Most CRM implementations fail before they start. Not during configuration, not at training, and not at rollout. They fail during the evaluation phase, when firms
The spreadsheet has been the default relationship management tool for investment firms since the 1990s. It is familiar, flexible, and free. It is also a
The CRM adoption problem is not a technology problem. It is a behavior problem. Firms spend weeks selecting a platform, months on implementation, and significant
If you are evaluating CRM platforms for an alternative asset management firm, SatuitCRM and Dynamo are two of the names that come up most often.
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,