In the current economic downturn, private equity now faces the most significant challenges of its short life. If it is true to say that without trust the financial firms cannot stand, then it is even more relevant when applied to businesses operating in private equity.

However with these challenges, come many opportunities. While the operations are based on trusted relationships, they are underpinned by transaction data, market intelligence and compliance. With the fundraising environment being very tight, only those companies with the sharpest business intelligence and the strongest customer relationships can hope to thrive.

An intelligent CRM system can help you manage resources and clients more effectively than ever before:

• Tracking and recording crucial deal flow information
• Creating a single file for companies and deals, containing all relevant documents and correspondence, providing an instant single overview of the current relationship
• Providing analysis on wins and exits, helping determine where time and effort will be most rewarded
• Clarifying who influences who in deals, while tracking introducers and sources of specific deals and fees paid
• Providing access via mobile connection to critical relationship records, regardless of location