Private Equity CRM Solutions

Award-winning CRM for Private Equity Firms

Elevate your investment management with Satuit’s award-winning cloud-based CRM. Our software streamlines fundraising, investor relations, deal flow, and portfolio management within a single, intuitive platform.

Deal Flow Pipeline Management

SatuitCRM supports every stage of the deal flow lifecycle from initial contact to deal closure, ensuring that no opportunity is missed. Our flexible report options allow you to track and analyze deals by virtually any attribute including stage, status, market segmentation, size, and source.

Deal Financials

Centralize all aspects of your deals in one location, capturing all critical information such as EBITDA, Estimated Revenues, Investment Size, Projections, and Terms.

Deal Flow Lifecycle Management

Private equity investors have an all-encompassing deal flow pipeline with the following features and capabilities.

Features Designed to Support a Growing Pipeline

Optimized for private equity investors, Satuit simplifies fundraising pipeline creation in just a few clicks. Easily track your fundraising progress and potential investments, and seamlessly integrate third-party data for a complete view of your operations. Users can also manage contracts, legal workflows, investor and compliance reporting, capital calls, and distributions using our mobile application or on your desktop.

Document Management

SatuitCRM offers robust document management and workflows, allowing users to capture all correspondence and securely share watermarked documents through our secure investor portal.

Email Integration

Our private equity CRM integrates seamlessly with industry-standard email platforms like Outlook and Gmail to capture all your correspondence. Emails are automatically linked to all recipients and can be attached to contacts, enhancing internal communication.

Third-Party List Import

Fundraising teams can easily import lists from third-party industry vendors, reactivate prospective investors, and manage complex tasks like capital calls and compliance reporting.