Private Equity CRM Software Companies

Find the best Private Equity CRM Software companies for your business. Compare case studies, success stories, & testimonials from the top Private Equity CRM Software vendors.

1-8 of 8 Private Equity CRM Software companies
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  • Overall Reference Rating 4.7

    Dynamo Software

    Premium
    Private Equity CRM Software

    Dynamo Software has provided industry-tailored, highly configurable investment management, reporting and data management cloud software solutions to the global alternative investment industry since 1998. Dynamo provides SaaS solutions across the …

  • Overall Reference Rating 4.8

    Intapp

    Verified
    Private Equity CRM Software

    Intapp is The Industry Cloud for Professional and Financial Services. Headquartered in Silicon Valley, they serve over 1,300 customers worldwide — 96 of the Global 100 law firms, 5 of …

  • Overall Reference Rating 4.8

    Juniper Square

    Verified
    Private Equity CRM Software

    Juniper Square empowers GPs and LPs to focus on building enduring relationships and exceptional investment opportunities. Our modern investment lifecycle management solutions empower GPs and LPs to connect and communicate …

  • Overall Reference Rating 4.8

    Altvia

    Verified
    Private Equity CRM Software

    Altvia translates data into intelligence for Alternative Asset Fund Managers, Institutional Investors, and Impact Investors. As the premier provider of flexible, web-based software solutions in private equity, Altvia combines technology …

  • Overall Reference Rating 4.8
    Private Equity CRM Software

    Satuit Technologies is the premier provider of CRM, client reporting and portal software solutions for buy-side asset management, institutional, hedge fund, wealth management, private equity, and real estate markets. Satuit …

  • Overall Reference Rating 4.8
    Private Equity CRM Software

    Affinity’s patented technology structures and analyzes millions of data points across emails, calendars, and third party sources to offer users the tools they need to automatically manage their most valuable …

  • Overall Reference Rating 4.8
    Private Equity CRM Software

    4Degrees is they're a startup with a vision to equalize opportunity by enabling you to build stronger professional relationships. Their platform identifies the right connections for you to focus on, …

  • Overall Reference Rating 4.8
    Private Equity CRM Software

    ProTrak International is the go-to choice for traditional investment managers, hedge funds, funds-of-funds, private equity firms and family offices seeking a highly focused, personalized, industry-specific, and easy to use CRM …