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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, CRM Data Cleansing, 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, CRM 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 CRM 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.


The CLIENTSFirst Consulting team has decades of experience helping organizations succeed with CRM. Whether you are in the initial stages of CRM selection, leading a new CRM initiative or attempting to enhance the success of your current implementation, our CRM consulting solutions and services are designed to help you succeed.

Data Quality Solutions

Make no mistake: there is no “magic bullet” for data quality in terms of systems or technology.  Good data quality requires good people. Our trained team of US-based data quality professionals, CRM data stewards and data quality consultants can help you put a CRM data cleansing strategy and plan in place and execute it to help you improve data quality while reducing costs – and headaches.


eMarketing is about more than just e-mail: it’s about automating communication processes to help enhance business development efforts and build lasting relationships with Clients. Our eMarketing consultants are familiar with all of the leading eMarketing and Marketing Automation software and systems. We can help you to choose the right technology, successfully implement and integrate the system and put processes in place to increase ROI and achieve eMarketing results.

Client Intelligence

In the competitive world of private equity, a solid understanding of a client’s or prospect’s business and industry is essential to successful business development. For busy executives, time is money, literally – and there is seldom enough time to devote to the research and the thorough preparation it takes to gain a competitive edge. CLIENTSFirst’s Client Intelligence reports deliver the insights and information executives need to win new business, build relationships with existing clients and make informed decisions. Beyond providing critical information about companies and industries, we help to identify issues and challenges that represent new opportunities for business development.

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