If you’re working in private equity, you’re aware that a large amount of data needs to be compiled and stored throughout the process of evaluating and closing deals. The best software to use for an PE transaction is typically connected to third-party services that provide data and tools to aid in due diligence. Furthermore, it will assist in the tracking and reporting of the performance of the deal after the investment.
A central system is essential to manage investor relations, tracking portfolio company performance and connecting fund accounts. The best solution will automate workflows, and provide an authoritative source that is able to be what is the process of going paperless with vdr defended for all data required to conduct due diligence.
Up until recently, the most prominent PE firms relied on Excel spreadsheets and their own internal systems to track companies, contacts and activity. This led to huge inefficiencies and missed opportunities to locate and close deals. To solve this issue another set of software providers specialized in the private equity industry developed products designed to streamline and manage deal flow. These are generally CRM software that concentrate on relationship-based intelligence. Examples of this category of software include Navatar, Affinity, Altvia, and many others.
Consider how easy the software will be to use and use. Also consider if the product can be integrated with other software that your team utilizes to accomplish their workfor example, email, calendaring, project management and collaboration tools, and even financial software. Compare prices, features and reviews, as well as integrations, using the resources on this page.
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