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.

Leverage your Internal and External Resources

Your fundraising team can easily import lists from third-party industry vendors, and reactivate prospective investors who indicated that they wished to be contacted for a later round of funding. Once an investor, SatuitCRM will help manage Capital Calls and Investor and Compliance reporting.

Mobile Version for Phones and Tablets

Your deal details and investor contacts are always a click away. Our private equity software is an cloud application that 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.

Manage Capitals Calls and Distributions

Integrate with Outlook and Gmail to capture incoming and outgoing emails and attachments. Emails are automatically linked to all recipients. You can even attach emails to contacts, not on the original email (internal communications you might want to attach to a portfolio company).

Manage Contract and Legal Workflow

A private equity CRM that provides robust document management and workflow. Capture all correspondence and securely share watermarked documents through SatuitSIP® Investor Portal.

Manage the Life Cycle of the Deal

Your research team can effortlessly manage the entire life cycle of the deal from the initial identification of prospective companies to the final details of closing the deal.

Track a Universe of Potential Investments

Create expansive fundraising pipelines with a few clicks. Utilize 3rd party integrations to automate data importing or manually import data using SatuitCRM's built in import tools.

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.

asset management CRM desktop view and secure investor portal mobile view
Manage the life cycle of the deal
Track a universe of potential investments
Import data from 3rd parties
Capture all correspondence
Manage the contract and legal workflow
Leverage your internal and external resources
Create your fundraising pipeline with a few clicks
Track progress of fundraising
Manage capitals calls and distributions
Manage investor reporting
Mobile version for phones and tablets
Integrate with Outlook or Gmail

Integration Partners

We are proud to work with innovative organizations and institutions from financial services to academia and beyond.


Strategies for Successful CRM Implementation | Satuit

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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Get in touch with our Sales Team

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.

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