Best Software for Private Equity Deals

28-09-2023 | Property Development

If you’re working in private equity, you know how much information is needed for evaluating and closing deals. The best software for the closing of a PE deal usually connects to third party data services and offers tools to make due diligence more efficient. It should also help track and report on the performance of deals after the investment.

A centralized system for private equity deals is crucial to manage investor relations, tracking and analyzing the performance of portfolio companies and consolidating fund accounting all in one location. The right solution will automate workflows, and provide the source of truth that can be used to defend all the information required to conduct due diligence.

Up until recently, leading PE firms relied exclusively on Excel spreadsheets, as well as their own internal systems to track contacts, companies and activities. This resulted in inefficiencies and missed chances to win deals. To address this issue there was a second wave of specific software companies developed products specifically designed for managing and automating private equity deal flow. These are mostly CRM products that are focused on relationship intelligence. Navatar Affinity Altvia and other examples of this type of software are available.

To choose the right software for your firm, consider how easy it will be to install and use. Consider whether the software will seamlessly integrate with other tools that your team can use to accomplish tasks, such as calendaring, email, collaboration and project management tools, or even financial applications. Compare prices, features and reviews, as well as integrations with the tools on this page.


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