11/8/2023 0 Comments Contact book software![]() These reports include deal pipeline updates, fundraising status reports, or industry and sub-industry progress reports. Most firms have the need to create reports consistently (daily, weekly, monthly, quarterly, or at any other cadence). One great feature of DealCloud’s purpose-built private equity software is our one-click tear sheets. The time saved using DealCloud gives professionals more time to build and grow relationships that lead to closed deals. Over the last ten years, we’ve developed countless tools and features on top of our core CRM platform that enables private equity investors to do the administrative and time-intensive parts of their job more quickly and efficiently. Whether your firm just closed its first fund or if it has completed hundreds of transactions, our private equity software can help your firm grow and become more efficient. Private equity software features and solutions No matter if your firm is geographically, deal size, or industry-focused, DealCloud helps PE investors take a handshake and transform it into a closed deal within our private equity software.īest-in-class private equity professionals leverage DealCloud’s private equity software for all of the following: ![]() Not only does DealCloud allow private equity professionals to develop investment theses by combining the power of proprietary and third-party data, but it allows them to actually execute on that vision. Private equity firms need to respond to those demands by having a data-driven and scientific way of executing on their investment theses. Today’s LPs will accept nothing less than a sophisticated and technology-driven approach to investing. And because the tagging and reporting capabilities are so flexible, these firms are able to track their progress towards goals such as fundraising, capital deployment, and dealmaker productivity. Put simply, the technology adapts to the unique ways each private equity firm works. Our software allows private equity firms to keep track of every relationship by allowing dealmakers to categorize, tag, organize, and report on their relationship data (companies, contacts, deals, etc.) in any way that they choose. Private equity firms, no matter the size, need the ability to manage relationships, transactions, processes, workflows, and the operations and compliance of the overall firm. ![]() No matter the size of your firm or the specificity of your investment mandate, our software can be easily configured to align with your current business development and portfolio management processes.ĭealCloud often gets compared to a CRM, but in reality, the software is equipped to do much more than that. These trends have a serious impact on your firm’s ability to achieve long-term success.ĭealCloud’s data-powered private equity software is specifically designed for private equity firms, giving PE professionals the power to execute deals at the highest levels. With increased competition in the market, it’s more challenging than ever for private equity firm leaders to grasp how markets shift on a daily basis. You can customize fonts, add/remove columns for the contacts information list, enable birthday reminders, change phone settings and set the program to run automatically at system startup.An industry as complex as private equity demands purpose-built technology that’s easily configured to meet your firm’s unique needs. The program also lets you send e-mails, place calls, print envelopes and show contacts in Google Maps. When you want to add a new contact you’ll have to enter all the related information like name, group, personal/business information, notes and even reminders.Ĭontacts can be edited, deleted and easily moved to other groups. The main window is comprised of several areas, from where you can access your contacts categories and details. The application offers automated creation of frequently used contact groups – ‘family’, ‘business’, friends’…etc. ![]() E-Z Contact Book is a free program that lets you manage your contacts list in an intuitive manner and it offers a robust set of options. E-Z Contact Book: An intuitive, easy to use application for contact information managementĪs you might have already experienced yourself, having a huge list of contacts requires keeping it well organized and a dedicated application can significantly ease this task.
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