Infinity Info Systems' Private Equity CRM solution helps improve and increase your productivity and effectiveness.
The success of many Private Equity firms is largely dependent on effectively raising capital and executing high quality deals. The most successful firms know the best deal referral sources as well as the ideal high potential target investors. In a business where relationships and timing are everything, Infinity’s Investor Relationship Management and Deal Relationship Systems software will help your team increase productivity, bring in higher quality deals, and improve the volume and velocity of committed capital.
Deal Relationship Management
Private equity firms need to identify the highest quality deals in the shortest amount of time to stay ahead. Firms that can’t source quality deals effectively or that don’t understand the best referral sources fall behind.
The rigorous deal process involves countless meetings, phone calls and e-mails with target portfolio companies and third parties. As a result, your Private Equity team's contact information, meeting notes and documents may be spread across multiple Outlook folders, network drives and Excel spreadsheets. The chaos of looking through multiple databases to answer questions can be time-consuming and frustrating.
Infinity’s CRM for Private Equity can help you create order out of that chaos by delivering a powerful relationship management system. Infinity's CRM for Private Equity businesses will help you and your team to:
Maximize the value of conversions with prospects, investors, portfolio companies, potential portfolio companies, and referral sources by having one centralized place for detailed information at your fingertips
Nurture relationships that would otherwise be forgotten
Deepen your referral base and identify best referral sources
Better visualize business trends and strategic business data to make better business decision
Greatly reduce administrative burden
Investor Relationship Management
While deals are a significant portion of the private equity business, the reality is that both deals and capital are equally important. Without one, the other can’t work effectively. Regardless, competitive pressures and an explosion of new products have made the business of raising and retaining capital more difficult.
Today's Private Equity managers are required to deliver the highest degree of care, personalization, and transparency to their investors. Infinity's CRM for Private Equity businesses will help you and your team to:
Maximize the value of conversions with prospects, investors, and other third parties by having one centralized place for detailed information at your fingertips
Nurture relationships that would otherwise be forgotten
Better visualize business trends and strategic business data to make better business decisions
Greatly reduce administrative burden
Eliminate hours of busywork by automatically generating client emails, compliance, reports, ad-hoc analytic and pipeline reports
Get instant access to NAV and performance information for individual investor accounts as well as potential commitments and distributions by fund to better visualize cash flow
