Whether you are a professional in business development who is drumming up new opportunities, or an PE company that is focused on managing relationships and pipelines of portfolio companies already in place keeping up with all the people as well as the organizations and activities within your network is crucial to healthy deal flow management. For rapid-moving PE companies, a simple Rolodex and Excel spreadsheet won’t be enough. Instead, you’ll need a solution that centralizes communication and relationship data that makes it easy to access and turn day-today routines into valuable information.

AI-driven strategies can help you increase the value of your portfolio of companies by facilitating those sought-after introductions to the most relevant professionals within your network. For instance, a smart CRM will automatically recognize contacts with whom you have a mutual contact and suggest vdrconsulting.org/private-equity-deals-vs-public-offerings an introduction.

Another aspect to look out for in the software for private equity is the analytics tools that offer insights into important indicators like trends and performance of the portfolio over time. This can help you identify potential investment opportunities, make better decisions, or anticipate risk by running simulations with the latest or historical data.

A private equity CRM provides a comprehensive view of all IT, legal financial, operational, and legal data for each project or investment company. This can be achieved by integrating the software with third-party data services that have all the information you require at your fingertips. It also helps to streamline the process by automatically creating reports, which can save you the time and expense of manual reporting.