Bespoke, AI-powered Private Equity solutions leveraging Microsoft Copilot and Microsoft Dynamics 365
The Xpedition Private Equity Accelerator leverages the latest in generative-AI to accelerate turn data into a strategic asset. With the combined power of Xpedition and Microsoft, accelerate decision making using powerful data analytics that give you the 360-degree view of your investments and investors, helping you build investor confidence and credibility.
25+
Years as a Microsoft Solutions Partner
960+
years of product experiencs
1300
Dynamics projects
85+
Dynamics and data professionals
The FS Xcelerator for Private Equity
Tailor-made to improve productivity and designed to integrate with your existing data and technology, the FS Xcelerator for Private Equity will create a single, well-controlled and comprehensive source of truth. This actionable insight is seamlessly integrated with existing Microsoft and 3rd party applications, making it intuitive and easily adopted, providing rapid time-to-value and ROI.
Discover the benefits of a tailored Private Equity solution
Launching a Private Equity transformation project is one thing. Making sure it will unify your firm and deliver real business value is another. We understand your challenges and with many industry-specific projects under our belt, we have become leaders in building and delivery tailored CRM solutions designed to meet your individual requirements. With specialised applications for fundraising and investor relations, and deal flow built on the Microsoft Power Platform and leveraging next-gen AI with Microsoft Copilot, we help firms gain significant competitive advantage.
Partner with us to create value for your portfolio
Meet the challenges of complex reporting and portfolio monitoring. Gain access to a single integrated platform to analyse data, drive insights and monitor progress across your portfolio.
Underpinned by the latest Microsoft technology, including Microsoft Fabric, the AI-powered analytics platform, we can help guide you and your portfolio companies to prioritise and implement value creating solutions, aligned to your goals from investment to exit, providing rapid return on investment and ensuring you reach your exit goals faster.
Key Features
Discover Xpedition FS Xcelerator Apps underpinned by Microsoft Dynamics 365 and the Power Platform
Fundraising and Investor Relations App
Accelerate business growth and strengthen investor relationships
Find Out MoreDealflow App
Manage client information and effectively control and advance your deals through the sales pipeline
Find Out MorePower BI
Make confident decisions using enhanced business intelligence available in real-time
Find Out MoreBriefing App
Accelerate your meetings with the FS Xcelerator Briefing App underpinned by Microsoft Power Platform
Find Out More“Xpedition’s system is designed for PE knowledge and competences, with an inbuilt deal flow process. The flexibility of the solution is excellent – it’s a great platform that can accommodate our special processes. It’s used by lots of areas in our business and it does what they all need. We didn’t want a sales solution, which was the only alternative: no other vendor has a Private Equity template like this.”
Thomas Weber, Managing Director, Head of Business Development, DBAG
Adopt Microsoft Copilot next-gen AI to personalise customer experiences and accelerate revenue
Comprehensive PE portfolio insight for Deutsche Beteiligungs
A comprehensive, real-time PE portfolio insight for leading private equity firm, Deutsche Beteiligungs AG
Oakley Capital: Specialised Deal & Investor Focused Private Equity CRM
Xpedition was the partner of choice for leading private equity firm Oakley Capital. Discover the story behind the delivery of a powerful deal and investor relations focused CRM solution. Learn why leading private equity firm, Oakley Capital, chose Xpedition to deploy a class-leading, deal and investor focused CRM featuring secure, full-featured mobile access The Challenge:…
A powerful, comprehensive customer-centric system for The Openwork Partnership
Background The Openwork Partnership is one of the largest financial advice businesses in the UK. The group comprises over 650 advice firms, ranging from a few staff in a single office through to multi-branch firms with over a hundred staff. Firms across the network offer a range of services and specialisms, from investments and…
trusted by