Private Equity CRM
An award-winning cloud-based and mobile private equity CRM application. Our SatuitCRM® software provides your team the best set of easy-to-use tools for managing fundraising, investor relations, deal flow, and portfolio management.
SatuitCRM is easily deployed on desktops and mobile devices for users in the main office, in the field, at home, in a hotel or from any branch office. With SatuitCRM, your deal details and investor contacts are always just a click away.
Your deal details and investor contacts are always just a click away.
Financial institutions require a variety of client management solutions to streamline operations. In addition to our CRM for private equity firms, the Satuit platform offers a secure investment portal (SatuitSIP), client report automation (SatuitCRA) and a mobile CRM app (Satuit2Go). Easily integrate our platform with existing systems using SatuitSDX, our secure data exchange service.
Contact us today to learn more about how our software solutions can assist your business.
Introducing the Satuit Platform. CRM and Investor Portal Solutions Custom Built for You.
The Corundum Group (TCG) operates as a Registered Investment Advisor, responsible for over $1 billion in assets. Originally searching for a secure investor portal, TCG
Investor Portal Solutions Investor portal solutions can provide your business with various improvements, such as streamlined communication and increased investor engagement. The key to experiencing
While it may be tempting, delegating the responsibilities of CRM selection, implementation, and ongoing support to IT has its shortcomings. Technology is only one piece of the puzzle; Asset Management firms need a strategy that fully supports the initiatives of the sales, marketing, client retention, and management teams.
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Focused exclusively on the Investment and Asset Management industry, Satuit’s CRM, portal, and reporting software offer a complete front-office solution delivered at a fixed price to drive improved efficiency, compliance, and results of the sales, client service, and client reporting teams. Our implementation includes software, support, configuration services, and training that can typically be completed in less than half the time of other vendors, allowing an immediate return on your investment.