Private Equity


Private equity groups (PEGs) and their portfolio firms make quick decisions in a highly competitive market, and that requires fast, accurate and timely data. Engaging successfully in the private equity realm also requires strategic networking and strong relationships.

Whether a PEG is investing in a company, fixed income securities or other assets, the competition is keen for sound investments and top talent. Building a trusted network and keeping contact data up-to-date is vital as it allows partners to effectively leverage their valuable connections.

From managing fundraising, investor relations and deal flow to portfolio management, PEG research teams manage deal lifecycles —from identification of prospective companies to the final details of a buyout. PEG’s require sophisticated CRMs to manage all aspects of their business. Whether building intelligence data on limited partners, creating processes for nurturing prospects and earning investors’ trust, developing intelligence on interactions and deals to gain competitive advantage or evaluating performance, CRM is an essential tool for managing a private equity business.

CRM, Data Quality and eMarketing Solutions for Private Equity Groups

CLIENTSFirst Consulting helps PEGs succeed with CRM. The CLIENTSFirst team has more than 10 years’ experience delivering CRM consulting and contact data solutions to leading organizations. We simplify the complexities of deploying and maintaining CRM solutions and help clients leverage CRM to its full potential to achieve their business goals.

To that end, our team provides expert CRM consulting, data cleansing and data management services and resources as well as email marketing services. We support our clients from CRM system selection and rollout through integration with other systems and ongoing CRM training. Our Data Quality Solutions team provides a variety of data transformation services and resources—from contact database assessments and expert data cleansing services to outsourced data stewards. Our eMarketing team offers an array of services to manage vital communications with connections.

At CLIENTSFirst, our goal is to help our private equity clients apply CRM and technology to leverage the data and people within their networks and achieve returns on their substantial investments.