Audience
Companies that need a Private Equity CRM solution to make faster and more accurate decisions
About Xpedition Private Equity CRM
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. 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 delivering tailored CRM solutions designed to meet your individual requirements.
AIM
Altvia’s fully integrated product suite and industry expertise optimize the Salesforce CRM platform for the world of Alternative Investments. Translate data and relationships into institutional knowledge to gain the competitive advantage you need to advance your firm for the future.
AIM, Altvia’s Private Equity CRM solution, is a proven solution to harness interactions of your investments, portfolio performance, and back-end systems to scale your growth. Integrate AIM with a LP Portal or Data Visualization tool to power your internal and external teams. Successfully raise and deploy capital, ensure compliance and deliver a trusted and transparent experience to stakeholders and investors.
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Dynamo Software
Dynamo Software’s mission is to be the leading global, end-to-end cloud software platform for the alternatives ecosystem, serving the information sharing and analytical data needs of our constituents. Since 1998, the company has been providing industry-tailored, highly-configurable investment management, reporting, and data management cloud software solutions to the global alternative investment industry. The Dynamo™ platform has improved the productivity across the alternatives ecosystem, including CRM, fundraising, deal management, research management, investor servicing, portfolio management, and compliance teams worldwide. Dynamo has a global footprint with operations across North America, EMEA, APAC, and UAE. For more information, please visit DynamoSoftware.com.
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enVisual360
enVisual360 is the first module-based wealth management software suite that can be licensed by module, meaning you only license what you need, when you need it. enVisual is scalable with solutions priced to suit small/startup firms and larger global firms. Our aim is to provide ROI and productivity immediately. Build your own system! Designed for wealth management firms, fit for purpose. Unlike many products on the market, enVisual360 does not require costly customisation to implement. enVisual is purpose-built by wealth professionals for wealth professionals and delivers productivity and reduced client administration costs, particularly those in relation to ever-increasing compliance obligations. enVisual360 delivers a range of fully integrated core modules that are; scalable, affordable, simple and fast to implement.
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4Degrees
The 4Degrees platform offers intelligent relationship and deal management tools to help your team get the most out of your professional networks. We combine the ability to search your team's network easily and intuitively with automated data entry and intelligent alerts so you never miss the chance to move a relationship or deal forward. Unleash the power of your network with 4Degrees!
Some common use cases of our CRM software include:
- Venture Capital
- Private Equity
- Mergers & Acquisitions (M&A)
- Investment Banking
- Commercial Real Estate
- Consulting
- Deal sourcing, deal flow, and due diligence
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Integrations
Company Information
Xpedition
Founded: 1989
United Kingdom
xpedition.co.uk/private-equity-crm/
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Product Details
Platforms Supported
SaaS
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Documentation
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