Dynamics 365 for Private Equity


Connect intelligence across your firm with tailored business applications for Private Equity.

Built by Xpedition on the market leading Microsoft Cloud platform, Dynamics 365 for Private Equity is tailored for the specialized needs of the industry, helping firms better manage:

  • Investor Relations & Fundraising | Meet the modern digital needs of your investor and understand who knows who and where the most valuable connections are.
  • Deal Flow Lifecycle | Spot the next BIG investment opportunity with a solution that enables your firm to track critical information and close more deals, faster. Collaborate effectively and access the right information at the right time, making the most of the knowledge held by staff all around your firm.
  • Reporting | Ensure your data is held in one secure location that the entire firm can depend on. Unify processes and build audit workflows, making your data and information secure, reliable, up-to-date and accessible.
  • Preqin Integration | Take advantage of embedded Investor profile data from Preqin
  • General Management | With one single, comprehensive picture of current activity and performance, take action to address any issues or unmet opportunities. Interrogate historic data to reveal strengths and weaknesses and predict future trends, opportunities and threats.
  • “Our team can now collaborate seamlessly and provide ever higher standards of service to meet our clients’ high expectations.” Permira

    Find out more about Dynamics 365 for Private Equity

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