Fundraising

Keep track of progress toward fundraising targets and always know what you have and what you need. Know where to focus your fundraising activity based on insight from past investment programmes and current market knowledge.

Investor Relations

Meet the modern digital needs of your investors. Exploit your whole network by mapping relationships between specialist advisers, key contacts and previous investors, so you can make best use of cumulative network knowledge.

Dealflow

Track critical information and close more deals, faster. Collaborate effectively and access the right information at the right time, making the most of the knowledge held by staff all around your firm.

Reporting

Powerful reporting and data intelligence will provide one single, comprehensive picture of current activity and performance. Empowering you to confidently take action and address any issues or unmet opportunities.

Intelligence anywhere

More benefits of Microsoft Dynamics 365 for Private Equity

• Integrating with your existing Microsoft Office applications for an intuitive experience
• Confidently analyse and action the knowledge shared around your firm
• Take action on intelligent insight on any device, wherever you are.