Hey Guys, I'm a consultant and have my first meeting with a small Private Equity firm a few weeks for now. It's not an interview, but rather I called them and offered my services to help build out their CRM infrastructure reporting/analytics model. I'm also briefing them on AI/Tech Industry growth opportunities (this was a request I made and the team has agreed to give me a time slot to be able to present my thoughts).
The idea here is to build a relationship and try to leverage this into a Pre-MBA Internship down the road. I understand this will be difficult but the PE firm has multiple operating partners with similar backgrounds to my own.
From a CRM Standpoint, I understand the PE Firm (GP) engages with a multitude of companies and individuals including LPs, Banks, and obviously current and former Portfolio companies. The Lead Life Cycle seems to be pretty straightforward in terms of Lead-> Opportunity -> Account.
Is there any critical information you PE folks love to see in your current CRM Databases about potential companies? I could even automate a batch upload of some financial data mapped to some fields in the CRM database so when a User logs in to view an Account, they see some financial metrics already (possibly some financial ratios for profitability/productivity/leverage. If they have this data anywhere in Excel, this could be a simple drag and drop to a folder.
Would appreciate your feedback and advice. This is my first meeting ever with a PE firm and a chance to build a professional working relationship.
A little about me: Non-Target, Technology Consultant at Deloitte, taking a few finance classes, dreaming of an internship at a PE firm prior to T10 MBA.
