Combine the familiar Outlook interface with a robust SQL Server back-end and .NET architecture. Have your entire front office information at your fingertips: deals, contacts, investors, partners, documents, activities, and tasks.

Maintain a detailed profile on every deal, investor, or third-party intermediary. From pipeline status to valuations and in-depth due diligence, it’s all in one place for your team to collaborate on.

For the complex nature of private equity and LBO deal sourcing, track contact referrals, fee agreements, and more to identify the top contributors and grow the value of relationships.

Run built-in reports or design your own to uncover previously unseen trends and spot opportunities.

Make more informed management decisions based on a rich set of dashboards.