Our services.

Private Markets CRM.

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With extensive experience in Private Markets CRM, we specialise in guiding firms to optimise their software.

Our Private Markets CRM solutions are purpose-built for the complex relationship networks and workflows of private capital markets. So, from investor communications to deal tracking, we help streamline your processes and enhance visibility across your firm.

Some of the typical Private Markets CRM challenges we help solve.

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Data Quality and Consistency

In Private Markets, ensuring accurate, consistent, and up-to-date information within CRM systems can be challenging. Firms typically manage large volumes of complex data from multiple sources, and if they fail to maintain it properly, they create duplicate, incomplete, or outdated records.

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Customisation for Complex Deal Tracking

Private markets use unique workflows and deal structures that often fail to align with standard CRM setups. So, firms often require extensive customisation to handle complex deal tracking, relationship mapping, and reporting. These customisations consume time and increase costs.

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Integration with Other Systems

Private markets firms rely on multiple systems that need to work together. So, firms often find it technically challenging to integrate the CRM with other systems and create a unified view of data. Additionally, firms must carry out ongoing maintenance to keep all systems in sync.

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User Adoption and Training

Encouraging team members to fully adopt, as well as consistently use a Private Markets CRM system is another common challenge. Because, without proper training and buy-in, users may revert to old habits or underutilise the CRM’s capabilities. Therefore reducing the system’s effectiveness.

Our expertise

The Private Markets CRM technology we work with.

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Areas of expertise

CRM for Private Markets.

Needs assessment and requirements gathering

We work closely with firms to understand their unique workflows, data requirements, and key objectives. So, this assessment helps define the essential CRM features and customisations firms require.Therefore ensuring alignment with a firm’s operational and strategic goals.

CRM system selection and vendor evaluation

We evaluate and compare CRM vendors for our clients. This includes assessing each system’s capabilities, customisability, scalability and integration options, as well as cost. In addition, we help facilitate vendor demos and provide recommendations based on best-fit criteria.

Implementation and customisation support

We manage or support the implementation process and configure the system to meet each firm’s requirements. This often involves customising workflows, data fields, reporting functions, and user interfaces to handle complex deal tracking and investor relations. In addition, we also customise the system to meet portfolio management needs.

Data migration and integration

We work closely with firms to understand their unique workflows, data requirements, and key objectives. This assessment helps define the essential features and customisations needed in a CRM. Therefore ensuring alignment with a firm’s operational and strategic goals.

User training and change management

User adoption plays a critical role in CRM success. Therefore we provide tailored training sessions to ensure team members understand how to use the CRM effectively. In addition, we implement change management strategies to encourage adoption.

Ongoing optimisation and support

Post-implementation, we provide continuous support to refine and enhance the CRM system as a firm’s needs evolve. This includes monitoring system performance, advising on updates, and troubleshooting issues. As well as suggesting new features.

Performance tracking and analytics

We help firms leverage their CRM’s data and analytics capabilities. This involves setting up key performance indicators and custom dashboards to monitor metrics relevant to deal flow, investor engagement, and relationship management, allowing firms to make data-driven decisions.

Our work

Relevant Private Markets CRM Engagements.

Bridgepoint PE and Credit

PE and Credit

We were engaged to assist Bridgepoint with the implementation of the DealCloud platform across their PE and Credit business. Against a very tight implementation timeline our team worked closely with Bridgepoint to define and document the processes and build requirements, then oversee the implementation, testing and data migration process. Our involvement significantly reduced the burden on Bridgepoint’s limited internal capacity, as well as minimising the DealCloud implementation team cost. In addition, it allowed the go-live deadline to be achieved successfully.
US Top 5 Alternative Asset Manager

45 Team/1,000+ User Firmwide DealCloud Reimplementation

The firm had implemented DealCloud without external support, resulting in a platform which was unable to support the needs of the business. So, it|venture was engaged to lead the reimplementation of the platform across 45 teams and circa 1,500 users, leveraging our vast experience to rebuild the entire data model. We reduced user entry fields by 60%, as well as building new functionality and simplified firm wide reporting. Therefore meeting the complex needs of this extremely large and diverse business.
Triton Partners

PE and Credit

Our two-year on-going engagement with Triton has included a phased roll-out of the DealCloud platform to new teams and business units, developing bespoke functionality that pushes the boundaries of what is possible in the platform, while ensuring a consistent data model is maintained. In addition, we have also developed and facilitated integrations with DealCloud and other business systems including Investran and Seismic, while advising on the overall data structure and best practice approach.
$25bn NYC Based

PE Investment Management

We were engaged to review the client’s implementation of DealCloud and identify a programme of work to address a series of post implementation failures. So, we leveraged our industry expertise to quickly understand the client’s business and determine that this hadn’t been understood by the vendor team, leading to a poorly built site. Therefore, work to address the shortcomings included the rebuild of core objects, the remapping of data and the roll-out of new fit for purpose reporting.
US and Europe

Multi-Strategy PE

We were engaged to support the client in the pre-go-live site refinement, data migration, as well as testing phase of their DealCloud implementation. So, working closely with the client teams our consultants were able to accurately document and test to ensure all required functionality had been provisioned, together with testing and refinement of the data migration exercise performed by DealCloud. Following go-live our team was retained to provide post go-live hyper care support, as well as user training to ease adoption.

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Why choose it|venture.

Get in touch to learn more about our Private Markets CRM services and discover how we can transform your approach to technology. Our team of experts is ready to discuss your unique needs.

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