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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.

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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

Onboarding Copilot Xcelerator

Streamline client onboarding and compliance with automated KYC checks, document collection, and profiling. The Xpedition FS Xcelerator guides users through configurable onboarding stages, captures key client information, and supports intelligent collection and secure storage of supporting documents.​

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Fundraising and Investor Relations Xcelerator

Build trust and raise capital with confidence. Track investor interactions, manage fundraising and committed investor vehicles.  Surface intelligent insights with AI-powered dashboards that help you nurture relationships and close faster. 

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Dealflow Xcelerator

Manage your entire deal pipeline with configurable dashboards and comprehensive tracking from origination to close. Record investment profiles, group and analyse deals by stage, sector, or type, and maintain full visibility of stakeholders and advisor relationships. Integrated process flows, secure document management, and analytics tools help accelerate decision-making and provide actionable insights across multiple deals. 

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Client Services Xcelerator

Deliver seamless client experiences across digital channels, powered by Dynamics 365 and Copilot. Enable secure, real-time communication and support, with self-service options and AI-driven case management that help clients access information and resolve issues quickly. 

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Broker Management Xcelerator

Empower your broker network with a secure platform for streamlined onboarding, compliance tracking, and performance management. Bring together providers, brokers, and customers in one end-to-end process, with configurable dashboards and detailed insights into broker activity, accreditations, and business plans. 

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Power BI Consulting Services

Transform complex data into actionable insights with intuitive, real‑time analytics. Power BI enables teams to explore, visualise, and share data through interactive dashboards and reports that surface meaningful trends and performance indicators. Connect to multiple data sources, monitor key metrics, and empower faster, more informed decision‑making across your organisation.

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Learn more about Xpedition FS Xcelerator apps

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