Private Equity CRM
We are new firm looking for an easy tech solution to deal tracking, sourcing, and project management. Do you have any recommendations? What does it cost? Is it worth it to build our own solution with the MS platform, PowerApps, etc.?
We already have a solution for the LP CRM and fundraising. Thanks! 192.168.1.254
dealcloud
Affinity
Check for navtar. It's a Salesforce based crm for pe
I have a suggestion based off of my experience. I interned at a search fund earlier this year and we essentially built out that guys crm for free. We used salesforce and parsed through thousands of companies, lenders and business brokers. If you have the management skills I highly recommend hiring a bunch of unpaid interns and letting them go at it. Tons of smart kids unfortunately get suckered into these roles with the way the job market is right now.
What exactly did your CRM do? Was is used to build the initial list of companies or to send mass emails to the founders/CEOs?
What size of fund and what is your investment thesis?
DealCloud and Affinity are two of the big ones focused on PE/VC, although I've heard of organizations using Salesforce as well. DealCloud isn't great but it does the job. Not sure about Affinity.
Cost is just going to be per user, depends on organization size.
I don't see a scenario where building your own solution is worth it, unless you have technically capable individuals on staff to not only build it, but also handle upkeep and changes. Which as a new fund, I doubt you have.
How much did you enjoy working with this program? I also think to implement it.
I would recommend you the wxora software. It can help you anytime you need to deal with your client data.
Are these all just shills ^ that's some weird ass english
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