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:
- A coherent contact history that lets you identify relevance
- Collaborative tools and shared access to all important documents for all involved in a deal
- The ability to make better decision based on data analytics
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!