Best Software for Private Equity Deals

If you’re working in private equity, you’re aware how much data is required to evaluate and close deals. The best software to use for the closing of a PE transaction is usually linked to third-party service providers that provide information and tools for due diligence. In addition, it can help in the tracking and reporting of the performance of the deal following the investment.

A centralized system for private equity deals is essential to manage investor relations, analyzing and tracking the performance of portfolio companies, as well as consolidating fund accounting all in one place. The best solution will also automate workflows, and provide an undisputed source of truth for all the information required to conduct due diligence.

Up until recently, leading PE firms relied exclusively on Excel spreadsheets and their own internal systems to track contacts, companies and their activities. This led to issues and missed opportunities to secure deals. To address this issue the second wave of industry-specific software providers developed products specifically designed for managing and automating private equity deal flow. These are mostly CRM products that concentrate on relationship-based intelligence. Examples of this type of software include Navatar, Affinity, Altvia, and many others.

To choose the right software for your company, think about how it is easy to implement and use. Take into consideration whether the software can be compatible with other tools you may use to accomplish tasks like email, calendaring collaboration and tools for managing projects or even financial software. Compare prices for features, integrations, and user reviews with the information on this page.

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