Private equity firms evaluating CRM software in 2026 consistently compare two names: SatuitCRM and Intapp DealCloud. Both platforms are designed for the buy side. Both
Choosing the right CRM is one of the most consequential technology decisions an emerging investment manager will make. Get it right, and you build a
Multi-strategy hedge funds face a structural investor relations challenge that single-strategy funds do not: the same LP may have exposure across multiple sub-strategies, each with
Investor retention is the foundation of long-term AUM growth. Acquiring a new LP is significantly more expensive than retaining an existing one, yet most investment
Implementing a new investment management CRM is a significant operational step. Done well, the first 90 days set the foundation for years of efficient investor
If your sales cycle feels longer than it should, the problem is rarely the quality of your product or your team. Most of the time,
A CRM is only as useful as the information people actually pull from it. Most leadership teams at investment management firms have access to a
Every investment management firm eventually faces the same problem: the CRM has been in use for a few years, and the data inside it is
If you manage a real estate fund and you are evaluating CRM platforms, SatuitCRM and Juniper Square will likely appear near the top of your
If you manage capital for institutional investors, family offices, high-net worth individuals, or LPs, your investors expect more than a quarterly PDF emailed from a