a crowded market. This article focuses on the top software for private equity, which includes tools and CRMs that help companies to increase the quality and quantity their investment opportunities.

Relationship Intelligence For PE Deal Teams

Private equity is a complicated world of relationships, and there’s always networking happening. It happens in person and via platforms like LinkedIn. These networks of connections can be difficult to manage, and harder to leverage, especially for smaller funds that do not have the resources or expertise of their larger counterparts. It’s no surprise that private equity teams are increasingly shifting to CRMs. However they aren’t all made in the same way. Some CRMs weren’t designed to support the sourcing, relationship-management and pipeline tracking methods used by private equity firms. They do not have the sophisticated features and custom reporting that is required for PE-specific use scenario, and they can cause confusion and data siloes when they are utilized by teams that aren’t equipped to utilize them.

However, the top PE firms like Thoma Bravo and Vista have discovered that CRMs helps them quickly determine and prioritize deal opportunities. A new class of CRMs that integrate artificial intelligence (AI), advanced automation as well as other features can help users spend less time entering data and more time building relationships.

One example is 4Degrees, one of the CRMs that includes lots of features set that is required by a particular CRM for PE that includes automated data capture profiling, streamlined pipeline click resources management and real-time reports and analytics. The Navatar CRM is a traditional one built on Salesforce. It comes with an unrestricted set of features however, it still meets PE funds and relationship management, sourcing and pipeline management requirements.