Single-Minded Determination To Maximize Returns: How CRM Software Benefits The Clients And Owners Of Private Equity Firms

I recently read with great interest the “ILPA Private Equity Principles” which is an excellent guide to best practices developed by the Institutional Limited Partners Association (www.ilpa.org).  One of the first key points made in the introduction to this guide points out that “requiring the general partner to have a meaningful equity interest in their own funds helps private equity firms to maintain a “single-minded determination to maximize returns on the underlying investments.” 

One of the key best practices emphasized in the guide is the importance of transparency and accuracy in reporting from the general partner to the limited partners throughout the lifecycle of each investment and each fund.  An entire appendix is provided that details the wide variety of reports that are regularly required. 

Our firm, Eisner Information Solutions (www.eisneris.com), helps Private Equity firms assure the accuracy and timeliness of their reporting and client tracking by using a combination of industry-leading systems including Microsoft Dynamics GP Microsoft Dynamics CRM and PrivityCRM.  PrivityCRM is especially helpful since it is a client relationship management system designed specifically for Private Equity firms.  By combining the resources of our well-respected parent company, Eisner LLP, with the expertise of our division in designing, deploying, and implementing system solutions for Private Equity firms, you can assure that your reporting meets and exceeds requirements such as those set forth in the ILPA Principles.  Our role as a Microsoft Certified Partner signifies that we continue to make key investments in training our experts so that they remain current with the excellent Microsoft products we use to create operational efficiencies for our clients.

Especially in the new economic world we find ourselves in, we have seen that powerful solutions like PrivityCRM need to be at the core of information management.  If you’d like to try out PrivityCRM we do offer a free, no-commitment managed trial of PrivityCRM for a full month.  We not only put PrivityCRM to work for you, we also work with you to simplify the learning curve, answer questions and help you make a fully informed decision.  If you’d like to learn more about this 30-day managed trial please call me at 212-891-6900.

Watch the video below for more details about Privity CRM:

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