Unlike in other capital markets, in private equity, your relationships are the foundation of the company’s success. Better understanding and network relationships means more closed deals for your organization. Thus, private equity professionals must choose the best software that allows them to keep the focus on that relationship and make them stronger. The private equity deal management software will manage team processes and automate repetitive, time-consuming tasks so the Private Equity Industry can maintain a competitive edge in a fast-growing world.
However, various software companies fulfill your desire. Many solutions are available in the market, and you can pick the best management software to close private equity deals successfully. Hence, in this guide, you will learn how to choose personal equity deal management software and how to determine that this is the best for fulfilling your firm’s needs.
Best Private Equity Deal Management Software
Managing private equity firms’ deals is quite complex, and not all software suits your company. So, we bring a few popular software solutions to PE firms.
- Wealth Block
It offers comprehensive investor onboarding and investment management portal. It provides CRM, document e- signing flow, automated email marketing, dataroom, compliance checks, data analytics, and many more. It includes the following flows:
- Capital call
- Post raise reporting
- Investor outreach and onboarding
- Payment collection
- Investment processing
- Investor communication
The API-ready portal provides all the essential integrations, inclusive support of single sign-on, 2FA, KYC/AML verification, compliance management, accreditation, and other essential elements. Wealth Block’s portal supports all types of investment flows, including Reg D, CF, debt, equity, and A+.
After a ventured – focused platform called Fundstack, Attio was rebuilt and rebranded as a lightweight deal management solution. The user will get standard CRM elements within this software and flexible pipeline management, customizable workflows, and collaboration tools. However, this tool will not provide automatic data capture, but it has Android and iOS apps that allow you to enter the data quickly. The tool is easily integrated with other software tools but only through third–party connector Zapier.
- Navatar Edge
Navatar is a longstanding and conventional CRM built on Salesforce. Its primary focus is on financial services; hence it has a feature set that works well for accessible private equity deals structure. The tools are famous for their deal-sourcing capabilities and streamlined pipeline management workflows. Its extra functionality will help you in fundraising, evaluating portfolios, and monitoring investor relations. Navatar needs manual data entry like most conventional CRM to keep contact, company, and activity data current.
eFront is one of the popular software providers for managing alternate investment lifecycles. In May 2019, it was acquired by Blackrock Inc; it is an American multinational investment company located in New York. The takeover aims to expand portfolio management opportunities for Blackrock’s investors who choose alternate asset classes. eFront provides solutions that suit alternative professionals as they promote their services. The software solutions are divided by asset type, investor, and requirements to ensure every customer gets the perfect solution.
eFront private equity solutions are building to streamline and centralize the entire investment cycle. With six modular products, the software allows investment professionals to make fact–based decisions.
LenderKit is a specialist in alternative investment platforms. It provides private crowdfunding and investor management tools for online investment businesses at every stage of development. Pre-built layouts by LenderKit are great for crowdfunding websites. They will save you time and money and help you launch your site faster. An interactive investor portal allows fundraisers to create campaigns or investors to invest.
LenderKit Private Fundraising Software also has a powerful back-office that allows admins to manage complete cycle capital raising and investment activities. The vendor covers both investment-based and non-investment-based crowd-funding models. Each solution includes many standard features that will allow your platform to function. These solutions can be tailored to meet your business’s needs.
LenderKit offers solutions for investment, equity, and donation flows. You can use each flow separately or combine them to increase the possibilities for investors and fundraisers. The software can be integrated with leading payment gateways within the industry, such as Lemonway, North Capital, KYC/AML providers, filing automation, and document signature providers. Clients can request detailed consultations regarding technical integration with third-party providers. Integration of third-party providers is done via a secure API.
Lender Kit’s mobile investment app prototype allows investors to communicate with crowdfunding portals and take almost all actions available on the platform. It will enable investors to quickly and easily access the crowdfunding platform and interact with any of its offerings. Investors can also use it:
- Monitor their investment performance
- See transactions
- New investment opportunities
Affinity was explicitly designed for dealmakers in private equity. The relationship intelligence CRM platform Affinity gives your firm visibility to new opportunities that may not be visible through your contact list. Advanced deal management is made simple by collaboration and pipeline management tools.
Affinity allows you to spend more time building relationships, closing deals, and manually entering data when you use it for private equity deal management. Affinity’s proprietary algorithm provides a 360-degree Rolodex with deep relationship intelligence and actionable insight. By leveraging the network of your entire team with speed and accuracy, your PE firm can move faster in the market.
Your PE firm will lose deals to more agile competitors if it doesn’t invest in technology that helps you do your job. Private equity leaders today need to be more content with upgrading from CRMs to spreadsheets. They’re investing in cutting-edge software solutions that use AI and advanced automation, as technology is an important differentiator.