xpedition.co.uk

ConnectedIntelligenceIn Private Equity, intelligence and connections are crucial to success, but the knowledge your future depends on is spread across your firm. With the right tools your firm can explore and leverage that intelligence to gain competitive advantage.

CRM for Private Equity

9 ways Xpedition Private Equity, Microsoft Dynamics 365 & Office 365 can make your business flow

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Understand who knows whoMake use of network knowledge: expose connections between specialist advisors, key contacts and previous work to focus your deal origination and fundraising activities.

Inform the future Build up profiles of potential investors and manage the fundraising pipeline based on accurate, consistent information from all around your business.

Achieve high visibilityDeliver and improve successful business outcomes across the firm through better visibility across all functions and staff – empower everyone to work towards the same goals.

Maintain focusManage the lifecycle of every deal, from introduction through to exit, with visibility of every point of engagement.

Make the most of every contact pointRecord communications and meetings with contacts and organisations. Store the information in one place, building a 360 degree view of developing relationships.

Gain total buy-inDrive high levels of user adoption with Dynamics 365; a proven, familiar and easy-to-use environment designed so your staff will pick it up quickly and see immediate benefits.

Understand the relative value of relationshipsThrough comprehensive data recording, easily and reliably quantify the worth of your business relationships with advisors and intermediaries.

Enable precise decision-makingAutomate the production of management information across deal flow, fundraising and marketing to produce reliable, regular and comprehensive insight on which to base key management decisions.

Make it easy, everywhereEnable access on any device, anywhere, any time, so your staff can update information and retrieve it the moment they need it.

CRM experts for Private EquityThe team at Xpedition has deep expertise working in this specialist sector. We understand the demands of Private Equity and Venture Capital operations and the complex network of investor, portfolio, advisor, talent and intermediary relationships they depend on.

Xpedition's dedicated Private Equity solution, built on the powerful Microsoft Dynamics and Office 365 platform, is built to capitalise on the knowledge and talent that exists outside and inside your firm, uncovering new insights and opportunities. Streamline your relationship and opportunity management processes. Put information at your fingertips for strategic planning, long term growth and tactical decision support in individual deals.

Private Equity and Venture Capital is a sophisticated business. That’s why we go much further than providing a ‘one size fits all’ CRM solution. We have deep insight into the business processes and organisational structures that typically underpin the processes for firms across the Private Equity industry.

Our CRM industry experts have the knowledge and experience to explore, question and challenge your existing operational processes. We can help you refine them and match them to the best technology solution for your particular needs.

“ We knew of Xpedition’s track history within Private Equity, their expert industry knowledge really helped us to set clear project objectives and refine our requirements. We are now successfully live and we look forward to seeing the results and continuing our relationship with Xpedition.” Deutsche Beteiligungs AG

Specialist solutions for Private Equity

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A customised Dynamics 365 client relationship management solution that integrates with Office 365 and provides a 360 degree view of relationships across your entire firm.

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Outlook integration

Unlike generic client relationship management solutions, Microsoft Dynamic 365 is designed to seamlessly integrate with Microsoft Outlook. Furthermore, with Exchange Online, intelligent auto-capture and Microsoft’s AI capabilities, Dynamics 365 acts as your central repository for all client communication and team correspondence. Outlook integration provides access to all client accounts, contacts, funds and deals, even on mobile and tablet. Through the introduction of intelligent AI and an innovative auto-capture function, the Outlook integration also suggests what e-mails should be tracked and creates follow up activities such as new appointments or tasks. Maintain contact profiles and view connections between organisations and deals within the system. Easily track ‘who knows who’ in your firm. Use the information to provide a clear picture of a contact’s associates, their involvement in previous deals as an introducer and the services they have previously provided.

SharePoint

Operational efficiency is a key goal of any firm, but internal barriers and an inability to share information can often prohibit effective working practices. Microsoft Dynamics 365 with SharePoint integration helps break down the internal silos that are often the barrier to the sharing of client information, resources and knowledge capital. SharePoint enables your team to collaborate on important files, documents, client updates and ideas. SharePoint acts as a catalyst for your firm’s knowledge sharing capabilities, helping streamline workflows and creating a truly connected, collaborative work environment. Accelerate your decision making by transforming everyday processes, from simple tasks like notifications and approvals through to complex operational workflows. This can be further combined with powerful workflow tools and electronic signatures to both automate processes and maintain a clear audit trail for compliance purposes.

Introducing Microsoft Dynamics 365: enhanced control, clarity and agility that provides greater decision-making capability so you can focus on what really matters

Gain immediate benefits from a specialised CRM solution that meets the needs of Private Equity with a single, unified process and a 360 degree view of all engagements. Users everywhere can collaborate faster and naturally build more responsive and personalised relationships.

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Azure Cloud & Microsoft AccreditationWhen it comes to Cloud security, Microsoft Azure leads the way in establishing clear security and privacy standards by meeting a broad range of national, international and industry-specific compliance standards such as GDPR and beyond. With more certifications than any other cloud provider, Microsoft Azure means you spend less time thinking about security, and more time focusing on what really matters. As Azure is fully configurable, your firm can manage the full range of security deployments so you have the power to create your own unique customisations.

A simple route for totallyeffective CRM

Easy and cost-effective to deploy and use, our specialist Private Equity application combines the precision and sophistication of a custom-built solution with the robustness and scalability of a trusted and widely deployed mainstream software product – Microsoft Dynamics 365.

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Dynamics 365 with Relationship AssistantRelationship Assistant is part of the Dynamics 365 Embedded Intelligence suite of features. Using Microsoft’s latest AI technology, Relationship Assistant keeps an eye on insights to remind you of upcoming activities, suggestions for reaching out to clients that haven’t been contacted for a while, and delivers alerts for opportunities that are due to close. In addition, Relationship Assistant highlights pending email messages that require attention, and much more. Relationship Assistant is available across laptop, tablet and mobile, ensuring your team can be notified of all critical upcoming activities, wherever they are.

Relevance Search

Using a dedicated search service external and powered by Microsoft Azure Cloud, Relevance Search boosts your team’s search performance by delivering comprehensive results that provide the information you need, when you need it. Fully customisable, you can search across the entire platform via search fields tailored to your specific requirements. This search capability is so comprehensive that full text searches will even identify words and sentences in all of your documents, including PDFs, providing you with a precise, highly intelligent search capability.

Third-party integration

As Dynamics 365 is a highly flexible solution that delivers a greater degree of customisation than other client relationship management platforms, it is not surprising that Dynamics 365 also seamlessly integrates with hundreds of powerful third-party solutions that further enhance your business operations. Whatever your specific challenge and requirement, you can be confident that Dynamics 365 will work with the right solution to further enhance its already impressive set of capabilities and ensure that your deal-flow, investor relations, research, due-diligence and reporting capabilities are exactly as you need them.

Preqin

Preqin is the alternative assets industry's leading source of intelligence, providing unrivalled insight across private equity, private debt, real estate, hedge funds, infrastructure and natural resources. Xpedition’s CRM Accelerator fully integrates with Preqin so your team can benefit from Preqin’s leading data insights directly from within Dynamics 365. Opening up a vast resource of vitalintelligence, this advanced Private Equity toolkit allows you to fully integrate Preqin’s comprehensive data into your workflows, further enhancing decision making capability and accelerating business growth.

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Dynamics 365 Social Engagement

Social Engagement with Dynamics 365 considerably expands your firm's information gathering capabilities. Gather intelligence on both target and existing portfolio companies, and source new opportunities by harnessing the power of Social Insights. Social Insights brings social media capability directly into the Dynamics 365 dashboard so your entire team can view and respond to real-time client intelligence and insights. Social Insights are available on forms and dashboards to provide your team convenient access to social data, wherever they are. At any time, teams can access Social Engagement to drill down and explore the data in more detail.

Power BI

Cloud based analytics are transforming Private Equity M&A lifecycles. You too can unlock new levels of insight with Microsoft Power BI and Azure. Start connecting real-time data that acts as your single source of truth. Analyse with confidence, identify key connections, spot your primary profit-making opportunities, and move with certainty.

Talent Management

When investing in companies, you are investing in people. But sourcing the right talent at the portfolio-level company is increasingly challenging. As partners and dealmakers tend to move around regularly, monitoring and tracking their activity is becoming increasingly important. With the Xpedition Private Equity Accelerator, you can meet this demand. Xpedition's talent management solution enables you to effectively track and monitor the very best talent from your network. And by being able to source the highest calibre professionals available, you can match their skills to the needs of your portfolio companies, ensuring you can position the right people, in the right firm, at the right time.

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Microsoft Teams

Due to the fast-paced nature of Private Equity and Venture Capital, keeping track of everything that's happening at any one time is more challenging than ever. Where Microsoft SharePoint is your main tool for the sharing of documents, workflows, data lists and other vital assets, Microsoft Teams is your leading virtual meeting point for flexible online team discussion, collaboration and communication. Streamlined communications help your teams nurture leads more effectively, respond to client and prospect requests faster, and build a collaborative process that helps you identify the best deals so you can act quickly and with confidence.

LinkedIn

LinkedIn fully integrates with Dynamics 365, saving you time by not having to jump back-and-forth between the two leading sales and client relationship platforms. With the LinkedIn integration, your firm can take advantage of the insight and data surfaced by the platform to help ensure you’re tracking your very best investors and intermediaries in the most efficient way possible. In addition, with Teamlink, you can identify how other members of your team are connected to the array of potential investors or deal origination sources, increasing your options for reaching out and making use of the connections already held within your firm. Recommended leads also suggest new contacts based on your common searches, such as type of firm, job titles, seniority, geography and more. In addition, you can see lead and relationship updates such as job changes and promotions when viewing records in Dynamics 365.

We deliver real businessvalue at low risk – on time, within budget, and in line with your goalsAt Xpedition we guide your path to growth, through the implementation of intelligent cloud-based business applications. We help our clients to understand how technology can empower their business in real terms, and we deliver.

Previously known as TouchstoneCRM, we offer so much more than CRM and business software. We deliver real business value through expert consultancy. We’re known for our questioning nature and for challenging the status quo.

We succeed when you succeed, inspiring clients with insight led guidance. Our market leading expertise and industry knowledge will help your business to reach its goals.

We understand your industry. Our experts are passionate about sharing their knowledge, revitalising client experiences and improving operational efficiency. At Xpedition, we’ll show you the way.

To learn more about Xpedition, visit: www.xpedition.co.ukOr contact us on 020 7121 4705 info@xpedition.co.uk

Xpedition 46 Worship Street London EC2A 2EA

© Xpedition 2018.