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How to Use Software for Private Equity Deals

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It is essential to keep an eye on your network, whether you’re a professional in business development seeking new opportunities, or an PE firm that manages pipelines and relationships with portfolio companies that are already in place. For fast-moving PE companies, a basic Rolodex and Excel spreadsheet won’t be enough. Instead, you need an application that centralizes communications and relationship data which makes it simple to access and turn day-today activities into valuable information.

An AI-driven approach can assist you in making those sought-after introductions to the most relevant professionals within your network to generate more value for your portfolio businesses. An intelligent CRM for instance, will automatically recognize contacts with whom you share the same connection and suggest a connection.

Analytics tools are a different feature to look for in a software application for private equity. They offer insight into the most important indicators, like the performance of your portfolio over time and trends. This will help you find potential investment opportunities, make better decisions or identify risk by running simulations with historical or current data.

A private equity CRM will give you a complete information on the legal, IT, financial, and operational data for every project or investment company. This can be achieved by linking the software with third-party data services that offer the data you require to have at your fingertips. It can also streamline the process, through automating the process of creating reports. This will save you time and money.

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