A private equity firm replaced scattered deal spreadsheets with a CRM built around how it invests.
Industry: Private equity
Before
Spreadsheets
holding the real picture of the deal flow
After
1
source of truth, replacing scattered spreadsheets
Get a similar outcome.
A 15-minute scoping call, no commitment.
Off-the-shelf CRMs could not model the firm's deal flow. Investors, portfolio companies, advisors, and deal rooms were all linked in ways standard tools handled poorly, so the real picture lived in spreadsheets.
A custom CRM web app with a data model for investors, targets, and the relationships between them, role-based access, a deal-stage board, document attachments, an activity timeline with email logging, and dashboards for pipeline value and relationship strength.
The system, end to end, press play to see it run.
- 01Custom data model
Designed around investors, targets, advisors, and the relationships between them, instead of forcing deals into a generic contact list.
pending - 02Deal-stage board
A web app with role-based access and a board that moves each deal through the firm's own stages.
pending - 03Context on every deal
Document attachments, an activity timeline, and email logging, so the history of a deal sits with the deal.
pending - 04Partner dashboards
Pipeline value and relationship strength, visible to partners without asking the team for an update.
pending
1
source of truth, replacing scattered spreadsheets
Live
pipeline view for partners, without asking the team
Less
time spent preparing for each deal
Want a similar outcome?
Book a 15-minute scoping call. We'll tell you what's possible for your business.
Response time
Within 1 business day
Coverage
USA · UK · EU
Team
15 people · 10 engineers