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Xpedition Microsoft dynamics 365 Private Equity Accelerator

Key Features and Benefits

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.

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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.

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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.

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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.

Find out more about Microsoft Power BI

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.
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Meet today’s complex challenges in

financial services

Discover how Xpedition FS Xcelerator Apps, underpinned by Microsoft Dynamics 365 and the Power Platform can help you

Briefing App

Accelerate your meetings with the FS Xcelerator Briefing App underpinned by Microsoft Power Platform

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KYC and On-Boarding App

Meet fundamental KYC requirements with FS Xcelerator KYC and On-Boarding App

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Fundraising and Investor Relations App

Accelerate business growth and strengthen investor relationships

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Dealflow App

Manage client information and effectively control and advance your deals through the sales pipeline

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Client Services App

Exceed today's modern client expectations with FS Xcelerator Client Services App

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Broker Management App

Gain deeper insights into your broker network to track performance and strengthen relationships

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Power BI

Make confident decisions using enhanced business intelligence available in real-time

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Learn more about Xpedition FS Xcelerator apps

Discover how we can help you on your Digital Transformation journey

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