Private Equity CRM Solutions Powered by Microsoft Dynamics 365 and the Power Platform
Our Microsoft Dynamics 365 Private Equity CRM Accelerator will empower you to make faster and more accurate decisions using powerful data analytics that give you the 360-degree view of your investments and investors, helping you build investor confidence and credibility.
20+
Years as a Microsoft Solutions Partner
630+
years of product experiencs
800
Dynamics projects
75+
Dynamics professionals
The Microsoft Dynamics 365 Private Equity CRM Accelerator
Tailor-made to improve productivity and designed to integrate with your existing data and technology, Xpedition Microsoft Dynamics 365 Private Equity CRM Accelerator 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.
Discover the benefits of Private Equity CRM
Launching a Private Equity CRM 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, we help PE firms achieve their goals.
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 Microsoft Dynamics 365, Power Platform and the Azure Data Platform, we can help guide you and your portfolio companies to prioritise and implement value creating solutions, aligned to your goals from investement 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
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Dealflow App
Manage client information and effectively control and advance your deals through the sales pipeline
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Power BI
Make confident decisions using enhanced business intelligence available in real-time
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Briefing 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
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