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Whether you are a professional in business development who is drumming up new opportunities, or an PE firm focused on managing pipelines and relationships of existing portfolio companies keeping in mind all the individuals who, companies, and activities within your network is crucial for ensuring that you have a healthy deal flow management. For the fast-moving PE companies, a simple Rolodex and Excel spreadsheet won’t be enough. Instead, you’ll need a system that consolidates communication and relationship information which makes it simple to access and turn day-today activities into valuable information.

A technology driven by AI will help you make those sought-after introductions to the best professionals in your network to help create more value for your portfolio businesses. A smart CRM for instance, will automatically find contacts with whom you have a mutual connection and suggest a connection.

Another aspect to look out for in the software that is used for private equity is analytics tools that provide insights into key metrics such as the performance of the portfolio and trends over time. This will help you find potential investment opportunities, make better decisions or identify risks by running simulations using the latest or historical data.

In addition, a private equity CRM needs to provide support for due diligence with a complete view of IT, legal operational, financial and legal information for each investment organization or project. This can be accomplished by linking the software with third-party data services that can provide the information you need at your fingertips. It can also simplify the process, through automating the process of creating reports. This can save time and money.