PCG Capital Partners (PCG CP), a private equity firm with more than $1 billion under management, can generate its weekly deal pipeline and numerous other reports on demand thanks to Dynamo, Netage's private equity deal management software.

These reports help PCG CP glean valuable information, such as which proactive sourcing initiatives are most successful and which brokers are referring the best deals. The firm can also better measure deal-flow, and evaluate deal quality over time.  To top it off, its deal professionals are saving hours each month on internal reporting.

Results
Dynamo is integral to PCG CP's deal tracking and pipeline management process.  The application has enabled the firm to:

• Improve the efficiency and organization of its deal management and overall CRM efforts
• Determine which proactive sourcing initiatives are successful by linking deals to the source
• Identify its top deal referrers by tracking all deals referred by investment bankers and other third parties
• Automate working group lists by linking relevant contacts (e.g. referrer, management, etc.) to deal records
• Drive Monday morning meetings with a weekly deal pipeline that’s generated at the push of a button