Keep track of your investments and potential deals with detailed documentation of your activities to quickly recognize connections and interested parties in your deal flow.
Ensure smooth processes at all deal phases that are tailored to your individual project approach, to meet your goals and ensure transactions are carried out in the best way possible.
Provide transparent information about the progress and status of your deals and investment structures in order to create targeted risk management and a basis for sales controlling.
We know how essential it is for all those involved to quickly and transparently get a snapshot of both the progress and the most important indicators for ongoing investments. From numerous projects in the industry, we have gained first-hand knowledge of the challenges and needs of private equity companies. To any project we also bring our twenty-year expertise as digitization and Dynamics 365 partner with hundreds of customers to the table.
Finding an opportunity and evaluating it: that is where the investment cycle starts. It goes on all the way to raising funds, working deals, managing investments and offering transparency to all stakeholders involved.
Ideally, you want to go through all these stages as efficiently and as smoothly as possible, no bumps in the road. The truth, however, is: private equity firms, like many other companies, often lack a complete overview of their business processes and contacts.
Dynamics 365 for Private Equity is a business suite that combines ERP solutions and CRM solutions to help you minimize risks and accelerate profitability by providing you with:
Would you like to learn more about how Microsoft’s cloud-based app bundle can help you boost your private equity business? Share your ideas with proMX, a leading Microsoft partner, and let’s talk!
analysis and fit-gap workshop
course of action recommendations
software implementetion
system
customization
technical support and maintenance
user
trainings
