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Product Overview

System designed with deal pipeline at its heart. Other functions all support and enhance that central origination workflow.

 

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

Advisers

Mandates / Fees

Intros

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

Meetings

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

Meetings

Sponsors

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

Secondaries

Deals

Analytics

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

Conversion Rates

Weighted Pipeline

Team

Actions

Staffing

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

Contacts

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

Experts

Management

Alerting

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

Smart Prompting

Personalised alerts

Integrations

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

Example Features

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

Simple and intuitive pipeline tracking, flexible to support personal origination workflow or any team meeting

Easy tracking of sources of deal flow, and adviser reciprocity

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

Advanced analytics, e.g. historic deal conversion rates and future weighted pipeline

Great user feedback already
(and we're just getting started)

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

Partner, Buyout Deal Team, Madrid

“New system looks amazing btw! i was just playing with it. much friendlier ux and very intuitive. all neat and organised”

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

Director, Dev Cap Team, Paris

“Really like it. Super enthusiastic about it. I especially like the personal WIP and the way you can follow up and track tasks”

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

Director, Growth Deal Team, Stockholm

“Really like the new system. Doing a lot with the meeting notes… Meetings, actions, adding companies - all easy. Very smooth. That's great… Btw the fees / mandates thing is really user friendly”

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

MD, Head of Digital (Portfolio Group), London

“The new system is SUPER impressive… beautiful work… the portfolio dashboard is AMAZING too”

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

Product Director, Low-Code Platform, SF

“Quite brilliant the way you’re leveraging the tool. Because of how robust the workflow is”

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