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CRM Software for Private Equity and Venture Firms

Product Description
DealDynamo Enterprise is intuitive, versatile, and scalable CRM software that centralizes knowledge about all aspects of large private equity, venture capital, or real estate firms: deals, contacts, investors, funds, partners, and relationships. It is tightly integrated with Outlook’s mail, calendar, task, and activities to guarantee use by everyone in the firm.

Target Market
Large private equity, venture capital or real estate firms (with multiple offices and over 20 employees) that have outgrown their existing systems and want to leverage their internal knowledge to produce superior deal flow, run sophisticated reports, and manage their relationship network. The software is an ideal fit for users of custom-built databases and generic CRM software, who are not satisfied with the lack of industry-specific functionality or the lack of use by less technical personnel. If you want the category "killer application" for the private equity front office, this is the tool for you.

Key Value Points

• Improve deal professional productivity and promote best practices,
• Manage the deal pipeline from lead to investment or turndown,
• Track in-depth details on valuations, investment rounds, and realizations,
• Assess and leverage the value of contacts and relationships,
• Automate and track investor communications (capital calls, distributions, fundraising),
• Manage information about third parties (partners, investment banks, deal sources),
• Organize the internal workflow and assign tasks.

Feature Highlights

• Intuitive Outlook-based CRM software that is easy to learn, use, and maintain,
• Track in-depth details on valuations, investment rounds, and realizations,
• Built-in and customizable reports (pipeline, activity lists, fundraising),
• Centralized data storage eliminates duplication and preserves internal knowledge,
• Remote, offline, and wireless access (BlackBerry, Palm, etc.),
• Engineered on .NET and SQL Server architecture to meet the most demanding requirements.

_{Private Equity CRM  |  Deal Management Software  |  Investor Relations Management}