Seepath CRM for Private Equity (Capital Markets)
works with Dynamics 365 | CRM 2015 | CRM 2016
Online & On-premise
Seepath Private Equity CRM™ is a complete
CRM Solution for Private Equity and Venture Capital Firms that empower you to
easily create, track, and manage your investments, Fund Raising Opportunities
(Investor relations) as well as Client/Consultant relationships. Easy to use
with powerful functionalities that allow you to get a 360 degree view of your
Investment Deal Pipeline, LP Opportunities, Sector Research, Deals by
Industry/Category (Mezzanine, LBO, VC, Growth Capital, Distressed
Investments, Others etc.,) as well as keep track of all activities with your
Clients/Consultants/Intermediaries via (email, phone calls, appointments, tasks
etc.,). You will have a complete view of your deals and LP opportunities
from single touch point screen.
Investment Management (DEALS)
Manage your Investments from Deal Origination, Deal Tracking through Deal Execution
Track your Deals through various stages from lead to Due-diligence, Commitment & Pass
Conduct Due-dilligence process early
Track Deal Flow and Capital Calls within the same system.
Investor Relations(LP Opportunity, Funds, Capital Calls)
Efficiently manage Fund Raising LP Opportunities
Create and Track LP Opportunities, LP Commitments, Capital Calls and Fees.
Associate LP Opportunities to a Fund
Match Fund Size to Opportunities
Keep track of the Equity investments and financial information of the
EV, EBITDA, Equity Investment, Revenue, Debt & SWOT analysis
Companies & Contacts:
Create and Manage Portfolio Company, Limited partner and Intermediary
(Investment Banks, Accounting/Law Firms, Consulting Firms etc.,) all in a single
Build Team of Specialist and track contacts along with their resumes and
other resourceful information.
Automatically create LP Commitments when a LP Opportunity is won
Keep track of your Deals at every stage – Lead, due-diligence, Termsheet,
Commitment & Pass.
Connect and Collaborate with your Investors, Partners, Portfolio Companies and
Market Data Integration
Options to integrate DOWJONES Investment Research data real-time
Create and Share Compliance Documents with your Clients/Team.
Integrations with SharePoint allow you to take advantage of specialist
Client/Consultant Relationship Management:
keep track of your Client/Consultant Relationships and interactions via email,
phone calls, appointment, tasks and instant chats
Add management fees, board members and other options to various entities
Get up and running with your CRM for Capital Markets, Private Equity that’s
tailored to your business in a matter of days not months or years!
Fund Raising Opportunity Tracking