Best Software for Private Equity Deals

If you’re working in private equity, then you are aware that a large amount of data has to be collected and stored during the process of evaluating and closing deals. The most effective software for the closing of a PE deal typically connects to third party data services and makes due diligence more efficient. Additionally, it can assist with tracking and reporting on the performance of the deal following the investment.

A central system for private equity deals is crucial to manage investor relations, monitoring and analyzing portfolio company performance, and integrating fund accounting all in one place. The right solution can automate workflows and provide an authoritative source of truth for all the data that is required for due diligence.

In the past, many of the top PE firms relied on Excel spreadsheets and their own internal systems to track companies, contacts and their activities. This resulted in issues and missed opportunities to find and win vdrconsulting.org/what-is-the-process-of-going-paperless-with-vdr deals. To address this issue the second set of software providers specialized in the field of private equity created products to manage and automate deal flow. These are typically CRM solutions that concentrate on relationship intelligence (e.g., leveraging information from job changes, updates on social media, and industry news). Examples of this kind of software include Navatar, Affinity, Altvia and a host of others.

Consider how simple the software will be to use and implement. Consider whether the software will work well with other tools that your team might use to complete their tasks like calendaring, email collaboration and tools for managing projects or even financial software. Then compare prices, features, integrations, and user reviews using the tools on this page.