CRM for Private Equity

SatuitCRM® software for Private Equity is an award winning cloud based and mobile CRM application. SatuitCRM® provides your team the best set of easy to use tools for managing fundraising, investor relations, deal flow, and portfolio management. SatuitCRM® is easily deployed on desktops and mobile devices for users in the main office, in the field, at home, in a hotel or from any branch office. With SatuitCRM®, your deal details and investor contacts are always just a click away.

SatuitCRM for Private Equity

BENEFITS

  • Manage the life cycle of the deal
  • Track a universe of potential investments
  • Import data from 3rd parties
  • Capture all correspondence
  • Manage the contract and legal workflow
  • Leverage your internal and external resources
  • Create your fundraising pipeline with a few clicks
  • Track progress of fundraising
  • Manage capitals calls and distributions
  • Manage investor reporting
  • Integrate with Outlook and Lotus Notes
  • Mobile version for phones and tablets

SatuitCRM® is a MS.net cloud application that is easily deployed on desktops and mobile devices for users in the main office, in the field, at home, in a hotel or from any branch office. With SatuitCRM®, your deal details and investor contacts are always a click away.

Your research team can effortlessly manage the entire life cycle of the deal from the initial identification of prospective companies to the final details of closing the deal. SatuitCRM® provides robust document management and workflow. Documents can be securely shared and watermarked through Satuit’s Investor Portal.

Your fundraising team can easily import lists from third party industry vendors, and reactivate prospective investors who indicated that they wished to be contacted for a later round of funding. Once they become an investor, SatuitCRM® will help you manage Capital Calls and Investor and Compliance reporting.

SatuitCRM® seamlessly integrates with both Outlook and Lotus Notes so you can capture incoming and outgoing email including attachments.  Emails are automatically linked to all recipients (so long as they have a valid email ad- dress in SatuitCRM®).  You can even attach an email to a contact that was not on the original email (internal communications that you might want to attach to a portfolio company). And you can manage and organize attachments when adding an email.