Best CRM for Private Equity

Best CRM for Private Equity

Here we can see “Best CRM for Private Equity”

Best Private Equity CRM Softwares

Private Equity is a business term that deals with alternate investments category of investing market. Alternative Investment category includes Limited Partnership Funds, Direct Deals to non-public Companies, Hedge Funds & land Sector.

Private Equity differs from classic investment strategy where companies are usually publicly traded on stock exchanges. Private Equity only deals with companies that aren’t publicly traded on exchanges.

The entire concept of personal Equity emerges the necessity of a CRM software that will fulfill all the complex processes of managing private equity investments and tracking their performance.

Private Equity Software is that the solution to a variety of problems faced within the market. It helps professionals streamline and centralize their investment cycle, improve the method, keep track of knowledge, and enhance their reports, ultimately resulting in a more respected portfolio.

1. Salesforce

With over 150,000 customers worldwide and initially built for the investment management industry, Salesforce is one of the foremost widely-recognized CRM options available. There are countless use cases, customizations, and possibilities for you within their systems. They may accommodate every team in your organization, from sales and marketing to that and customer service. This makes it a scalable solution, though thereupon flexibility also comes to an upscale tag, with user licenses ranging anywhere from $75 to many dollars per month, per user. Counting on your budget and wishes, there are likely cheaper solutions available.

2. Microsoft Dynamics

While Microsoft Dynamics may be a more minor player than Salesforce in terms of size and number of consumers, they’re a widely used and revered CRM throughout several industries, including financial. Because it’s often packaged with Microsoft’s Office Suite and Windows’ OS, many firms have adopted Dynamics and have seen success in increasing efficiencies through the Dynamics system. Again, counting on the number of users and licenses, the worth can vary supported business needs. However, as long as many companies are already Microsoft customers, the power to bundle is usually considered.

3. Altiva

Latvia is made for alternative investment firms. It’s built on Salesforce and offers a highly customized solution for all kinds of other investment firms. Since 2006, Altiva has helped to redefine the connection between GPs, LPs, and Portfolio Managers, allowing them to boost and deploy capital, manage investor relations, deliver business intelligence, and ensure compliance all within an equivalent system. Altiva, while an excellent choice for alternative investment, could also be an upscale option, thanks to its partnership with Salesforce. 

4. Backstop Solutions

Backstop’s CRM was one of the primary investment-specific CRMs on the market. Founded in 2003, Backstop works to supply hedge funds, funds of funds, pensions, endowments, private equity firms, consultants, and family offices with the inspiration needed to manage clients’ and partners’ activities, investment documentation, research materials, and email communications in one central database, to run your business as efficiently as possible. With a varied suite of solutions, Backstop’s pricing likely varies supported need and business size.

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5. Clienteer

The client is an intuitive and configurable relationship management platform designed for hedge funds, private Equity, and other asset managers to streamline their workflows. It includes a comprehensive suite of features in its powerful interface, allowing users to manage communications with their investors and prospects while keeping track of investors’ accounts and transactions. Clients may be scalable CRM partners with flexible hosting options and subscription choices for firms of varying sizes and wishes.

6. DealCloud

DealCloud works within a spread of industries to assist in streamlining the business. Founded in 2010 to help investors modernize their business, they’ve since partnered with over 800 companies to form that goal a reality. A software that helps manage relationships and pipelines while providing detailed analytics, DealCloud allows you to harness your team’s people and processes’ true power. It also helps build one source of truth by connecting with other external solutions and third-party data providers.

7. SalesPage

Sales Page may be a CRM that permits asset managers to use data to attach investment products to the clients who will enjoy them the most. SalesPage also helps to supply your firm with the info management and reporting needed to help you stay on track, meet goals, and integrate with your business’ other existing systems with ease. 

8. Satuit

Satuit CRM is an asset management solution for wealth management, hedge funds, private Equity, and institutional asset management companies. The solutions allow your firm to trace both clients and prospects alongside their interactions and activities. Perhaps most significantly, it helps track data sources and, therefore, the ever-changing compliance regulations that accompany them. Finally, Satuit offers various products and solutions, giving your firm the power to decide on the most straightforward fit for you. 

9. ProTrak

ProTrak has been used and trusted by investment managers worldwide for over 25 years now and touts itself as a corporation that understands the investment business. ProTrak promises a totally “out of the box” solution and has the power to assist your business with everything from investor and account relationship management, sales, and marketing need to managing business risks. 

10. Dynamo Software

Dynamo Software provides industry-specific investment fundraising software that optimizes the speed, quality, transparency, and compliance of worldwide capital-raising efforts. With over 1,000 clients worldwide, including institutional investors, hedge funds, funds of funds, fund administrators, prime brokerages, family offices, Dynamo features personalized tools for mass communications and allows integration with third-party data providers to assist your firm run efficiently. 

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11. Affinity

Affinity helps analyze billions of knowledge points to help you surface clear paths of introduction to the people and corporations that matter most to you. This CRM solution allows you to watch your team’s relationships and interactions past and present, keeping communication flowing. you’ll also create a virtual, 360-degree Rolodex of the entire relationship context, thus eliminating communication silos and saving hours of your time once spent on data entry and cleanup.

Other general CRMs to consider:

While the solutions listed above were designed with financial and investment services professionals in mind, the answers below are more generalized CRMs and work effectively with industries of all kinds. Many are beat one CRM and marketing automation platforms that leave even more streamlined operations.

12. HubSpot

With over 86,000 customers, Hubspot may be a well-recognized CRM and inbound marketing solution. Hubspot offers a free option, which allows companies to urge a way of the merchandise and what it can do and more advanced, paid solutions. The software can help all aspects of your business to run more effectively, with platforms that help with everything from marketing and sales to customer service.

13. SugarCRM

SugarCRM helps give companies a 360-degree view of their customer by adding a component many CRMs often neglect: time. This enables your business to possess insight into the past and present to form data-driven decisions about the longer term. A four-time winner of PCMag’s Business Choice Awards for satisfaction, reliability, and tech support, SugarCRM promises to bring a replacement level of ease to firms of all sizes.

14. Zoho

Zoho CRM has partnered with over 150,000 businesses in 180 countries to convert more leads, engage with customers, and grow their revenue, allowing them to become a well-liked CRM software choice quickly. Like Hubspot, Zoho offers a free version of their solution for those just starting and trying to urge a way of what the merchandise is capable of, also as more advanced, paid options counting on business size and wish.

15. Pipedrive

In 2010, Pipedrive began to create a customer relationship management tool that helps users visualize their sales processes and obtain far more done. They made a CRM around activity-based selling, an approach that’s all about scheduling, completing, and tracking activities. The platform also allows for various users, from the “essential” option of $12.50 per user per month to the “enterprise” level at $99.00 per user per month, meaning there’s something for firms of each size.


In today’s fast-paced, digital world, a personal Equity CRM is essential for any firm, no matter size.

As organizations come to grips with changing work dynamics brought on by the COVID-19 pandemic, more firms realize they’re going to got to transition from spreadsheets or an off-the-shelf CRM to an industry-specific platform.

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What technology buyers find as they get serious about implementing a CRM are the various options out there. They’re also discovering that there are critical PE-focused features that an answer must have to deliver the foremost value to users.


As you assess private equity CRM systems, make sure to seem for these features:

1. Cross-team capabilities

Your private equity CRM must support your deal team, fundraising team, and investor relations team. You don’t want to seek out yourself during a situation where you need multiple separate systems to offer everyone at your organization the tools they have.

Even if your firm is currently tiny, you would like a system that gives the functions you’ll need as you grow. Your plan should provide all of your internal stakeholders a holistic view of where deals are within the pipeline or what stage of fundraising you’re in. Latvia’s AIM CRM delivers that capability and won the 2020 Best Buy-Side Technology CRM award from Waters Technology.

2. Investor or portfolio company reports

Success as a PE firm is essentially from the consensus of investors. Limited Partners want to understand how efficiently you manage and distribute information. Consequently, you would like a CRM that empowers users to answer important questions quickly and clearly.

What stage of due diligence are we in? what percentage of deals are in our pipeline? What percentage of investors opened our fundraising email announcement? When was the last time we contacted business owners during a specific region? A well-informed team is best positioned to form next-step decisions and move confidently into areas of opportunity.

3. Easy integration

A private equity CRM is most precious when it is the hub of your firm’s activities, integrating with other mission-critical systems. For instance, your CRM solution should seamlessly sync with an email communication tool like Correspond Market Edition or MailChimp to streamline the creation and execution of email campaigns for fundraising, firm announcements, or other purposes.

Integration with a portal or data room like ShareSecure gives stakeholders real-time access to documents and media files from anywhere. And having the ability to tug in data from providers like DataFox, SourceScrub, Crunchbase, and Preqin can make life easier for your teams and accelerate their efforts.

Awareness of Often-Overlooked Private Equity CRM Features

Sound CRM systems are robust, feature-rich platforms, so it’s easy to urge distracted by all the bells and whistles and overlook the key features above. But now that you’re conscious of their importance, you’ll make sure that they’re on your firm’s “shopping list” as you are doing your research.