Best Software for Private Equity Deals

If you’re working in private equity, then you’re aware that a large amount of data has to be collected and stored throughout the process of evaluating and closing deals. The best software for an PE deal usually connects to third party data services and provides tools for making due diligence more efficient. It is also able to track and report on deal performance after the investment.

A centralized system for private equity deals is essential for managing investor relations, monitoring and analyzing portfolio company performance, and consolidating fund accounting all in one place. The best solution can automate workflows and provide an undisputed source of truth for all the data that is required for due diligence.

Prior to recently, the top PE firms relied exclusively on Excel spreadsheets and their own internal systems, to keep track of contacts, companies and activities. This led to massive inefficiencies and missed opportunities to discover and close deals. To address this issue, a second wave of specialist software providers created products specifically designed for managing and automating private equity deal flows. These are primarily CRM-based solutions that concentrate on relationship intelligence (e.g., leveraging insights from job changes updates on social media, and industry news). Examples of this category of software include Navatar, Affinity, Altvia and a host of others.

Think about how easy the program is to use and to implement. Also consider the current state of m&a 2022 whether the program can integrate with other programs that your team uses to accomplish their tasks -such as calendaring, email projects, collaboration and project management tools, or even financial programs. Compare features, prices, and reviews and integrations using the resources on this page.