top of page
zoom5.JPG

Pipeline / CRM Software for Deal Teams

Private Equity, Deal pipeline, CRM, B2B Software, M&A
Private Equity, Deal pipeline, CRM, B2B Software, M&A
Private Equity, Deal pipeline, CRM, B2B Software, M&A
Private Equity, Deal pipeline, CRM, B2B Software, M&A
Private Equity, Deal pipeline, CRM, B2B Software, M&A
Private Equity, Deal pipeline, CRM, B2B Software, M&A
Private Equity, Deal pipeline, CRM, B2B Software, M&A

A New Approach
To Deal Team Software

Winning deals in private equity is hard. It requires building unique angles to beat the competition. What if your CRM was designed to help achieve that?

  • Socrates is a new pipeline / CRM software tool for private equity, developed inside a global deal team at scale over the last 5 years.

​

  • Built on modern “low code” backend platform, allowing rapid product improvements, ongoing customisations, and enterprise-grade security.

​

  • Now being spun out as an independent business to offer system to new clients.

​

  • Advanced features that already benchmark favourably against other industry offerings, plus faster pace of development going forwards.

​

  • Product has been designed (and iterated) with ease of use for daily “deal team” workflows in mind, driving better team adoption

About Us

Why Choose Us

A Successful Deal Team CRM Should Drive Significant Benefits…

Private Equity, Deal pipeline, CRM, B2B Software, M&A

Greater Deal Flow

Sourcing & Reciprocity
Clear picture of where deals & intros are coming from

Smart prompting
Relevant reminders (e.g. actions, contacts, targets)

Capturing all ideas
Maximise the breadth of pipeline at the early stages

Private Equity, Deal pipeline, CRM, B2B Software, M&A

Higher Success Rate

Find Angles
Make connections and find angles from around the firm

Senior Experts
Manage senior adviser network for max impact

Prioritisation
Allow early triage of most promising deals

Private Equity, Deal pipeline, CRM, B2B Software, M&A

Team Efficiency

Simplify workflow
Help team manage daily origination activities

Coordination
Avoid duplication, or being uncoordinated with team

Staffing
Devote resources to the best or most likely deals

Private Equity, Deal pipeline, CRM, B2B Software, M&A

Tangible Insights

Portfolio
Connect pre-deal expertise with portfolio value creation

Analytics
Understand true pipeline strength and evolution

Forecasting
Visibility of likely deployment

What Is Socrates’ Solution?

A modern private equity CRM built by deal team members for their daily workflow.

Simple Yet Powerful

Private Equity, Deal pipeline, CRM, B2B Software, M&A

Simplify workflow
Tracking only valuable data; no unnecessary clutter
Ease of Use
Design refined over 5 years for efficient daily workflow
Automation
Devote resources to the best or most likely deals

All Users Get Clear ‘Value Back’

Private Equity, Deal pipeline, CRM, B2B Software, M&A

Features to enhance the daily origination process:
 

  • Smart prompting

  • Suggested angles 

  • Adviser reciprocity 

  • Manage senior experts

Modern And Flexible Technology

Private Equity, Deal pipeline, CRM, B2B Software, M&A

Low-code architecture
Allows rapid product configuration and evolution
Gen AI
Flexible GPT-4 capabilities
Fully security certified
2FA, SSO, SOC 2, etc.
Flexible API
To interact with internal systems / external data

Driving Adoption

Private Equity, Deal pipeline, CRM, B2B Software, M&A

Even with the best software, still need to ensure strong adoption. We focus on:

  • Senior buy-in

  • Generating bottom-up team enthusiasm ​

  • The right support available (e.g. data upload) Easy customisation

Contact Us

If you have any questions or would like to arrange a demo, please contact us.

Contact

© Socrates CRM Ltd 2024; All Rights Reserved.

bottom of page