PE行业的软件和解决方案

http://www.navatargroup.com/financial-services-cloud/navatar-private-equity-CRM.php

Navatar VC CRM provides unprecedented depth of functionality in:

Deal Flow

• Manage deal pipeline velocity • Integrated with external data sources like CapitalIQ,    Crunchbase • Increase ratio of deals closed, NDAs signed, LOIs signed • Manage lending sources, co-investments, advisors for deals • Built-in workflow to manage day-to-day progress for deals

Intermediaries & Deal Sourcing

• Improve relationships with intermediaries to increase deal    flow • Build new sources for quality deals • Measure intermediary sourcing success

Portfolio Company Reporting

• Secure, integrated portal for portfolio companies to report    financial results • Compare portfolio company financial performance over multiple    quarters • Manage portfolio company executive talent • Manage co-investment process with limited partners

Limited Partner Management &  Fundraising

• Intelligently target investors • Raise more money faster with fewer closings • Automatically calculate capital calls and send notices to    investors • Manage side letters, sub-docs, transfers and investor    communications preferences • See comprehensive views covering LP commitments

Investor Portal & Reporting

• Provide secure access through a custom branded portal • Share capital calls, account statements, updates and K1s with    your LPs • Securely generate pre-defined and ad-hoc investor reports

 

 

http://www.netagesolutions.com

 Netageprovides a private equity CRM solution that over 130 private equity firms relyon for marketing, fundraising, accounting, and secure online investorreporting. In anutshell, Dynamo is an industry-specific CRM that includes features like: 

• Mailing tools, which automatically     watermark PPMs or populate document or email fields from your Dynamo data,     and base mailings on investor preferences.
• Automate partnership accounting to     expedite distribution calculations (they can even be defined by investor     preferences).
• A fully configurable branded online     investor website, which integrates with the Dynamo CRM to easily and     securely provide investors access to documents.

 

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