Best Software for Private Equity Deals

If you’re working in private equity, then you are aware that a lot of information must be compiled and stored throughout the process of evaluating and closing deals. The most effective software for the closing of a PE transaction is usually linked to third-party services that provide data and tools to aid in due diligence. It can also assist in tracking and report on the performance of the deal following the investment.

A central system for private equity deals is crucial to manage investor relations, analyzing and tracking the performance of portfolio companies and consolidating fund accounting all in one place. The best solution will simplify workflows, and provide the source of truth that is able to be defended for all information required for due diligence.

Up until recently, the most prominent PE firms relied on Excel spreadsheets and their internal systems for tracking contacts, companies and their activities. This resulted in failures and missed opportunities to make deals and win. To solve this issue another group of software providers specialized in the private equity industry created software that was designed to manage and automate deal flow. These are primarily CRM-based solutions that are focused on relationship intelligence (e.g. the use of information gathered from job changes, updates to social media, and industry news). Examples of this class of software include Navatar, Affinity, Altvia and a host of others.

Think about how easy the software is to use and to implement. Also consider whether the product can integrate with other software that your team utilizes to complete their work -for example, email, calendaring and collaboration tools, or even financial software. Then www.vdrconsulting.org/private-equity-deals-vs-public-offerings/ compare prices, features, integrations, and user reviews with the resources on this page.